Mortgage Checklist

If you are an employee:

• Letter of Employment
  Dated within 60 days

• Paystub
  Dated within 30 days

If your income is variable you will also need:

• Your 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 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 that is a corporation:

• Notice of Assessment
  Most recent NOA summary of your received Tax Return

• T1 General
  Most recent General Tax Return form

• 2 Years of Financials
  Prepared by an accountant

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

Please ensure your name and account number are clearly identified on your account history.

As well, large deposits will always require a history of 90 days. If possible, it's best to leave money where it is instead than 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 information
• Lease
  If applicable
• Confirmation of Condo Fees
  If applicable

• VOID Cheque
  Or Pre-Authorized Debit Form