Get Client Intake Form: Residential Property Purchase - Liu And Wu Law ... - Lwlawyers

Filling out the Client Intake Form is an essential step in the residential property purchase process. This guide will provide you with clear instructions on how to effectively complete the form, ensuring that all necessary information is accurately submitted.

Follow the steps to successfully complete the Client Intake Form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Fill in the date at the top of the form. Ensure you input the date clearly as it establishes the timeframe for processing your application.
3. Indicate if you are a returning client by selecting 'Yes' or 'No'. If you answered 'No', provide information on how you heard about the firm.
4. In the Personal Information section, select your Property Ownership type by checking the appropriate box: Sole Registered Owner, Joint Tenants, or Tenants in Common. If applicable, specify the number of owners and ownership percentages.
5. Complete the sections for Buyer One and, if applicable, Buyer Two by providing full names, including middle and alternate names, dates of birth, photo ID types, citizenship, current address, contact information, job title, and employer details.
6. Choose the preferred method of contact for each buyer and indicate whether they are first-time home buyers entitled to the Land Transfer Tax rebate.
7. In the Agreement of Purchase and Sale section, confirm that all conditions have been met, if applicable. Input the Property Address, Purchase Price, Closing Date, and Requisition Date.
8. Specify the Property Type and how you will use the property by selecting the relevant options such as Principal Residence or Rental Property.
9. Complete the Real Estate Agent and Seller's Lawyer sections with the respective details including names, addresses, telephone numbers, and emails.
10. If applicable, detail the mortgage or line-of-credit particulars, including reference numbers and institution details for each loan.
11. Address utilities by noting your heating type and any applicable costs for oil, if used. It is advised to contact utility companies ahead of the closing date.
12. Answer any questions related to lawsuits or bankruptcy. This section is crucial for determining your eligibility for the property purchase.
13. Finally, provide information regarding survey documents and insurance arrangements, and ensure you sign and date the form.
14. Save your completed form, then you can download, print, or share it as needed to finalize the submission process.

Complete your documents online today to streamline your property purchase process.