Mortgage Checklist

If you are an Employee:

• Letter of Employment
  Dated within 60 days.

• Paystub
  Dated within 30 days.

If your income is variable we will also need:

• Most Recent T4
  If pay is hourly, bonused, commissioned, or overtime.

If you are sole proprietor of your own business:

• Notice of Assessment
  Most Recent NOA- Summary of your received Tax Return.

• T1 General
  Most Recent - General Tax Return tax form.

• Statement of Business Activities
  Most Recent - T2125 tax form.

• Confirmation of payment
  If any taxes are owing, please provide confirmation of payment.

If you own a business and have a corporation:

• Notice of Assessment
  Most Recent - Summary of your received Tax Return.

• T1 General
  Most Recent - General Tax Return tax form.

• 2 Years of financial
  Prepared by an accountant.

• 90-day account history
  Bank account(s) where the down payment will be drawn from.

*Please make sure your name and account number are clearly identified on history.

**Large deposits will always need a history of 90 days. It would be best to leave the money where it is instead of moving it from account to account.

• Accepted Offer to Purchase
  Of the property you are purchasing.

• MLS Listing - PDF
  Property details; your realtor can provide this.
• Lease
  If applicable.
• Confirmation of Condo Fees
  If applicable.

• VOID Cheque
  Or Pre-Authorized Debit Form.