ATTENTION
Effective immediately, cheques are no longer payable to the Minister of Finance. Please make all cheques/money orders payable to the Financial Services Regulatory Authority of Ontario (FSRA).
Below you will find all the forms you will need to complete mortgage licence transactions in Ontario. To access these forms, you will need to download and install Adobe reader.
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Declaration of Compliance [PDF]
Declaration of compliance under section 45 of the Mortgage Brokerages, Lenders, and Administrators Act, 2006
Financial Reporting Requirements for Mortgage Administrator
Used for audit reporting
Syndicated mortgage forms effective December 5, 2019
As of December 1, 2019, these forms replace the original three forms that became effective on July 1, 2018.
Form 3.0 – Information about Investor/Lender in a Non-Qualified Syndicated Mortgage (Form 3.0 – Investor/Lender Information)
Form 3.1 – Suitability Assessment for Investor/Lender in a Non-Qualified Syndicated Mortgage (Form 3.1 – Suitability Assessment)
Form 3.2 – Disclosure Statement for Investor/Lender in a Non-Qualified Syndicated Mortgage (Form 3.2 – Disclosure Statement)
Syndicated mortgage form effective November 12, 2019
Form 3.2.1 – Supplemental Disclosure for Retail Investor in a High-risk Syndicated Mortgage
Licensing forms
Mortgage Administrator Application Form [PDF]
Used to apply for a mortgage administrator licence
Mortgage Brokerage Application Form [PDF]
Used to apply for a mortgage brokerage licence
Application for Surrender of a Mortgage Broker or Agent Licence [PDF]
Used to cancel a mortgage broker or agent licence
Application for Surrender of Mortgage Brokerage Licence [PDF]
Used to cancel a mortgage brokerage licence
Application for Surrender of Mortgage Administrator Licence [PDF]
Used to cancel a mortgage administrator licence
Administrative forms
Business Activity Complaint Form [PDF]
Used to file a complaint with FSRA
Pre-Payment Authorization Form
Credit Card Authorization Form
Forms that are Effective July 1, 2015
On July 1, 2015, the Investor/Lender Disclosure Statement for Brokered Transactions were replaced with the following three forms:
- Form 1 – Investor/Lender Disclosure Statement for Brokered Transactions
This form must be completed by a licensed mortgage broker, and be provided to prospective lenders or investors who are considering an investment in a mortgage. - Form 1.1 – Investor/Lender Disclosure Statement for Brokered Transactions: Addendum for Construction and Development Loans
If a construction or development loan is involved, a mortgage broker must complete both Forms 1 and 1.1, and provide them to the potential lender/investor - Form 1.2 – Investor/Lender Disclosure Statement for Brokered Transactions: Waiver for Reducing the Waiting Period
This form is optional and must be completed by a mortgage broker, if the investor is waiving his/her right to the minimum two business day disclosure time, so that it can be reduced to one business day. This form must be used in addition to Form 1.
On July 1, 2015, the Renewal Forms were replaced with the following two forms:
- Form 2 – Renewal form
Must be completed by a licensed mortgage broker, and be provided to lenders or investors during a mortgage renewal. - Form 2.1 – Renewal form waiver: to reduce the waiting period
Optional. Must be completed by a mortgage broker if an investor is waiving their right to the minimum two business day disclosure time, in order to reduce timing to one business day. It must be used in addition to form 2.
Annual Information Return (AIR) forms
All brokerages must submit an AIR by March 31, each year. Your AIR must be submitted online via Licensing Link. To see what an AIR looks like, view our samples.