DLC Expert Financial Income Verification Form

DLC Expert Financial Income Verification Form
Mortgage Agent Name *
Client's Name *
Closing Date

Month Day Year
Date
Borrower 1
Choose the income type *

Salary Hourly/Fluctuating income BFS Pension
Docs Needed:
LOE, 2 Recent Paystubs, 2 Yrs T4s
LOE

Annual Salary? # of guaranteed hours @ $Rate
Annual Salary?
# of guaranteed hours
Gross Rgular Pay @ $Rate
Paystubs

Consistent Fluctuating
Pay Frequency?

Weekly Bi-Weekly Semi Monthly Monthly
Show Source Deductions?

Yes No
Recent Pay Stub YTD Income *
2020 T4 (Total Income)
2021 T4 (Total Income)
2 Yrs Average
Annual Income
NOA

Taxes Paid Owing
Own a Rental Property

Yes No
Do you have the lease Agreement?

Yes No
Statement of Rental Activities Provided?

Yes No
Does Job show on Credit Report?

Yes No
Any Derogatory?

Yes No
Provide Explanation.
Docs Needed:
2 Yrs Full T1s, Article of Inc or Master Business Lic.
BFS Type

Corporation Partnership Sole
Does BFS show on Bureau

Yes No
Article of Incorporation

Yes No
Any other Parties on Business Docs

Yes No
Business Registeration Docs

Yes No

Are statements of Rentals included?

Yes No
Does Job show on Credit Report?

Yes No
Any Derogatory?

Yes No
Provide Explanation.
Any Additional Info We need to know about B1?
Borrower 2? *

Yes No
Borrower 2
Choose the income type

Salary Hourly/Fluctuating income BFS Pension
Docs Needed:
LOE, 2 Recent Paystubs, 2 Yrs T4s
LOE

Annual Salary? # of guaranteed hours @ $Rate
Annual Salary?
# of guaranteed hours
Gross Rgular Pay @ $Rate
Paystubs

Consistent Fluctuating
Pay Frequency?

Weekly Bi-Weekly Semi Monthly Monthly
Show Source Deductions?

Yes No
Recent Pay Stub YTD Income *
2020 T4 (Total Income)
2021 T4 (Total Income)
2 Yrs Average
Annual Income
NOA

Taxes Paid Owing
Own a Rental Property

Yes No
Do you have the lease Agreement?

Yes No
Statement of Rental Activities Provided?

Yes No
Does Job show on Credit Report?

Yes No
Any Derogatory?

Yes No
Provide Explanation.
Docs Needed:
2 Yrs Full T1s, Article of Inc or Master Business Lic.
BFS Type

Corporation Partnership Sole
Does BFS show on Bureau

Yes No
Article of Incorporation

Yes No
Any other Parties on Business Docs

Yes No
Business Registeration Docs

Yes No

Are statements of Rentals included?

Yes No
Does Job show on Credit Report?

Yes No
Any Derogatory?

Yes No
Provide Explanation.
Any Additional Info We need to know about B2?
Should be Empty:

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