Relocation plan to Poland

Sample step-by-step plan

This is an example plan for a hypothetical scenario: Moving with kids · Passive income · Financially independent / passive income · citizen of Kazakhstan

Cost of living (one adult)EUR1205/mo
Steps in the plan32
Updated19.08.2026

Relocation plan

Key milestones
  1. 1 Milestone 1: a legal relocation route has been selected, documents prepared

    A suitable way for the family of Kazakhstan citizens to enter and legalize their stay in Poland has been identified; the document package is ready for submission.

  2. 2 Milestone 2: an entry or residence permit has been obtained

    The family has obtained the required permit or confirmation of a legal basis for entering and residing in Poland.

  3. 3 Milestone 3: the family has entered Poland and secured housing

    The family has arrived in Poland, settled at an address, and has a workable foundation for everyday life.

  4. 4 Milestone 4: post-entry registrations and family infrastructure have been completed

    The necessary identification documents, banking and healthcare matters have been arranged, and the children have been enrolled in the education system.

Visa and Residence Permit
  1. 5 Determine the legal basis for the family’s residence in Poland with passive income

    Verified which basis is suitable for each family member: short-term entry, national visa, temporary residence permit, or another route provided by law. The assumption that financial independence alone automatically grants the right to a residence permit has been excluded.

  2. 7 Obtain advice on the selected immigration route

    A specialist in Polish immigration law confirmed the applicable type of application, the requirements for proving passive income, and the procedure for the entire family.

  3. 12 Prepare and submit the application under the selected immigration route

    The family’s applications were submitted to the competent Polish authority with an agreed set of documents and proof of the source of funds.

  4. 13 Receive a decision on the application and check the entry conditions

    A decision on the visa or other permit was received; the validity period, number of entries, length of stay, and requirements for a subsequent residence permit were checked.

  5. 21 Submit post-entry residence permit documents if required by the selected route

    If the long-term residence permit is issued already in Poland, the application was submitted within the appropriate deadline, and the family received confirmation that their stay was lawful while awaiting the decision.

Documents, Translation, Apostille
  1. 6 Create a document register for each family member

    A separate checklist has been created for adults and children: passports, certificates, documents confirming family relationships, income, housing, and insurance.

  2. 8 Request missing civil and financial documents

    Up-to-date original family documents and proof of the source of passive income required by Polish authorities have been collected.

  3. 10 Legalize and translate documents for Polish procedures

    Documents requiring it have been prepared with an apostille or other required legalization and translated into Polish by an authorized translator.

Budget and Cost of Living
  1. 9 Calculate a relocation financial model with a budget of 800–1200

    The affordable monthly limit, initial reserve, expenses for housing, insurance, documents, transportation, and children’s education, as well as the minimum balance after relocation, have been determined.

Healthcare and Insurance
  1. 11 Choose health insurance for the visa and the initial period of residence

    The family has a policy that meets the requirements of the chosen route and understands how to access medical care before joining the Polish healthcare system.

  2. 24 Arrange healthcare for the family in Poland

    An accessible treatment option has been selected: a private network, the public system if eligible, or a combination of both; the family has a list of nearby facilities and emergency contacts.

Housing
  1. 14 Find temporary accommodation and check the rental terms

    A safe accommodation option has been selected for the period of moving in and completing the initial registrations; the address, agreement, possibility of registration, and actual utility costs have been verified.

  2. 17 Sign the housing agreement and prepare proof of address

    The family has a signed agreement and a complete set of documents from the landlord suitable for address registration and subsequent administrative procedures.

Banks and Accounts
  1. 15 Prepare access to funds and Poland’s banking infrastructure

    Payment methods before opening a Polish account, fees for transfers from Kazakhstan, and banks willing to consider a family with the selected status have been identified.

  2. 25 Open a Polish bank account and set up transfers

    A suitable account has been opened, or a viable alternative method of storing and transferring funds has been selected; housing payments and regular expenses have been set up.

Taxes and Tax Residency
  1. 16 Check the Tax Implications of Passive Income and Relocation

    Potential tax residency, obligations to Poland and Kazakhstan, and the need to register or file tax returns in Poland have been determined.

  2. 26 Complete Initial Tax Actions After Relocation

    Based on the actual days of residence and income structure, further filing obligations, notifications, and the need for a Polish tax identification number have been determined.

  3. 27 Create a Calendar for Annual Reporting and Confirmation of Passive Income

    The dates for tax returns, insurance and status renewals, and the retention of bank statements and proof of the source of income in Poland and Kazakhstan have been recorded.

Moving Logistics
  1. 18 Organize the family’s route and transportation of belongings

    Travel dates, baggage, carrier, documents for the belongings, and the moving budget have been agreed upon; the plan takes the children and limited financial reserve into account.

  2. 19 Prepare documents for the whole family to cross the border

    Each traveler has a hand-held folder containing a passport, entry permit, insurance, proof of accommodation, funds, and documents proving family relationship.

  3. 20 Enter Poland and move into accommodation

    The family has legally entered Poland, reached the agreed accommodation, and retained proof of entry and residence.

Children: Schools and Adaptation
  1. 28 Find a school or other suitable educational option for the children

    A list of institutions near the place of residence has been compiled, taking into account language, age, availability of places, and budget, and the enrollment documents have been prepared.

  2. 29 Submit enrollment documents and organize the children’s adaptation

    The children have been enrolled or placed on an official allocation pathway, and the family understands the language support, transportation, meals, and first steps of adaptation.

Integration and Everyday Life
  1. 22 Register the residential address

    The family’s address is officially registered with the municipality, or confirmation has been obtained that a different procedure applies to the specific status and address.

  2. 23 Obtain PESEL and the family’s necessary identifiers

    Each family member’s eligibility for a PESEL number has been verified and the relevant applications have been submitted; the identifiers are ready for banking, medical, and school procedures.

  3. 30 Set up telecommunications, transport, and everyday services

    Mobile communications and internet, travel passes, digital government services, and basic everyday processes in the new city have been set up.

Plan “B”
  1. 31 Prepare a contingency plan for refusal, delays, or insufficient budget

    There is a written action plan in case of visa or residence permit refusal, loss of access to income, rising rent, or the inability to quickly arrange schooling or childcare for the children: timelines, backup countries, and the procedure for returning.

  2. 32 Conduct a final check of the relocation’s resilience

    The family has checked whether the reserve is sufficient for several months, whether their legal status has been maintained, and whether it is possible to safely continue or pause the relocation without losing documents or funds.