My partner and I became fully nomadic in 2022, and we’re in the process of setting up residency in Mexico to diversify our options — for tax strategy, travel flexibility, and long-term planning.
We just completed the consulate portion in Washington, DC. Despite meeting the asset thresholds for permanent residency many times over, they required us to apply for temporary residency because we don’t have a formal pension. They wouldn’t accept documentation of regular investment withdrawals — they wanted something official on letterhead confirming a fixed pension or social security income.
We were told it might be possible to request permanent residency directly when we go to INM in Mexico City to finish the process. Has anyone had success with this? Or were you also told you had to start with temporary regardless?
I’d also love to hear:
- What documents did you bring to your INM appointment?
- Any surprises during the in-country process?
- Did anyone manage to skip temporary and go straight to permanent?
- Any lessons learned you wish you’d known ahead of time?
- Thanks in advance to anyone who’s gone through this — hoping to make the most of our appointment and avoid missteps!