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RURAL MUNICIPALITY OF MACDONALD · EB-5 FIELD GUIDE

Should the investor budget from the subscription headline alone?

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THE DIRECT ANSWER

Use the subscription headline as the starting point for reading obligations, not as the completed budget. The agreement may require additional payments with different legal purposes.

Read the payment clauses before totaling them

Mark the amount subscribed as capital, the recipient, due date, any conditions and all separately described charges. Compare amendments and side agreements so an obligation does not disappear merely because it is absent from the first page. Test the qualifying investment against US$1,050,000 or the US$800,000 amount for qualifying targeted employment area or infrastructure projects. The applicable petition date matters when statutory adjustments begin January 1, 2027. Keep commercial payment deadlines distinct from that filing-date assessment. Before relying on the total, resolve unclear allocations with the actual documents rather than assuming every wire advances the capital requirement.

Government filing charges published in the USCIS fee schedule, project administration or subscription fees charged by the enterprise or regional center, and professional costs for source-of-funds preparation, which is usually the largest professional item. A direct investment generally has no regional-center administrative fee, but it may involve its own acquisition, legal, accounting and business-operating costs that a packaged regional-center offering would otherwise bundle.