A later instalment needs the same purpose-and-commitment analysis as the first payment. A sponsor’s request does not automatically turn an additional charge into qualifying capital.
Add later instalments to the original allocation
Keep the original subscription schedule beside the new demand. Identify whether the requested sum increases the investor’s capital interest, pays a separate expense or satisfies another contractual obligation. Ask for the actual amended terms and record the recipient and lawful transfer path. The current capital threshold is US$1,050,000, or US$800,000 for qualifying targeted employment area or infrastructure projects. Use the petition-date rule when checking statutory adjustments beginning January 1, 2027. Mark amounts still disputed or unpaid rather than adding them to completed investment. A revised payment calendar should not silently change the source narrative or count a sponsor fee twice.
An EB-5 decision can involve the required investment amount, government charges, project or administrative expenses where applicable, professional services, taxes, travel, and document preparation. Break the invoice into qualifying capital, administrative charges, professional services, reserves, and refundable items, then match each line to the governing agreement and receiving account.