Real Estate Purchase with Sale Form

Step 1 of 12

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 both the sale AND purchase of your real estate property. If you will only be selling, please use the Sale form. If you will only be Purchasing, 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.

1. Are you purchasing as a company?

1.a. Company Information

1.a.1. Name of Company

1.a.2. Where is the minute book for the company kept?

1.a.3. What is the general nature of the business?

1.a.4. Company Contact (Name)

1.a.5. Company Contact Email

1.a.6. Company Contact Phone

First Owner Information

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

1.11. 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.

1.12. Are you a Canadian citizen or permanent resident?

1.12.a. Other (please specify)

1.13. Are you a first time home buyer?

1.13.a What is your address for the last 2 years?

Street Address Address Line 2 City Province Postal Code

1.13.b. Will it be your principal residence?

1.13.c. Principal Residence Address

Street Address Address Line 2 City Province Postal Code

1.13.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 2 of the past 6 years?

Add a second owner Add a second owner (if more than one person is going on title, you must add a second owner)

Add

If there is more than one Buyer, you must declare if you will register as Joint Tenants or Tenants in Common. Joint Tenants implies Right of Survivorship, meaning that upon one’s death the property can be transferred to the other surviving tenant(s). Tenants in Common is Division of Interest, meaning that each party is a divided interest and upon death of any party, the deceased’s portion will be directed to the beneficiary in their Will.

1. Will you register as Joint Tenants or Tenants in Common?

2. What is your current marital status?

This information is required as some lenders require Spousal Consent.

Second Owner Information

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

1.11. 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.

1.12. Are you a Canadian citizen or permanent resident?

1.12.a. Other (please specify)

1.13. Are you a first time home buyer?

1.13.a What is your address for the last 2 years?

Street Address Address Line 2 City Province Postal Code

1.13.b. Will it be your principal residence?

1.13.c. Principal Residence Address

Street Address Address Line 2 City Province Postal Code

1.13.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 2 of the past 6 years?

First Time Buyer Information

3. Is there any person who is going to be registered as an owner of the property who is a first time buyer?

3.a. Is the price less than $500,000?

3.b. Is the property less than 1.24 acres?

Property Information

4. What is the address of the property you are purchasing?

Street Address Address Line 2 City Postal Code

5. What is the nature of the property?

6. Is the property a detached house or strata lot?

Home/Fire Insurance Information

7. What is the contact information for your Home/Fire Insurance Agent?

Home/Fire Insurance Agent Name Home/Fire Insurance Agent Phone Home/Fire Insurance Agent Email

8. Is the building on the property new construction or used?

9. Are there any unique features on your new property?

Oil Tank

Waterfront with Dock

Waterfront without Dock

Well

Septic

Other

10. Please confirm your current mailing address.

Street Address Address Line 2 City Province Postal Code

11. When is your completion date?

Not possession or adjustment date. This is the date the title transfers from the seller to the buyer.

12. Will you be out of town prior to and during the closing of this transaction?

12.a. What is the date of your departure?

12.b. What is the date of your return?

13. What is the purchase price?

Mortgage

14. Will there be a mortgage on this property?

14.a. Which financial institution will your mortgage be with?

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).

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

15.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.

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

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

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

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

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

City Country

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

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

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

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

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

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

16.a.1. Mortgage Broker Name

First Last

16.a.2. Mortgage Broker Phone

16.a.3. Mortgage Broker Email

17. Do you have a realtor assisting your purchase?

17.a.1. Realtor Name

First Last

17.a.2. Realtor Phone

17.a.3. Realtor Email

18. Have you executed the final Addendum to the Contract of Purchase and Sale in order to remove all the subjects set out in the Contract (i.e. such as financing clause or inspection reports)?

18.a. Please indicate the date as indicated in your contract for the removal of these final subjects.

18.b. In accordance with Law Society of BC anti-money laundering rules, we are required to obtain information regarding the source of money (in excess of mortgage funds) for this transaction:

Savings

Sale of Asset

Gift

Inheritance

Settlement Funds (e.g., Family, Insurance)

Other

Additionally, the Property Transfer Tax office now requires law offices to obtain the following information from Purchasers.

19. Are you holding the property on behalf of a partnership?

A partnership is a relationship between at least two persons carrying on a business in common with a view to profit. Each of the partners are fully responsible for all of the partnership’s liabilities.

20. Are you a trustee?

Sale

21. Are you selling as a company?

21.a.1. Name of Company

21.a.2. Where is the minute book for the company kept?

21.a.3. What is the general nature of the business?

21.a.4. Company Contact

Name

21.a.5. Company Contact Phone

21.a.6. Company Contact Email

21.b. Is this sale connected to a separation or divorce?

21.b.1. Was it an amicable agreement?

21.b.2. Can both parties sign together and do you agree upon how the sale proceeds with be disbursed?

21.b.3. Is there a Separation Agreement or other Agreement that indicates how sale proceeds are to be distributed?

21.b.4. As we may only be able to act for one party when there are divorce or separation proceedings, please let us know below who will be acting for the other spouse/partner:

Please provide a copy of the agreement to our office.

21.c. Does the client reside at the property being sold?

21.c.1. Is a Power of Attorney being used?

Please provide the original Power of Attorney as soon as possible.

21.c.2. Is the client a non-resident of the property being sold?

21.c.3. Is a Clearance Certificate required?

Owner Information

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).

First Owner Information

21.1. Name

First Middle (All Middle Names) Last

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

21.2. Home Phone (if applicable)

21.3. Cell Phone

21.4. Email

21.5. Date of Birth

21.6. Place of Birth

City Country

21.7. Social Insurance Number

21.8. Occupation

21.9. Employer

21.10. Type of Industry

21.11. Are you a Canadian citizen or permanent resident?

21.11.a. Other (please specify)

Add a Second Owner

Add

21.1. Name

First Middle (All Middle Names) Last

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

21.2. Home Phone (if applicable)

21.3. Cell Phone

21.4. Email

21.5. Date of Birth

21.6. Place of Birth

City Country

21.7. Social Insurance Number

21.8. Occupation

21.9. Employer

21.10. Type of Industry

21.11. Are you a Canadian citizen or permanent resident?

21.11.a. Other (please specify)

Property Information

22. Property Address

Street Address Address Line 2 City Province Postal Code

23. Is the property a detached house or strata lot?

24. Are there any unique features on your new property?

Oil Tank

Waterfront with Dock

Waterfront without Dock

Well

Septic

Other

25. Completion Date

Not possession or adjustment date. This is the date the title transfers from the seller to the buyer.

Mortgage

26. Is there a mortgage currently registered on this property?

26.a.1. Existing Mortgage Lender Name

26.a.2. Mortgage Reference Number

26.a.3. Branch Details

Additional mortgage currently registered on title

Add

26.a.1. Existing Mortgage Lender Name

26.a.2. Mortgage Reference Number

26.a.3. Branch Details

Realtor

27. Do you have a realtor assisting you with your sale?

27.a.1. Realtor Name

First Last

27.a.2. Realtor Phone

27.a.3. Realtor Email

Primary Contact Information

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

Who is the primary point of contact?