Check List – Documents for Mortgage, Switch — Renewal


  1. Most recent annual Mortgage Statement
  2. Property Tax Statement (Tax Bill)
  3. Home Insurance or condo-fire insurance from property management (ask them fax to our office)
  4. Income verification (* — check information below, applicable for your situation)
  5. Mortgage Application ( – Everything about Mortgage – Mortgage Application)
  6. Void Cheque

* — Income verification

Full Time Employee

  • Letter of employment
    (on company letterhead, dated and signed by appropriate authority, contain date of hire and position, the amount received annually or the hourly rate and guaranteed hours worked per week, bonuses, etc.)
  • Most recent pay stubs (one or two)

Self Employed

  • Notice of Assessment from Revenue Canada (Last 2 years)
  • T1 General for 2 years (copy of your Income Tax, completed by your accountant)

Business Owner

  • Notice of Assessment from Revenue Canada (Last 2 years)
  • Business Registration or Article of Corporation (should be more than 2 years)