Mortgage/Refinance Form

Step 1 of 8

Please fill out this form to the best of your ability and provide as much information as possible. Please note that incomplete information may cause delays in processing your file which may result in additional charges.

This form is for the refinance of your current mortgage or obtaining a new mortgage. If you will be Purchasing with a new mortgage, please use the Purchase form.

If you have any questions or would like to provide additional information, please add any comments to the “Additional Comments” section.

First Owner Information

1.1. Name

First Middle (all middle names) Last

Please ensure that names are as they are indicated on your Driver’s License, BC Services Card (with photo), or Passport.

1.2. Home Phone (if applicable)

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.10.a Employer Phone

1.10.b Employer Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

1.11. Do you have two (2) pieces of valid, government-issued, photo identification available that match your legal name and that are not expired?

Driver’s Licence, BC Services Card, and Passports are preferred… please note that a card with the Driver’s Licence and BC Services Card counts as only one (1) piece of identification.

1.12. Are you a Canadian citizen or permanent resident?

1.12.a. Other (please specify)

1.13. Do you currently reside at the property address?

1.13.a. Current Address

Street Address Address Line 2 City Province Postal Code

Add a second owner Add a second owner (if more than one person is on title or will be going on title as part of the refinance, you must add a second owner)

Add

1.1. Name

First Middle (all middle names) Last

Please ensure that names are as the appear on your Driver’s Licence or passport.

1.2. Home Phone (if applicable)

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.10.a Employer Phone

1.10.b Employer Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

1.11. Do you have two (2) pieces of valid, government-issued, photo identification available that match your legal name and that are not expired?

Driver’s Licence, BC Services Card, and Passports are preferred… please note that a card with the Driver’s Licence and BC Services Card counts as only one (1) piece of identification.

1.12. Are you a Canadian citizen or permanent resident?

1.12.a. Other (please specify)

1.13. Do you currently reside at the property address?

1.13.a. Current Address

Street Address Address Line 2 City Province Postal Code

Ownership of Property

2. Will there be any changes to the ownership of the property?

2.a. Please state the name of the person to be added or removed.

Name of Person

Add or Remove

Owner to be Added Information

2.b. Please provide the following information for anyone to be added to title of the property. Do not list anyone that will not be on title to the property (ie. Guarantor/Co-Signer).

2.b.1. Name

First Middle (all middle names) Last

Please ensure that names are as the appear on your Driver’s Licence or passport.

2.b.2. Home Phone (if applicable)

2.b.3. Cell Phone

2.b.4. Email

2.b.5. Date of Birth

2.b.6. Place of Birth

Street Address Address Line 2 City Province Postal Code

2.b.7. Social Insurance Number

2.b.8. Occupation

2.b.9. Employer Name

2.b.10. Type of Industry

2.b.10.1 Employer Phone

2.b.10.2 Employer Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

2.b.11. Are you a Canadian citizen or permanent resident?

2.b.11.a. If you are a Permanent Resident/Registered under the Provincial Nominee Program/Other, what is your country of citizenship?

Country

2.b.12. Are you a first-time homebuyer?

2.b.12.a. Is the price less than $500,000?

2.b.12.b. Is the property less than 1.24 acres?

2.b.12.c. What is your address for the past 2 years?

Street Address Address Line 2 City Province Postal Code

2.b.12.d. Have you resided in BC for the past 2 years or have you filed income tax returns showing you as a BC resident for the 2 of the past 6 years?

2.b.12.e. Will it be your principal residence?

Partners/Common-Law

3. Do you have a spouse that you reside with who is not currently on title to the Property and will not be going on title to the Property when the new mortgage is registered?

3.a.1. Partner/Common-Law Name

First Middle Last

3.a.2. Partner/Common-Law Phone

3.a.3. Partner/Common-Law Cell Phone

3.a.4. Partner/Common-Law Email

3.a.5. Partner/Common-Law Date of Birth

3.a.6. Partner/Common-Law Place of Birth

City Country

3.a.7. Partner/Common-Law Social Insurance Number

3.a.8. Partner/Common-Law Occupation

3.a.9. Partner/Common-Law Employer

3.a.9.1 Partner/Common Law Employer Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

3.a.10. Are you a Canadian citizen or permanent resident?

3.a.10.a. What is your country of citizenship?

Country

Guarantors / Co-signers

The guarantor / co-signer who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Owner Information section).

4. Will you have a guarantor or co-signer on your mortgage?

4.a.1. Guarantor/Co-Signer Name

First Middle Last

Please ensure that the names are as they appear on his/her driver's license or passport.

4.a.2. Guarantor/Co-Signer Phone

4.a.3. Guarantor/Co-Signer Cell Phone

4.a.4. Guarantor/Co-Signer Email

4.a.5. Guarantor/Co-Signer Date of Birth

4.a.6. Guarantor/Co-Signer Place of Birth

City Country

4.a.7. Guarantor/Co-Signer Social Insurance Number

4.a.8. Guarantor/Co-Signer Relationship to Owner(s)

4.a.9. Guarantor/Co-Signer Occupation

4.a.10. Guarantor/Co-Signer Employer

4.a.10. Guarantor/Co-Singer Employer Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

4.a.11. Guarantor/Co-Signer - Are you a Canadian citizen or Permanent Resident?

Property Information

5. Funding Date

6. Property Address

Street Address Address Line 2 City Province Postal Code

7. Is the property a detached house or a Strata lot?

7.a.1. Home/Fire Insurance Agent Name

7.a.2. Home/Fire Insurance Agent Phone

7.a.3. Home/Fire Insurance Agent Email

7.b.1. Strata/Property Management Name

7.b.2. Strata/Property Management Phone

7.b.3. Strata/Property Management Email

8. Are there any unique features on this property?

Oil Tank

Waterfront with Dock

Waterfront without Dock

Well

Septic

Other

9. What is the Nature of the Property?

Mortgage

10. Are there mortgages to be paid out?

10.a. Mortgage Lender Information

10.a.1. Existing Mortgage Lender Name (i.e. Name of the lender that already has a mortgage on title to the Property and that must be paid out from the funds that come from your new mortgage)

10.a.2. Mortgage Reference Number

10.a.3. Mortgage Branch Details

Additional Mortgage to Paid Out

Add

10.a.1. Existing Mortgage Lender Name (i.e. Name of the lender that already has a mortgage on title to the Property and that must be paid out from the funds that come from your new mortgage)

10.a.2. Mortgage Reference Number

10.a.3. Mortgage Branch Details

10.b. New Mortgage

10.b.1. New Mortgage Lender Name

10.b.2. Mortgage Reference Number

10.b.3. Mortgage Branch Details

Mortgage Broker

11. Do you have a mortgage broker assisting you for this transaction?

11.a. Mortgage Broker Information

Please provide the name and contact information for the mortgage broker that you are dealing with.

11.a.1. Mortgage Broker Name

First Last

11.a.2. Mortgage Broker Phone

11.a.3. Mortgage Broker Email

Other Loans

12. Are there other items to be paid out?

12.a. Other items to be paid out

Type of Loan

Company Loan is With

Account Number

Primary Contact Information

Please provide the primary contact information in case we need to contact you for additional information.

Name

First Last

Home Phone

Cell Phone

Confirm Email