New PIPS Client Questionnaire

Helping you get the information you need

We've added a document to facilitate the collection of client information as required by the Prescribed Information for Purposes of Section 5.0.1 (Land Transfer Tax Act), aka PIPS. There is a new questionnaire in RealtiWeb Ontario which can be provided to your clients to complete.

Not only does this aid in collecting the information, it also helps you meet record-keeping requirements as we've included signature areas for your clients to sign before they submit and return to you.

The new Client Questionnaire - Information for PIPS (s. 5.0.1 LTT) can be found in the Initial Letters and Documents category on the Docs screen in RealtiWeb.

  • The document uses data from your file to configure and pre-populate the questionnaire and is divided into 3 main areas:
    A. Property Information;
    B. Transferee Information; and
    C. Beneficial Owner Information.

  • If you already have the answers to specific questions, or are filling it in with your client(s), you can answer them on screen in the merged document in RealtiWeb.

  • If there are outstanding questions that need to be answered you can email the questionnaire directly from the RealtiWeb documents screen to your client(s).

The completed and signed questionnaire can be used to complete the PIPS form on Teranet Express and to keep for your records.

If you have any questions, please don't hesitate to contact our Support Team (support@ldd.ca or 1-800-363-2253).

Real Estate, RealtiWebMarketing AdminPIPS, Ontario, Updates, RealtiWeb, NRSTComment