Client Information Form (Real Estate) Please fill out the form below to get started on your real estate transaction. Contact Information First Name* Middle Name Last Name * Email Address * Home Telephone# Business Telephone# Mobile Telephone# Fax Telephone# Date of Birth Occupation (if applicable) Name of Employer Business Address Present Address Address After Closing Citizenship CanadianOtherResident of CanadaNon-Resident of CanadaPermanent Resident of Canada Please Specify Have you been physically present in canada for 183 days out of a 12 months period prior to the date of conveyance YesNo Spousal Status MarriedCommon LawSingleSeparatedDivorcedWidowed Additional Contact First Name * Middle Name Last Name * Email Address * Home Telephone# Business Telephone# Mobile Telephone# Fax Telephone# Date of Birth Occupation (if applicable) Name of Employer Business Address Present Address Address After Closing Citizenship CanadianOtherResident of CanadaNon-Resident of CanadaPermanent Resident of Canada Please Specify Have you been physically present in canada for 183 days out of a 12 months period prior to the date of conveyance YesNo Additional Contact First Name * Middle Name Last Name * Email Address * Home Telephone# Business Telephone# Mobile Telephone# Fax Telephone# Date of Birth Occupation (if applicable)(if applicable) Name of Employer Business Address Present Address Address After Closing Citizenship CanadianOtherResident of CanadaNon-Resident of CanadaPermanent Resident of Canada Please Specify Have you been physically present in canada for 183 days out of a 12 months period prior to the date of conveyance YesNo Agent/Broker Contact Information Real Estate Agent Name Real Estate Agent Telephone# Mortgage Broker or Bank Manager Transaction Type PurchasePurchase from BuilderSalePurchase and SaleMortgage/RefinanceCondo AssignmentOther Please specify "Other": Transaction Details Property Address: If this is a purchase, is it a: Detached Single family homeSemi Detached Single family homeTownhouse (freehold)DuplexHighrise Condominium UnitCondominium TownhouseSeasonal (Cottage)Residential Rental Property (more than 2 units)Commercial PropertyFarm land (agricultural)Mixed use property (commercial / residential) If this Property is a Purchase and you are spouses do you want to own your property as joint tenants? YesNo If this is a Highrise Condominium or Condominium Townhome: What kind of vehicle do you drive? Do you have young children? YesNo Do you have a pet? YesNo If yes, type of pet and weight: If This is a Purchase. First Time Home Buyer (if unsure, please contact us)? YesNo If this is a Purchase will this property be: Owner OccupiedInvestment to be Rented If this is a Sale, is this property: Owner OccupiedRented Reporting Letter and Billing: Electronic through email (recommended)By Regular mail (paper copy only) Closing Date: Additional Comments It is important that you communicate any concerns or questions you may have about your deal. Please use this space to communicate these concerns. Examples may be, if for example you are buying a condominium unit, the type or size of pet you have, your vehicle type or size, BBQs on balconies, or if you are buying a detached house, pools, garages, etc., or if you are selling, mortgage penalties, etc. Can you meet electronically through Zoom, Team or FaceTime? YesNo FaceTime No (if applicable) Referral Information How were you introduced to our firm? * —Please choose an option—Existing ClientReal Estate AgentWeb SearchOntario Condo Law BlogACMOCCIAn NguyenAndrea LuskGerald MillerJ. Robert GardinerMark ArnoldAlex YoungTony BuiNot Applicable Retainer We hereby: 1) retain Gardiner Miller Arnold LLP ('GMA'); 2) confirm that we have reviewed GMA's standard retainer posted on GMA's website; and 3) agree to be bound by said retainer. (There is no need to sign and return the Retainer as you will sign it when we sign documents before closing) If this is a condominium transaction, we confirm that the scope of review of the Status Certificate is limited to reviewing the Status Certificate Form (formerly called the Form 13) and not a review of the accompanying documents, namely the Declaration, By-laws, Rules, Financial Statements, Budget, Reserver Fund Study, etc. We would be pleased to perform this detailed review at additional cost. Please contact us for details. Click here to read the standard retainer Law Society Verification Requirements I am an individual.(see details) I am an organization such as a corporation or society that is created or registered pursuant to legislative authority.(see details) I am an organization other than a corporation or society (e.g. a trust or partnership which is not registered in any government registry).(see details) If I am submitting this form to GMA electronically I promise to provide GMA with a copy of an original government issued identification that is valid and has not expired, including a driver’s licence, birth certificate, provincial or territorial health card (if such use of the card is not prohibited by the applicable provincial or territorial law), passport or similar record within 14 days of electronic submission of this form. This may be done by sending a copy of the above described identification by fax, email or regular lettermail to GMA and I acknowledge that GMA has the right to examine the original of the submitted identification. If I am submitting this form to GMA electronically I promise to provide GMA with a copy of a written confirmation from a government registry as to the existence, name and address of the organization, which includes the names of the organization’s directors, if applicable, such as, a certificate of corporate status issued by a public body, a copy obtained from a public body of a record that the organization is required to file annually under applicable legislation, or a copy of a similar record obtained from a public body that confirms the organization’s existence, within 60 days of electronic submission of this form. This may be done by sending a copy of the above described identification by fax, email or regular lettermail to GMA and I acknowledge that GMA has the right to examine the original of the submitted identification. If I am submitting this form to GMA electronically, I promise to provide GMA with a copy of the organization’s constating documents, such as a trust or partnership agreement, articles of association or any other similar record that confirms its existence as an organization within 14 days of electronic submission of this form. This may be done by sending a copy of the above described identification by fax, email or regular lettermail to GMA and I acknowledge that GMA has the right to examine the original of the submitted identification. Please leave this field empty.
