E-2 Visa Intake Form

Thank you for your interest in the E-2 Treaty Investor Visa. This form helps us assess your eligibility and understand your investment plans. Please answer each question as accurately as possible. All information is confidential and used solely for your visa evaluation.

Let’s begin!

First Name

Last Name

Phone

Date of birth

Country of Birth

Country of Residence

Do you hold any other citizenships or passports?

Have you ever held a U.S. visa? If yes, which one(s)?

Have you ever been denied a U.S. visa or entry?

Current immigration status (if in the U.S.)

Marital status

Do you have any children? If yes, please list names and dates of birth.

Highest level of education completed

Current occupation and employment history (last 5 years)

Business Details

Business name (legal and DBA, if any)

Type of business (e.g., restaurant, consulting firm, tech startup)

Location of business (address in the U.S.)

Business structure (LLC, corporation, partnership, etc.)

Is the business currently operating?

Yes

If yes, when did it begin operations?

If no, when do you plan to start operations?

Have you already purchased or started the business?

Yes

If yes, please describe the transaction and provide the purchase agreement.

If no, describe your plans and timeline.

Do you have a U.S. business partner or co-investor?

Yes

If yes, what is their citizenship and ownership percentage?

Investment Information

Total amount invested or committed to invest (in USD)

Breakdown of how the investment funds are/will be used (e.g., equipment, lease, payroll, inventory, legal fees, etc.)

Have any funds already been transferred to the U.S.?

Yes

If yes, provide the date, amount, and recipient.

Source of funds (personal savings, inheritance, sale of property, etc.)

Can you document the source and path of these funds?

Do you have a U.S. business bank account?

Do you have a signed commercial lease or property purchase agreement?

Do you plan to hire U.S. workers? If yes, how many and in what roles?

Estimated first-year revenue and expenses

Do you have a business plan available?

Yes

Upload Business Plan

Choose File

Document Checklist

Please upload the following documents if available

Passport bio page

Choose File

Prior U.S. visas, if applicable

Choose File

Resume or CV

Choose File

Business formation documents (Articles of Incorporation, EIN, Operating Agreement)

Choose File

Investment wire receipts

Choose File

Business bank account statements

Choose File

Lease or purchase agreement

Choose File

Signed contracts, invoices, or purchase orders

Choose File

Payroll projections or employment plan

Choose File

Source of funds documents (bank records, sale agreements, etc.)

Choose File

Family/Dependents (E-2 spouse/children)

Do you plan to bring any family members on E-2 dependent status?

Names, dates of birth, and citizenships of spouse and children

Will your spouse seek employment authorization in the U.S.?

Will your children attend school in the U.S.?

Process & Timing

Do you want to apply from within the U.S. or at a U.S. consulate abroad?

If consular, which consulate will you apply at?

What is your target date for starting the business or relocating?

Invest in Your Future: Navigate the U.S. with an E-2 Treaty Investor Visa