ITIN APPLICATION SERVICE

First Name

Last Name

Middle Name

Name at Birth

Date of Birth

Gender

Male

Female

Country of Birth

City & State/Province of Birth

Country(ies) of Citizenship

Foreign Tax Identification Number (TIN)

Address & Contact Information

Mailing Address (Where the IRS will send the ITIN assignment letter)

Foreign Address (Required if mailing address is in the U.S. or if client lives abroad)

Visa & U.S. Entry Details

U.S. Visa Type / Classification (e.g., B1/B2, F-1, J-1, L-1, None)

Visa Number & Expiration Date

Date of Entry into the U.S.

Reason for ITIN Application (IRS Reason Codes)

Select reason(s) for ITIN application:

Box a: Nonresident alien filing a U.S. tax return

Box b: U.S. resident alien filing a U.S. tax return

Box c: Dependent of a U.S. citizen / resident alien

Box d: Spouse of a U.S. citizen / resident alien

Box e: Nonresident alien student, professor, or researcher filing tax return/claiming exception

Box f: Nonresident alien claiming tax treaty benefits

Box g: Dependent / Spouse of a nonresident alien holding a U.S. visa

Box h: Other / Specific Exception

Required ITIN Supporting Documents

Primary Identity Verification:
Valid, unexpired Passport (Original OR Certified Copy). Note: A valid passport satisfies both Identity and Foreign Status requirements.

Alternative Verification (If no passport available – 2 required):
• Civil Birth Certificate
• Foreign National ID Card (with photo, address, DOB)
• Foreign Driver's License or U.S. State ID
• U.S. Visa / Foreign Voter Registration Card

Tax Purpose Proof:
• Original unfiled U.S. Federal Tax Return (Form 1040 or 1040-NR) attached to Form W-7, OR
• Official IRS Exception Documentation (e.g., U.S. bank letter, partnership agreement, Section 83(b) election, or distribution statement).

Email Address

Phone / WhatsApp

Which country are you based in?

What do you need?

Which pathway would you like?

Option A — Advisory & direct submission (£295): We prepare & audit your W-7. You certify your passport and mail everything to the IRS yourself.

Option B — Full service via an independent CAA (£425+): We prepare & audit, then coordinate through an independent, fully active CAA who verifies your ID, signs under their own credentials and files. Video-call or in-person verification.