Identity and family information, a precise description of the actual proposal, and specific questions about eligibility and funding, followed by whatever USCIS forms and evidence the official instructions require after the initial step.
Rely on the current official reference
The official website indicates applicants receive further USCIS instructions after an initial step, so an earlier version of a checklist should not be assumed to be current. Keep a record of exactly which version of the instructions informed the household's plan.
Keep a source folder that preserves the official instructions as consulted, payment confirmations, identity and civil records, and every communication requesting further information. Date each item and do not rely on a sales summary for program terms. Hypothetical example: the owner of an elevator-inspection company retains a screenshot of a consultant’s checklist but not the official payment receipt or later USCIS notice. The applicant should preserve the primary record and follow the notice’s directions. Gold Card is not a standard visa product; its described payment is tendered by the applicant to the U.S. government, while immigration eligibility is evaluated through the official process.
A dated index will show which primary record answers each later request for clarification.