Documents for reverse mortgage holders
Browse our list of standard forms and support documents to help make the process easier.
| Updated | |
|---|---|
| Acknowledgement and Direction re: Funds | 22-Sep-25 |
| Acknowledgment of Advance | 19-Feb-26 |
| Certificate of Independent Legal Advice - Borrower | 22-Sep-25 |
| Certificate of Independent Legal Advice – non-title holding spouse | 22-Sep-25 |
| Client Identification Requirements | 22-Sep-25 |
| Disclosure Period Waiver | 20-Jul-26 |
| Down Payment Gift Letter Form | 22-Sep-25 |
| Pre-authorized Debit Form – Reverse Mortgage | 22-Sep-25 |
| Power of Attorney Questionnaire | 12-Dec-25 |
| Request for Advance | 22-Sep-25 |
| Separate Disclosure Interest Form | 22-Sep-25 |
| Solicitor/Agent Declaration- Identification | 22-Sep-25 |
| Stated Income Declaration Form | 22-Sep-25 |
| Statutory Declaration – Reverse Mortgage | 22-Sep-25 |
| Tenant Acknowledgement | 22-Sep-25 |
Search below to find province-specific documents.
| Updated | |
|---|---|
| Ontario - Reverse Mortgage Standard Charge Terms | 22-Sep-25 |
| Updated | |
|---|---|
| British Columbia - Reverse Mortgage Standard Charge Terms | 22-Nov-25 |
| Updated | |
|---|---|
| Nova Scotia – Reverse Mortgage Standard Charge Terms | 27-Feb-26 |
| Updated | |
|---|---|
| Alberta - Reverse Mortgage Standard Charge Terms | 14-Apr-26 |
| Updated | |
|---|---|
| Prince Edward Island - Reverse Mortgage Standard Charge Terms | 20-Jul-26 |
| Updated | |
|---|---|
| Newfoundland and Labrador - Reverse Mortgage Standard Charge Terms | 20-Jul-26 |
| Updated | |
|---|---|
| Saskatchewan - Reverse Mortgage Standard Charge Terms | 20-Jul-26 |
| Saskatchewan - Mortgage of Land - Reverse Mortgage | 20-Jul-26 |
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