General
- Portuguese Tax Number (Número Fiscal de Contribuinte)
- Copy of ID card(s) or passport(s)
- Last six months personal bank statements – current & savings
- Legal Document with name of the Father and Mother
(e.g. Birth Certificate or Last year Tax Return (P60)
Employed
- Last year tax returns (P60 in the UK)
- Last three months pay slips
- Reference from employer referring that you have a permanent job (simple letter stating that has been working with the company for a certain time) along with your terms of employment
- Summary Assessment of the Tax Return
Employed by a limited company
with a shareholding of 20% or more
- Last year tax returns
- Last three months business bank statements
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Self-employed
- Last year tax return/tax computation
- Last six months business bank statements
- Summary Assessment of the Tax Return
Other Income (if applicable)
- Confirmation of Pension received for the last three months
- Confirmation of Rent received – copy tenancy agreement
- Copy of bank statements showing rent payments
Liabilities (if applicable)
- Latest mortgage statement
- Details of personal loans (principal due, monthly installments)
- Copy of tenancy agreement.
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