Financial Evaluation for Parents and Grandparents Sponsorship (IMM 5768)

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Financial Evaluation for Parents and Grandparents Sponsorship (IMM 5768)

Who completes this form?

The Financial Evaluation for Parents and Grandparents Sponsorship (IMM 5768) form will help you, the sponsor, assess if you (and your spouse or common-law partner, if they are co-signing) will have the ability to support the person you are planning to sponsor and their family members. Upload this form to your online application under the section “Additional application forms.”

Note: Quebec residents do not need to complete this form.

About you and, if applicable, your co-signer

Question 1
  1. Is your spouse or common-law partner co-signing the undertaking?
    Check “Yes” or “No.”

    If you check “Yes,” provide the following details about your co-signer:

    • Family name (surname)
    • Given name(s) (first, second or more)
    • Date of birth (year, month, day)
  2. Your full name

    Indicate your

    • Family name (surname)
    • Given name(s) (first, second or more)

Your family members and people included in undertakings in effect or not yet in effect signed by you and, if applicable, your co-signer

Question 2

You must include yourself as part of your family.

Question 3
  1. Current undertaking

    Provide the number of people included in your current undertaking.

  2. Previous undertakings

    You must indicate the following:

    1. number of people included in previous undertakings that you signed as a sponsor and that are still in effect
    2. number of people included in previous undertakings that you signed as a sponsor and that are not yet in effect
    3. number of people included in previous undertakings that you co-signed and that are still in effect
    4. number of people included in previous undertakings that you co-signed and that are not yet in effect

    Note: For any of these questions, provide details on page 2 of 4, if required.

    If you and your spouse will be co-signing each other’s applications to sponsor parents or grandparents, you should both list each other’s parents under option number 4.

Question 4

Complete this section only if your spouse or common-law partner is co-signing the undertaking.

You must indicate the following:

  1. number of people included in previous undertakings that your spouse or common-law partner signed as a sponsor and that are still in effect. Do not include people accounted for in questions 2 and 3.B)iii).
  2. number of people included in previous undertakings that your spouse or common-law partner signed as a sponsor and that are not yet in effect. Do not include people accounted for in 3.B)iv).
  3. number of people included in previous undertakings that your spouse or common-law partner co-signed and that are still in effect. Do not include people accounted for in 3.B)i).
  4. number of people included in previous undertakings that your spouse or common-law partner co-signed and that are not yet in effect. Do not include people accounted for in 3.B)ii).

Note: For any of these questions, provide details on page 2 of 4, if required.

Question 5

You must add your spouse or common-law partner if they are not included in question 3.

Note: Provide details on page 2 of 4.

Question 6

Indicate every other family member not included and dependent on you financially, whether they are living with you or not. Enter the number in the box.

Note: Provide details on page 2 of 4.

Financial requirement

Question 7

The form will calculate the total number of people you entered in boxes 2, 3, 4, 5 and 6.

Note: Consult the Income for Parents and Grandparents Sponsorship Table, which shows the income requirements you must have to sponsor your family.

Financial Evaluation for Parents and Grandparents Sponsorship [IMM 5768] is the form that IRCC uses to assess the total number of people you must account for when determining the income that you must have in order to sponsor. IRCC will use the calculation that you enter into Box 7 of IMM 5768 as a starting point when calculating your family size.

However, this calculation is not determinative and IRCC will also confirm the calculation in light of the detailed family information in your application. The number you enter into Box 7 only captures your current family size, and does not necessarily reflect the size of your family during the 3 tax years before your application date, which is relevant for the calculation of your income requirements. If your family size changed during or since those 3 years, it could affect the amount of income you need for each of the 3 years. IRCC may also calculate a different family size for specific years based on the detailed family information you provide in your sponsorship application.

Question 8

If you check “Yes,” type your SIN and electronically sign and date the statement to give IRCC consent to collect your SIN to ask for your income tax information from the CRA for the 3 years immediately before the date of the application. Your tax information will be used to determine if you meet the income requirements to sponsor your parent(s) or grandparent(s).

If you check “No,” you must also complete the appropriate form, Income Sources for the Sponsorship of Parents and Grandparents [IMM 5748] (opens in a new tab) and provide the supporting documents in Part B of the Document Checklist. Upload this form to your online application under “Additional application forms.”

Even if you check “No,” you should still sign and date below this question.

Question 9

Provide details on your family members and people included in undertakings in effect or not yet in effect signed by you and, if applicable, your co-signer.

Question 10

Complete this section only if your spouse or common-law partner is co-signing the undertaking.

Question 11

Provide details on your spouse or common-law partner, if they are not co-signing the undertaking.

Question 12

Provide details on every other family member not listed above and dependent on you financially, whether they are living with you or not.

Question 13

Your current situation

Check the appropriate box to indicate if you are

  • Unemployed
  • Employed
  • Self-employed

If you are unemployed, provide details in the space provided.

Question 14

Provide your employment history, including periods of unemployment, for the last 3 consecutive tax years preceding your application. Make sure that you do not leave any gaps in time. If you have additional employment history from the end of the last tax year up until the present, include that as well. Record your total gross income for each period of employment.

Question 15

Your spouse’s or common-law partner’s current situation. Check the appropriate box to indicate if your spouse or common-law partner is

  • Unemployed
  • Employed
  • Self-employed

If your spouse or common-law partner is unemployed, provide details in the space provided.

Question 16

The co-signer must check “Yes,” type their SIN, and electronically sign and date the statement if they give us consent to collect their SIN to ask for their income tax information from the CRA for the 3 years immediately before the date of the application. Your co-signer’s tax information will be used to determine if you meet the income requirements to sponsor your parent(s) or grandparent(s).

If your co-signer does not give us consent to collect their SIN, they must check “No” and complete the appropriate form, Income Sources for the Sponsorship of Parents and Grandparents [IMM 5748] (opens in a new tab) , and provide the supporting documents listed in Part B of the Document Checklist. Upload the form to your online application under “Additional application forms.”

Even if you check “No,” your co-signer should still sign and date below this question.

Question 17

Provide your co-signer’s employment history, including periods of unemployment, for the last 3 consecutive tax years preceding your application.

Note: Make sure that you do not leave any gaps in time.

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