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Service Subtitle

W-7ITIN APPLICATION

An ITIN, also known as Taxpayer Identification Number, is a tax processing number. The ITIN can only be issued through a Certifying Acceptance Agent or the IRS. It is issued irrespective of migration status because both local and non-resident aliens may have a U.S reporting or filing requirement under the Internal Revenue Code. This nine-digit number is only available to people who are obliged to have a taxpayer identification number for tax purposes, but who don’t have or not qualified to get a SSN or Social Security Number from the Social Security Administration or SSA.

Who can apply for an ITIN?

Spouse of United States citizen or resident alien

United State resident alien or non-resident alien filing a U.S tax return (not prior to filing, but at the time of filing) Dependent of U.S. resident alien or citizen Non-resident alien professor, student or researcher filing a U.S. tax return or claiming an exception

Non-resident alien required to get ITIN to declare tax treaty benefit Spouse or dependent of a non-resident alien holding a U.S. visa Individuals who are partners of a U.S or foreign partnership that invests in the U.S and those who possess assets that create income subject to IRS information reporting or/and federal tax withholding requirements. Individuals who are getting distributions during the present year of income like pensions, royalties, annuities, dividends, etc and are obliged to give an ITIN to withholding agent for the purpose of tax withholding or/and reporting requirements Resident aliens for tax purposes who have acquired an interest bearing bank deposit account Individuals who have acquired an interest bank deposit account that creates income which is efficiently affiliated to their U.S. business or trade that produces income subject to IRS information reporting or/and withholding of Federal income tax.

How long is ITIN valid for?

On June 30, 2014, the IRS or Internal Revenue Service posted a change to the time of validity of ITINs. If you file your tax return with the use of your ITIN at least one (1) during the last five (5) years, your ITIN will not expire. But, if you acquired ITIN and it was not utilized on any tax returns for the five (5) consecutive years, it will automatically expire in five (5) years. If you would need to re-apply again, the IRS will not initiate deactivating ITINs until 2016. This latest rule applied to all ITINs, including those issued after January 1, 2013.


List of Documents that Prove FOREIGN STATUS when Applying for ITIN:

Foreign Military ID Card

Visa issued by U.S Department of State

Passport (the only stand-alone document)

Foreign Voter’s Registration Card

United States Citizenship and Immigration Services Photo Identification

Foreign Voter’s Registration Card

National ID Card (must contain photograph, name, address, expiration date and date of birth; and must be current)

Medical Records (valid for dependent’s only –under 14 years of age (under 18 years old age if a student). These may be utilized to build foreign status if document is foreign
Civil Birth Certificate (only if document is foreign)

School Records (valid for dependent’s only – under 14 years of age (under 18 years of age if a student). These may be utilized to build foreign status if document is foreign

List of documents that prove IDENTITY when applying for ITIN:

United States Citizenship and Immigration Services Photo Identification

Visa issued by U.S Department of State

Passport (the only stand-alone document)

United States Driver’s License

Foreign Military ID Card

United States Military ID Card

National Identification Card (must contain photograph, name, address, expiration date and date of birth; and must be current)

United States State ID Card

Civil Birth Certificate

School Records (valid for dependent’s only – under 14 years of age (under 18 years of age if a student). These may be utilized to build foreign status if document is foreign

Medical Records (valid for dependent’s only –under 14 years of age (under 18 years old age if a student). These may be utilized to build foreign status if document is foreign

Foreign Voter’s Registration Card

Note: Original documentation submitted for a dependent MUST all include a Civil Birth Certificate (unless a passport is submitted).

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