| New Property:
|
| Copy of the signed Agreement of Purchase and Sale
|
| Copy of MLS Listing (if purchased through a Realtor)
|
| Address of new house and complete description of property
|
| Contact information to obtain access to the house
|
| If it's a new construction, plans and specifications
|
| Name, address, phone and fax number of your Lawyer
|
| Personal Information:
|
| Full Name
|
| Date of Birth
|
| Marital status
|
| Number of dependents
|
| Current address and phone number
|
| Your addresses for the past 3 years
|
| Your Social Insurance Number
|
| Employment History:
|
| Detailed information about your past three years of employment
|
| Letter of Employment and recent pay stubs (occasionally, a T4 may be required)
|
| If self-employed, two years of Notice of Assessments and 3 years of income tax returns
|
| Written explanation of any gap in employment
|
| Records of dividends and interest received
|
| Assets:
|
| Complete information on all bank accounts
|
| Bank statements for the past three months
|
| Confirmation that the down payment came from within your own resources
|
| Current value of stocks, bonds, mutual funds and other investments
|
| Current value of any RRSP’s
|
| Value of life insurance (CSV)
|
| Information on your cars, how much you owe or its current value
|
| Information on real estate you own
|
| Value of significant personal property
|
| If any financial gift is provided by immediate family member(s), please keep record
|
| Liabilities:
|
| Itemized list of all debts, including loans, credit cards and other bills
|
| Written explanation of any past credit problems
|
| Full details of bankruptcy during the past seven years, if applicable
|
Calculators 
