Let's get started!
To get your property file underway we will need a few things, starting with your firm contract from your Realtor's office and/or mortgage instructions from your lender (just give our name to your agent or banker/broker and they'll know what to do). We will then want to gather additional information from you and, in that regard, most of our clients prefer this online solution that prompts for and emails to us the requisite particulars. It can be completed in your own timeframe when/where your transaction information is convenient to you, minimizes interruption in your workday, and reserves our availability for your incoming file (subject to confirmation). Just another way to make it easy to work with us!
Remember, at the end when you click the "SUBMIT" button, you should then see a "Thank You" page and receive a follow-up email. If instead you are returned to the form, please ensure all required fields have been completed.
Property Purchase
When you are the buyer of residential real property in BC
This is the date in your contract when title is exchanged for payment of the balance of the purchase price.
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(Dollar signs and commas are not necessary)
(Please check all that apply) *Note that the scope of our practice does not currently include co-op, manufactured home, float home, commercial property, or First Nations land conveyance.
Please check all that apply if your property has more than one living unit.
Please provide name of strata management company
Please provide contact information for the appropriate strata council member for us to request forms and information, including a telephone number and email address if possible.
A Form B Information Certificate acts is a status report of the property, dated and signed by a representative of the strata corporation, and commonly given to buyers among all the other strata information you looked through (except perhaps if new construction). It is not only for your protection that it be relatively current but lenders will also request a copy before funding. If unsure, please ask your Realtor to find out if he/she has one in your file to pass along and let us know.
For your convenience, you are welcome to upload your strata Form B in PDF format here, or email it to us later.
If not already documented in your contract, please provide the monthly rental, the date it is payable each month, the amount of the security deposit, and the date it was collected for each of the tenancies to remain in place after closing. Alternatively, please ensure we are provided with a copy of all relevant tenancy agreements. We will want to ensure proper adjustments are made between you and the seller.
Please provide the name/contact info of your real estate professional, or his/her/their company, in case we need to follow up for your contract. If no Realtors were involved, just enter "none."
Remember, all who are registered as an owner on title will be required to make a LOTA Declaration and must also be a borrower on any mortgage of the property. (Please enter a numeric value)
If so, please ensure that your mortgage professional has been given our name and particulars so the lender's mortgage instructions can be forwarded to us without delay.
If so, please complete a Property File Starter for that Refinancing matter and ensure that your mortgage professional has been given our name and particulars so the lender's mortgage instructions can be forwarded to us without delay.
Some lenders will request a copy of a survey certificate before funding. A survey certificate is a diagram of the "footprint" of the house within the lot lines of the property, dated and signed by a land surveyor. You may wish to ask your Realtor to find out if the seller has one to pass along to you. In any event, we'll discuss with you how best to meet lender requirements in this regard, if any, with either a new survey or title insurance.
If known at this time, please provide name/location/contact info of the insurance agency with whom you will be placing fire insurance for the subject property to be effective as at your Completion Date. It is a standard mortgage condition that we contact them to arrange for your lender to be shown as first loss payee and obtain a binder to that effect. If you are still shopping it around, kindly advise us as soon as your selection has been made to avoid a possible funding delay.
Mortgage Information
From which bank or lending institution will you be borrowing funds or establishing a Line of Credit secured by this property?
Please provide the name/contact info of your mortgage contact (banker/broker), or his/her company, in case we need to follow up for your mortgage instructions.
Please provide particulars including name, contact information, signing availability (in town/out of town) and relationship to Buyer(s).
Buyer's Information
This number will be required for the PTT Return. Accordingly, even if not known at this time, please provide it to us at your earliest convenience.
(Please enter a numeric value) If you do not know the answer at this time, please note this information will be required upon file opening, as will the citizenship of each director.)
Please provide the name/contact info of your corporate solicitor, or his/her company, in case their assistance will be required with respect to your LOTA Declaration/Report, or your mortgage lender requires their opinion as to the status and borrowing powers of the company. If you haven't one, just enter "none" and we'll discuss your options.
If already registered in the Land Title Office, we will require a copy of the Trust document for our file. If not, we will require the original for submission to the Land Title Office before being returned to you.
Please note that the Trustee(s) of a Relevant Trust will be required to make a LOTA Declaration and Report.
IMPORTANT: Please include your COMPLETE name as shown on your formal, government issued, photo identification to be brought with you to your appointment. If only initials appear on your ID, however, you must spell out your complete name as required by the Land Title Office.
Specify what you do for a living as you would like it to appear next to your name on title to the property. It can be specific or general in nature, as you may prefer.
FINTRAC (the federal initiative to counter money laundering and terrorism) requires that occupations be further clarified for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please describe same below (employer optional):
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
As of November 30, 2020, the Land Owner Transparency Act (LOTA) requires that a change of ownership must be accompanied by a declaration by each registered owner as to whether or not they are a "Reporting Body" for a relevant trust, partnership, or corporation (such as when someone else has a beneficial interest in the property even though they are not shown on title.) A Reporting Body is then responsible to file a further Transparency Report setting out the other parties with an interest in the property. If uncertain, it is recommended that you consult as necessary an accountant, solicitor, or other such tax/estate/financial advisor(s) before confirming your declaration. (See link below for general information on the government site.)
- Land Owner Transparency Registry Filing Requirements
Check here if the purchased property will be your principal residence (and listed as such on the Property Transfer Tax Return.) If not, provide the full civic address of your principal residence below:
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It is now required by law that each Buyer of real property in BC disclose his/her citizenship on the Property Transfer Tax Return.
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment (at which time you will in any event be asked to present evidence of same such as your SIN card, T4, NOA, etc.)
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment. Additional supporting documentation will also be required.
This will be required on your PTT Return but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment.
(Please choose best answer)
Please refer to the link below for FTHB program qualification criteria. If you still aren't sure, you are welcome to call us to discuss your situation.
- First-Time Home Buyer Program
If so, only a partial exemption may apply and additional information will be required.
If so, only a partial exemption may apply and additional information will be required.
Required for PTT exemption
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
First Buyer's Information
IMPORTANT: Please include your COMPLETE name as shown on your formal, government issued, photo identification to be brought with you to your appointment. If only initials appear on your ID, however, you must spell out your complete name as required by the Land Title Office.
Specify what you do for a living as you would like it to appear next to your name on title to the property. It can be specific or general in nature, as you may prefer.
FINTRAC (the federal initiative to counter money laundering and terrorism) requires that occupations be further clarified for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please describe same below (employer optional):
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/broker, but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
As of November 30, 2020, the Land Owner Transparency Act (LOTA) requires that a change of ownership must be accompanied by a declaration by each registered owner as to whether or not they are a "Reporting Body" for a relevant trust, partnership, or corporation (such as when someone else has a beneficial interest in the property even though they are not shown on title.) A Reporting Body is then responsible to file a further Transparency Report setting out the other parties with an interest in the property. If uncertain, it is recommended that you consult as necessary an accountant, solicitor, or other such tax/estate/financial advisor(s) before confirming your declaration. (See link below for general information on the government site.)
- Land Owner Transparency Registry Filing Requirements
Check here if the purchased property will be your principal residence (and listed as such on the Property Transfer Tax Return.) If not, provide the full civic address of your principal residence below:
-
It is now required by law that each Buyer of real property in BC disclose his/her citizenship.
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment (at which time you will in any event be asked to present evidence of same such as your SIN card, T4, NOA, etc.)
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment. Additional supporting documentation will also be required.
This will be required on your PTT Return but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment.
(Please choose best answer)
Please refer to the link below for FTHB program qualification criteria. If you still aren't sure, you are welcome to call us to discuss your situation.
- First-Time Home Buyer Program
If so, only a partial exemption may apply and additional information will be required.
If so, only a partial exemption may apply and additional information will be required.
Required for PTT exemption
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Second Buyer's Information
IMPORTANT: Please include your COMPLETE name as shown on your formal, government issued, photo identification to be brought with you to your appointment. If only initials appear on your ID, however, you must spell out your complete name as required by the Land Title Office.
Specify what you do for a living as you would like it to appear next to your name on title to the property. It can be specific or general in nature, as you may prefer.
FINTRAC (the federal initiative to counter money laundering and terrorism) requires that occupations be further clarified for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please describe same below (employer optional):
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
As of November 30, 2020, the Land Owner Transparency Act (LOTA) requires that a change of ownership must be accompanied by a declaration by each registered owner as to whether or not they are a "Reporting Body" for a relevant trust, partnership, or corporation (such as when someone else has a beneficial interest in the property even though they are not shown on title.) A Reporting Body is then responsible to file a further Transparency Report setting out the other parties with an interest in the property. If uncertain, it is recommended that you consult as necessary an accountant, solicitor, or other such tax/estate/financial advisor(s) before confirming your declaration. (See link below for general information on the government site.)
- Land Owner Transparency Registry Filing Requirements
If the purchased property will not be your principal residence, nor is your principal residence the same as that of the First Buyer, provide the full civic address of your principal residence below:
-
It is now required by law that each Buyer of real property in BC disclose his/her citizenship.
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment (at which time you will in any event be asked to present evidence of same such as your SIN card, T4, NOA, etc.)
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment. Additional supporting documentation will also be required.
This will be required on your PTT Return but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment.
(Please choose best answer)
Please refer to the link below for FTHB program qualification criteria. If you still aren't sure, you are welcome to call us to discuss your situation.
- First-Time Home Buyer Program
If so, only a partial exemption may apply and additional information will be required.
If so, only a partial exemption may apply and additional information will be required.
Required for PTT exemption
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Third Buyer's Information
IMPORTANT: Please include your COMPLETE name as shown on your formal, government issued, photo identification to be brought with you to your appointment. If only initials appear on your ID, however, you must spell out your complete name as required by the Land Title Office.
Specify what you do for a living as you would like it to appear next to your name on title to the property. It can be specific or general in nature, as you may prefer.
FINTRAC (the federal initiative to counter money laundering and terrorism) requires that occupations be further clarified for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please describe same below (employer optional):
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
As of November 30, 2020, the Land Owner Transparency Act (LOTA) requires that a change of ownership must be accompanied by a declaration by each registered owner as to whether or not they are a "Reporting Body" for a relevant trust, partnership, or corporation (such as when someone else has a beneficial interest in the property even though they are not shown on title.) A Reporting Body is then responsible to file a further Transparency Report setting out the other parties with an interest in the property. If uncertain, it is recommended that you consult as necessary an accountant, solicitor, or other such tax/estate/financial advisor(s) before confirming your declaration. (See link below for general information on the government site.)
- Land Owner Transparency Registry Filing Requirements
If the purchased property will not be your principal residence, nor is your principal residence the same as that of the First or Second Buyer, provide the full civic address of your principal residence below:
-
It is now required by law that each Buyer of real property in BC disclose his/her citizenship.
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment (at which time you will in any event be asked to present evidence of same such as your SIN card, T4, NOA, etc.)
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment. Additional supporting documentation will also be required.
This will be required on your PTT Return but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment.
(Please choose best answer)
Please refer to the link below for FTHB program qualification criteria. If you still aren't sure, you are welcome to call us to discuss your situation.
- First-Time Home Buyer Program
If so, only a partial exemption may apply and additional information will be required.
If so, only a partial exemption may apply and additional information will be required.
Required for PTT exemption
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Fourth Buyer's Information
IMPORTANT: Please include your COMPLETE name as shown on your formal, government issued, photo identification to be brought with you to your appointment. If only initials appear on your ID, however, you must spell out your complete name as required by the Land Title Office.
Specify what you do for a living as you would like it to appear next to your name on title to the property. It can be specific or general in nature, as you may prefer.
FINTRAC (the federal initiative to counter money laundering and terrorism) requires that occupations be further clarified for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please describe same below (employer optional):
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
As of November 30, 2020, the Land Owner Transparency Act (LOTA) requires that a change of ownership must be accompanied by a declaration by each registered owner as to whether or not they are a "Reporting Body" for a relevant trust, partnership, or corporation (such as when someone else has a beneficial interest in the property even though they are not shown on title.) A Reporting Body is then responsible to file a further Transparency Report setting out the other parties with an interest in the property. If uncertain, it is recommended that you consult as necessary an accountant, solicitor, or other such tax/estate/financial advisor(s) before confirming your declaration. (See link below for general information on the government site.)
- Land Owner Transparency Registry Filing Requirements
If the purchased property will not be your principal residence, nor is your principal residence the same as that of another Buyer, provide the full civic address of your principal residence below:
-
It is now required by law that each Buyer of real property in BC disclose his/her citizenship.
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment (at which time you will in any event be asked to present evidence of same such as your SIN card, T4, NOA, etc.)
Required for the PTT Return, but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment. Additional supporting documentation will also be required.
This will be required on your PTT Return but you may choose how you would prefer to provide it to us - input here, by phone, or in person at your appointment.
(Please choose best answer)
Please refer to the link below for FTHB program qualification criteria. If you still aren't sure, you are welcome to call us to discuss your situation.
- First-Time Home Buyer Program
If so, only a partial exemption may apply and additional information will be required.
If so, only a partial exemption may apply and additional information will be required.
Required for PTT exemption
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Additional Buyer Information
Property Ownership
With "Joint Tenancy", the interest of an owner who dies is automatically extinguished in favour of the surviving owner(s) thus avoiding the Estate and related costs/complications. Under "Tenancy in Common" the interest of an owner who dies passes to his/her Estate and then pursuant to his/her Will. Unlike Joint tenants, Tenants in Common may have unequal interests. When there are more than three owners, Joint Tenancy (common for couples) and Tenancy in Common (common for singles) can be combined.
Remember, they have to add up to the whole interest (i.e 100%.)
Property Sale
When you are the seller of residential real property in BC
This is the date in your contract when title is exchanged for payment from the buyer of the sale price.
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In 2017, the City of Vancouver introduced a Bylaw aimed at increasing the stock of available residential property by assessing a tax against properties deemed to be "vacant" for more than 180 days out of the year. If applicable, unpaid tax from a prior year can later be added to the property tax account and is therefore of concern to a buyer. Accordingly, it is important for the seller to be clear on his/her responsibilities and the property's status in this regard.
The City of Vancouver has restricted access to Property Tax Account information to those who can provide the unique Access Code found on your property tax notice. If you would like us to be able to contact the City on your behalf in this regard, kindly provide us with the said Access Code. Alternatively, when necessary, we will ask you to email us with any information/confirmations required from the City for your file matter.
(Please check all that apply) *Note that the scope of our practice does not currently include co-op, manufactured home, float home, commercial property, or First Nations land conveyance.
A survey certificate is a diagram of the "footprint" of your house within the lot lines of your property, dated and signed by a land surveyor. It is not required that you have one but may be helpful to the buyer if required by their lender.
In many cases, we will have to request a meter reading be performed by the City/Municipality for adjustment purposes. This is not to be confused with cable/electrical utility accounts which you would simply cancel directly.
Please provide name of professional management company
Please provide contact information for the appropriate strata council member for us to request forms and information, including a telephone number and email address if possible.
Please provide contact information for the shared strata insurance agency so we can contact them for information about any prepaid premiums to be adjusted.
If not already documented in your contract, please provide the monthly rental, the date it is payable each month, the amount of the security deposit, and the date it was collected for each of the tenancies to remain in place after closing. Alternatively, please ensure we are provided with a copy of all relevant tenancy agreements. We will want to ensure proper adjustments are made between you and the buyer.
If not the same as for your purchase, please provide us below with the name/contact info of your other real estate professional, or his/her company, in case we need to follow up for your contract. If no Realtors were involved, just enter "none."
Please provide the name/contact info of your real estate professional, or his/her company, in case we need to follow up for your contract. If no Realtors were involved, just enter "none."
(Please enter a numeric value)
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. Each seller would have been asked to make this determination when signing the sale agreement. Additional information is available in our Real Property FAQ's and/or through your accountant.
Non-residents of Canada are required to obtain clearance from Canada Revenue Agency (CRA) when disposing of real property and, pursuant to Section 116 of the Income Tax Act, a significant portion of sale proceeds will be withheld for the buyer's protection pending receipt of certificates confirming same (the Non-Resident Holdback). The application for clearance is usually handled by the accountant filing your Canadian tax return(s). We will need to liaise with this accountant regarding the Non-Resident Holdback and possible CRA remittances.
This is a factor in calculating the Non-Resident Holdback.
(Please enter a numeric value) This would include mortgages, lines of credit secured by this property, deferred property taxes, judgments for income tax arrears, etc.
This might include property tax arrears, outstanding strata fees/levies, unpaid contractors, etc.
Seller's Information
and/or or contact person(s) for the Trust
If, per the terms of the Trust, the powers of the Trustee are subject to beneficiary consent, evidence of such consent will be required by the Land Title Office in support of the Transfer.
Trustee(s) or Administrator(s)
If the property has been specifically gifted in the Will to a beneficiary who is not also a representative of the Estate, evidence of his/her consent will be required by the Land Title Office in support of the Transfer.
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your Realtor but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
To be provided to the Buyer's legal firm and included (as now required) on the Property Transfer Tax Return
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. If you are unsure, please consult your accountant and/or the Canada Revenue Agency (CRA).
The bank will need to know which country you are from with respect to setting up any interest bearing account for withheld funds.
(Please check all that apply) Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file. Additional documentation may be required for some of the circumstances described above for which we will contact you.
First Seller's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your Realtor but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
To be provided to the Buyer's legal firm and included (as now required) on the Property Transfer Tax Return
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. If you are unsure, please consult your accountant and/or the Canada Revenue Agency (CRA).
The bank will need to know which country you are from with respect to setting up any interest bearing account for withheld funds.
(Please check all that apply) Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file. Additional documentation may be required for some of the circumstances described above for which we will contact you.
Second Seller's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your Realtor but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
Check here if the mailing address already provided be included (as now required) on the Buyer's Property Transfer Tax Return as applicable also to you. If not, please provide another below:
-
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. If you are unsure, please consult your accountant and/or the Canada Revenue Agency (CRA).
The bank will need to know which country you are from with respect to setting up any interest bearing account for withheld funds.
(Please check all that apply) Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file. Additional documentation may be required for some of the circumstances described above for which we will contact you.
Third Seller's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your Realtor but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
Check here if a mailing address already provided be included (as now required) on the Buyer's Property Transfer Tax Return as applicable also to you. If not, please provide another below:
-
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. If you are unsure, please consult your accountant and/or the Canada Revenue Agency (CRA).
The bank will need to know which country you are from with respect to setting up any interest bearing account for withheld funds.
(Please check all that apply) Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file. Additional documentation may be required for some of the circumstances described above for which we will contact you.
Fourth Seller's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your Realtor but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
Check here if a mailing address already provided be included (as now required) on the Buyer's Property Transfer Tax Return as applicable also to you. If not, please provide another below:
-
Not to be confused with citizenship, it is important to determine residency for income tax purposes when selling Canadian real property. If you are unsure, please consult your accountant and/or the Canada Revenue Agency (CRA).
The bank will need to know which country you are from with respect to setting up any interest bearing account for withheld funds.
(Please check all that apply) Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file. Additional documentation may be required for some of the circumstances described above for which we will contact you.
Additional Seller Information
Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
First Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Second Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Third Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Fourth Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Additional Debt Information
Mortgage Financing
When you are the borrower adding or refinancing a mortgage of your residential real property in BC
This is the date when you would like to have funds advanced under the new mortgage. Even if the exact date is not known to you, please give us your best guess for file timing purposes.
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In 2017, the City of Vancouver introduced a Bylaw aimed at increasing the stock of available residential property by assessing a tax against properties deemed to be "vacant" for more than 180 days out of the year. If applicable, unpaid tax from a prior year can later be added to the property tax account and is therefore of concern to a lender. Accordingly, it is important for the property owner to be clear on his/her responsibilities and the property's status in this regard.
(Please check all that apply) *Note that the scope of our practice does not currently include financing for co-op, manufactured home, float home, commercial property, or First Nations land.
A survey certificate is a diagram of the "footprint" of the house within the lot lines of the property, dated and signed by a land surveyor. Some lenders will request a copy before funding. If so, and you don't have one, we'll discuss with you how best to meet lender requirements in this regard, if any, with either a new survey or title insurance.
Please provide name/location/contact info of the insurance agency with whom your fire insurance for this property is placed. We will need to contact them to confirm your lender is shown as first loss payee. If you need to look that up or are shopping it around, kindly advise us soon to avoid a possible funding delay.
Please provide name of professional management company
Please provide contact information for the appropriate strata council member for us to request forms and information, including a telephone number and email address if possible.
Please provide contact information for the shared strata insurance agency as we will be requesting a certificate of insurance for your lender
A Form B Information Certificate acts is a status report of the property, dated and signed by a representative of the strata corporation. Lenders will require a copy before funding. Occasionally, a lender asks a broker to obtain one before approval.
For your convenience, you are welcome to upload your strata Form B in PDF format here, or email it to us later
From which bank or lending institution will you be borrowing funds?
Please provide the name/contact info of your mortgage contact (banker/broker), or his/her company, in case we need to follow up for your mortgage instructions.
(Please enter a numeric value)
Please provide particulars including name, contact information, signing availability (in town/out of town) and relationship to Buyer(s).
(Please enter a numeric value) This would include lines of credit secured by this property, deferred property taxes, judgments for income tax arrears, etc.
This might include property tax arrears, outstanding strata fees/levies, unpaid contractors, etc.
This might include property tax arrears, outstanding strata fees/levies, unpaid contractors, etc.
Borrower's Information
Please provide the name/contact info of your corporate solicitor, or his/her company, in case your mortgage lender requires that he/she provide an opinion as to the status and borrowing powers of the company. If you haven't one, just enter "none" and we'll discuss your options.
and/or contact person(s) for the Trust
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your mortgage broker/banker but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
Check here if you reside in the Property or, in any event, would like correspondence and property tax statements to be mailed there. If not, provide mailing address below:
-
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
First Borrower's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your mortgage broker/banker but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
Check the box above if you reside in the Property or, in any event, would like correspondence and property tax statements to be mailed there. If not, provide mailing address below:
-
(Please choose best answer)
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Second Borrower's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your mortgage broker/banker but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
If neither residing in the Property nor sharing the same mailing address as another Buyer, provide alternate mailing address below:
-
(Please choose best answer)
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Third Borrower's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your mortgage broker/banker but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
If neither residing in the Property nor sharing the same mailing address as another Buyer, provide alternate mailing address below:
-
(Please choose best answer)
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Fourth Borrower's Information
As part of the identification process, FINTRAC (the federal initiative to counter money laundering and terrorism) requires that we enquire for our file as to the specific field of work in which you are or were most recently active. While some occupational fields are apparent, (Eg. Doctor=Health, Teacher=Education), a consultant, businessperson, self-employed, or retired individual must identify their area of expertise. Accordingly, please clearly describe same below (employer optional):
You will likely already have been asked this by your mortgage broker/banker but we also are obligated to enquire as to whether or not you are acting for more than your own interest or at the direction of another party. This can include, for example, if you are being directed under a power of attorney wherein you do not have sole discretion, but would not apply if the donor left all the decisions to you. Accordingly, kindly confirm:
You will likely already have been asked this by your Realtor and, if applicable, mortgage broker/banker, but we also are obligated to enquire as to whether or not you or a close relative is a PEP. This can include, for example, judges, mayors, ambassadors, heads of state or of political parties (See link below for more complete information on the government site). Accordingly, kindly confirm:
- FINTRAC Domestic and Foreign PEP Information
If neither residing in the Property nor sharing the same mailing address as another Buyer, provide alternate mailing address below:
-
(Please choose best answer)
(Please check all that apply)
Signing appointment timing is usually within the few days ahead of closing. Normally, we will establish an appointment time upon confirmation of the file.
Additional Borrower's Information
Registered Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
First Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Second Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Third Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Fourth Mortgage/Charge Information
Identify the bank, lending institution, or creditor that has a charge on your title
IMPORTANT: Please provide the lender's internal reference number, branch details, and any other contact information that will help us communicate with the right people to obtain a payout statement and discharge for this debt. If not handy right now, please provide as soon as possible as it will be difficult to proceed without it!
Additional Debt Information
Additional Information
Who is the most knowledgeable or available CLIENT to field our questions and receive updates on your file? As knowledgeable as your Realtor might be, we are looking here for the client who will be the point person on your file.
In our efforts to reduce paper waste, our standard practice is to provide you with emailed copies of signing documentation for preview in advance of your appointment and then of post-closing reporting correspondence. Most clients these days prefer to retain information electronically and may print pages at their own discretion. Other clients, however, would prefer a hard copy package to be provided which we are also pleased to accommodate.
As part of our service to you, we will be providing you with a PDF set of your documents in advance of your being asked to sign anything. We have options available to us for such communication and would like to know your preference in this regard:
- Our Terms of Use and Privacy Policy
By checking the box below and clicking on the "SUBMIT" button, you confirm that you are comfortable with and accept our Terms of Use and Privacy Policy (link above) and understand that the information you have provided herein will be emailed to us.
Upon successful submission of the form, you should see a "Thank You" page and receive a follow-up email. If instead you are returned to the form, please ensure that all required fields have been completed or the form will not be sent.
This field is for validation purposes and should be left unchanged.
