Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the personal net worth statement and open it for editing.
2. Begin by entering your personal details. Input your family name and given name exactly as shown on your passport or travel document in the designated fields.
3. Declare your total assets and total liabilities in the respective fields. Calculate your total personal net worth by subtracting total liabilities from total assets.
4. Indicate the amount of unencumbered transferable funds you have in Canadian dollars. Sum up all applicable categories (A, B, C, and D) to arrive at this figure.
5. For current accounts, list each account's details, including the date opened, institution name, account number, currency, and current balance in foreign currency and Canadian equivalent.
6. Continue with fixed (term) deposits by similarly filling out the required information such as dates, institution, account number, and currency conversion where applicable.
7. Move on to pensions, openly providing the necessary details about your pension accounts including date opened, institution, and current balance.
8. For publicly traded stocks and other investment assets, include information about the type of investment, quantity, institution name, and financial values as per the provided fields.
9. When detailing other personal assets, specify the nature of the assets and their corresponding values in both foreign currency and Canadian equivalent.
10. Proceed to report real property assets by filling out the address, year purchased, title deed references, and related financial data about mortgages and debts.
11. Provide a comprehensive accumulation of funds statement, detailing employment income, inheritance, non-bank loans, and cumulative gains on real property.
12. At the end of the form, carefully review all filled sections for accuracy and completeness before signing the declaration. Remember to date your signature.
13. Once your form is complete, save your changes, and you can then download, print, or share the form as required.

Start filling out your NB-004ES form online today to advance your application!