Purchase Questionnaire - Balasunderam Law Office

Please complete this questionnaire & confirmation. Please send the requested documents to my office via email to [email protected]. For further questions, please contact me at 905-275-9871 or e-mail me at [email protected].

1. CLIENT DATA

Party 1

Are you a first-time buyer?*

Yes
No

Full Legal Name*

First Last

Date of Birth (MM/DD/YYYY)*

Email*

Phone*

Current Address*

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

Occupation

Name of Employer

Work Address

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

Work Phone

Citizenship Status

Are you married?*

Yes
No

Untitled

I am legally married and not separated.
I am not legally married. I have never been legally married.
I am not legally married. I was legally married before, but I am divorced now.
I am in a “common law” relationship. I have never been legally married.
I am in a “common law” relationship. I was legally married before, but I am divorced now.
I am legally married and separated, but not yet divorced. Our family law issues have been settled through a Separation Agreement.
I am legally married and separated, but not yet divorced. Our family law issues have not yet been settled.

If you are legally married, what is your Spouse’s Name?

First Last

What is the relationship between you and the other party?

Has your spouse purchased a home before?*

Yes
No

Your spouse’s full legal name is:

First Last

In the last 12 months, have you spent more than 5 months outside of Canada?

Yes
No

Are you signing through the Power of Attorney?

Yes
No

Do you have any court cases or court judgements against you for an unpaid debt in the last 5 years?

Yes
No

We need to know, in advance, of every Name Variation you have (i.e. different spellings, different name orders, middle names, etc.). Please check your various IDs (i.e. Driver’s License, Passport, SIN card, PR card, Credit card, etc.) and banking information

Is there another buyer?*

Yes
No

BUYER 2

Are you a first time home-buyer?

Yes
No

Full Legal Name

First Last

Date of Birth (MM/DD/YYYY)

Email

Phone

Current Address

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

Occupation

Name of Employer

Work Address

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

Work Phone

Citizenship Status

Are you married?

Yes
No

What is your exact, current Legal Marital Status? Select one.

I am legally married and not separated.
I am not legally married. I have never been legally married.
I am not legally married. I was legally married before, but I am divorced now.
I am in a “common law” relationship. I have never been legally married.
I am in a “common law” relationship. I was legally married before, but I am divorced now.
I am legally married and separated, but not yet divorced. Our family law issues have been settled through a Separation Agreement.
I am legally married and separated, but not yet divorced. Our family law issues have not yet been settled.

If you are legally married, what is your Spouse’s Name?

First Last

What is the relationship between you and the other buyer?

First Last

Has your spouse purchased a home before?

Yes
No

Spouse's Full Legal Name

First Last

In the last 12 months, have you spent more than 5 months outside of Canada?

Yes
No

Are you signing through the Power of Attorney?

Yes
No

Do you have any court cases or court judgements against you for an unpaid debt in the last 5 years?

Yes
No

We need to know, in advance, of every Name Variation you have (i.e. different spellings, different name orders, middle names, etc.). Please check your various IDs (i.e. Driver’s License, Passport, SIN card, PR card, Credit card, etc.) and banking information

● If there are additional parties as purchasers please provide all relevant information on a separate sheet of paper.

2. TITLE INSTRUCTIONS

How do you wish to own the home?

Joint tenants
Tenants-in-common

Joint tenants: If one party dies, then the property will automatically devolve to the surviving party.

Tenants-in-common: If one party dies, then the percentage of the property owned by that party does not devolve to the survivor, but rather becomes part of the estate of the deceased party.

If you are purchasing the home as tenants-in-common, please specify the percentage of interest owned by each party.

3. PROPERTY DESCRIPTION

Is the home you are purchasing a new home?

Yes
No

Address (of home being purchased)

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

c) Please describe the property (i.e., the number of rooms, bathrooms, number of floors, is there a swimming pool, is there a shed in the back, etc.) and please describe your future plans for the property, both inside and outside (i.e., do you plan to put in place a swimming pool? etc.). [NOTE: This is important because I have to be satisfied that you know exactly what you are buying and why you are buying it]:

Do you have a copy of the survey for the property?

Yes
No

NOTE: It is your agent’s responsibility to get you a copy of the survey for the property you are purchasing.

Does the survey accurately reflect the property you saw?

Yes
No

What type of property is it?

Detached
Semi-detached
Condominium/Townhouse

Provide details of any additional relevant information you know about the house

How is water supplied to the home?

Is the property you are purchasing tenanted?

Yes
No

Please specify the number of residential units on the property

Is your property located on or adjacent to or nearby a ravine, waterfront, highway, hydro installation, or any significant physical features?

Yes
No

If yes, please describe

What is your intended use of the property? Select one.

We will live in it.
We will rent it out.
Our family members (parents, kids, brother, sister, etc.) will live in it, for free. We will charge them no rent.
We will rent one part of it, and we will live in the other part.
We will rent one part of it, and our family members will live in the other part for free.

Do you plan on doing major construction/additions to the land or structures?

Yes
No

Is the basement finished?

Yes
No

Is this a residential property one unit or two to six units?

4. AGENT DATA

Name of your agent

First Last

Address

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

Phone

Email

Agent’s fee

5. MORTGAGE AGENT DATA

Name of your mortgage broker/agent

First Last

Name of your mortgage company

Address

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

Phone

Email

6. FIRE INSURANCE

Name of your broker/agent

First Last

Name of insurance company

Address

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

Phone

Email

IMPORTANT NOTE: It is singularly your duty to ensure that you obtain appropriate fire insurance. It is also your duty to maintain contact with your agent/broker and ensure that the fire insurance binder is provided to us as early as possible.

7. KEYS

Arrangements for key pick-up

Will pick-up keys at your office
Will make our own arrangements for keys

8. FINAL REPORT

Two weeks after closing, you will receive a final report via registered mail. It will cost you $15.00 for us to send you your final report via registered mail. If you do not wish to incur $15.00 expense, then you can come and pick-up the final report yourself after setting-up an appointment for pick-up.

Send via electronic mail
Send via registered mail
Will pick up

REQUESTED DOCUMENTS

Documents to be provided with the completed Questionnaire and Confirmation:
1. Agreement of Purchase and Sale
Documents to be provided when you come in to sign closing documents (usually, about five days before closing):
1. Certified cheque (we will give the exact amount before we schedule a meeting)
2. Two pieces of photo I.D.

IMPORTANT NOTE

For identification purposes, an OHIP card cannot be used. You will need at least ONE of the following: Canadian Driver’s License, Canadian Passport, Certificate of Indian Status, Police or Military Identification Card, Permanent Resident Card and/or Canadian Citizenship Card. Other valid identification could be a social insurance card, a credit card issued by an established financial institution (displaying individual’s name and signature), Old Age Security Card (issued by the Government of Canada), Canadian Birth Certificate, Canadian Work Permit (signature required) or Confirmation of Permanent Residence Form IMM 5292 (signature required).

Confirmation*

I/We hereby consent to Balasunderam Law Office acting as the solicitor of record for this purchase:

Name

First Last

Date*

Name

First Last

Date*

Name

First Last

Date*