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E-2 TREATY INVESTOR STATUS
US immigration laws allow for nonimmigrant visa status for a national of a country
with which the US has a treaty of commerce and navigation, where the foreign national
is coming to the United States to develop and direct the operations of an enterprise
in which the foreign national has invested, or is in the process of investing a substantial
amount of capital. E-2 status is also available where the foreign national is coming
to work for a US company which is majority owned by people from the foreign national’s
country (e.g. a Mexican national coming to work for a Mexican company).
The primary requirements for E-2 status are:
- The investor, either a real or corporate person, must be a national of a treaty country.
- The investment must be substantial. It must be sufficient to ensure the successful
operation of the enterprise. The percentage of investment for a low-cost business
enterprise must be higher than the percentage of investment in a high-cost enterprise.
- The investment must be a real operating enterprise. Speculative or idle investment
does not qualify. Uncommitted funds in a bank account or similar security are not
considered an investment.
- The investment may not be marginal. It must generate significantly more income than
just to provide a living to the investor and family, or it must have a significant
economic impact in the United States.
- The investor must have control of the funds, and the investment must be at risk in
the commercial sense. Loans secured with the assets of the investment enterprise
are not allowed.
- The investor must be coming to the U.S. to develop and direct the enterprise. If
the applicant is not the principal investor, he or she must be employed in a supervisory,
executive, or highly specialized skill capacity. Ordinary skilled and unskilled
workers do not qualify.
Documentary requirements for new or small business owners:
Evidence needs to show the following:
- the incorporation of the business in the US;
- the ownership of the company by treaty nationals;
- the capitalization of the business;
- a business plan;
- information on business activities such as marketing documentation, sales contracts,
customer lists, etc;
- lease or property ownership documentation;
- financial statements and tax returns for the US business;
- if the company has business abroad, information on the business and finances of the
foreign operation.
- A complete money trail of the funds invested, including:
- Documentation of the original source of the funds (sale of property, inheritance,
loans, earnings, sale of business, etc.)
- Movement of these funds to a U.S. account;
- Use of these funds for qualifying business expenses.
We will advise what documents we need, which will depend on whether you are buying
an existing business or starting a new business.
Duration of E-2 status
E-2 visas are usually approved for 5 years at a time, though it could be shorter
especially for a start-up enterprise. Applicants are normally admitted for 2 years
on each entry and extensions are available. E-2 dependent spouses can apply for
work authorization, however dependent children cannot work