Two Purchasers – CLIENT INTAKE

Welcome to Francispillai Law. Kindly provide the missing information at your earliest convenience to facilitate the timely completion of your file. You may conveniently fill in the questionnaire. PLEASE ENSURE YOU HAVE YOUR ID with you as you will need to upload it. You will be asked to fill in information for all purchasers.

Middle Name of first Purchaser (1)

First Name of first Purchaser (1)

Last Name of first Purchaser (1)

Cell number of first Purchaser (1)

Email of first Purchaser (1)

Purchaser (1) Current Home Address:

Date of Birth of first Purchaser (1)

We require 2 Pieces of ID. Please ensure you upload 2 separate ID's. Pictures of front and back, or if Passport picture of top signing page and bottom photo page. ID's accepted Drivers License, Canadian Passport, PR card, Birth cert, Credit card but require statement, Ontario Photo ID card or firearms license)

Purchaser (1) Upload front of First ID (If Passport just photo of page of passport top and bottom)

Purchaser (1) Upload back of First ID (Unless passport)

Purchaser (1) Upload Front of Second ID

Purchaser (1) Upload Back of Second ID

Spousal Status Purchaser (1)

Spousal status additional information Purchaser (1)

Purchaser (1) Are you a first time buyer? If you are unsure, please see https://www.ontario.ca/document/land-transfer-tax/land-transfer-tax-refunds-first-time-homebuyers#section-2 or please ask and we will gladly clarify

Purchaser (1) Are you a Non-Resident of Canada?

Purchaser (1) Citizenship (if not Canadian please indicate if you are a permanent resident)

Purchaser (1) Were you physically present in Canada for 183 days out of the 12 month period prior to the date of closing?

Purchaser (1) Occupation Title

Purchaser (1) Work Address

Purchaser (1) Work Phone Number

First Name of Second Purchaser (2)

Middle Name of second Purchaser (2)

Last Name of second Purchaser (2)

Cell number of second Purchaser (2)

Email of second Purchaser (2)

Date of Birth of second Purchaser (2)

Purchaser (2) Current Home Address:

Purchaser (2) Upload front of First ID (If Passport just photo of page of passport top and bottom)

Purchaser (2) Upload Back of First ID (Unless Passport)

Purchaser (2) Upload Front of Second ID

Purchaser (2) Upload Back of Second ID

Purchaser (2) Spousal Status

Purchaser (2) Spousal status additional information

Purchaser (2) Are you a first time buyer? If you are unsure, please see https://www.ontario.ca/document/land-transfer-tax/land-transfer-tax-refunds-first-time-homebuyers#section-2 or please ask and we will gladly clarify

Purchaser (2) Are you a Non-Resident of Canada?

Purchaser (2) Citizenship (if not Canadian please indicate if you are a permanent resident)

Purchaser (2) Were you physically present in Canada for 183 days out of the 12 month period prior to the date of closing?

Purchaser (2) Occupation Title

Purchaser (2)Work Address

Purchaser (2) Work Phone Number

Do you retain Francispillai Law to complete this transaction on your behalf?

Address of Property you are purchasing?

How is the property heated?

Is the property on municipal water OR well/septic?

Will you be living in the property?

If no, please provide mailing address.

In what Capacity do you wish to take Title of the Property?

1) Joint Tenants – where the property is to be owned jointly. If one owner were to pass away, their share would automatically transfer to the surviving owner.

2) Tenants in Common – where the property is to be owned under specified share percentages (please specify your percentages). If one owner were to pass away, their share would pass to their own Estate, not to the surviving owner.

Type of Property

Will any part of the property be rented i.e. – in law suite

Are you obtaining a Mortgage or Loan for the Purchase?

Who is your Mortgage Broker and their contact information?

Who is your mortgage lender?

Will you be obtaining a bridge loan?

What is the source of your downpayment?

Explanation on downpayment

You will be required to obtain home insurance (fire insurance) who is your home insurance provider if known?

Are you relocating with BGRS? If so, please provide your BGRS Reference Number. BGRS is a relocation service for government and military employees.

Would you like your signing appointment to be in-person or virtual? *Please note: certain transactions may mandate an in-person signing, we will clarify if this is the case for example all new homes form builders are in person* *Please further note additional charges will apply for virtual appointments*

Note: We are required to obtain this information in order to comply with rules and regulations instituted by the Ministry of Ontario, The Law Society of Ontario, mortgage companies and Title Insurance.