Get ready for your appointment!

Personal Financing

I want a line of credit / personal loan

  • Two (2) pieces of identification

Personal Financing:

Line of credit:

I want a car loan

New Vehicule:

  • Copy of purchasing contract of the vehicule

Used Vehicule:

  • Copy of vehicule registration

I want to know more about the financing solutions for students

I want financing to contribute to my RRSP

I want to consolidate my debts

  • Two (2) pieces of identification
  • Account statements or invoices of debts to consolidate
  • Required documents related to income
  • Bank, RRSP or investment statements from another financial institution

I want to know more about loan insurance solutions

No documents required.

I want to change my personal financing solutions

No documents required.

I want to discuss personal finance solutions by phone

No documents required.

Mortgage Financing

I want to buy a property

  • Two (2) pieces of identification
  • Contact information for the solicitor/lawyer (CWA) or notary (Quebec only)
  • Void cheque or bank account statement
  • Copy of leases (if applicable)
  • Required documents related to income

Proof of downpayment

If savings:

  • Bank statements for the last three months (showing that funds were available for at least three months)
  • Investment account statement (dated less than a month ago and showing a gradual accumulation over three months or more)
  • Refinancing of a property, etc. (any supporting document for your downpayment)

If gift:

  • Declaration of gift with proof of donation (declaration of gift available in branches: you can request it prior to your appointment)

If sale of property:

  • Offer to purchase for the sale of the current property
  • Proof of financing from new buyers (with no conditions)
  • Property tax bill for the current property
  • Bank, RRSP or investment statements from another financial institution

Purchase of an existing single-family property

  • Offer to purchase
  • Description of property (MLS listing)

If no MLS listing:

  • Municipal tax bill for the property
  • Municipal and school tax bill (Quebec only)

If purchase with renovation:

  • Bids or fixed-price contract (turnkey)
  • Estimates/Details of renovations/Project schedule

Financing of a new prefabricated home

  • Land deed of sale or property tax statement for the lot
  • Detailed list of costs and the plans and project specifications or the work to be done by client
  • Manufacturer contract
  • Construction permit issued by the city or municipality

Financing of an owner-built home

  • Land deed of sale or property tax statement for the lot
  • Detailed list of the work costs and schedule
  • Plans and estimates for the property to build
  • Construction permit issued by the city or municipality

Financing of a new property with a builder's contract (Client’s lot)

  • Land deed of sale or property tax statement for the lot
  • Builder's contract (Quebec)/Offer to purchase (CWA)
  • Construction permit issued by the city or municipality

Financing of a new property with a preliminary contract (Builder’s lot)

  • Preliminary contract (Quebec)/Offer to purchase (CWA)

I want to get a mortgage pre-approval

  • Two (2) pieces of identification
  • Proof of downpayment (account, RRSP or investment statements)
  • Required documents related to income
  • Bank, RRSP or investment statements from another financial institution

I want to renew my mortgage

No documents required.

I want to refinance my mortgage

  • Two (2) pieces of identification
  • Copy of leases (if applicable)
  • Required documents related to income
  • Void cheque or bank account statement
  • Most recent property tax statement
  • If in Quebec, municipal and school tax bill
  • Mortgage statement (if another institution)
  • Bank, RRSP or investment statements from another financial institution

Refinancing of a mortgage loan with home improvements based on potential value (Internal or external)

  • Payment schedule, mortgage statement or renewal notice of existing creditor
  • Bids or fixed-price contract (turnkey)
  • Estimates/Details of renovations/Project Schedule

I want to know more about mortgage insurance solutions

No documents required.

I want to transfer my mortgage to the NBC

  • Two (2) pieces of identification
  • Payment schedule, mortgage statement or renewal notice of existing creditor
  • Copy of leases (if applicable)
  • Required documents related to income
  • Most recent property tax statement
  • If in Quebec, municipal and school tax bill
  • Mortgage statement
  • Void cheque or bank account statement
  • Bank, RRSP or investment statements from another financial institution

I want to change my mortgage financing solutions

Mortgage transfer (Assumption)

  • Two (2) pieces of identification
  • Offer to purchase
  • Most recent property tax statement
  • If in Quebec, municipal and school tax bill
  • Copy of leases (if applicable)
  • Required documents related to income

Change payment frequency

No documents required

Change payment date

No documents required

I want to discuss mortgage financing solutions by phone

No documents required.

I want to discuss mortgage financing solutions

No documents required.

Investment

I want to invest in a capital guaranteed investment solution (GIC)

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want to invest in a registered account and savings plan (RRSP-TFSA-RESP-RRIF)

  • Bank, RRSP or investment statements from another financial institution

RRSP / TFSA:

  • Latest federal Notice of Assessment
  • Pay stub

RESP:

  • Child’s social insurance number

I want to know more about managed solutions and mutual funds

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want to know more about brokerage solutions

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want advice on trust and estate solutions

  • Death certificate
  • Marital status document / marriage contract
  • Will
  • Will searches
  • Executor: Two (2) pieces of identification
  • Bank, RRSP or investment statements from another financial institution

I want advice about my savings plan and strategies

  • Latest federal Notice of Assessment
  • Pension Plan statement
  • Pension Funds statement
  • Pay stub
  • Insurance policies
  • Bank, RRSP or investment statements from another financial institution

I want to transfer my investments to the NBC

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want to change my investment solutions

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

I want to discuss investment solutions by phone

No documents required.

I want an appointment to discuss investment solutions

No documents required.

I want an appointment to discuss investment solutions

  • Latest federal Notice of Assessment
  • Pay stub
  • Bank, RRSP or investment statements from another financial institution

Banking operations / Credit cards

I want to open a checking account

  • Two (2) pieces of identification
  • Bank, RRSP or  investment statements from another financial institution

I want to open a savings account

  • Two (2) pieces of identification
  • Bank, RRSP or  investment statements from another financial institution

I want to open a US dollar account

  • Two (2) pieces of identification
  • Bank, RRSP or  investment statements from another financial institution

I want to know more about MasterCard credit cards

No documents required.

I want to know more about accounts for newcomers

  • Valid passport
  • One of the 2 following documents from Citizenship and Immigration Canada: A permanent resident card or A confirmation of permanent residency
  • Bank, RRSP or investment statements from another financial institution

I want advice on my banking transactions

No documents required.

I want to transfer my bank accounts to the NBC

  • Two (2) pieces of identification
  • Bank, RRSP or  investment statements from another financial institution

I want to change my transactional solutions

No documents required.

I want to discuss transactional solutions by phone

No documents required.

Banking services for SMEs

I want to open a current account

  • Identify your legal structure to find out what documents and information you’ll need bring when you opening your account.
  • Gather all the required documents and print the reference sheet to help you. To make the most of your meeting, make sure that the company information listed in your province’s business registry is up to date.

I want to know more about MasterCard

No documents required

I want to know more about financing solutions

No documents required.

I want to know more about investment solutions

No documents required.

I want advice on my banking transactions

No documents required.

I want to transfer my business accounts to the NBC

  • Identify your legal structure to find out what documents and information you’ll need bring when you opening your account.
  • Gather all the required documents and print the reference sheet to help you. To make the most of your meeting, make sure that the company information listed in your province’s business registry is up to date.

I want to change my banking solutions to small businesses

No documents required.

I want to discuss banking solutions to small businesses by phone

No documents required.