Purchaser(s) Questionnaire - Sodagar & Company Law Corporation

Purchaser #1

Full Legal Name*

First Middle Last

As it appears on your driver's license/passport

Occupation AND Name of Employer*

Please make sure to enter both your occupation AND the name of your employer/business.

Pursuant to Law Society of British Columbia Rules you are required to provide details as to your source of funds as it relates to your employment. For example, if you are going to list your employment as self-employed or provide just a title such as “manager”, “investor”, “advisor”, you will need to explain the economic activity (e.g., bank loan, savings from salary, settlement funds) or action that generated your source of money (e.g., inheritance, savings from salary, life insurance proceeds etc.) and a brief description of your business or employment activities (e.g. rental income, investment income, sale of goods and services etc.

Source of the funds*

Please be as precise as possible

Marital Status

Social Insurance Number*

Home Phone Number

Business Phone Number

Cellular Phone Number

Email

Type of ID #1*

First ID - Front*

Max. file size: 100 MB.

Please upload a front copy of a valid government-issued picture ID. Example: Driver's License, BC Service Card

First ID - Back*

Max. file size: 100 MB.

Please upload a back copy of a valid government-issued picture ID. Example: Driver's License, BC Service Card

First ID - Passport*

Max. file size: 100 MB.

Please provide a valid picture of your passport

Type of ID #2*

Second ID - Front*

Max. file size: 100 MB.

Please upload a front copy of a valid ID. Example: Credit Card, Driver's License, BC Services Card

Second ID - Back*

Max. file size: 100 MB.

Please upload a back copy of a valid ID. Example: Credit Card, Driver's License, BC Services Card

Second ID - Passport*

Max. file size: 100 MB.

Please provide a valid picture of your passport

Are you a Canadian citizen or landed immigrant?*

Country of Citizenship*

Country

Are you a first time home buyer*

Please review the requirements for the first time home buyer exemption under the Property Transfer Tax Act by clicking here in order to ensure that you qualify for an exemption.

Have you ever owned any property anywhere else before?*

Please note that in order to qualify for an exemption, you must not have previously owned an interest in a principal residence anywhere in the world.

Date of Birth*

Will you have resided in B.C. for the 12 months prior to the Completion Date?

Previous address for the last 2 years

Street Address Address Line 2 City Province Postal Code

How long did you reside at that address

Example: 3 years and 1 month

Is there a second Purchaser?*

Purchaser #2

Full Legal Name*

First Middle Last

As it appears on your driver's license/passport

Occupation

Marital Status

Social Insurance Number*

Home Phone Number

Cellular Phone Number

Business Phone Number

Email

Type of ID #1*

First ID - Front*

Max. file size: 100 MB.

Please upload a front copy of a valid government-issued picture ID. Example: Driver's License, BC Service Card

First ID - Back*

Max. file size: 100 MB.

Please upload a back copy of a valid government-issued picture ID. Example: Driver's License, BC Service Card

First ID - Passport*

Max. file size: 100 MB.

Please provide a valid picture of your passport

Type of ID #2*

Second ID - Front*

Max. file size: 100 MB.

Please upload a front copy of a valid ID. Example: Credit Card, Driver's License, BC Services Card

Second ID - Back*

Max. file size: 100 MB.

Please upload a back copy of a valid ID. Example: Credit Card, Driver's License, BC Services Card

Second ID - Passport*

Max. file size: 100 MB.

Please provide a valid picture of your passport

Are you a Canadian citizen or landed immigrant?*

Country of Citizenship*

Country

Are you a first time home buyer?*

Please review the requirements for the first time home buyer exemption under the Property Transfer Tax Act by clicking here in order to ensure that you qualify for an exemption.

Have you ever owned any property anywhere else before?*

Please note that in order to qualify for an exemption, you must not have previously owned an interest in a principal residence anywhere in the world.

Date of Birth*

Will you have resided in B.C. for the 12 months prior to the Completion Date?*

Previous address for the last 2 years

Street Address Address Line 2 City Province Postal Code

How long did you reside at that address

Example: 3 years and 1 month

Joint Tenants means that in the event one dies, the title of the Deceased’s interest will be transferred to the survivor(s) without probate. Tenants In Common means that in the event one dies, the Deceased’s interest will be probated and the interest will be transferred to the Deceased’s beneficiaries.

Joint Tenant(s)*

Tenants in Common*

Percentage of Tenants in Common for Purchaser #1*

Please enter a number from 0 to 100.

NUMBER ONLY. For example for 20% just type: 20

Percentage of Tenants in Common for Purchaser #2*

Please enter a number from 0 to 100.

NUMBER ONLY. For example for 30% just type: 30

Property Information

Address of property being purchased*

Street Address Address Line 2 City Province Postal Code

Do you wish to obtain title insurance for this property?

Please click here to obtain more information

Type of Property

Will Property be occupied by Purchaser(s)?*

Current mailing address of Purchasers*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

This address will be registered on title

New home*

Is GST payable

Completion Date of the Purchase

Strata Management Co.

Insurance Agent's Name

Insurance Agent's telephone number

Insurance Agent's Email

Purchaser(s) mortgage: (insert name of bank)

Mortgage Broker's name

Mortgage Broker's phone number

Mortgage Broker's Email

Real estate company’s name

Example: Sutton, RE/MAX, Royal LePage, etc, ...

Real estate agent’s name:

Real estate agent’s phone number

Real estate agent’s Email

Pursuant to the CDIC requirements, we may have to disclose the following information from you: given name, surname, name of business (if applicable), address, and amount of funds held in trust, as it relates to funds that we hold in trust for you from time to time. By submitting this form you acknowledge the release of this information should the need arise.
Once we receive your questioner, someone from our office will contact you directly.

Comments

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