Do I need to send original documents for an ITIN application?

If you apply by mail, the IRS requires original documents or certified copies from the issuing agency. The IRS returns originals within 60 days. To avoid mailing your passport or other originals, use a Certifying Acceptance Agent who verifies your documents locally and sends a Certificate of Accuracy instead.

Can I use expired documents for my ITIN application?

No. All identity and foreign status documents must be current and unexpired at the time you submit Form W-7. If your passport or national ID has expired, renew it before applying or use a different valid document from the IRS-accepted list.

Do I need to translate my documents into English?

Yes. Any document not in English must include a certified English translation. The translation must be word-for-word accurate, and the translator must certify that the translation is complete and correct. You can use a professional translation service or any competent translator who signs a certification statement.

What happens if I forget a document in my ITIN application?

The IRS sends a written notice explaining which documents are missing. You must respond within the timeframe stated in the notice, usually 45 days. Each correction cycle adds 4 to 8 weeks to your processing time. Using a CAA helps ensure your package is complete before submission.

ITIN Document Checklist: Everything You Need

Gather every ITIN document before you start your application to avoid delays. This checklist covers all required forms, identity documents, foreign status proof, and supporting paperwork the IRS expects with Form W-7. Check off each item as you go. Missing even one document can add 4 to 8 weeks to your processing time. For a detailed explanation of each document, read our complete documents guide.

Required Forms

Every ITIN application starts with these forms. Both must be completed, signed, and included in your submission package.

Form W-7 (IRS Application for ITIN)

The official IRS form requesting your ITIN. Complete all applicable sections, sign and date it. Use the most current version from irs.gov.

Federal Tax Return (Form 1040, 1040-NR, etc.)

Most applicants must attach a completed federal tax return to their W-7. Exceptions include dependents claimed on another person's return and certain treaty-based claims.

Identity and Foreign Status Documents

You must prove both your identity and your foreign (non-US citizen) status. A passport is the only single document that proves both. If you do not use a passport, select at least two documents that together cover both requirements.

Valid, unexpired passport (proves both)

The simplest option. One document satisfies both identity and foreign status requirements. Must be current and unexpired.

National identification card (proves both)

Must show your name, photo, address, date of birth, and expiration date. Must be issued by your home country.

Civil birth certificate (proves foreign status only)

Must be an original or certified copy from the civil registry. Proves foreign status but not identity. Pair with an identity document.

Foreign driver's license (proves identity only)

Must include your name, photo, and date of birth. Proves identity only. Pair with a document that proves foreign status.

US visa issued by Department of State (proves both)

Must be valid and unexpired. Shows your name, photo, and visa classification. Proves both identity and foreign status.

Foreign voter's registration card (proves both)

Issued by your home country's election authority. Must include your name, photo, and date of birth.

Optional and Situational Documents

Depending on your situation, you may need additional paperwork. These documents are not required for every applicant but are necessary in specific cases.

Certified English translations

Required for any document not in English. The translator must include a signed certification statement.

Medical records (dependents under 6)

Vaccination records or hospital records showing the child's name and date of birth. Proves identity for young dependents.

School records (dependents under 18)

Report cards or enrollment letters from an accredited school. Must show the child's name and date of attendance.

Third-party documentation (treaty claims, withholding)

Letters from financial institutions, withholding statements, or treaty benefit claims may be required depending on your W-7 reason code.

Tips to Avoid Document Problems

Check expiration dates. Every document must be current and valid. Expired documents are automatically rejected.
Match names exactly. The name on your documents must match the name on Form W-7 exactly. Even a missing middle name can cause a rejection.
Use originals or certified copies. The IRS does not accept notarized copies or regular photocopies. Only originals or certified copies from the issuing agency are valid.
Consider using a CAA. A Certifying Acceptance Agent verifies your documents locally so you never mail your originals. This eliminates the risk of lost documents and ensures your package is complete.
Translate everything. If any document is not in English, include a certified translation. Missing translations delay processing.

ITIN Document Checklist: What to Prepare

Frequently Asked Questions About ITIN Documents

You need a completed Form W-7, a federal tax return (in most cases), and documents that prove your identity and foreign status. A valid passport is the simplest option because it satisfies both requirements with one document. Without a passport, you need at least two documents from the IRS-approved list.

Have your documents ready? Let our CAA team verify them and handle your entire application.

Start Your ITIN Application

Need help gathering documents? Read the complete documents guide.