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Preparing for your meeting

Plan ahead to make the most of your time

What documents should you bring?

Planning to meet with an advisor? Depending on what you plan to discuss and the products you would like to apply for, you may need to bring certain documents. Find out what you need to ensure a productive meeting.

On this page

Loans        Mortgages       Savings and investments        Transactions        


 

Loans

Applying for a line of credit or personal loan

Personal loan

  • Two pieces of ID
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)

Line of credit

  • Two pieces of ID
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Most recent property tax bill (if homeowner)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Applying for an auto loan

  • Two pieces of ID
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Statements for bank accounts, RRSPs or investments at another financial institution
  • Copy of purchase agreement (for a new vehicle)
  • Copy of vehicle registration (for a used vehicle)

Learning about student loans

  • Two pieces of ID
  • Proof of full-time student status (registration notice or class schedule)
  • Most recent transcript
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)

Applying for an RRSP loan

  • Two pieces of ID
  • Most recent federal Notice of Assessment
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Consolidating your debts

  • Two pieces of ID
  • Account statements or invoices for the debts to be consolidated
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Mortgages

Buying a home

  • Two pieces of ID
  • Legal professional's contact information
  • Void cheque or bank account statement
  • Copies of leases (if buying a rental property)
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)

Proof of downpayment

If your downpayment comes from your 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)
  • Proof of refinancing and other supporting documents for your downpayment

If your downpayment comes from a gift:

  • Declaration of gift form with proof (you can request a copy of the form at the branch before your meeting)

If your downpayment comes from the sale of a 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
  • Statements for bank accounts, RRSPs or investments at another financial institution

Purchase of an existing property

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

If no MLS listing:

  • Municipal tax bill for the property (include school tax bill in Quebec)

If purchase with renovation:

  • Bids or fixed-price contract (turnkey)
  • Estimates, details of renovations and schedule

Purchase of a new prefabricated home

  • Deed of sale or tax bill for the property or land
  • Detailed list of costs, plans and specifications for the project or work to be carried out
  • Contract with manufacturer
  • Municipal construction permit

Purchase of a new home – owner-builder

  • Deed of land sale or municipal (or property) tax bill
  • Detailed list of the project costs and schedule
  • Plans and specifications for the property to build
  • Municipal construction permit

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

  • Deed of land sale or municipal (or property) tax bill
  • Builder's contract (Quebec) or offer to purchase (outside Quebec)
  • Municipal construction permit

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

  • Preliminary contract (Quebec) or offer to purchase (outside Quebec)

Getting mortgage pre-approval

  • Two pieces of ID
  • Proof of downpayment (bank account, RRSP or investment statement: see National Bank online)
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Renewing your mortgage loan

  • No documents required

Refinancing your mortgage loan

  • Two pieces of ID
  • Copies of leases (if rental property)
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Void cheque or bank account statement (see National Bank online)
  • Most recent municipal tax bill  (include school tax bill in Quebec)
  • Mortgage statement (if loan is at another financial institution)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Refinancing a mortgage (at National Bank or another financial institution) with renovations based on potential value

  • Mortgage payment schedule, mortgage statement from current lender (if loan is at another financial institution)
  • Bids or fixed-price contract (turnkey)
  • Estimates, details of renovations and schedule

Transferring your mortgage to National Bank

  • Two pieces of ID
  • Mortgage payment schedule, mortgage statement or renewal statement from current lender
  • Copies of leases (if rental property)
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)
  • Most recent municipal tax bill  (include school tax bill in Quebec)
  • Most recent mortgage statement
  • Void cheque or bank account statement (see National Bank online)
  • Statements for bank accounts, RRSPs or investments at another financial institution

Changing your mortgage financing

Transferring a mortgage

  • Two pieces of ID
  • Offer to purchase
  • Most recent municipal and school (Quebec only) tax bills
  • Copies of leases (if rental property)
  • Income-related documents (pay stub, proof of deposit to an account, federal Notice of Assessment, letter from employer, etc.)

Changing your payment date or frequency

No documents required

Savings and investments

Buying a guaranteed investment certificate (GIC)

  • Most recent federal Notice of Assessment or pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Investing in an RRSP, a TFSA or an RESP

RRSP or TFSA

  • Most recent federal Notice of Assessment
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

RESP

  • Social insurance number of child
  • Statements for bank accounts, RRSPs or investments at another financial institution

Investing in managed solutions and NBI Funds

  • Most recent federal Notice of Assessment
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Discussing National Bank Direct Brokerage

  • Most recent federal Notice of Assessment
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Obtaining trust and estate solutions

  • Death certificate
  • Certificate of civil status and/or marriage contract
  • Will
  • Will search certificate
  • Two pieces of ID (executor)
  • Statements for bank accounts, RRSPs or investments at another financial institution
  • Insurance policies

Developing a plan and savings strategies

  • Most recent federal Notice of Assessment
  • CPP/QPP statement
  • Pension plan statement
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Transferring your investments to National Bank

  • Most recent federal Notice of Assessment
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Discussing savings and investments

  • Most recent federal Notice of Assessment
  • Pay stub
  • Statements for bank accounts, RRSPs or investments at another financial institution

Transactions

Opening a chequing or savings account

  • Two pieces of ID
  • Statements for bank accounts, RRSPs or investments at another financial institution

Opening a USD account

  • Two pieces of ID
  • Statements for bank accounts, RRSPs or investments at another financial institution

Getting the Offer for Newcomers to Canada

  • A valid passport
  • Any of the following Citizenship and Immigration Canada documents:
    • A permanent resident card or
    • A confirmation of permanent residence or
    • A visa or
    • A work or study permit
  • Statements for bank accounts, RRSPs or investments at another financial institution

Transferring your accounts to National Bank

  • Two pieces of ID
  • Statements for bank accounts, RRSPs or investments at another financial institution

Tips to help you achieve your goals

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