Documentation Checklist - Binder

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Documentation Checklist

Deal Summary 1

Personal Net Worth Statement 2

Account Statements 3

Chequing Acct balance


RRSP Acct Statements
Pension Statements

Property Tax Assessments (All Properties) 4

Mortgage Statements all Properties 5

Notice of Assessments 6

T1 Generals

Offer of Purchase & Sale 7

Lease Agreement (premises)


Articlesof Incorporation

Business Plan 8

Financial Projections

Application Forms 9

Bank Consent Docs

Other 10

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