Português English


Applicants

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

  1. Last year tax returns (P60 in the UK)
  2. Last three months pay slips
  3. 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
  4. Summary Assessment of the Tax Return

Employed by a limited company
with a shareholding of 20% or more

  1. Last year tax returns
  2. Last three months business bank statements
 

Self-employed

  1. Last year tax return/tax computation
  2. Last six months business bank statements
  3. Summary Assessment of the Tax Return

Other Income (if applicable)

  1. Confirmation of Pension received for the last three months
  2. Confirmation of Rent received – copy tenancy agreement
  3. Copy of bank statements showing rent payments

Liabilities (if applicable)

  1. Latest mortgage statement
  2. Details of personal loans (principal due, monthly installments)
  3. Copy of tenancy agreement.


Property

  • Land Registry search (Certidão de teor da descrição e inscrições em vigor)
  • Finance Department search  (Caderneta predial, Certidão de teor matricial, or  Modelo 1 do IMI)
  • Certified copy of the License of construction or habitation license (Licença de Construção ou Habitação)
  • Document issued by the Câmara from the council where the house is located.

Av. 5 de Outubro
Loja 20, Vale d'Éguas
8135-101 Almancil
Algarve, Portugal
T: (+351) 289 350 220
F: (+351) 289 350 229
mailto:info@moneymais.com