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Knowledge Centre PTT Calculator GST Calculator Office Locations START A NEW FILE

Head Office

#300-906 Roderick Avenue,

Coquitlam, BC

Phone: 604-527-4242

realestate@spagslaw.ca

Mortgage / Refinance Form

Refinance/Mortgage - 2020

Step 1 of 5

20%

Please note that a failure to provide all information may result in delays with your file. Please do your best to complete all questions and if any questions cannot be answered please use the last section, Any Additional Comments, to explain why. Please do not assume that if you told your realtor or broker any of the required answers that we have the information.
Owner Information
Please provide the following information for everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor / co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.
First Owner Information
1.1.1 First Name
1.1.2 Middle Name
1.1.3 Surname
1.2. Phone
1.3. Cell Phone
1.4. Email
1.5. Date of Birth
MM slash DD slash YYYY
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. Work Phone
1.12. Work Address
Street Address Address Line 2 City Province Postal Code
1.13. Are you a Canadian citizen or permanent resident?
1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Country
1.13.b If you are registered under the Provincial Nominee Program, please provide your registration number.
Add a second owner
- Add
Second Owner Information
1.1.1 First Name
1.1.2 Middle Name
1.1.3 Surname
1.2. Phone
1.3. Cell Phone
1.4. Email
1.5. Date of Birth
MM slash DD slash YYYY
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. Work Phone
1.12. Work Address
Street Address Address Line 2 City Province Postal Code
1.13. Are you a Canadian citizen or permanent resident?
1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Country
1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.
1.14. Relationship to Owner(s)
Relationship Owner Name
Add a third owner
- Add
Third Owner Information
1.1.1 First Name
1.1.2 Middle Name
1.1.3 Surname
1.2. Phone
1.3. Cell Phone
1.4. Email
1.5. Date of Birth
MM slash DD slash YYYY
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. Work Phone
1.12. Work Address
Street Address Address Line 2 City Province Postal Code
1.13. Are you a Canadian citizen or permanent resident?
1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Country
1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.
1.14. Relationship to Owner(s)
Relationship Owner Name
Add fourth owner
- Add
Fourth Owner
1.1.1 First Name
1.1.2 Middle Name
1.1.3 Surname
1.2. Phone
1.3. Cell Phone
1.4. Email
1.5. Date of Birth
MM slash DD slash YYYY
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. Work Phone
1.12. Work Address
Street Address Address Line 2 City Province Postal Code
1.13. Are you a Canadian citizen or permanent resident?
1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Country
1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.
1.14. Relationship to Owner(s)
Relationship Owner Name

Ownership of the Property
2. Will there be any changes to the ownership of the property?
- Yes, adding to title
- Yes, removing from title
- No
2.a. If yes, 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 everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor / co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.
2.b.1.1 First Name
2.b.1.2 Middle Name
2.b.1.3 Surname
2.b.2. Phone
2.b.3. Cell Phone
2.b.4. Email
2.b.5. Date of Birth
MM slash DD slash YYYY
2.b.6. Place of Birth
City Country
2.b.7. Social Insurance Number
2.b.8. Occupation
2.b.9. Employer
2.b.10. Type of Industry
2.b.11. Work Phone
2.b.12. Work Address
Street Address Address Line 2 City Province Postal Code
2.b.13. Are you a Canadian citizen or permanent resident?
2.b.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Country
2.b.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.
2.b.14. Are you a first time home buyer?
- Yes
- No
2.b.14.a. If yes, is the price less than $500,000?
- Yes
- No
2.b.14.b. If yes, is the property less than 1.24 acres?
- Yes
- No
2.b.14.c. What is your address for the past 2 years?
Street Address Address Line 2 City Province Postal Code
2.b.14.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?
- Yes
- No
2.b.14.e. Will it be your principal residence?
- Yes
- No
Partners / Common-law
3. Are clients married or in a common-law relationship and their partner is not on title?
- Yes
- No
3.a. Partner / Common-law Information
3.a.1.1 Partner / Common-Law First Name
3.a.1.2 Partner / Common-Law Middle Name
3.a.1.3 Partner / Common-Law Surname
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
MM slash DD slash YYYY
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.10. Partner / Common-law Work Phone
3.a.11. Partner / Common-law Work Address
Street Address Address Line 2 City Province Postal Code
3.a.12. Are you a Canadian citizen or permanent resident?
3.a.12.a. What is your country of citizenship?
Country
3.a.12.b. If you are registered under the Provincial Nominee Program, please provide your registration number
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?
Someone who is guaranteeing the mortgage who is not a registered owner?
- Yes
- No
4.a. Guarantor / Co-signer Information
4.a.1.1 Guarantor / Co-signer First Name
4.a.1.2 Guarantor / Co-signer Middle Name
4.a.1.3 Guarantor / Co-signer Surname
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
MM slash DD slash YYYY
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)
Relationship Owner Name
4.a.9. Guarantor / Co-signer Occupation
4.a.10. Guarantor / Co-signer Employer
4.a.11. Guarantor / Co-signer Work Phone
4.a.12. Guarantor / Co-signer Work Address
Street Address Address Line 2 City Province Postal Code
4.a.13. Guarantor / Co-signer - Are you a Canadian citizen or permanent resident? Guarantor

Property Information
5. Funding Date
MM slash DD slash YYYY
6. Property Address
Street Address Address Line 2 City Province Postal Code
7. Is the property a detached house or a Strata lot?
- Detached House
- Strata Lot
7.a Home / Fire Insurance Information
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. Strata / Property Management Information
7.b.1. Strata / Property Management Name
7.b.2. Strata / Property Management Phone
7.b.3. Strata / Property Management Email
Hidden
Section Break
8. Are there any unique features on this property?
- Oil Tank
- Waterfront with docl
- Waterfront without dock
- Other
8.a. If other, please describe.
Mortgage
9. Are there mortgages to be paid out?
- Yes
- No
9.a. Mortgage Lender Information
9.a.1. Mortgage Lender Name
9.a.2. Mortgage Reference Number
9.a.3. Mortgage Branch Details
Mortgage Broker
10. Do you have a mortgage broker assisting you for this transaction?
- Yes
- No
10.a. Mortgage Broker Information
Please provide the name and contact information for the mortgage broker that you are dealing with.
10.a.1 Mortgage Broker Name
10.a.2. Mortgage Broker Phone
10.a.3. Mortgage Broker Email
Other Loans
11. Are there other items to be paid out?
- Yes
- No
11.a. Other items to be paid out
Type of Loan Company Loan is with Account Numbers

Other Questions
12. How did you find out about our office?
12.a. If Other, please define.
13. Any additional comments?

Primary Contact Information
Don't forget, we may need your name and contact information in order to contact you for additional information.
Who is the primary point of contact?
1.1.1 First Name
1.1.2 Middle Name
1.1.3 Surname
Phone
Cell Phone
Email
Enter Email Confirm Email
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Head Office

#300-906 Roderick Avenue,
Coquitlam, BC
V3K 1R1

Phone: 604-527-4242
realestate@spagslaw.ca

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