Real Estate Purchase Intake Form - AJ Law Professional Corporation

Real Estate Purchase — Client Intake Form

Please complete this form to help us begin your real estate purchase file. All information is kept confidential.

Address of Property

Client 1 / Spouse 1 Information

Last Name

First Name

Address

Date of Birth

Immigration Status

Phone (Residence)

Phone (Cell)

Marital Status

Spouse Name (if married)

Name of Employer

Business Address

Occupation

Client 2 / Spouse 2 Information

Last Name

First Name

Address

Date of Birth

Immigration Status

Phone (Residence)

Phone (Cell)

Marital Status

Spouse Name (if married)

Name of Employer

Business Address

Occupation

Additional Information

Are you intending to lease out the purchase property upon closing?

Are you physically present in Canada for 183 days out of 12 months prior to closing date?

Are you a Canadian Citizen or a Permanent Resident of Canada?

Will you act as a trustee or nominee or in a similar capacity for all or any portion of the beneficial interest in land?

I am a spouse and my spouse has never owned an eligible home anywhere in the world

Are you a first time Home Buyer?

Will you occupy the purchase home as a Principal Residence?

The purchase home is not ordinarily occupied by me and my spouse (who is not separated from me) as our family residence

We are spouses of one another and are both parties to the Purchase/Transfer & Charge document

Property Type

Residence Type

Identification documents (government-issued photo ID, proof of citizenship or immigration status, etc.) will NOT be collected through this form. Verification of ID documents will be completed either in person at our office, or through a secure third-party identity verification service via a separate link, in accordance with applicable Law Society and anti-money laundering rules.

Real Estate Purchase — Client Intake Form

Client 1 / Spouse 1 Information

Client 2 / Spouse 2 Information

Additional Information

Property Type

Call

Fax

Email

Address