This is an example plan for a hypothetical scenario: Moving with kids · Passive income · Financially independent / passive income · citizen of Russia
Relocation plan
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1
Milestone: documents and financial basis prepared
The set of documents, proof of passive income, relocation budget, and medical coverage for the family have been finalized.
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2
Milestone: legalization application submitted and approved
A route for financially independent residence in Greece has been selected and completed; the family has obtained a basis for entry and status formalization.
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3
Milestone: the family has entered and settled in Greece
The relocation has been completed, temporary or permanent housing has been occupied, and the family’s basic everyday needs have been met.
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4
Milestone: post-arrival registrations and family adaptation completed
The necessary identification, banking, medical, and tax matters have been arranged; the children have been integrated into the educational and social environment.
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5
Confirm the appropriate financially independent residence route for the family
The applicable type of entry permit and residence permit has been identified for the Russian citizen, spouse, and children. An individual action plan has been prepared for each family member.
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11
Compile and verify the family application package
The application has been prepared separately for each family member, and the information on family relationships, finances, address, and insurance is consistent across all applications.
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12
Submit applications for entry and subsequent status formalization
The applications have been submitted to the competent authorities, submission confirmations have been retained, and the subsequent actions for each family member have been allocated.
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17
Complete post-entry residence permit procedures
The family has completed the necessary post-entry procedures, including identity verification and obtaining or initiating the processing of residence documents.
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7
Inventory family documents
A list of documents for the applicant, spouse, and children has been compiled, indicating the owner, readiness status, and whether updates are needed.
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8
Legalize and prepare documents for submission
Documents requiring international recognition, translation, or certification have been prepared in a form acceptable to the Greek authorities.
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6
Prepare a budget for relocation and the family’s first year of living
The available reserve, monthly spending limit, and separate amounts for paperwork, housing, relocation, school, and healthcare have been recorded.
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9
Prepare proof of passive income and financial reserves
A consistent financial package has been prepared, demonstrating the regularity of the income and the ability to support the family without employment in Greece.
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10
Arrange medical coverage for all family members
Each family member has valid medical coverage that meets the requirements of the selected immigration route and the family’s actual needs.
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20
Set up the family’s access to healthcare
Clinics and doctors for adults and children, the appointment process, and the procedures to follow in emergencies have been identified; insurance coverage is linked to the actual place of residence.
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13
Select neighborhoods and housing options within the family’s budget
A shortlist of neighborhoods and housing options has been compiled, taking into account schools, transport, healthcare, everyday infrastructure, and the possibility of officially verifying the address.
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14
Book temporary accommodation for the move-in period
The family has confirmed temporary accommodation for the first weeks after arrival and a clear plan for transitioning to a long-term rental.
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18
Sign a long-term rental agreement
Permanent housing has been selected, the rental agreement has been properly executed, and the address is suitable for the family’s administrative, banking, and school-related needs.
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21
Open a bank account and set up payments
A bank has been selected, the necessary accounts have been opened, and secure transfers of passive income and regular payments for housing and utilities have been set up.
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22
Determine the family’s tax status and the procedure for declaring income
The position on tax residency in Greece, sources of passive income, and obligations in Greece and the country of citizenship has been documented.
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23
Set up the annual tax and financial cycle
A calendar has been created for tax returns, income confirmations, payments, and the storage of financial documents, taking into account family status and passive income.
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15
Plan the transportation of the family and personal belongings
The route, carrier, and list of belongings have been selected; arrangements have been made for luggage, storage, and the transportation of valuables and documents.
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16
Complete the move and the family’s entry into Greece
The family has arrived in Greece, entry confirmations have been saved, and the necessary personal belongings have been delivered or are under control.
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25
Apply to suitable educational institutions for the children
An educational pathway has been chosen for each child, the necessary applications have been submitted, and a place has been confirmed or a backup option has been arranged.
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26
Organize the children’s adaptation after enrollment
Language support, daily schedule, transportation, medical information, and the family’s communication with the school or childcare institution have been coordinated.
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19
Obtain Greek identification numbers for the family
The necessary identification numbers have been obtained for adults and children, enabling them to use government, banking, healthcare, and educational services.
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24
Set up telecommunications, utilities, and household services
The permanent home has working internet, mobile communications, and essential utilities; the family can handle everyday matters locally.
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27
Review scenarios in the event of a delay or refusal of legalisation
Acceptable waiting periods, actions in response to a request for additional materials, an alternative residence route, and conditions for temporarily returning or changing countries have been defined.
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28
Develop a backup family operational plan
The family has an accessible reserve of money, documents, housing, and medical coverage in case of a change in the migration, income, or family situation.