Keep the actual signed terms, amendments and relevant official notices and payment records.
Distinguish proposed and effective clauses
A benefits slide may not contain the governing conditions. Preserve the version that actually applies rather than assuming an earlier draft controls.
The dated official page, the intermediary's proposal in writing, its written answers on regulation and refunds, and a receipt for every payment identifying the payee and the official instruction it responds to. Follow the notice issued for the particular applicant and verify its sender, payee, amount, purpose, deadline, and payment channel against the current official site. The simplest discipline is to save a dated, complete copy of the page and the FAQ on the day of every decision or payment, print the payment confirmations, and keep the vetting notices and any correspondence with the program in one folder. Keep a payment file apart from the EB-1 or EB-2 eligibility file: official instructions, applicant identity, gift payment record, and any correspondence belong in the first; achievements, qualifications, and admissibility evidence belong in the second. A first review should separate the programme communication from private sales language and make a checklist of the applicant's classification evidence, identity records, payment instructions, and any family facts. Use a dated official source as the index for the file, then collect identity, civil-status, and financial records that the published vetting process calls for.