DOCUMENTATION FOR LEGAL PROFESSIONALS REGARDING PERSONAL RESIDENTIAL FINANCING

Welcome to the section dedicated to the documentation of the National Bank of Canada. This section gives you access to the Bank’s forms, communications, and other information for the registration or discharge of a mortgage. You will find:

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Notice for legal professionnals ↓

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Legal documentation and forms related to the registration of a mortgage ↓

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Full repayment and discharge of a mortgage ↓

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Contact us ↓

Notice to legal professionals

Canada except Quebec

April 2025 - Management of Discharges for retail banking

July 2024 - Ontario - Enrolement to the Unity Lender Center service

June 2024 - Simplified and improved processes for the repayment of National Bank loans

November 2023 - Changes to the commercial discharge request process

 

Quebec only

April 2025 - Management of Discharges for retail banking

October 2024 – New – Mobile home

June 2024 - Simplified and improved processes for the repayment of National Bank loans

November 2023 - Changes to the commercial discharge request process

 

Canada except Ontario

September 2024 - Enrolment to the Unity® Lender Centre service/Assyst real estate for managing mortgage discharges and some reminders

Legal documentation and forms related to the registration of a mortgage for individuals

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Certificate of notary public
f. 10732

Guarantee
f. 18219

Standard mortgage terms
f. 18955

Mortgage form
f. 18956

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Affidavit of execution appendix a
f. 29190

Consent of spouse and certificate of acknowledgement by spouse appendix b
f. 29191

Dower act affidavit appendix c
f. 29192

Affidavit re reduced fees appendix d
f. 29193

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission 
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Guarantee
f. 18219

Standard mortgage terms
f. 18955

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Guarantee
f. 18219

Standard mortgage terms
f. 18955

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Guarantee
f. 18219

Optional mortgage covenants and conditions number NBC-3008
f. 18435

Security agreement
f. 32419

Mortgage amending agreement
f. 26138

Additional instructions to lawyers
f. 30429 – For any mandates received on or after February 27, 2017.

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Mortgage
f. 18192

Guarantee
f. 18219

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Affidavit of status appendix a
f. 29187

Affidavit of status - spouses appendix b
f. 29188

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Mortgage
f. 18192

Guarantee
f. 18219

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Affidavit of status appendix a
f. 29184

Affidavit of status - spouses appendix b
f. 29185

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Step by step DocuSign (brochure 31973)

Guarantee
f. 18219

Standard mortage terms
f.18955

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Family law statement appendix a
f. 29189

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate

f.17919 ALT_A General instructions for lawyers

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report)

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Mortgage
f. 18192

Guarantee
f. 18219

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Affidavit of status appendix a
f. 29186

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Residential Title Insurance Policy Order - Construction Mortgage NBC

Information on your mortgage (brochure 30025)

Deed of hypothec on immovable property
f. 14596

Hypothec on movable property (individuals)
f. 32420

Opinion, commitment and request for disbursement (Preliminary report)
f. 17065

Guarantee
f. 18219

Mandate to notary immovable hypothec
f. 25348

Certificate of publication and confirmations (Final report)
f. 25349 – See the note below for the fax number.

Additional instructions to notaries 

f. 30428

 

Note: The "Opinion, commitment and request for disbursement (Preliminary report / Quebec)" and "Certificate of publication and confirmations (Final report / Quebec)" forms with a bar code on the cover page must be faxed to 1-855-507-7565. To ensure your documents are properly transmitted, please use the page with the bar code as your fax cover page.

Make sure to choose the appropriate forms that apply to you

You are a legal professional who handles requests from a National Bank branch You are a legal professional who handles requests from a Broker for Optimum Alt-A

Opinion, undertaking and request for disbursement (Preliminary report)
f. 18433

General instructions for lawyers
f. 17919

Certificate of registration and confirmations (Final report)
f. 28657

f. 26302-ALT-A Identification mandate 

f.17919 ALT_A General instructions for lawyers 

f.18433 ALT-A Opinion, undertaking and request for disbursement (Preliminary report) 

f.28657-ALT-A Certificate of registration and confirmation s (Final report)
Common forms

Information on your mortgage (brochure 30025)

Guarantee
f. 18219

Standard mortgage terms
f. 18955

Mortgage form
f. 18956

Security agreement
f. 32419

Mortgage amending agreement
f. 25800

Affidavit re Homestead Act appendix a
f. 29194

Affidavit of execution appendix b
f. 29195

Consent of non-owning spouse re Homestead Act appendix c
f. 29196

Additional instructions to lawyers
f. 30429

Instructions for completing the registration form
f. 30937

Certificate of acknowledgment
f. 30977

Fax Transmission
f. 28666

Full repayment and discharge of a mortgage for individuals

Reference guide on requests for payment in full and discharge requests

As of May 21 2025, when you receive our new certified mortgage statement, you can make the payment online at most financial institutions via the bill payment feature. Here is the list of financial institutions from which you can make an online payment:

  • National Bank of Canada
  • Desjardins
  • Bank of Montreal (BMO)
  • Scotiabank
  • Royal Bank of Canada (RBC)
  • Toronto-Dominion Bank (TD)
  • Canadian Imperial Bank of Commerce (CIBC)
  • ATB Financial
  • Acadian Caisses Populaires (UNI)
  • Rosenort Credit Union

To make your payment:

  • Search for the supplier "National Bank Mortgage Repayment".
  • Make a bill payment by entering the 17-digit National Bank reference number starting with 95. This number can be found on the first page of your certified statement (see example). Each statement has a unique reference number.
  • Remember to add daily interest to your payment, taking into account the processing time (usually 1 to 3 business days).
  • If the amount we receive is higher than what we are owed, we will return the excess to the client.

Contact us

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A dedicated team is available to answer any questions or assist you (toll-free) at 1-888-849-1422, or by email at expertise.legale@bnc.ca, available Monday to Friday from 9 a.m. to 5 p.m. (ET).

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The fax number to send your documents to National Bank is: 1-866-394-4104 or 514-394-4130.

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A dedicated team for Optimum Alt-A is available to answer any questions or assist you
Toll free: 1 866 441-3775
Outside of Canada: 1 780 423-9748
Fax: 1 866 477-8897
Adress:
National Bank Center Optimum Mortgage Transit: 5582-1
600 - 10180 101 Street
Edmonton, AB T5J 3S4
Email: optimumcustomerservice@nbc.ca