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Public workflow template

Spain Family Reunification / Reagrupación Familiar

Client-facing workflow for an immigration consultant handling Spain Family Reunification / reagrupación familiar. This is an operational draft only and must be reviewed against current official sources before use. It does not provide legal advice.

3 stages 37 tasks 12 questions 13 conditional steps 1 like

Workflow steps

01

Open case and confirm non-legal-advice scope

Team

Open the matter, confirm the service scope, explain that this is an administrative support workflow and not legal advice, and tell the client that all requirements must be verified against current official sources before filing.

Start step
02

Review sponsor residence status and timing

Team

Review the sponsor's residence status, residence card expiry date, renewal status, and whether the sponsor-side application timing appears ready for further review. Flag any issue that must be checked against official rules before continuing.

Start step
03

Sponsor uploads identity and residence documents

Client

Collect from the sponsor: full passport or travel document, residence card/authorization evidence, current address in Spain, contact details, and any renewal filing or approval evidence if applicable. Ask for clear scans of all pages where required.

Start step 1 required document
  • Identity documents
04

Verify current official requirements before use

Team

Verify the current official information sheet, applicable regulation references, latest form version, filing channel, fees, deadlines, and documentation list before relying on this template. Record the date of verification and any changes found.

Start step
05

Prepare tailored document checklist

Team

Create a client-facing document checklist separating sponsor documents, family-member documents, relationship documents, housing evidence, income/resources evidence, insurance evidence, translations, and legalization/apostille items.

Start step
06

Family member uploads identity and relationship documents

Client

Collect from the family member: full passport or travel document, current country of residence, civil-status details, and documents proving the family relationship or legal dependency. Explain that foreign public documents may need sworn translation and legalization/apostille review before use in Spain.

Start step
07

Collect spouse or partner relationship evidence

Client

For a spouse, registered partner, or stable partner, collect marriage certificate, partnership registration, or evidence of stable relationship as applicable. Also collect any divorce, dissolution, or prior-spouse documentation if relevant. Mark all foreign public documents for legalization/apostille and sworn translation review.

Start step
08

Prepare no-other-spouse-or-partner declaration review

Team

For a spouse, registered partner, or stable partner case, prepare or review the sponsor declaration that the sponsor does not reside in Spain with another spouse or partner, and verify the exact wording and need for signature against the current official checklist.

Start step
09

Collect child documents and parental authorization evidence

Client

For a child case, collect birth certificate, passport, and, where only one parent sponsors the child, evidence of sole parental authority, custody, or the other parent's authorization for residence in Spain. Mark foreign civil-status and custody documents for legalization/apostille and sworn translation review.

Start step
10

Collect legal representation, adoption, disability, or dependency evidence

Client

For adopted children, legally represented persons, adult children with support needs, or family members who cannot objectively provide for their own needs due to health, collect the adoption decision, legal representation order, disability/support documentation, medical evidence, or dependency evidence as applicable. Confirm admissibility and format with official sources before filing.

Start step
11

Collect ascendant support and dependency evidence

Client

For ascendant cases, collect evidence that the sponsor supported the ascendant during the relevant period, such as transfers or expenses, plus documents showing family, social, economic, patrimonial, health, or humanitarian circumstances. Flag this category for enhanced official-source review before submission.

Start step
12

Collect caregiver and sponsor dependency evidence

Client

For an adult child who will act as caregiver for a dependent sponsor, collect evidence of the sponsor's recognized dependency status and caregiver relationship. Verify the current official eligibility and document requirements before including this pathway in the application.

Start step Conditional
13

Review dependent family members in family unit

Team

Review whether there are other dependent family members included in the family unit calculation or file narrative. Request proof of dependency, residence, schooling, or household composition where operationally needed.

Start step Conditional
14

Upload school enrollment evidence for minor children in Spain

Client

If the sponsor has school-age minor children in Spain, collect school enrollment evidence and flag any missing enrollment documentation for client follow-up.

Start step Conditional
15

Upload adequate housing report

Client

Collect the adequate housing report if already issued. Confirm that it identifies the competent regional or local authority, address, issue date, and any details required for the application. Check whether its age remains acceptable at the planned filing date.

Start step Conditional
16

Upload pending housing report receipt and alternative housing evidence

Client

If the housing report has not been issued, collect the request receipt and supporting housing evidence such as occupancy title, number of rooms, household occupants, intended use of rooms, habitability, and equipment details. Verify whether alternative evidence may be used only after checking current official conditions.

Start step
17

Guide client to housing report request pathway

Team

If no housing report has been requested, provide the client with a procedural reminder to request it from the competent regional/local authority or confirm the correct local pathway. Do not file based on assumptions; verify the province-specific process first.

Start step Conditional
18

Sponsor uploads employee income evidence

Client

Collect sponsor employment evidence such as work contract, recent payslips, and latest IRPF return where available. Explain that income thresholds and document periods must be verified against current official sources before filing.

Start step Conditional
19

Sponsor uploads self-employment income evidence

Client

Collect sponsor self-employment evidence such as business/activity evidence, tax filings, recent quarterly returns where applicable, and bank or accounting support. Explain that current acceptable documents must be checked before filing.

Start step Conditional
20

Sponsor uploads non-work financial resources evidence

Client

Collect financial-resource evidence such as bank certificates, available credit evidence, certified checks, travel checks, or other accepted proof. Verify current official acceptance standards before including these documents.

Start step Conditional
21

Preliminary income threshold review with official verification

Team

Calculate a preliminary income/resources review using the family unit size. Verify the current IPREM, SMI, IMV-related figures, percentage rules, and any applicable reductions against official sources before giving the client a status update.

Start step
22

Upload health insurance evidence

Client

Collect health insurance evidence for the sponsor and family member(s), if available. Review coverage dates, insured persons, territory, and whether any policy gaps require client follow-up. Verify current official insurance expectations before filing.

Start step Conditional
23

Translation, legalization, and apostille review

Team

Review all foreign public documents to determine whether sworn translation into Spanish or a co-official language is needed and whether legalization or Hague apostille is required or an exemption may apply. Record items that must be corrected before submission.

Start step
24

Client completes translation/legalization corrections

Client

Ask the client to upload missing apostilles, legalizations, or sworn translations identified in the review. Separate sponsor documents from family-member documents in the upload request so the client can understand who each document belongs to.

Start step Conditional
25

Prepare sponsor-side application pack

Team

Prepare the official application form draft and internal filing pack using the sponsor's documents, family-member documents, relationship evidence, housing evidence, income/resources evidence, insurance evidence, and translation/legalization review notes. Do not submit until final official-source checks are complete.

Start step
26

Client reviews factual details before submission

Client

Send the prepared application pack to the client for factual confirmation: names, passport numbers, addresses, relationship details, dates, family unit size, uploaded documents, and missing items. Ask the client to confirm accuracy before submission.

Start step
27

Final pre-submission quality check

Team

Complete a pre-submission quality check: correct form version, signatures, file format, document completeness, fee model/code, province, filing channel, and current official instructions. Mark any uncertainty for resolution before filing.

Start step
28

Submit sponsor-side application and save receipt

Team

Submit the application through the appropriate permitted channel, or support the client/sponsor with submission if the sponsor must act personally or through an authorized representative. Save filing proof, submission date, and reference number.

Start step
29

Track fee payment and proof

Team

Prepare the applicable fee-payment reminder and confirm payment evidence is saved in the file. Verify the current fee form, code, amount, and payment deadline before instructing the client.

Start step
30

Send transparent submission status update

Team

Provide the client with a status update showing filing date, reference number, expected official resolution window to verify, how notifications will be received, and what the client should do if they receive any communication directly.

Start step
31

Track sponsor-side decision and notifications

Team

Monitor the application status, official notifications, requests for additional documents, and resolution. Update the client after each meaningful status change and keep a log of dates and actions taken.

Start step
32

Manage document request or correction notice

Team

If the administration requests additional documents or corrections, explain the request in client-friendly language, assign sponsor versus family-member documents clearly, confirm translation/legalization needs, and track the response deadline.

Start step
33

Prepare visa-stage consular checklist after approval

Team

If the sponsor-side application is approved, prepare a visa-stage checklist for the family member, including passport, criminal-record certificate where applicable, medical certificate, original relationship/dependency documents, appointment/consular instructions, and translation/legalization review. Verify all consular requirements for the specific consular location before sending.

Start step Conditional
34

Family member uploads visa-stage documents

Client

Family member uploads visa-stage documents for review, including passport, criminal-record certificate if applicable, medical certificate if applicable, original relationship/dependency evidence, and any consulate-specific forms or appointment confirmations.

Start step Conditional
35

Track visa appointment, decision, collection, and travel

Team

Track consular appointment, submission, visa decision, visa collection, and planned travel date. Remind the client that consular timing, collection deadlines, and entry deadlines must be verified against the current official notification and consular instructions.

Start step Conditional
36

Send arrival and TIE follow-up checklist

Team

After the family member enters Spain, send an arrival checklist covering local address confirmation, TIE appointment planning, police-office appointment evidence, required identity photos/forms/fees to verify, and deadline tracking based on the actual entry date.

Start step
37

Close case with final status summary

Team

Close the matter after confirming that the client received the final status summary, key dates, documents filed, pending obligations, and any future follow-up items. Include a note that future renewals or changes require separate official-source review.

Start step

Intake form preview

select

What is the sponsor's residence status in Spain?

Current residence authorization or status of the sponsor in Spain.

Temporary residence authorization, Renewal requested / pending renewal, Long-term residence, Long-term EU residence in Spain, Residence based on prior long-term EU residence in another EU Member State, Other / needs review

select

Which family relationship applies?

Relationship between the sponsor and the family member to be regrouped.

Spouse, Registered partner, Stable non-registered partner, Child under 18, Adult child with disability/support needs or health-related dependency, Legally represented person, Parent / ascendant over 65, Parent / ascendant under 65 with possible humanitarian reasons, Adult child acting as caregiver for dependent sponsor, Other / needs review

number

What is the total family unit size?

Total number of people who will be part of the family unit for the income and housing review, including the sponsor, the family member being regrouped, and any additional dependent family members.

boolean

Are there other dependent family members to include in the review?

Whether the sponsor has other dependent children or dependent family members already in Spain or otherwise relevant to the family unit.

boolean

If the sponsor has school-age minor children in Spain, are they enrolled in school?

Whether any minor children of the sponsor who are in Spain and of compulsory school age are already enrolled in school.

select

What is the current housing evidence status?

Current status of the adequate housing evidence, such as the regional/local housing report or supporting evidence if the report has not yet been issued.

Housing report already issued, Housing report requested, awaiting response, No housing report requested yet, Alternative housing evidence being prepared, Not sure / needs review

select

What is the sponsor's income or resources source?

Sponsor's main income or resources situation for the economic means review.

Employee / cuenta ajena, Self-employed / cuenta propia, No work activity but financial resources available, Mixed income sources, Not sure / needs review

boolean

Is health insurance available for the sponsor and family member(s)?

Whether the sponsor and regrouped family members have or will have health insurance coverage that must be reviewed for the application.

select

Are foreign certificates legalized/apostilled and translated where required?

Current status of foreign civil-status, relationship, birth, marriage, dependency, custody, criminal-record, or medical certificates that may require sworn translation, legalization, or apostille.

All foreign public documents are already apostilled or legalized and translated where needed, Some documents still need apostille/legalization, Some documents still need sworn translation, Both legalization/apostille and translation are pending, Not sure / needs review

boolean

Will the client need consular or visa follow-up support after approval?

Whether the family member will need support after the sponsor-side approval for visa appointment, consular document pack, visa decision tracking, collection, travel timing, and entry follow-up.

text

Where will the family member apply for the visa, if approval is granted?

Country and city/consular district where the family member resides, used only for operational consular checklist preparation and official verification.

date

What is the target submission date?

Target date for sponsor-side submission, if any.