The current blanket approval, covered-entity information and applicable individual blanket forms belong alongside the employee’s qualifications, foreign employment and assignment evidence. Professional qualification requires attention in addition to specialised knowledge.
Follow the selected procedure
Confirm which form versions, copies, fees and supporting records the relevant filing or admission route requires. A blanket packet should still explain the employee’s actual knowledge and U.S. work.
If primarily assigned to an unaffiliated site, include control and service evidence. Do not use another employee’s successful package without verifying that its facts and procedure apply. Expect a checklist keyed to the selected procedure, since the two routes call for different items and mixing them produces a package satisfying neither.
Ask for confirmation of the current form versions, the number of copies, which fees attach and which supporting records the chosen route requires, because these change and a list carried over from a previous transfer is a common source of delay. The blanket approval and covered-entity information belong alongside the employee qualifications, foreign employment evidence and assignment description rather than in place of them. Where the employee professional qualification is relied on, identify the specific evidence establishing it.
Ask the adviser to mark which items are outstanding, who owns each, and which would take longest to obtain, so preparation starts with the slowest rather than the easiest.