Purchase Only

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Please Specify:
Purchase Information
Purchase Price
Purchase Closing Day
MM slash DD slash YYYY
Purchase Property Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Purchasers Information
How many People/Buyers will be on the Title?
Registration of Title
(Only required when more than 1 buyer.)
Is there more than 1 buyer?
This section is required if there is more than one buyer.
- Yes
- No
Will you register as Joint Tenants?
Joint Tenants = implies Right of Survivorship, meaning that upon one’s death the property will transfer to the other surviving tenant(s)
- Yes
- No
Will You register as Tenants in Common?
Tenants in Common = Division of Interest, meaning that each party as a divided interest and upon death of any party, the deceased portion will be directed to the beneficiary in their Will.
- Yes
- No
If yes, what is the division?
Ex: 50/50 or 60/40
Buyer 1
Full Legal Name
As you want to be registered on title. Should appear on all identification, including middle names.
First Middle Last
Occupation
Must be similar with what you advised your mortgage broker.
Employer's Name
Employer's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Industry
Age
Martial Status
Work Phone
Home Phone
Mobile Phone
Email
Are you a first-time home owner and property transfer tax exempt?
- Yes
- No
If so, please check all the boxes that apply.
- Never owned a principal residence anywhere in the world, at any time in my life
- Canadian citizen/permanent resident (for at least last 12 months immediate before this transaction)
- Purchase price is $500,000 or less (You may qualify for a partial exemption if price is under $525,000) NO exemption for price over $525,000
- Never received a first-time home buyers' exemption or refund
- Property less than 0.5 hectares (1.24 acres) (If bigger, only a partial exemption allowed)
- Will live in the property for at least 1 year (if buyer moves out in less than 1 year, must pay back pro-rated amount of PTT)
- Will move onto property within 92 days of completion
- Have you lived in BC at least the last 12 months immediately before this transaction?
- If you haven’t lived in BC for the last 12 months, have you filed income tax returns as a resident of BC for 2 of the last 6 taxation years?
Social Insurance Number
Required due to the new Property Transfer Tax rules (Copy of SIN is required for the appointment. If you do not have the SIN Card, we will accept your T4 or Notice of Assessment)
Date of Birth
MM slash DD slash YYYY
Canadian Citizen or Permanent Resident?
- Canadian Citizen
- Permanent Resident
- Non-Resident
Previous Address (Last 2 Years)
Street Address Address Line 2 City Province Postal Code
Will you reside in this property?
- Yes
- No
If no, please provide forwarding address
Street Address Address Line 2 City Province Postal Code
If you’re buying together with another person, please confirm the relationship to each other:
Buyer 2
Full Legal Name
As you want to be registered on title. Should appear on all identification, including middle names.
First Middle Last
Occupation
Must be similar with what you advised your mortgage broker.
Employer's Name
Employer's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Industry
Age
Martial Status
Work Phone
Home Phone
Mobile Phone
Email
Are you a first-time home owner and property transfer tax exempt?
- Yes
- No
If so, please check all the boxes that apply.
- Never owned a principal residence anywhere in the world, at any time in my life
- Canadian citizen/permanent resident (for at least last 12 months immediate before this transaction)
- Purchase price is $500,000 or less (You may qualify for a partial exemption if price is under $525,000) NO exemption for price over $525,000
- Never received a first-time home buyers' exemption or refund
- Property less than 0.5 hectares (1.24 acres) (If bigger, only a partial exemption allowed)
- Will live in the property for at least 1 year (if buyer moves out in less than 1 year, must pay back pro-rated amount of PTT)
- Will move onto property within 92 days of completion
- Have you lived in BC at least the last 12 months immediately before this transaction?
- If you haven’t lived in BC for the last 12 months, have you filed income tax returns as a resident of BC for 2 of the last 6 taxation years?
Social Insurance Number
Required due to the new Property Transfer Tax rules (Copy of SIN is required for the appointment. If you do not have the SIN Card, we will accept your T4 or Notice of Assessment)
Date of Birth
MM slash DD slash YYYY
Canadian Citizen or Permanent Resident?
- Canadian Citizen
- Permanent Resident
- Non-Resident
Previous Address (Last 2 Years)
Street Address Address Line 2 City Province Postal Code
Will you reside in this property?
- Yes
- No
If no, please provide forwarding address
Street Address Address Line 2 City Province Postal Code
If you’re buying together with another person, please confirm the relationship to each other:
Buyer 3
Full Legal Name
As you want to be registered on title. Should appear on all identification, including middle names.
First Middle Last
Occupation
Must be similar with what you advised your mortgage broker.
Employer's Name
Employer's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Industry
Age
Martial Status
Work Phone
Home Phone
Mobile Phone
Email
Are you a first-time home owner and property transfer tax exempt?
- Yes
- No
If so, please check all the boxes that apply.
- Never owned a principal residence anywhere in the world, at any time in my life
- Canadian citizen/permanent resident (for at least last 12 months immediate before this transaction)
- Purchase price is $500,000 or less (You may qualify for a partial exemption if price is under $525,000) NO exemption for price over $525,000
- Never received a first-time home buyers' exemption or refund
- Property less than 0.5 hectares (1.24 acres) (If bigger, only a partial exemption allowed)
- Will live in the property for at least 1 year (if buyer moves out in less than 1 year, must pay back pro-rated amount of PTT)
- Will move onto property within 92 days of completion
- Have you lived in BC at least the last 12 months immediately before this transaction?
- If you haven’t lived in BC for the last 12 months, have you filed income tax returns as a resident of BC for 2 of the last 6 taxation years?
Social Insurance Number
Required due to the new Property Transfer Tax rules (Copy of SIN is required for the appointment. If you do not have the SIN Card, we will accept your T4 or Notice of Assessment)
Date of Birth
MM slash DD slash YYYY
Canadian Citizen or Permanent Resident?
- Canadian Citizen
- Permanent Resident
- Non-Resident
Previous Address (Last 2 Years)
Street Address Address Line 2 City Province Postal Code
Will you reside in this property?
- Yes
- No
If no, please provide forwarding address
Street Address Address Line 2 City Province Postal Code
If you’re buying together with another person, please confirm the relationship to each other:
Buyer 4
Full Legal Name
As you want to be registered on title. Should appear on all identification, including middle names.
First Middle Last
Occupation
Must be similar with what you advised your mortgage broker.
Employer's Name
Employer's Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Industry
Age
Martial Status
Work Phone
Home Phone
Mobile Phone
Email
Are you a first-time home owner and property transfer tax exempt?
- Yes
- No
If so, please check all the boxes that apply.
- Never owned a principal residence anywhere in the world, at any time in my life
- Canadian citizen/permanent resident (for at least last 12 months immediate before this transaction)
- Purchase price is $500,000 or less (You may qualify for a partial exemption if price is under $525,000) NO exemption for price over $525,000
- Never received a first-time home buyers' exemption or refund
- Property less than 0.5 hectares (1.24 acres) (If bigger, only a partial exemption allowed)
- Will live in the property for at least 1 year (if buyer moves out in less than 1 year, must pay back pro-rated amount of PTT)
- Will move onto property within 92 days of completion
- Have you lived in BC at least the last 12 months immediately before this transaction?
- If you haven’t lived in BC for the last 12 months, have you filed income tax returns as a resident of BC for 2 of the last 6 taxation years?
Social Insurance Number
Required due to the new Property Transfer Tax rules (Copy of SIN is required for the appointment. If you do not have the SIN Card, we will accept your T4 or Notice of Assessment)
Date of Birth
MM slash DD slash YYYY
Canadian Citizen or Permanent Resident?
- Canadian Citizen
- Permanent Resident
- Non-Resident
Previous Address (Last 2 Years)
Street Address Address Line 2 City Province Postal Code
Will you reside in this property?
- Yes
- No
If no, please provide forwarding address
Street Address Address Line 2 City Province Postal Code
If you’re buying together with another person, please confirm the relationship to each other:
Mortgage Information
Will you be obtaining a mortgage for the purchase of your property?
- Yes
- No
Mortgage Company / Bank Name
Branch
Broker
Phone
Professional Advisors
Check the boxes below to add information for each professional advisor:
- Home Insurance Agent
- Realtor
- Mortgage Broker
Home Insurance Agent
Home Insurance Agent Name
First Last
Home Insurance Agent Location
Home Insurance Agent Phone
Home Insurance Agent Email
Realtor
Realtor Name
First Last
Realtor Phone
Realtor Email
Mortgage Broker
Mortgage Broker Name
First Last
Mortgage Broker Phone
Mortgage Broker Email
Strata
Is this a Strata property?
- Yes
- No
Strata Management Company Information
Company Name Manager Name Manager Phone
Rental Information
Does this property have any tenants?
If YES, we would need to adjust the rent and damage deposit, so please provide the information below.
- Yes
- No
How many rental suites exist on this property?
Rental Suite 1
Rent
Damage Deposit
Rent Paid On:
MM slash DD slash YYYY
Rent Paid Up Until:
MM slash DD slash YYYY
Rental Suite 2
Rent
Damage Deposit
Rent Paid On:
MM slash DD slash YYYY
Rent Paid Up Until:
MM slash DD slash YYYY
Rental Suite 3
Rent
Damage Deposit
Rent Paid On:
MM slash DD slash YYYY
Rent Paid Up Until:
MM slash DD slash YYYY
Signing of Documents
Will you be in town for signing documents 2-3 days before closing day?
- Yes
- No
Please provide the specific days that you will be out of town and the best day for you to sign the documents either in town or out of town.

Purchase Only

Purchase Information

Purchasers Information

Registration of Title

Buyer 1

Buyer 2

Buyer 3

Buyer 4

Mortgage Information

Professional Advisors

Home Insurance Agent

Realtor

Mortgage Broker

Strata

Rental Information

Rental Suite 1

Rental Suite 2

Rental Suite 3

Signing of Documents

Other Intake Forms