Record the source, date, step and any stated conditions, then compare them with the actual case.
Preserve the original context
A promotional summary may omit limits. Do not describe a forecast as an official individual decision or extend a stage estimate to unrelated later steps.
A first review should assemble the applicable EB eligibility evidence, identity and family records, verified source documents, and the official payment instruction. Keep a record of which version of the instructions informed the current plan — an adviser's checklist should match the actual process rather than replace the government's own current directions. Keep a source folder that preserves the official instructions as consulted, payment confirmations, identity and civil records, and every communication requesting further information. Get copies with dates and file numbers, keep your own set, and let counsel compare the wording against the current official instructions before you return anything signed. The authorities may ask for additional information, so keep a record of what was submitted and respond through the instructed channel; preparation does not replace the official request. Compare the civil birth certificate, the passport, and any school or medical record side by side, noting every difference in spelling, date order, or parental details. Retain the payment records and a dated copy of the official terms; the official FAQ does not publish an EB-5-style source-of-funds requirement or a universal civil-document list.