You can find the Equitable Bank forms on the bank’s website in the Resources – Documents & Forms section.
Where to Find Equitable Bank Forms
Equitable Bank’s official “Documents & Forms” section consolidates forms across all key services, including commercial and residential mortgages, client authorizations, and investment-related materials. This central hub ensures easy access and streamlined documentation.
Available Forms by Category
- Commercial Forms: Includes Authorization to Disclose Loan Information, Mortgage Application, Gift Letter, Self Declaration Letter of Income, Certificate of Incumbency (various entity types), Building Income and Expense Statement, Rent Roll, and Tenant Acknowledgement to Lender.
- Customer Service Forms: Features documents like Authorization to Disclose Loan Information and Power of Attorney form.
- Invest & Save Forms: Offers the Direction & Indemnity Form for investment-related needs.
- Residential Mortgage Forms: Covers Gift Letter, Authorization to Disclose Personal Information, Deed of Hypothec (Quebec), Self Declaration Letter of Income, Standard Mortgage Terms (by province), Loan Repayment Letter, Consent for Electronic Document Delivery, and more.
Reverse Mortgage Certificates & Forms
- Offers specialized tools for the reverse mortgage segment, including EQB ILA Certificates (Borrower & Non-Title Holder), Reverse Mortgage Client Application, Client Document Checklist, and Referral Form—available in the “Certificates & Forms” section dedicated to this product.
Summary Table
| Form Category | Examples |
|---|---|
| Commercial | Mortgage Application, Gift Letter, Certificate of Incumbency, Rent Roll |
| Customer Service | Power of Attorney, Authorization to Disclose Loan Information |
| Invest & Save | Direction & Indemnity Form |
| Residential | Gift Letter, Self Declaration of Income, Standard Mortgage Terms (all provinces), Loan Repayment Letter |
| Reverse Mortgage | ILA Certificates, Client Application, Referral Form, Document Checklist |
Why This Is Useful
- Having a centralized forms repository simplifies finding exactly what’s needed—whether you’re applying for a mortgage, disclosing information, or preparing reverse mortgage documentation.
- Organized by category, the structure helps you quickly drill down to the correct form without navigating multiple pages.
- Reverse mortgage clients and partners benefit from focused access to specialized application and certification forms.