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Optional Intake Form for all provinces and territories except Québec
For Québec Order Forms, click here

1. Lawyer Information (*Required fields)

Lawyer’s Name:*

Law Society Number (if applicable):

Firm:*
Address:*
City:*
Province:1*
Postal Code:*

Telephone Number:*

Facsimile Number:

E-mail:*

Assistant or Contact Name:

Date & Time clients to sign documents (if known):

1 In Manitoba, contact Reider Insurance at 204-338-3888. In Alberta, contact Phoenix Group Edmonton Inc. at 780-482-6936 or 1-800-563-5325.

2. Basic Information

 

The transaction is a:

Purchase (with or without mortgage)
      • Newly constructed dwelling?
       Yes        No
Mortgage only (no purchase is occurring)
I am not acting as mortgage broker in this deal (TitlePLUS coverage is not available if you are acting as mortgage broker in this deal). Correct   Incorrect  
Do you (or any other member of your firm) have a direct or indirect financial or ownership interest in the transaction? Yes         No        
Are you acting for both the purchaser and vendor? Yes         No         N/A
Is this a new home? Yes   No

Your Internal File Number:

Purchase Price:

Expected Closing Date, OR Date of advance (mortgage-only no purchase):

Name of all purchasers (if mortgage-only,
name(s) of borrower(s)):

How are purchasers taking title?


Joint Tenants
Tenants in Common
Other

Vendor’s Name:

Property’s Full Municipal Address:

Realty Tax Account Number (if any):

Property Identification Number (if any) (from land registration system):

Legal Description (if lengthy metes & bounds description, please attach below or fax to 1-800-286-7639):*


Registry Fee Simple
Land Titles Fee Simple (including Land Titles
      Absolute, LTCQ, and Land Titles Plus)
Previously unregistered land
N/A
Property will only be used for residential purposes (TitlePLUS coverage is not available if the property is being used for anything other than residential). Correct   Incorrect  
Property is not a timeshare or co-operative building (TitlePLUS coverage is not available if the property is a timeshare or co-operative). Correct   Incorrect  

How many dwelling units on the property? (Maximum number of units: 4. Each condominium unit, accessory apartment or boarding/lodging room constitutes its own dwelling unit for the purposes of this question.)

One
Two to Four
Vacant Land intended for residential use

If 2 to 4 units, does purchaser and/or lender want clearance for multiple unit use and related legal issues?
Yes         No        




3. If the transaction involves MORTGAGE FINANCING, please complete the following section(s).

A) Mortgage Information (First Mortgage)

Is the Mortgage:

Conventional
Insured High Ratio
Line of Credit/Collateral
Construction Loan
Vendor Take-back
     (not eligible for TitlePLUS coverage)
Assumed
     (not eligible for TitlePLUS coverage)
N/A

Mortgage Lender(s):

Principal of Mortgage (in Cdn funds):

Maturity Date of Mortgage:

Mortgage Reference Number:

Interest Rate:

Any guarantor? Yes   No  
 

B) Mortgage Information (Second Mortgage)

Is the Mortgage:

Conventional
Insured High Ratio
Line of Credit/Collateral
Construction Loan
Vendor Take-back
     (not eligible for TitlePLUS coverage)
Assumed
     (not eligible for TitlePLUS coverage)
N/A

Mortgage Lender(s):

Principal of Mortgage (in Cdn funds):

Maturity Date of Mortgage:

Mortgage Reference Number:

Interest Rate:

Any guarantor? Yes   No  


4. Additional Questions
Water Service: Municipal
Private
Sewage Service: Municipal
Private
Are there any tenancies currently affecting the property?
     • If "yes", continuing after closing?
Yes   No
Yes   No
Is the property abutting a lake, river or other body of water? Yes   No
Is there a legal right of access to and from the property (for example, via a public road or registered right-of-way)?

Water access only?

Yes   No


Yes   No
Applicable if utilities have lien rights over property in province/area where land located:
     • Is the property serviced by hydro?
     • Is the property serviced by natural gas?
N/A

Yes   No
Yes   No
For properties OTHER THAN condominiums:
     Is there a survey for the property?
           • If "yes", are you aware of any defects in the property
              revealed by the survey or any other source?

Yes   No
Yes   No
               - Describe survey defects:
              
 
           • If "no", is there, or will there be on closing, a Declaration of
              Possession for the property?

     Does the purchaser intend to undertake any changes to the use of
     or structures on the property?


Yes   No


Yes   No
For properties OTHER THAN condominiums and whole lots on multi-lot subdivision/development plans:
     Are there any hydro transmission towers/lines on or near the property?

     Are there any waterways, ravines or other significant physical features
     on the property or in the area?

     Does the property front on a highway or controlled access road?

     Is there a home inspection report for the property? (If "yes" and want
     to avoid building/zoning search, obtain copy from client.)



Yes   No

Yes   No


Yes   No

Yes   No
Additional Comments/Questions:

(file size must be <500 KB, and no executable file is allowed)


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