Tag Archives: Portuguese Residency Visas for US citizens

Transitions, Changes and Americus the Beautiful

And then we waited … And waited… And … We were at loose ends after we submitted our application in late August to the Portuguese Embassy in Washington D.C. for a long-term visa.  According to the fine print in the application, the review and approval process could take up to three months. (The fact that we received our visas in under two months could be seen as testimony to the alacrity with which the Portuguese bureaucracy can move when it sees a couple of prime candidates for immigration.) But given this gift of free time, and we did after all have a car again, we decided to take a road ramble with only a loose itinerary, following our inclinations with no particular place to go.

Wyoming

Wyoming

Our time in the US could have been measured in the places we stayed: one rental apartment, two housesits, six guest rooms with friends and family and, lastly, fifteen hotel rooms.  We could have counted our time in miles spent crisscrossing the USA: approximately 5800 miles.  Or the number of states we drove through, seventeen, from Texas through Colorado to Washington and Montana and then through a part of the midwest and the deep south to Florida and finally to Georgia where we left our car with family. Or tallied the airport flight connections and boarding areas we sat in from the time we left Portugal in mid-July to our return in November, a mind-numbing seventeen.  We could enumerate the number of photos of old friends (friends old in the longevity of our association as well as longer of tooth) and family with whom we spent time catching up, laughing and playing “remember when?” or the countless pictures of breathtaking scenery and small town life as the miles rolled by.

Montana

Montana

Florida

Florida

During our sojourn we fell in love with our home country, this time as travelers seeing it from a new and different perspective after our three years spent out of the US.  The vast road system woven throughout the states, driving Interstate highways around the big cities and state highways through small cities and towns with their flags and banners displayed.  Friendly clerks at countless gas stations, waitresses greeting us with smiles and refilling our cups of coffee time after time, places where people take pride in their hometowns.

Livingston, Montana

Livingston, Montana

We whiled away an afternoon in Livingston, Montana where the Yellowstone River flows north from its headwaters in the Park through the Paradise Valley flanked by the majestic Absaroka Mountains. We stayed one night in Americus, Georgia and visited the site of nearby Andersonville Prison, a name synonymous with the horrors of the Civil War in our own country.

Andersonville Cemetery

Andersonville Cemetery

In nearby Plains, Georgia, yards had signs showing their support: “Jimmy Carter for Cancer Survivor.” Meanwhile, a Confederate flag hung side-by-side next to an American flag across the street from the Secret Service sentry booth outside President Carter’s family compound. In the other direction and a hundred miles or so down the road was Franklin Delano Roosevelt’s summer home, “The Little White House,” in Warm Springs where he showed people that America and the world could be fixed again and hope could thrive.

Watching the nightly news and the Republican and Democrat debates told us what was wrong with the US – in divisive and contentious language and finger-pointing accusations.  But our travels showed us another story: what was positive, strong and right with our country.  Many things may be broken but there’s a lot that works and a lot of which to be proud.

Alabama

Alabama

We left the US this time with a deep appreciation for what it represents but glad to be resuming our lives in Europe, with the opportunity to learn about new countries and cultures, art and architecture as well as to meet new people and hopefully, become a part of a community.  And here we are, finally and barely a week into setting up a new life in Lagos, Portugal, transitioning from full-time nomads to traveling expats with a home from which to venture forth and return.

Anita and Richard

 

The Great Document Round Up: Starting the Portugal Residency Process

Google “Best places to retire abroad” and Portugal consistently shows up in the top ranked countries. Ditto in highly regarded magazines such as Forbes and AARP, as well as those magazines selling sugar-coated dreams to those with rose-colored glasses.  And we’d done our homework as travelers who’d spent the last three years roaming Mexico, Central and South America as well as several Caribbean islands before we jumped to Europe. We knew what we wanted and what we wanted was to live in Portugal.  Ask anyone who’s been there and they’ll know why.  For the uninitiated, we could list the low cost of living relative to other European venues, fresh and delicious food, a moderate climate with 300 plus days of sun, miles of coastline, fascinating history and warm people with wide smiles.  For us, Portugal pushed all the right buttons including an important one.  We didn’t want to give up traveling, not with Europe spread before us and beckoning.  We just wanted a place to call home, to launch from and return with only a small carry-on suitcase accompanying us.

Carvoeiro, Portugal

Carvoeiro, Portugal

It  requires little effort for much of the world, including US citizens, to visit Portugal and the other twenty-six European countries that comprise the Schengen Zone.  You simply present your passport at your original point of entry for a stamp and, presto, you’re granted permission as a tourist to enter, exit and cross borders with no further ado, similar to us driving from state to state in the US.  “Great” you say but, and for us as slow travelers with no time constraints, this presented a conundrum. The visa is only good for 90 days.  And then you have to leave the Schengen nations for a period of at least 90 days.

Lagos, Portugal

Lagos, Portugal

So, what to do if you want to stay?  We whiled away our time in Portugal this summer investigating places we’d like to live more-or-less permanently we also started doing our research and hired a lawyer to help walk us through both sides of the process: the documents we would gather in the US and the forms, renewals, translations that we would be completing upon our return to Portugal. There’s a wealth of material online (and probably much of it is even accurate!) from many countries about how to apply for a their residency visas as well as lists of the necessary documents but, when it came to Portugal, there seemed to be a dearth of information. We found articles online with guidelines for citizens belonging to the EU but for US citizens there was a confusing jumble of incomplete, contradictory and inaccurate data.  We finally concluded that there wasn’t an easy way – we had to begin at the beginning and put together our own list of requirements necessary to apply for a Portuguese residency visa (here’s where being stubborn not to mention methodical and, somewhat, patient comes in handy!)

The Application 

Our online inquiries led us to the official website regarding visas for Portugal at http://www.embassyportugal-us.org/visa-information/ and a little bit of squinty-eyed reading resulted in a Eureka! moment when we found a link for residency visas. (A reader pointed out that the original link we posted was no longer viable so this has been updated as of March 1, 2018. Another web site that may be helpful is: http://www.vfsglobal.com/Portugal/USA/). As retirees we were indeed on the list of people eligible to receive this type of visa. We contacted the Consular’s Section of the Portuguese Embassy in Washington DC requesting the application form and we received a prompt email response with four attachments.  An initial point of confusion was the actual name of the form itself, Application for Schengen Visa.  This form, however also covers the steps for the initial “long stay visa” that is the first step of the residency visa process.

Tip 1  Processing fee $128/person.

Tip 2  The signature needs to be notarized if mailing the application but a notary is not necessary if applying in person.

Tip 3  If you plan to present the application personally be sure to call and schedule your appointment a few weeks in advance as the office hours are limited.

Rounding up the Documents

Passport sized photo

Personal statement  We each wrote a brief paragraph about why we wanted to retire in Portugal (the people, the countryside, the culture and history, etc.)  as well as where we would be residing and our type of accommodations.

Proof of Financial Means  We submitted a printout of a letter from the Social Security Administration that showed that Richard received monthly Social Security payments and the amount 2) three months of bank statements to show the money was direct deposited into our account and 3) that the monies were available to us in Portugal

Tip 1  We haven’t come across a source we can quote on the income necessary to prove financial independence but the figure we kept in mind is that 1000 Euros is considered sufficient to support a family of four in Portugal. 

Tip 2  Our lawyer advised us to keep our answers regarding financial resources as simple as possible and not to complicate this step by submitting other sources of income such as 401(k) or 403(B) pensions, savings and investments holdings, etc. as they may needlessly complicate the process.

Tip 3  We included our Marriage Certificate to show that this income was available to both of us since Anita is not eligible to receive Social Security payments yet.

Criminal Record Certificate Issued by the FBI  We had our fingerprints taken at our local police department (cost $10/person) and then worked with a company to expedite their submittal and review through the Bureau (cost $63/person).

Tip 1  A list of pre-approved FBI channelers is available online but the company we used was My FBI Report (myfbireport.com). The company notified us 4 days after they received our print cards that Richard would need to get his fingerprints retaken and resubmit them as the FBI said they were “too worn.”  The police department waived the fee for the reprinting process when we presented the receipt showing proof of our initial payment.  However the expediters charged an additional $20. Anita received her background check within 10 days and Richard’s arrived a week later.

Tip 2  A search online resulted in the suggestion that applying Corn Husker’s lotion the night before could make the fingerprint ridges more distinct. We’re not saying it does but we didn’t have to go back for a third attempt!

A Copy of Our Lease as proof that we had a place to stay in Portugal.

Tip – You can also have a resident of Portugal write you a letter of invitation that includes the address where you will be staying.

Notarized Copy of our Passport’s Information Page

Tip – We copied the pages with our photo, address and the dates the passport was valid and had a notary stamp and sign underneath.

Proof of Health Insurance  This is by far the most expensive part of the whole application process.

Tip – We’ve carried policies with high deductibles from IMG (imglobal.com) since we began traveling.  Richard’s covers every country but the US and did not require a doctor’s exam ($1,836/year) and Anita’s policy includes an allotted time in the US and required a physical exam ($3,895)

And … The Approval!

Never ones to pass up a chance to visit one of our favorite cities, Washington DC, we decided to submit our applications and the supporting documents in person.  We also wanted to ensure that everything was complete as well as address any problems immediately versus a slow back and forth through the mail. We met with our contact, Ms. Dina Silva, at the end of August for a 30 minute appointment.  She examined our applications and told us that they would be sent to the Service de Estrangeiros e Frontiers in Lisbon, Portugal.  And then we waited… On October 6th we received a note from Ms. Silva and a form requiring our signature to authorize a criminal background check in Portugal. And finally, in mid-October, three months after we had returned to the US to initiate the process, we received an email saying that our residency visas had been approved. We mailed our passports to Ms. Silva to receive our official visa stamps and registry numbers. Our departure is imminent!

“What’s next?” is another post altogether as we move forward with the visa application in Portugal.  Our initial visa is valid for 120 days and we’ll be working through the next steps with our attorney for a Permanent Residency Visa.

For those of you who made it to the end of this long post … thanks and we’re done for now!  So many people have expressed interest in how a Portuguese Residence Visa can be obtained that we wanted to write about our experience as well provide some tips. We’ve tried to be as complete and accurate as possible but, despite receiving approval on our application, we’re no experts.  It only looks simple in hindsight!

photo available at www.gratisography.com

photo available at http://www.gratisography.com

By Anita and Richard