Hi
@legalfalcon
Thanks for all the support and insight, this thread seems to be really helpful, but quite long thus haven't been able to read through all of it. I am posting my query, but please forgive me if something similar has already been asked.
EE-FSW post ITA (with spouse, accompanying travel), filling out the eAPR & preparing documents.
A. For proof of funds:
1. My bank has issued me a signed, stamped letter stating the following:
My name, Address, Bank account number, account type, Account open date, Current Balance, Average balance (12 mos), Account holders (joint with spouse).. It does not give transaction details, nor does it give a monthly average / closing balance.
They have issued 1 letter per account (each account has separate letter). I think that should still be ok?
A separate letter for each account works well as long as the cumulative value of all accounts is over the required CAD depending on the number of people on your application.
2. I am planning to add to this, a disclaimer by my spouse clarifying that the funds are intended for use once immigrated to Canada. That is optional, but I am adding, should be ok?
If your accounts are joint accounts with your spouse, then you will need to get an affidavit from your spouse declaring that (s)he authorizes the use of funds for being used after you immigrate to Canada. When you say disclaimer, I am not sure if you are adding it to the LoE or the bank letters itself.
3. Would I need account statements for the past 6 months, notarized by a bank official to be added as well? I am concerned about this as I have a car load and a student loan that I am paying off that, if that will raise a flag with IRCC once I add detailed transaction level summary. (My salary goes into all my accounts based on need).
You DO NOT need notarized bank account letters. A letter from a bank or a financial institution on their letter head is sufficient. If you do have loans you are paying off, your bank will most likely show them in the reference letters or it will be reflected on the account statements. If you have adequate funds after deducting the loans, there is nothing to worry. IRCC states the following:
- The applicant should provide an official letter(s) from one or more financial institutions that lists all current bank and investment accounts as well as outstanding debts, such as credit card debts and loans.
- o The letter(s) must be printed on the letterhead of the financial institution and must include the applicant’s name, the contact information of the financial institution (address, telephone number and email address), the account numbers, the date each account was opened and the current balance of each account as well as the average balance for the past six months.
Available at - http://www.cic.gc.ca/english/resources/tools/perm/express/intake-complete.asp
Would there be anything else I need to consider/add?
As discussed above, there is nothing more you need as long as you comply with IRCC requirements.
B. For educational documents
1. When filling out my EE profile (in early May), I had a Master's degree, which was already evaluated to Canadian Masters equivalent by WES. I had not entered my Bachelors there, instead just included Bachelors in personal history. Would I then be required to put in my bachelors transcripts and degree along with LoE or someplace else? (since I am mentioning it in my personal history at least).
No, only the highest degree is required. There is no need for your to get your bachelors evaluated or even upload any transcripts for it.
- If Yes, would I need to add degree certificate as well as certified mark-sheets (signed by college asst. registrar), or would just a scanned (not signed) copy of the mark sheets suffice?
2. I will be completing my MBA (part time) in June. I will be getting my degree certificate then as well. As per my understanding, this will be mentioned in my personal history. Would it be ok since it would overlap with my current work as well?
YEs, if you are outside Canada work done along with your education can be used to claim points for work experience. There is no problem when your education and work overlap. Only if your are a student in Canada, you cannot use work experience gained along with your education.
3. For my Master's degree, when uploading documents post-ITA, I would add the degree certificate (diploma), the WES ECA scanned. Would I also need to add in transcripts?
- If yes for the transcripts, would it need to be official transcripts or would unofficially auto-generated transcripts suffice?
- Where an ECA has been obtained, the applicant must provide the ECA reference number in their e-APR for online validation directly from the issuing organization.
- A scanned copy of the ECA is not required when submitting the e-APR but may be requested by IRCC at a later date.
- Applicants are instructed to indicate that their education was completed by correspondence by typing in brackets {by correspondence} on the same line as the education institution name found in the Education Background Information tab of GCMS. The discretion remains with the officer to decide if a police certificate is required for the country of the education institution
- Available at - http://www.cic.gc.ca/english/resources/tools/perm/express/intake-complete.asp
No need for transcript as you have the ECA.
EDIT: Added a question
C. Reference Letter (experience)
1. I am getting my reference letter on the company letter head, signed by my HR officer (personnel office as called out in CIC website). Would it need the HR's business card as well? Could there be an issue if its not included, the title of the officer would be "Global Competency Development & Workforce Planning Manager".
There is no requirement for the business card.
The reference letter should be an official document printed on company letterhead (must include the applicant’s name, the company’s contact information [address, telephone number and email address], and the name, title and signature of the immediate supervisor or personnel officer at the company). As long as you have all these, you are good. This too is available at the link mentioned above.
2. I think this has been answered before, the 6 years of work experience I have is essentially same duties but two different titles (same NOC, even two titles are listed in NOC description in CIC website) . The reference letter also states the same (calls out two position titles held), I just wanted to confirm that since I entered two line items in the work history section, can I upload the same reference letter in the employment section for both and add in clarification regarding same in LoE.
YEs, you can.
Thanks so much in advance for the insights so far