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Purchase Information

Purchase Price

Purchase Closing Day

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

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

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

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

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:

Rent Paid Up Until:

Rental Suite 2

Rent

Damage Deposit

Rent Paid On:

Rent Paid Up Until:

Rental Suite 3

Rent

Damage Deposit

Rent Paid On:

Rent Paid Up Until:

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 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