Refinance Questionnaire - Sodagar & Company Law Corporation

Full Legal Names of Person(s) on title to the Property:

Name #1*

First Middle Last

As it appears on your Driver's license/Passport

Social Insurance Number (SIN)*

Date of Birth*

Pursuant to Law Society of British Columbia Rules you are required to provide details as 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.

Are you self employed?

Name of the employer*

Job Title*

List your responsibilities at work*

Please be as precise as possible

Home Phone

Business Phone

Cellular Phone

Email*

First ID*

Max. file size: 100 MB.

Please upload a government-issued picture ID. Example: Driver's License, BC Service Card, Passport

Second ID*

Max. file size: 100 MB.

Please upload an ID with your name on it. It can be picture or non-picture ID

How many other people are on title?*

Second Person

Name #2*

First Middle Last

As it appears on your Driver's license/Passport

Social Insurance Number (SIN)*

Date of Birth

Occupation

Home Phone

Business Phone

Cellular Phone

Email

First ID

Max. file size: 100 MB.

Please upload a government-issued picture ID. Example: Driver's License, BC Service Card, Passport

Second ID

Max. file size: 100 MB.

Please upload an ID with your name on it. It can be picture or non-picture ID

Third Person

Name #3*

First Middle Last

As it appears on your Driver's license/Passport

Social Insurance Number (SIN)*

Date of Birth

Occupation

Home Phone

Business Phone

Cellular Phone

Email

First ID

Max. file size: 100 MB.

Please upload a government-issued picture ID. Example: Driver's License, BC Service Card, Passport

Second ID

Max. file size: 100 MB.

Please upload an ID with your name on it. It can be picture or non-picture ID

Fourth Person

Name #4*

First Middle Last

As it appears on your Driver's license/Passport

Social Insurance Number (SIN)*

Date of Birth

Occupation

Home Phone

Business Phone

Cellular Phone

Email

First ID

Max. file size: 100 MB.

Please upload a government-issued picture ID. Example: Driver's License, BC Service Card, Passport

Second ID

Max. file size: 100 MB.

Please upload an ID with your name on it. It can be picture or non-picture ID

Will there be a transfer of title?

Transfer Type

Who is being removed from the title?

Full name. If more than one person use comma to separate - Example: John Doe, Jane Done

If you are adding more than one person to the title please contact our office directly.

Name

First Middle Last

Social Insurance Number (SIN)*

Relationship

Example: Spouse, Brother, Mother, Sister, etc

New tenant type

Percentage of Tenants in Common

Address of Property being refinanced:

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

Property Type

Completion Date for refinance:

Current mortgage to be paid out

Mortgage Reference Number

It can be found on your mortgage statement

Are additional funds required for the refinance of your property?*

Please list the source(s) of the additional funds*

Current Mortgage Broker's name:

Current Mortgage Broker's Phone Number

Current Mortgage Broker's Email

Our office requires at least two weeks written notice of any payout requests or inquiries. If you have not provided us with at least two weeks notice as required then you may be liable for any additional fees, interest, penalties and charges as levied by your lender as well as additional fees, taxes and disbursements by our office.