CAUTION: Who-accompanied-whom can make a difference when a PR claims credit toward the PR Residency Obligation based on time abroad accompanying the PR's Canadian citizen spouse.
There are now reasons to emphasize this caution more than it has been in the past.
CAVEAT: While NOT certain, my strong sense is that the general approach to NOT consider who-accompanied-whom STILL applies in MOST cases, with "NOTABLE EXCEPTIONS."
The scope of "NOTABLE EXCEPTIONS," and the range of factors which might significantly increase the risks, warrant some serious attention. Thanks is due @Tubsmagee and @zardoz for doing the research which has alerted the forum of this evolving issue.
In the meantime, it gets complicated. Explication demands wading deep into the weeds. Thus, I expect this to go LONG and require multiple posts.
Background observations:
We have long known that in some, largely unusual cases, the question who-accompanied-whom has been considered and has led to a negative outcome. BUT, at least until recently, those were isolated cases involving particularly problematic circumstances and, as sometimes noted by various IAD panels, an EXCEPTION. In contrast, the general rule, the general approach, has focused on crediting time the PR and Canadian-citizen-spouse actually LIVE together abroad. Thus, so long as the couple are living together, NO PROBLEM with getting credit. Usually! Not always.
This is essentially the oft referenced approach outlined in ENF 23 "Loss of Permanent Resident Status."
The guidelines for PR Card applications, which includes an appendix specifically about the PR Residency Obligation, were updated this summer (June 2018). It does NOT appear to include any changes which affect the Residency Obligation appendix information relative to credit for time accompanying a citizen-spouse. BUT it warrants noting that this information affirmatively employs the predicate version of "accompany" such that, in form, it specifically references the PR accompanying the citizen-spouse. So far as I can ascertain, this particular information is consistent going back to at least 2008.
Except for some much older Federal Court decisions, and until relatively recently only an occasional IAD decision, generally there has been little or no sign that who-accompanied-whom was considered let alone mattered, at least not much, EXCEPT (and this largely includes the older cases) in situations I have described where it appears . . . the PR and citizen are, in effect, really pushing-the-envelope (relative to establishing and maintaining connection to a life in Canada).
What constitutes pushing-the-envelope now warrants closer inspection.
Recently, and going back quite a ways, I have variously described the risk, the risk that who-accompanied-whom could matter, in minimalist terms . . . thus, in general terms I have repeatedly offered observations similar to the following, regarding WHEN CBSA and/or IRCC might consider who-accompanied-whom . . .
BUT now subject to a stronger caution, as noted, relative to certain "NOTABLE EXCEPTIONS."
What the more recent IAD decisions illuminate, in contrast, is that it seems quite likely such circumstances (as I outline in the quotes above) are indeed very much at risk, that it is NOT safe to categorize the who-accompanied-whom question as an outlier or altogether unlikely but possible. It clearly appears to be more than merely possible. And, actually perhaps quite likely in certain situations.
The more recent IAD decisions also illuminate that a significant number of visa officers deciding PR Travel Document applications are considering who-accompanied-whom . . . at least in circumstances such as those I outline in quotes above.
Additionally, the recent IAD decisions also illuminate that even under the current Liberal government, the Minister is, apparently, advocating consideration of who-accompanied-whom and limiting the credit to those PRs who accompanied the citizen abroad, rather than when the citizen joined the PR abroad . . . at least, again, in circumstances such as those I outline in quotes above.
THERE ARE MORE QUESTIONS THAN ANSWERS. As is often the case when dealing with IRCC.
THERE IS, HOWEVER, ONE KEY QUESTION:
Is consideration of who-accompanied-whom actually an EXCEPTION, still, or is this a common or perhaps even standard element now?
Or, asking the question another way . . . now or in the near future, is it likely that the who-accompanied-whom question may arise and have an impact in cases less blatant, less like those I outline above? For example, if it is obvious that the citizen is abroad to be with the PR, such as a PR with a career abroad, is there a risk IRCC will consider who-accompanied-whom and deny credit for the time the couple is living together abroad even though the PR was previously settled and established in Canada.
Again, I believe consideration of who-accompanied-whom is still an exception and the answer to the last question, in particular, remains NO. But I am no expert. I am not the one at risk.
And even if I am correct, generally, what circumstances will increase the risk otherwise? Living abroad long-term, such as more than five years? Minimal or no travel to Canada for extended periods of time or otherwise NOT retaining ongoing ties to Canada?
While I will (probably) get more into it, below, among the reasons why I do not think there has been a significant policy change, why I think questioning who-accompanied-whom is still the EXCEPTION, is that the instructions, guidelines, and checklists for PR card applications and PR Travel Document applications do NOT request any information directly related to who-accompanied-whom or the reason for being abroad . . . except as might otherwise be apparent in the PR's and citizen-spouse's travel and residence history.
But the latter, what is apparent in the respective travel and residence history, probably deserves more consideration now whenever there is a significant period of time the PR has been living abroad before the citizen-spouse and PR are living together abroad. This is something other forum participants have expressed some caution about before. For example, where a PR was expecting to soon become a citizen, and there was a plan to then go work and live abroad in a country where the PR's spouse, also a PR, was already living, and the question was whether the PR spouse abroad would be entitled to the credit for accompanying a citizen spouse after one of them received citizenship and they were living together, @canuck78 astutely cautioned:
There is more to follow. Before going deep into the weeds, however, it warrants citing and linking the recent research shared by @Tubsmagee and @zardoz. And perhaps a few additional decisions.
There are now reasons to emphasize this caution more than it has been in the past.
CAVEAT: While NOT certain, my strong sense is that the general approach to NOT consider who-accompanied-whom STILL applies in MOST cases, with "NOTABLE EXCEPTIONS."
The scope of "NOTABLE EXCEPTIONS," and the range of factors which might significantly increase the risks, warrant some serious attention. Thanks is due @Tubsmagee and @zardoz for doing the research which has alerted the forum of this evolving issue.
In the meantime, it gets complicated. Explication demands wading deep into the weeds. Thus, I expect this to go LONG and require multiple posts.
Background observations:
We have long known that in some, largely unusual cases, the question who-accompanied-whom has been considered and has led to a negative outcome. BUT, at least until recently, those were isolated cases involving particularly problematic circumstances and, as sometimes noted by various IAD panels, an EXCEPTION. In contrast, the general rule, the general approach, has focused on crediting time the PR and Canadian-citizen-spouse actually LIVE together abroad. Thus, so long as the couple are living together, NO PROBLEM with getting credit. Usually! Not always.
This is essentially the oft referenced approach outlined in ENF 23 "Loss of Permanent Resident Status."
The guidelines for PR Card applications, which includes an appendix specifically about the PR Residency Obligation, were updated this summer (June 2018). It does NOT appear to include any changes which affect the Residency Obligation appendix information relative to credit for time accompanying a citizen-spouse. BUT it warrants noting that this information affirmatively employs the predicate version of "accompany" such that, in form, it specifically references the PR accompanying the citizen-spouse. So far as I can ascertain, this particular information is consistent going back to at least 2008.
Except for some much older Federal Court decisions, and until relatively recently only an occasional IAD decision, generally there has been little or no sign that who-accompanied-whom was considered let alone mattered, at least not much, EXCEPT (and this largely includes the older cases) in situations I have described where it appears . . . the PR and citizen are, in effect, really pushing-the-envelope (relative to establishing and maintaining connection to a life in Canada).
What constitutes pushing-the-envelope now warrants closer inspection.
Recently, and going back quite a ways, I have variously described the risk, the risk that who-accompanied-whom could matter, in minimalist terms . . . thus, in general terms I have repeatedly offered observations similar to the following, regarding WHEN CBSA and/or IRCC might consider who-accompanied-whom . . .
Most [such cases] are actually rather obvious instances in which the PR has no real intention to establish a life IN CANADA or there are, otherwise, blatant indications of gaming the system. These are very fact specific scenarios. They typically involve egregious abuses of the system or the appearance of abuse. Examples are so particular as to not illuminate much beyond the particular example . . . well, except examples involving a PR who has never actually established a residence in Canada.
[Also referencing situations involving PR who were already abroad before getting into the relationship with the citizen-spouse.]
In particular, I believe that the extent of the PR's establishment in Canada is a huge factor. Among the factual scenarios in which who-accompanied-whom is questioned, the PR who never was settled in Canada (or otherwise not settled in Canada for a very long time and prior to the marital relationship with the citizen-spouse) is perhaps the most common and obvious example in which who-accompanied-whom is parsed.
To be clear, it remains my strong impression that those observations are essentially STILL valid and still describe what is likely to impose or trigger a risk that who-accompanied-whom could negate credit for time living together abroad. And that otherwise, time LIVING-TOGETHER should count, without regard to who followed whom or who is the one who has the primary purpose for being abroad.There are many other factors which could influence the nature and extent of the risk. For example, the more time and more settled in Canada [the PR has been], prior to either [the PR or the citizen-spouse] relocating abroad, the lower the risk. Conversely, the less time and less well-settled in Canada [the PR] has ever been, the greater the risk. While the nature and scope of the citizen's settlement in Canada will likely be a significant factor, it is the PR's history which looms largest, and particularly so if the PR has never actually been permanently settled and living in Canada.
BUT now subject to a stronger caution, as noted, relative to certain "NOTABLE EXCEPTIONS."
What the more recent IAD decisions illuminate, in contrast, is that it seems quite likely such circumstances (as I outline in the quotes above) are indeed very much at risk, that it is NOT safe to categorize the who-accompanied-whom question as an outlier or altogether unlikely but possible. It clearly appears to be more than merely possible. And, actually perhaps quite likely in certain situations.
The more recent IAD decisions also illuminate that a significant number of visa officers deciding PR Travel Document applications are considering who-accompanied-whom . . . at least in circumstances such as those I outline in quotes above.
Additionally, the recent IAD decisions also illuminate that even under the current Liberal government, the Minister is, apparently, advocating consideration of who-accompanied-whom and limiting the credit to those PRs who accompanied the citizen abroad, rather than when the citizen joined the PR abroad . . . at least, again, in circumstances such as those I outline in quotes above.
THERE ARE MORE QUESTIONS THAN ANSWERS. As is often the case when dealing with IRCC.
THERE IS, HOWEVER, ONE KEY QUESTION:
Is consideration of who-accompanied-whom actually an EXCEPTION, still, or is this a common or perhaps even standard element now?
Or, asking the question another way . . . now or in the near future, is it likely that the who-accompanied-whom question may arise and have an impact in cases less blatant, less like those I outline above? For example, if it is obvious that the citizen is abroad to be with the PR, such as a PR with a career abroad, is there a risk IRCC will consider who-accompanied-whom and deny credit for the time the couple is living together abroad even though the PR was previously settled and established in Canada.
Again, I believe consideration of who-accompanied-whom is still an exception and the answer to the last question, in particular, remains NO. But I am no expert. I am not the one at risk.
And even if I am correct, generally, what circumstances will increase the risk otherwise? Living abroad long-term, such as more than five years? Minimal or no travel to Canada for extended periods of time or otherwise NOT retaining ongoing ties to Canada?
While I will (probably) get more into it, below, among the reasons why I do not think there has been a significant policy change, why I think questioning who-accompanied-whom is still the EXCEPTION, is that the instructions, guidelines, and checklists for PR card applications and PR Travel Document applications do NOT request any information directly related to who-accompanied-whom or the reason for being abroad . . . except as might otherwise be apparent in the PR's and citizen-spouse's travel and residence history.
But the latter, what is apparent in the respective travel and residence history, probably deserves more consideration now whenever there is a significant period of time the PR has been living abroad before the citizen-spouse and PR are living together abroad. This is something other forum participants have expressed some caution about before. For example, where a PR was expecting to soon become a citizen, and there was a plan to then go work and live abroad in a country where the PR's spouse, also a PR, was already living, and the question was whether the PR spouse abroad would be entitled to the credit for accompanying a citizen spouse after one of them received citizenship and they were living together, @canuck78 astutely cautioned:
That was a good suggestion at the time and, in consideration of the recent research shared by @Tubsmagee and @zardoz, now appears to be important advice.I would encourage your wife to return to Canada and stay a while before you take a job in ME. I think you may run into concerns if your wife has lived in the ME for years and then you join her and start counting her accompanying days towards RO. Best to eliminate any stumbling blocks.
There is more to follow. Before going deep into the weeds, however, it warrants citing and linking the recent research shared by @Tubsmagee and @zardoz. And perhaps a few additional decisions.