Applicant
1 · Reason for applying (Form W-7 box)
Pick the box that matches the client’s situation — it goes on line of the W-7.
2 · New or renewal?
An ITIN expires if it wasn’t used on a federal return in the last 3 years. Check an existing one.
3 · Supporting documents
A valid passport stands alone. Otherwise, check at least two that prove BOTH identity and foreign status.
4 · Certifying Acceptance Agent (optional)
If you're a CAA authenticating these documents yourself, fill this in to generate the Certificate of Accuracy with the package.