EB-5 Program Guidance

Investor Questionnaire

The first step in the EB-5 process. The questionnaire helps Open EB5 evaluate your eligibility and prepare a Source of Funds (SOF) strategy with U.S. immigration counsel before any capital commitment.

No fee · No obligation Confidential U.S. Immigration Counsel
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Three ways to begin

Pick the channel that fits your timing

1

Schedule a Call

A 30-minute discovery call. Our team walks you through the full questionnaire and answers questions in real time.

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2

WhatsApp Direct

Message us on WhatsApp in English or Spanish. We’ll send the questionnaire PDF for you to complete at your own pace.

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Open EB5 Questionnaire

Complete the Investor Questionnaire

Please fill out the Open EB5 Regional Center's investor questionnaire truthfully and accurately. This questionnaire is NOT a U.S. Citizenship & Immigration Services requirement for a visa, nor does it guarantee acceptance as an investor in the regional center. Upon submission you will receive a copy of your questionnaire as a PDF, and our team will contact you within one business day.

PERSONAL INFORMATION

PRESENT ADDRESS ABROAD

ADDRESS IN THE US (IF ANY)

CURRENT US STATUS (IF APPLICABLE)

PRIOR VISA HISTORY

SPOUSE INFORMATION (IF APPLICABLE)

CHILDREN INFORMATION

FINANCIAL CONDITION

EMPLOYMENT & WORK HISTORY

INVESTMENT SOURCE OF FUNDS

TAX COMPLIANCE

IMMIGRATION HISTORY

If you answer YES to any question, please provide a written explanation

REQUIRED DOCUMENTS

Please prepare the following documents to submit with your application:

CERTIFICATION

Have a specific question first?

Sometimes a 10-minute conversation answers what a 4-page form can't.

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