How to Complete Appendix II for a UK Visa: Requirements and Tips


1. Introduction: What Is Appendix II for a UK Visa?

Appendix II is a key part of the UK Family Visa application, specifically for applicants applying as a spouse, partner, or child of a British citizen or settled person in the UK. This form is primarily used to assess financial requirements for the visa, ensuring that the sponsor can support the applicant without relying on public funds. This guide explains how to complete Appendix II, the required documents, and common questions to help make your visa application smooth and successful.

2. Who Needs to Complete Appendix II?

Appendix II is required if:

  • You are applying for a Family Visa as a spouse, fiancé(e), partner, or dependent child of a UK citizen or someone settled in the UK.
  • You are applying from outside the UK. The form is primarily required for applications submitted from abroad (outside the UK) when using VAF4A.

3. Purpose of Appendix II in the Family Visa Application

Appendix II collects financial information about the applicant and their sponsor to verify that they meet the minimum income requirements:

  • To Prevent Financial Burden on the State: Ensures applicants have enough financial support and won’t rely on public funds.
  • Assessing Financial Eligibility: Helps determine if the UK sponsor meets the financial threshold for the visa.

4. Minimum Income Requirement for Appendix II

The minimum income requirement depends on the relationship and the number of dependents:

  • Spouse or Partner: Minimum annual income of £18,600 for the sponsor.
  • With Dependent Children: Additional income of £3,800 for the first child and £2,400 for each additional child.
  • Alternatives: Savings of £62,500 or a combination of income and savings if the income requirement is not met.

5. How to Complete Appendix II

Appendix II covers several sections, each of which must be completed accurately. Here’s a breakdown of the main sections:

  • Section 1: Personal Details: Information about the applicant and their sponsor.
  • Section 2: Relationship with Sponsor: Details about the relationship, such as the date of marriage or partnership and supporting evidence.
  • Section 3: Financial Requirements: Information on the sponsor’s income, employment, and savings.
  • Section 4: Accommodation in the UK: Information on where the applicant will live in the UK, including proof of adequate housing.
  • Section 5: Other Information: Any additional information or declarations.

6. Documents Required for Appendix II

The supporting documents required for Appendix II include:

  • Proof of Sponsor’s Income: Employment contracts, payslips, tax returns, or self-employment records for the past six months.
  • Bank Statements: Showing salary deposits and/or sufficient savings.
  • Proof of Accommodation: Rental agreement, mortgage statement, or a letter from the landlord confirming space for the applicant.
  • Proof of Relationship: Marriage certificate, photos, and evidence of communication for fiancé(e)s or partners.

7. Proof of Employment and Income Sources

Proof of income is one of the most critical parts of Appendix II, including:

  • Employment Income: Recent payslips, employment contracts, and employer letters.
  • Self-Employment Income: Tax returns, business accounts, and bank statements.
  • Savings: Statements showing the required amount of savings maintained for at least six months.

8. Using Savings to Meet the Financial Requirement

If the sponsor’s income is insufficient, they can use savings to meet the financial requirement:

  • Amount Required: £62,500 in cash savings.
  • Holding Period: The funds must have been held for at least six months.
  • Documentary Evidence: Bank statements showing savings over the required period.

9. Accommodation Requirements

The UK Family Visa requires proof of adequate accommodation for the applicant:

  • Type of Housing: Show that there’s enough space for the applicant and any dependents without overcrowding.
  • Proof of Housing: Mortgage statements, rental agreements, or a letter from the landlord verifying that the applicant can live there.

10. Filling Out Appendix II for Self-Employed Sponsors

Self-employed sponsors must provide additional evidence for Appendix II:

  • Self-Assessment Tax Return: Most recent tax filing.
  • Audited Accounts: Where applicable, profit and loss statements and balance sheets.
  • Proof of Income Over 12 Months: Bank statements showing business income deposits.

11. Common Mistakes to Avoid When Completing Appendix II

Common errors on Appendix II can delay your application or lead to rejection:

  • Inaccurate Financial Information: Ensure all income figures are correct and supported by evidence.
  • Missing Documents: Missing proof of income, savings, or housing can result in delays.
  • Not Meeting the Income Requirement: Check that your sponsor’s income or savings meets the required threshold.

12. Submitting Appendix II with Your Family Visa Application

Appendix II must be submitted alongside your VAF4A Family Visa application. Ensure that:

  • All Documents Are Uploaded: Either upload electronically or bring physical copies to your visa appointment if required.
  • Keep Originals: Always keep copies of the originals in case additional information is requested.

13. Frequently Asked Questions

  • Do I need to complete Appendix II if I’m applying from inside the UK? No, Appendix II is typically only required for applications made from outside the UK.
  • What happens if I don’t meet the income requirement? You can use savings to meet the requirement or consider alternative visa routes.
  • Can I submit additional evidence if my financial situation changes? Yes, you can include updated evidence at the time of application, especially if it benefits your case.

14. Conclusion

Appendix II is a vital part of the UK Family Visa application, especially for proving financial eligibility. By completing this form accurately, gathering all necessary documents, and meeting the minimum income requirement, you can strengthen your application and increase your chances of a successful outcome. Following this guide will help you navigate the process smoothly, making it easier for you and your family to join your loved one in the UK.