Planning tool

Prepare a better first conversation

Build a question list without entering identity or case data. This checklist prepares a discussion; it is not an eligibility result or legal document.

Conversation topic

Choose the questions to keepWho is responsible for regulated advice, and what is their jurisdiction and authorization?Which rule version and official sources apply to my facts?What is included, excluded, refundable, and paid to third parties?Which information can stay high-level, and where would confidential documents be shared securely?What assumptions, unknowns, refusal risks, and review dates should be recorded in writing?Is the outcome direct citizenship or a path through residence?Which family members qualify, and under which dependency rules?