Question about the Spain Non lucrative visa
My husband and I are getting ready to submit our paperwork and apply out of the Miami consulate and I have a question about the Spain Non lucrative visa application. We are providing a statement of sufficient funds from the bank, 12 months of bank statements and a notarized letter agreeing not to work while in Spain (self employed).
I don’t see tax returns listed anywhere as a requirement for Miami but I have heard people mention three years of tax returns as well. Is this a requirement? Or something we don’t include unless it’s asked for later.
Answers
These are the answers of some Facebook group members:
”Not shown for Houston either. I think every consulate is different”
”Miami consulate sent us an email requesting 2022 tax returns and we sent a copy overnight via USPS”
”We provided Miami our 2022 tax return, 12 months statements from our bank accounts and 12 months statements from our investment accounts. At our application review we were asked for more financial info (even though our bank accounts showed more than sufficient funds) Specifically; “In order to consider the investment accounts as valid, it is necessary that you provide an original certificate from the financial institution that indicates the freely available amount without contingencies”
”Other things to check Medical certificate dated less than 90 days from time of application review. Insurance valid a full year from application, (ours was declined because the insurance was purchased too early. We needed to purchase a NEW one year policy). Marriage Certificate with state apostille and FBI check with federal apostille need to be 6 months or less for Miami. (Some websites show 90 days, but Miami extends it)”
Checklist for the Miami Consulate (Provided by a Spainguru member of working age, married with minor children):
- Notarized Letter of Intent in Spanish (optional)
- National Visa Application
- Application for Non Lucrative Residence EX-01
- Recent Passport-sized Photographs
- Notarized Copies of Passports
- Proof of Availability of Economic Means:
- Copies of 12 months bank statements printed directly from online banking
- Copy of previous year’s tax returns
- Copy of any investment accounts or lease contract mentioning you or your company as the landlord
- Employer letter confirming that you no longer work for the company OR if self-employed, a notarized letter stating that you will not work while living in Spain
- Health Insurance valid for 1 year starting the month you plan to move to Spain (Get your health insurance here)
- Medical Certificate signed and stamped by an American doctor (use consulate template)
- FBI Criminal Record Certificates:
- Apostille
- Translation by sworn translator
- Proof of Residence in the Consular Demarcation (notarized copy of driver’s license)
- Model 790-052 Signed (2 copies)
- Money Order for Payment of Fees:
- $12 for form 790-052
- $140 visa fee if applying with an American passport
- $85 for other passports
- Only one money order payable to the Consulate General of Spain
- Marriage Certificate:
- Apostille
- Translation by sworn translator
- Birth Certificate (if you have children):
- Apostille
- Translation by sworn translator
Please note: Mail only copies and bring originals to the appointment when they stamp your visa.
Conclusion
In conclusion, according to Spainguru Facebook group members, while tax returns aren’t consistently required across all Spanish consulates, the Miami consulate has requested the 2022 tax return from some applicants during year 2023. In addition to bank statements and other supporting documents, the Miami consulate may ask for additional financial information, even if the provided bank accounts show sufficient funds. Applicants are also advised to ensure the validity period of documents like medical certificates and health insurance policies, as there are specific timelines to adhere to for the Miami consulate.
