How to Apply for ITIN Using IRS Form W-7: What Do You Need?

If a non-citizen of the U.S. without permission for work needs to get an Individual Taxpayer Identification Number, they should fill out the IRS Form W-7. ITIN is usually required when you have to send tax returns. Non-citizens can do it too if they receive some income from U.S. sources. Here you will find the comprehensive Form W-7 instructions and a guide on how to get an ITIN.

What Is an ITIN Number?

ITIN number is used to identify a person when they have to file tax forms to the IRS. U.S. citizens have Social Security numbers for this purpose. Non-citizens who are authorized to work also have Social Security numbers. However, non-citizens without this authorization should get an ITIN.

How to Apply for an ITIN Number?

First of all, you should fill out the IRS W-7 Form Application for ITIN. There is no need to fill the W-7 form every time since ITIN remains the same for the next tax returns. If it’s not used for three years, it expires. Also, all ITINs that were issued before 2013 will expire.

Besides the W-7 form, you have to attach the tax return that requires the number and the documents that identify your personality and foreign status. There can be one paper that verifies both statements.

For instance, a valid passport is suitable in this case. However, you can file documents identifying personality and foreign status separately. There is a list of the possible documents on the IRS website.

Where to send a W-7 form?

If you were wondering how to file a W-7 form here is an complete guide for you. These documents can’t be filed online, unless you are a Certified Acceptance Agent (CAA). There are three ways you can submit your ITIN application:

  1. Mail the application package (filled W-7, tax return, proof of identity, and foreign status documents) to the IRS:
  • Internal Revenue Service
  • Austin Service Center
  • ITIN Operation
  • P.O. Box 149 342
  • Austin, TX 78 714−9342
All documents have to be original, and you will receive them back within 60 days, so make sure you don’t need them during that period of time. This year, you would also need to submit your tax return to this IRS office.

2. Submit the application with a Certified Acceptance Agent (CAA) approved by IRS. This way you won’t have to mail your original documents.

3. Another way is to apply for ITIN in person in the IRS Taxpayer Assistance Center. You can find it in most cities, and there is at least one in each state. In this case you would need to call and schedule an appointment at your local Taxpayer Assistance Center.

In most cases, it takes from 6 to 10 weeks to get a response after applying for an ITIN number. You will receive a letter with the confirmed information, or the IRS workers will inform you in another way. The tax return, which you have sent together with the W-7 Application Form, will be completed too.

How to Get the W-7 Form?

You can get the W-7 form for free, and you don’t need to pay any fees to file it. Nowadays, the blank can be filled out online. You can download a template on the official IRS website. It’s also available in the PDFLiner’s template library. The PDFLiner editor also allows you to fill in the fields in the form and save a copy in your account. It’s very convenient since there are text, date, and signature fields in the editor. You just need to fill out your information. Then you can print a form or send it by email.

How to Fill Out the W-7 Form?

The IRS Form W-7 doesn’t need much time to be filled out as it consists of only one page. Follow this guide to complete it.
  1. Indicate the reason why you need to get an ITIN. There is a list of the possible occasions, and you just need to tick one. Some of them require specification.
  2. Fill out your personal information. The name has two lines because the non-citizen might have another name that was given at birth.
  3. The next two sections include your current address and the one you had in your country. Then you should fill out your birth information.
  4. Section 6 contains additional data, including foreign tax I.D., type of U.S. visa, etc. Form W-7 can be filed to renew ITIN. If you had an identification number before, you should write it in line 6f. Otherwise, you can just skip it.
  5. There should be a signature of the applicant and delegate name in the last section. Don’t forget to clarify the delegate’s relationship with the applicant.
You can quickly fill out the W-7 form on the PDFLiner editor and sign it online. It’s convenient because it takes a little time, and you don’t need to print out the form.

How to Sign the W-7 Form?

Now you can start filling the form. You can easily do it either on the government website or here, on PDFLiner. You will find the papers you need right after the manual, located on the 5th page. Follow the next steps:

  • Put a tick in the most appropriate box naming the document you are applying for. It can be passport book, card, both of them, large or regular book;
  • Write down your last, first, and middle names;
  • Enter your date of birth, sex, and place of birth;
  • Provide your security number, email, and phone. Indicate your mailing address, including the city, state, zip code, and country if it is outside the US;
  • List the names you have used if there are any;
  • Provide the data from the current passport, including its number, and issue date;
  • If you changed the name, complete section 11 with the information;
  • Sign the document and put the date;
  • On the second page, provide the information about your name, date of birth, height, hair and eye color, occupation, and school;
  • You can provide additional phone numbers if you have them, and the permanent address of your living;
  • Enter the name of the emergency contact;
  • Indicate your upcoming travel plans if you have any. Otherwise, write down "none" in the last section.

Frequently Asked Questions

Do you still want to clarify the "what is the W-7 form" question? The explanation below might help you with that. There are also additional recommendations on how to fill out this blank.
What is the latest update of Form W-7?
The last time Form W-7 was changed was in August 2019. This version of the document is legal, and you can fill it with confidence.
What is the difference between Form W-7 and Form W-9?
The IRS Form W-7 is used by non-citizens to get ITIN for the tax return. Form W-9 is a request for ITIN that is used mostly by employers. These two forms differ in their purpose and individuals who fill them out.
How long does it take to get the W-7 Form?
This form is available for free on the official IRS website or PDFLiner. You can start filling it out right now. If you wonder how long it takes to get an ITIN number, the term is usually 6−10 weeks.
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Dmytro Serhiiev
Tax Consultant & Co-Owner at PDFLiner
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