Distinguish actual contributions from outstanding obligations and assess the arrangement under the applicable rules.
Use the correct capital account
The generally applicable US$1.05 million or qualifying US$800,000 level does not justify an inaccurate statement of funding. Administrative costs and intended payments should retain their actual status. Statutory capital adjustments begin January 1, 2027; confirm the amount applicable to the filing.
Budget the Form I-526 filing charge on the USCIS fee schedule, later immigrant-visa or adjustment and removal-of-conditions charges, legal and accounting costs, a business plan and any site analysis, and the tax cost of extracting capital from the Canadian company. Set the two options out side by side with every cost included: capital, project fees or business establishment costs, ongoing operating requirements, professional fees, and the working capital a direct investment needs before it is self-sustaining. Administration fees charged by a regional centre or project sponsor, legal fees, translation, accountancy, escrow charges and government filing fees all sit outside the qualifying capital and have to be funded separately. Record capital contribution, administrative charges, escrow terms, document services, translations, government filing fees, travel, and later-condition-removal planning in separate columns. A complete budget should include advice from independent professionals appropriate to the investor’s needs, but no adviser can convert a commercial expense into qualifying capital by using a different label. Avoid using the asset’s headline valuation after transaction costs have reduced available proceeds, and keep professional or official charges outside the capital total.