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Thanks so much EE456! One last question is about how do I represent the 401k on as an official statement. For bank accounts, we can take a letter on the banks letter head. But I'm not sure about 401K. I can get quarterly statements for them, but does anyone need to authorize them or sign them...

Thanks for your reply. Did you mean no need of gift deed but need an affidavit? My 401K does have enough funds, but I wanted to show her account as a supplement. Also, is there any general format for the affidavit?

Hi Guys, My first post here. Can anyone who used 401K funds as the main POF clarify what documents you showed? I am able to get quarterly statements from my online 401K management portal. Is that enough or should I get someone's signature on them (like my company HR?). Also, my spouse is...

Once you get the ITA, you will have more sections to fill. You will have to provide details of all members of your immediate family under Personal History section. I think you can give these details over there.