Banks

Personal Information


Prefix

Last Name

First Name

S.I.N.(optional)

Birthdate

//
(yyyy/mm/dd)

 

 

 

 

 

 

 

 

Home Phone

Email

Marital Status

Gender

 

Current Address

Housing

Street Number

Apt.

Street Name

Street Type

Direction

City

Province

Postal Code

Since

/ (yyyy/mm)

Previous Address (if less than 2 years at current address)

Housing

Street Number

Apt.

Street Name

Street Type

Direction

City

Province

Postal Code

How Long

- (yy-mm)

 

Current Employer

Employment Type

Employer Name

Phone

- Ext:

Occupation

Status

Employed since

/ (yyyy/mm)

Position

Income

$ (annual gross)

Previous Employer (if less than 3 years with current employer)

Employment Type

Employer Name

Phone

- Ext:

Occupation

Status

Since

- (yyyy-mm)

Position


Spouse Information


Prefix

Last Name

First Name

S.I.N.(optional)

Birthdate (yyyy/mm/dd)

//

Royal Bank Customer

Customer Since

/(yyyy/mm)

 

Current Employer

Employment Type

Employer Name

Phone

- Ext:

Occupation

Status

Employed since

/ (yyyy/mm)

Position

Income

$ (annual gross)

Previous Employer (if less than 3 years with current employer)

Employment Type

Employer Name

Phone

- Ext:

Occupation

Status

Since

- (yyyy-mm)

Position


Assets (including those of your spouse)

Home/Properties

 

Estimated Value

Address

1.

$

Street Name/Number:

Apt.:

City:

Province/State:

Postal/ZIP Code:

Country:


2.

$

Street Name/Number:

Apt.:

City:

Province/State:

Postal/ZIP Code:

Country:


3.

$

Street Name/Number:

Apt.:

City:

Province/State:

Postal/ZIP Code:

Country:

Automobile(s)

 

Estimated Value

Description

Model Year

1.

$

2.

$

3.

$

Investments/RRSP's

 

Amount

Description

1.

$

2.

$

3.

$


Liabilities  (including those of your spouse)


What You Owe

Amount Owing

Monthly
Payment

Creditor

Corresponding
Property

Existing Mortgage(s)
excluding taxes and condo fees

$

$

$

$

$

$

What You Owe

Amount Owing

Monthly
Payment

Creditor

Refinanced
(Yes or No)

Car loan(s)

$

$

$

$

$

$

Personal loan(s)

$

$

$

$

$

$

What You Owe

Amount Owing

Credit Limit

Creditor

Refinanced
(Yes or No)

Personal Line(s) of credit

$

$

$

$

$

$

Credit card(s)

$

$

$

$

$

$

$

$

$

$


Other Income | Other Expenses


Income

Amount

Payment Frequency

Expenses

Amount

Payment Frequency

Child support/Alimony

$

Child support/Alimony

$

Pension(s)

$

Auto lease

$

Interest/dividends

$

Rent (if applicable)

$

Other income
(e.g. tips, rent)

$

Heat

$

 

Property taxes

$

Other expenses
(e.g. condo fees)

$

 

 

 

 

Please indicate how you want us to communicate our decision back to you.

E-MAIL - My address is:

Telephone - My number is:

 

 

Best Time of the day to reach me is:

 

Comments:



Credit

 

 

 

 

. Judgement or collection in the last 7 years:

. Lateness of credit cards, loans:

. Current mortgage payments up-to-date:

. Lateness of mortgage payments:

Years since bankruptcy discharged: (0=Never Bankrupt)

 

       


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