Purchase With Sale Form
Please note that a failure to provide all information may result in delays with your file. Please do your best to complete all questions and if any questions cannot be answered please use the last section, Any Additional Comments, to explain why. Please do not assume that if you told your realtor or broker any of the required answers that we have the information. We would be pleased to assist you with the purchase of your property. In order to start the file, please provide the following information:
1. Are you purchasing as a company?
*
Yes
No
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Company Information
Name of Company
Where is the minute book for the company kept?
What is the general nature of the business?
Company Contact
Company Contact Email
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Owner Information
Please provide the following information for everyone that is currently on title as an owner (please ensure that the names are as they appear on your driver's license or passport). If you had a guarantor / co-signor who executed the Mortgage documentation at the time of purchase of this property, please do not list them in this section as they would not have been registered on title as an "owner" of the property.
First Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Are you a first time home buyer?
Yes
No
What is your address for the last 2 years?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
When did you start living in this address?
-
Month
-
Day
Year
Date
Have you resided in AB for the past 2 years or have you filed income tax returns showing you as an AB resident for 2 of the past 6 years?
Yes
No
Will it be your principal residence
Yes
No
Add a second owner
Yes
No
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Second Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Are you a first time home buyer?
Yes
No
What is your address for the last 2 years?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
When did you start living in this address?
-
Month
-
Day
Year
Date
Have you resided in AB for the past 2 years or have you filed income tax returns showing you as an AB resident for 2 of the past 6 years?
Yes
No
Will it be your principal residence
Yes
No
Add a third owner
Yes
No
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Next
Third Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Are you a first time home buyer?
Yes
No
What is your address for the last 2 years?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
When did you start living in this address?
-
Month
-
Day
Year
Date
Have you resided in AB for the past 2 years or have you filed income tax returns showing you as an AB resident for 2 of the past 6 years?
Yes
No
Will it be your principal residence
Yes
No
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2. What is your current marital status?
Please Select
Single
Married
Common-law Relationship
Divorced
This information is required as some lenders require Spousal Consent.
First Time Buyer Information
3. Is there any person who is going to be registered as an owner of the property who is a first time buyer?
Yes
No
If yes, is the price less than $500,000?
Yes
No
If yes, is the property less than 1.24 acres?
Yes
No
Property Information
4. What is the address of the property you are purchasing?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
5. What is the nature of the property?
Please Select
Residential
Commercial
Industrial
First Nations
Leasehold - Non-First Nations
Other
If other, describe the nature of the property.
6. Is the property a detached house or strata lot?
Please Select
Detached House
Strata Lot
Home / Fire Insurance Agent Name
Home / Fire Insurance Agent Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Home / Fire Insurance Agent Email
example@example.com
Strata / Property Management Name
Strata / Property Management Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Strata / Property Management Email
example@example.com
7. Is the building on the property new construction or used?
New Construction
Used Construction
8. Are there any unique features on your new property
Oil Tank
Waterfront with dock
Waterfront without dock
Other
If other, please describe.
9. Will this be your primary residence?
Yes
No
If No, please confirm your current mailing address.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
10. When is your completion date?
-
Month
-
Day
Year
Date
11. Will you be out of town prior to and during the closing of this transaction?
Yes
No
If yes, what is the date of your departure?
-
Month
-
Day
Year
Date
If yes, what is the date of your return?
-
Month
-
Day
Year
Date
12. What is the purchase price?
Mortgage
13. Will there be a mortgage on this property?
Yes
No
Which financial institution will your mortgage be with?
Guarantors / Co-signers
The guarantor / co-signer who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Owner Information section).
14. Will you have a guarantor or co-signer on your mortgage?
Yes
No
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Guarantor / Co-signer Information
The guarantor / co-signer who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Question 1).
Name
First Name
Middle Name
Last Name
Guarantor / Co-signer Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Email
example@example.com
Guarantor / Co-signer Date of Birth
-
Month
-
Day
Year
Date
Guarantor / Co-signer City of Birth
Guarantor / Co-signer Country of Birth
Guarantor / Co-signer Relationship to Owner
Guarantor / Co-signer Relationship to Owner (Owner's Name)
Guarantor / Co-signer Occupation
Guarantor / Co-signer Employer
Guarantor / Co-signer Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Guarantor / Co-signer - Are you a Canadian Citizen or Permanent Resident?
Yes
No
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15. Do you have a mortgage broker assisting you with with the financing for this transaction?
Yes
No
Mortgage Broker Information
Please provide the name and contact information for the mortgage broker that you are dealing with.
Mortgage Broker Name
Mortgage Broker Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Mortgage Broker Email
example@example.com
16. Do you have a realtor assisting you with your purchase?
Yes
No
Realtor Information
Please provide the name and contact information for the Realtor that you are dealing with.
Realtor Name
Realtor Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Realtor Email
example@example.com
17. Have you executed the final Addendum to the Contract of Purchase and Sale in order to remove all the subjects set out in the Contract (i.e. such as financing clause or inspection reports)?
Yes
No
Please indicate the date as indicated in your contract for the removal of these final subjects.
-
Month
-
Day
Year
Date
In accordance with Law Society of AB anti-money laundering rules, we are required to obtain information regarding the source of money (in excess of mortgage funds) for this transaction:
Savings
Sale of asset
Gift
Inheritance
Settlement funds (e.g. Family, Insurance)
Other
Additionally, the Property Transfer Tax office now requires law offices to obtain the following information from Purchasers.
18. Are you holding the property on behalf of a partnership?
Yes
No
19. Are you a trustee?
Yes
No
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Sale
Are you selling as a company?
Yes
No
Back
Next
Company Information
Name of Company
Where is the minute book for the company kept?
What is the general nature of the business?
Back
Next
Is this sale connected to a separation or divorce?
Yes
No
As we may only act for one party when there are divorce or separation proceedings please let us know below who will be acting for the other spouse/partner in the sale file:
Does the client reside at the property being sold?
Yes
No
Is a Power of Attorney being used?
Yes
No
Is the client a non-resident of the property being sold?
Yes
No
Is a Clearance Certificate required?
Yes
No
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Owner Information
Please provide the following information for everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor / co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.
Are the owners of the property being sold the same as the owners purchasing the new property?
Yes
No
First Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Add a second owner
Yes
No
Back
Next
Second Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Relationship to Owner
Back
Next
Property Information
21. Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
22. Is the property a detached house or strata lot?
Please Select
Detached House
Strata Lot
Strata / Property Management Name
Strata / Property Management Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Strata / Property Management Email
example@example.com
23. Are there any unique features on your property?
Oil Tank
Waterfront with dock
Waterfront without dock
Other
If other, please describe
24. Completion Date
-
Month
-
Day
Year
Not possession or adjustment date. This is the date the title transfers from the seller to the buyer.
Mortgage
25. Are there mortgages or other charges to be paid out?
Yes
No
Mortgage Lender Name
Mortgage Reference Number
Branch Details
Realtor
26. Do you have a realtor assisting you with your sale?
Yes
No
Realtor Name
Realtor Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Realtor Email
example@example.com
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Next
Other Questions
27. How did you find out about our office?
Please Select
Past Clients
Realtor
Mortgage Broker
Bank Representative
Developer
Other
If Other, please define.
28. Any additional comments?
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Primary Contact Information
Don't forget, we may need your name and contact information in order to contact you for additional information.
Who is the primary point of contact?
Please Select
First Owner
Second Owner
Third Owner
Other
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Confirm Email
example@example.com
Submit
Should be Empty: