A little help completing IMM5768 FINANCIAL EVALUATION FOR PGP.

[screech339]

I am a little confused with IMM5768 Financial Eval for PGP. Question 14 and Question 17. It want the employment history =. with employer name, address, phone no, in which I have no problem with. But the gross income / benefits for the period. and family size? I assume they want the gross income for working for that specific employer. I guess I have to look up the income tax forms and see the gross payment for that work period. I still don't understand the family size column next to gross income column.


Q1. I can list my work history back to 2018 despite working 8 years with employer. Do I only list gross income for total 2018 and 2019 only? I don't know the total gross income for 2020. But I can get an approximate gross income for 2020 and then do I add it to 2018 and 2019 income in the gross income?

Q2. How does this family size column work, next to gross income. Do I put in 6, I have a sponsor / co-signer, 2 kids and sponsoring two parents. 6 in total.

The guide does a poor job in explaining how to complete this form.

Any help would be appreciated.

 

[PGPCanada]

Hi I am in a same boat
i work in a same company for last 3 years so i am making three row for 2018, 2019 and 2020 (last paystub will show up your gross income)
and for family size- my son was born on 2019 and i am sponsoring my parenst (2) so total family size will be 5 Including spouse for 2019 and 2020 but i am putting 4 for 2018 as my son was born on 2019.
does it make sense to you? Thats how i am going to fill. you can correct me if i am wrong TIA

 

[hsabharwal]

Hi I am in a same boat
i work in a same company for last 3 years so i am making three row for 2018, 2019 and 2020 (last paystub will show up your gross income)
and for family size- my son was born on 2019 and i am sponsoring my parenst (2) so total family size will be 5 Including spouse for 2019 and 2020 but i am putting 4 for 2018 as my son was born on 2019.
does it make sense to you? Thats how i am going to fill. you can correct me if i am wrong TIA

this might help you


https://www.cic.gc.ca/english/helpcentre/answer.asp?qnum=1460&top=14

 

[Akberansari]

this might help you


https://www.cic.gc.ca/english/helpcentre/answer.asp?qnum=1460&top=14

Hi
Im going to do the same.
But the 1st row has "To" date as "Present" which means we have to put from data as "2021-01-01" for this year gross income?
Im confused with this 1st row. I have to say this portion is really confusing.

 

[Akberansari]

Read this from the previous PGP group of 2019 and this is what some wrote:

"This was discussed in the past and the concessus was that you need to put it in the following format:
2019-01 - Present $XXX
2018-01 - 2018-12 $XXX
2017-01 - 2017-12 $XXX
2016-01 - 2016-12 $XXX "

 

[YVR123]

Read this from the previous PGP group of 2019 and this is what some wrote:

"This was discussed in the past and the concessus was that you need to put it in the following format:
2019-01 - Present $XXX
2018-01 - 2018-12 $XXX
2017-01 - 2017-12 $XXX
2016-01 - 2016-12 $XXX "

I agree. Just to refresh it for 2020 applications

2021-01 - Present $XXX
2020-01 - 2020-12 $XXX
2019-01 - 2019-12 $XXX
2018-01 - 2018-12 $XXX "

 

[YVR123]

Hi I am in a same boat
i work in a same company for last 3 years so i am making three row for 2018, 2019 and 2020 (last paystub will show up your gross income)
and for family size- my son was born on 2019 and i am sponsoring my parenst (2) so total family size will be 5 Including spouse for 2019 and 2020 but i am putting 4 for 2018 as my son was born on 2019.
does it make sense to you? Thats how i am going to fill. you can correct me if i am wrong TIA

I think that's a logical way to do it. I would do the same if I am applying this year.

 

[Akberansari]

I agree. Just to refresh it for 2020 applications

2021-01 - Present $XXX
2020-01 - 2020-12 $XXX
2019-01 - 2019-12 $XXX
2018-01 - 2018-12 $XXX "

Yes I agree , and i dont think we need an LOE for this.

Also for the family size section, Im keeping the family size to what my family number is excluding my parents or sponsered folks

 

[lasheglitters]

I agree. Just to refresh it for 2020 applications

2021-01 - Present $XXX
2020-01 - 2020-12 $XXX
2019-01 - 2019-12 $XXX
2018-01 - 2018-12 $XXX "

Do we fill the employment history portion of IMM 5768 yearly like you stated even if the sponsor has worked with the employer for more than a year?

 

[lasheglitters]

Gross income for employment history means the total income without any deductions made.
Just to be sure, am I right, please?
I need help, thank you.

 

[lasheglitters]

As a sponsor, do I also need proof of fund for this application, please?

 

[inder321]

Hi,

I have few questions and need you advise


for Question No 3 (B), 4 .. if i need to put number of person 0 for previous undertaking if i haven't sponsored someone in past.
for Question no 14 : do we need to put family size excluding sponsored parents or we need to include parents for family size.

can someone please share the duly filled form ( hiding names for privacy purpose)

shall be appreciate

 

[Akberansari]

Gross income for employment history means the total income without any deductions made.
Just to be sure, am I right, please?
I need help, thank you.

Yes thats correct. In your pay stub you can check the year-to-date income at the end of the year.
Gross income is the income before any deductibles

 

[YVR123]

As a sponsor, do I also need proof of fund for this application, please?

You need proof of income i.e. you should only enter the information that you will have proof when it's being requested.
You should already have your NOC from 2018 and 2019.

 

[screech339]

You need proof of income i.e. you should only enter the information that you will have proof when it's being requested.
You should already have your NOC from 2018 and 2019.

BTW: Your suggestion of showing year by year with each annual gross income, instead of showing 3 years with along with 3 years total of gross income in one line, was a great suggestion. It does make filling out the application form much easier. Thank you.