Amendment of Schedules

The Belize Tourism Board may from time to time, by Order published in the Gazette, amend the Schedules. 12 Retired persons (Incentives) SCHEDULE 1 (Regulation 4(1) Qualified Retired Persons Application Form PART A– APPLICATION’S INFORMATION Application Type: New/Renewal Complete Below if Renewal QRP ID: Year of Last Renewal: Years in QRP Program: *Required at Renewal *1. PERSONAL INFORMATION A) Applicant’s Name: FIRST NAME LAST NAME MIDDLE NAME B) Gender: Male/Female Age: C) Date of birth: Place of Birth: D) Passport Number: Expiration Date: E) Place of Issue: Nationality: Retired Persons (Incentives) 13 F) Marital Status: *2. CONTACT INFORMATION A) Local/Intended Address: District: B) Overseas Address: Country: C) Local Phone: Local Cell Phone: D) International Phone Email Address: 3. EDUCATIONAL INFORMATION A) Primary Education Year of Completion Secondary Education Year of Completion Tertiary Education Year of Completion Other: Year of Completion B) Primary Language: Secondary Language: *4. FINANCIAL INFORMATION A) Foreign Source of Pension/Annuity: B) Local Financial Institution of Deposit: 14 Retired persons (Incentives) 5. AGENT INFORMATION A) Name of Agent/Company: B) Phone Number: Email: *6. DEPENDENT INFORMATION (if applicable) A) Number of Dependents Applying: Adult: Children (18 or Under): 7. REQUIREMENT CHECKLIST Y-Mandatory A-Mandatory if Applicable ✓ New Renew Requirements for Applicant Y Y Completed Application Form Signed and Dated Y Birth Certificate A Marriage Certificate Copies must bear the seal or stamp of Notary Public Y Original Police Record Official police record or certificate from last place of residence (not older than 6 months) Retired Persons (Incentives) 15 Passport Pages Copies of complete, valid, notarized/certified passport including all blank pages. Bio data, passport number, and page numbers must be clearly visible (required at renewal if passport is new) Y A Proof of Pension/Annuity Certificate or document showing applicant as the recipient of pension or annuity amounting to a minimum of Two Thousand United States Dollars (USD$2000.00) per month or the equivalent of Twenty-Four Thousand United States Dollars (USD$24,000.00) annually. Y Bank Statement certifying Pension/Annuity Financial statement from foreign institution, bank, credit union, or building society certifying the sufficient amount of person or annuity funds. Y Written Undertaking of Deposit to Financial Institution in Belize Signed undertaking letter stating that you will deposit the require fund into a local financial institution either monthly or annually. Y Copy of Bank Statement Statement from local licensed financial institution evidencing the deposits totaling USD$24,000.00 for the previous year. Y Original Medical Certificate Certificate or report of complete medical examination including HIV test (not older than 3 months) 16 Retired persons (Incentives) Two (2) 2”x2” Frontal Recent notarized/certified photograph per Belize Immigration specs *See more specifications below Y Y Application Fee First time application fee of One Hundred and Fifty United States Dollars (USD$150.00) or Renewal Fee of Twenty Five United Dollars (USD$25.00) Y Y *Photo Specification 1. White background photo must be in focus, with no red-eye and no reflected light on the face. 2. The head must be straight position with face directly into the camera. 3. A neutral facial expression must be maintained (no smiling or frowning) 4. The visibility of the eyes is important. 5. No glasses, no shades. Retired Persons (Incentives) 17 NEW APPLICATION ONLY Upon final approval of application, you will be contacted by BTB to make your final payment and submission of requested list of duty exemption items to be imported. The complete list of import items must first be approved by the BTB and Customs and excise Department before sending. 1. QRP Applicant Member Fee - USD$1000.00 2. QRP Applicant Card Fee - USD$200.00 TOTAL for Designation - USD$1200.00 8. TERM AND CONDITIONS A) Qualified Retired Persons must obtain approval and adhere to the procedures cited by the Customs and Excise Department for the importation of all personal and household effects, and approved means of transportation. B) Qualified Retired Persons shall not be engaged in gainful employment or have an investment that generates income in Belize. C) Qualified Retired Persons must inform the Belize Tourism Board of any changes stated on the application form, as soon as such changes occur. Failure to do so may result in revocation of an applicant's status. D) Qualified Retired Persons must adhere to all existing Laws of Belize. E) All benefits provided by this program apply exclusively to the Qualified Retired Persons and his or her approved dependents. 18 Retired persons (Incentives) F) The Belize Tourism Board has the authority to carry out any investigation with respect to the validity of any documents provided by the applicant under this program. G) Participants within this program must inform the Belize Tourism Board prior to leaving country indefinitely so that the assets purchased on this program can be liquidated. H) All documents presented to the Belize Tourism Board becomes the property of the Board. D) The Applicant shall not have pending criminal matters in any jurisdiction at the time of application. J) Qualified Retired Persons must submit a yearly local financial statement showing compliance with the financial requirements of the program. K) Qualified Retired Persons must spend an equivalent of thirty (30) consecutive days in Belize annually to maintain their status as a Qualified Retired Person. L) A Belizean is not allowed to become a member of the Qualified Retirement Program. M) Any fees collected during this application process are non- refundable. 9. DECLARATION I declare that all information provided in this application is true, accurate and complete to the best if my knowledge. I have not withheld any information and understand any falsification is illegal and will disqualify my application. I agree with all the terms and conditions as pertain to the Belize Retirement Incentives (QRP) Program. i. Applicant’s Name (Print):____________________ Retired Persons (Incentives) 19 ii. Applicant’s Signature:_______________________ iii. Date:_____________________________________ FOR OFFICIAL USE ONLY ✓ For Official Use Only Date Print Name/Signature Comments/Actions Form received by BTB Licensing Officer Check Licensing Manager Recommendation Registrar Approval Immigration Approval Database Update Decision Feedback Application Fee Paid: Date Paid: Receipt No.: Member Fee Paid: Date Paid: Receipt No.: QRP Dependent Member Date: QRP ID #: Valid Year: Control ID#: 20 Retired persons (Incentives) PART B– DEPENDENT'S INFORMATION (if applicable) Application Type: Complete Below if Renewal New/Renewal QRP ID: Year of Last Renewal:_______________ Years in QRP Program:______________ *Required at Renewal *1. PERSONAL INFORMATION A) Applicant’s Name: FIRST NAME LASTNAME MIDDLE NAME B) Gender: Male/Female Age:____________ C) Date of Birth: Place of Birth:_____________ D) Passport Number: Expiration Date: E) Place of Issue: ____________ Nationality:_________________ F) Name of Member applying under:____________ Relationship:_______ *2. CONTACT INFORMATION A) Local/Intended Address:______________ District:_______________ B) Overseas Address: __________________ Country: _______________ C) Local Phone: ___________________ Local Cell Phone:_________ Retired Persons (Incentives) 21 D) International Phone:_________________ Email Address:___________ 3. EDUCATIONAL INFORMATION A) Primary Education Year of Completion Secondary Education Year of Completion Tertiary Education Year of Completion Other Year of Completion B) Primary Language:_____________ Secondary Language:___________ *4. REQUIREMENT CHECKLIST Y–Mandatory A– Mandatory if Applicable ✓ New Renew Requirements for Applicant Y Y Completed Application Form Signed and Dated Y Birth Certificate Y Original Police Record Official police record or certificate from last place of residency (not older than 6 months) Y A Passport Pages 22 Retired persons (Incentives) Copies of complete valid notarized/certified passport including all blank pages. Bio data, passport number, and page numbers must be clearly visible (required at renewal if passport is new) Original Medical Certificate Certificate or report of complete medical examination including HIV test (not older than 3 months) Y Two (2) 2”x2” Frontal Photos Recent notarized/certified photographs per Belize Immigration specs *See more specifications below Y Y Application Fee First time application fee of One Hundred and Fifty United States Dollars (USD *$150.00) or Renewal Fee of Twenty Five United States Dollars (BZD $25.00) Y Y *Photo Specification 1. White background photo must be in focus, with no red-eye and no reflected light on the face. 2. The head must be straight position with face directly into the camera. 3. A neutral facial expression must be maintained (no smiling or frowning) 4. The visibility of the eyes is important. 5. No glasses, no shades. NEW APPLICATION ONLY Upon final approval of application, you will be contacted by BTB to make your final payment and submission of requested Retired Persons (Incentives) 23 list of duty exemption items to be imported. The complete list of import items must first be approved by the BTB and Customs and Excise Department before sending. QRP Applicant Member Fee USD$7500.00 QRP Applicant Card Fee USD$200.00 TOTAL for Designation USD$950.00 5. TERMS AND CONDITIONS A) Qualified Retired Persons must obtain approval and adhere to the procedures cited by the Customs and Excise Department for the importation of all personal and household effects, and approved means of transportation. B) Qualified Retired Persons shall not be engaged in gainful employment or have an investment that generates income in Belize. C) Qualified Retired Persons must inform the Belize Tourism Board of any changes stated on the application form, as soon as such changes occur. Failure to do so may result in revocation of an applicant’s status. D) Qualified Retired Persons must adhere to all existing Laws of Belize. E) All benefits provided by this program apply exclusively to the Qualified Retired Persons and his or her approved dependents. F)·The Belize Tourism Board has the authority to carry out any investigation with respect to the validity of any documents provided by the applicant under this program. 24 Retired persons (Incentives) G) Participants within this program must inform the Belize Tourism Board prior to leaving country indefinitely so that the assets purchased on this program can be liquidated. H) All documents presented to the Belize Tourism Board become the property of the Board. I) The applicant shall not have pending criminal matters in any jurisdiction at the time of application. J) Qualified Retired Persons must submit a yearly local bank statement showing compliance with the financial requirements of the program. K) Qualified Retired Persons must spend an equivalent of thirty (30) consecutive days in Belize annually to maintain their status as a Qualified Retired Person. L) A Belizean is not allowed to become a member of the Qualified Retirement Program. M) Any fees collected during the application process are non- refundable. *6 DECLARATION I declare that all information provided in this application is true, accurate and complete to the best of my knowledge, I have not withheld any information and understand any falsification is illegal and will disqualify my application. I agree with all the terms and conditions as pertain to the Belize Retirement Incentives (QRP) Program. i. Dependent’s Name (Print):___________________ ii. Dependent’s Signature:______________________ iii. Date:__________________________ Retired Persons (Incentives) 25 FOR OFFICIAL USE ONLY ✓ For Official Use Only Date Print Name/Signature Comments/Actions Form received by BTB Licensing Officer Check Licensing Manager Recommendation Registrar Approval Immigration Approval Database Update Decision Feedback Application Fee Paid: Date Paid: Receipt No.: Member Fee Paid: Date Paid: Receipt No.: QRP Dependent Member Date: QRP ID #: Valid Year: Control ID#: 26 Retired persons (Incentives) SCHEDULE 2 (Regulation 4(2)) APPLICATION FEES Categories Fee First time Application US$150.00 Renewal Application US$25.00 Retired Persons (Incentives) 27 SCHEDULE 3 (Regulation 8(2)) DESIGNATION AS A QUALIFIED RETIRED PERSON 28 Retired persons (Incentives) SCHEDULE 4 (Regulation 9) FEE FOR THE DESIGNATION AS QUALIFIED RETIRED PERSON Category Fee Fee for the Designations as a Qualified Retired Person US$1200.00 Fee for Dependents of a Designated Qualified Retired Person US$950.00 MADE by the Minister responsible for tourism this 7th day of December, 2018. __________________________________ (HON. MANUAL HEREDIA Jr) Minister of Tourism and Civil Aviation (Minister responsible for tourism)