TFSA Loan Workflow – PDF manual loan application

Fax submissions are now accepted effective December 1, 2016. Check with your dealer/agency for preferred application submission method.

Here are the steps to follow to apply by paper:

  1. Download an TFSA loan application.

    For a B2B Bank loan application:

  2. Complete the application and required supporting documentation with your client(s).

    Supporting documentation may include:

    • Void cheque from a personal chequing account, imprinted with the borrower's name.
    • Letter of Direction (if paying out a loan at another financial institution)
    • A B2B Bank Dealer Services¹ TFSA Application (for new B2B Bank Standard Program loan clients only).
    • Proof of assets, upon request (e.g., statements/assessments)
    • Proof of income for loan amounts greater than $20,000 or for loans with a term longer than 2 years:
      • Salaried income: recent pay stub or Notice of Assessment
      • Commissioned income: last 2 years' Notice of Assessment
      • Self-employed income: last 2 years' Notice of Assessment and Financial Statements
  3. Send us all pages of the completed application and any supporting documentation to:

    Fax application to:
    Attn: B2B Bank Investment Lending
    Fax: 1.866.941.7711

    OR

    Mail original application to:
    B2B Bank Investment Lending
    199 Bay Street, Suite 600 
    PO Box 279 STN Commerce Court
    Toronto ON M5L 0A2

    Note: Distribution Alliance programs may have different documentation routing. Check the details of your specific program.

     

  4. B2B Bank will provide a credit decision typically within one business day upon receipt of the original application. The status will be communicated to you by email and/or fax.

  5. The TFSA loan will be funded on a reasonable efforts basis upon receipt and approval of completed and signed documentation.

¹ B2B Bank Dealer Services includes B2B Bank Financial Services Inc. (an MFDA member), B2B Bank Securities Services Inc. (an IIROC member, Member - Canadian Investor Protection Fund) and B2B Bank Intermediary Services Inc. (an AMF-regulated dealer operating in Quebec). B2B Bank is a trade-mark used under license.