Your visa status will depend somewhat on your work situation. Since no PT company is sponsoring a work visa for us, we have to obtain our own. PT offers a "D7" visa which is intended for those with passive income, such as pensioners or folks living on investments. The D7 is also designated as a "digital nomad" visa. It allows you to have a residence permit for 1 year, with a renewal of 2 years thereafter.
Now's probably a good time to also state the obvious - money makes everything easier. While you can do all of this yourself, you will eventually hit requirements which either require you to be in-country or are much easier if you have a language-enabled friend there.
Frankly, we would probably have been greatly deterred without having this support. It cost us about $4500 up front, and includes consultation time, checklists for documentation, assistance with family reunification, and attend in-person meetings with the Portuguese tax authorities. If you don't do this, you can still do everything yourself – it may just be more challenging.
If you have millions of dollars, you can just buy a "Golden Visa." A D7 visa relies on you having your own income, so you will have to prove that income to the Portuguese government. For us, this is my salary, our savings, and the proceeds from having sold our house. You have to prove all of that through documented paperwork, bank statements, etc.
And everything needs to be notarized. Most things can be notarized through a US public notary, but some things like vital records (e.g. marriage licenses, birth certificates) need to be "apostilled", which is a sort of international notarization under the Hague Convention. What's that? Beats the hell out of me. But if you google for apostille notaries in your area, you'll find them.
1. You need a taxpayer ID (NIF) in Portugal. Anyone can apply for this, and you'll need to provide notarized copies of your passport. The trick is that the system requires a code to be snail mailed to an address in Portugal. Then that code is used to create an account on the website, through which you will obtain your NIF. This is where having someone in country is useful. You need a NIF for everything from opening a bank account to a cell phone. It's basically a US SSN.
2. You need a bank account in Portugal. We use Millennium BCP and we were introduced to an account manager who spoke English. She helped us gather up requirements, which included proof of address/assets, passports, NIF, etc. Opening the account remotely was easy, but figuring out how to setup online banking and use ATMs was more challenging.
We had to go in-person to a branch in our Lisbon neighborhood, and even after that, because there was a problem with Vodafone's mobile network, I couldn't get access codes for several days during our trip. It was very frustrating! More later on why you need a Portuguese mobile phone number for everything.
(A note on Portuguese banking) The ATM network is pretty interesting, and allows you to do things like pay bills and refill transit cards. It's called "Multibanco" and no matter which bank you use, they're connected to the MB network. There are ATMs everywhere, but cards are chip/RFID and widely accepted too. Supposedly this is less common once you leave touristy areas and major cities. But Multibanco makes cash easy to come by.
3. Securing housing. Your application requires proof of housing, and must come in the form of a contract. Rents in Portugal require legal agreements. And in most cases, you will have to pay for 3 - 6 months of rent/deposit up front on a minimum 1 year lease. I can't stress this enough - *you will need to secure housing up front before you even know if you'll be permitted into Portugal*. Expect this process to take several weeks even after you've informally agreed upon an arrangement.
There are plenty of sites and agencies that will help you find apartments. We wound up surfing apartments via Remax and idealista and then working with an agent connected through our attorney to arrange viewings during a trip to Lisbon. The market in Lisbon specifically is pretty insane, but you can read more about that yourself through online research.
(Optional) 4. If you have children, you need to figure out school. We basically selected our neighborhood and apartment based on our child's school, so this was technically step 1 for us. I have a single 5 year old at the moment who speaks only English, and I can't speak to others' needs. You'll have to do your own research here and figure out whether public, private, or international is best for your situation. I could do a whole thread on just this topic.
Those are really the tricky bits, and need to be done *before* you submit your visa application. Along with the visa application, you have to include the fees, passport photos, notarized documents, proof of assets, a sealed DOJ background check that is no more than 90 days old when it's submitted, proof of travel insurance (you need it for at least a year), proof of having secured housing, your NIF documentation, and a motivation letter explaining why you want to live in Portugal.
If you're planning to move to Lisbon, the public transit is pretty solid. You won't need cars and, honestly, I have no idea how anyone drives around Lisbon. But if you want to bring your car, you can ship it with no modifications necessary in most cases. Costs range between $6000 and $8000 for a single car, based on the quotes we received (and decided not to pursue).
Public and private PT schools teach in Português. We selected a private school not because public schools are bad, but because we knew there would be a higher chance of English-speaking faculty who might be able to reassure our daughter if she's having a bad day. After touring the school and meeting the faculty, we're confident our daughter will learn Português quickly. Once she's fluent, we will reevaluate whether she can attend public school.
Bringing a dog? We have a Boston terrier, and one of the most surprising things we discovered is that they're tricky to bring over due to their flat (and adorable) faces. We identified a specialty shipping company that will transport him for $3000. There's no quarantine period, as PT and the US recognize the same veterinary standards. You can bring your dog - and the Portuguese seem to love dogs - but it may cost you depending on the breed.
On neighborhood selections, we chose Campo de Ourique because of its schools, its amenities, its family-friendly atmosphere, and its flatness. Seriously, Lisbon is super hilly, but once you get up to Campo de Ourique it's nice and flat! It's not touristy, which means that the evenings are quiet and the streets are rarely packed.
Another nice thing about Campo de Ourique is that it sits at the end/beginning of the 28E line - one of the famous electric trolleys that takes you through the historic districts of the city, so it's very convenient if you want to hit busy/popular areas of the city. You can ride it back to Campo, or take the bus back. Campo's closest Metro station is #Rato, and gets you anywhere you want to be - including regional train service.
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