A charge for preparing family records is different from establishing the principal’s qualifying capital.
Assess the actual family and investment roles
Review eligible derivatives and case-specific age or CSPA questions separately. A family-service invoice does not supply jobs, investment risk or another person’s independent eligibility.
List the principal’s capital contribution and every family-related preparation cost separately. An eligible spouse and unmarried children under 21 may derive through the EB-5 case, but their translations, medical work, or document charges do not create additional investment capital, jobs, or independent petitions. The principal must still document lawful origin and every transfer for the US$1,050,000 standard level. A qualifying infrastructure project or targeted-employment-area investment uses the US$800,000 level; ten eligible full-time U.S. jobs and management or policy-formulation participation remain necessary. Choose Form I-526E for a regional-center investment or Form I-526 for a direct one. Family members who qualify receive two-year conditional residence with the investor, and removal of conditions proceeds through Form I-829. Review each child’s age and marital status without confusing Canadian residence with citizenship.
Hypothetical example: a Magog recycling-business owner plans a direct American facility and receives a separate bill for translating his marriage certificate and his daughter’s birth record. Those costs belong in the family-preparation budget, not in the capital ledger. He should use Form I-526 and retain source records, investment wires, hiring projections, relationship documents, and an age review for his unmarried daughter. Even if one invoice combines all services, only the qualifying enterprise contribution addresses the investment threshold.