Mortgage Solicitor Documents

Required documents and forms to complete mortgages and land-secured lines of credit on behalf of ATB Financial.

​​This webpage allows you, the solicitor, to locate and download copies of all required documents and forms to complete mortgages and land-secured lines of credit on behalf of ATB Financial.

Documents are available in Adobe® PDF or Microsoft Word format, as applicable. The documents have been formatted with editable fields and feature mouse-over comment boxes with details to help with completion. For best results for Adobe PDF documents, please view and prepare the documents in Adobe Acrobat® Reader® DC or Adobe Acrobat Pro DC.* ​

NOTE: These documents are updated regularly. Please ensure that you download the current version of all required documents every time you complete a mortgage or land-secured line of credit on behalf of ATB Financial. Revision dates are provided for all documents.​

To reach us regarding a solicitor request please call the ATB Support Centre Solicitor Help line at 1-866-817-1906 or 403-541-4300 or email atbsupportcentre@atb.com.

Standard Mortgage Documents

Conventional & Insured Mortgages** Format Revision
Form 3241 - Landlord​​​'s Consent - Indian Affairs PDF 08/18
Form 3541 - Multiple Options Mortgage PDF 11/19
Form 3553 - Statutory Declaration - Replacement Mortgage PDF 07/20
Form 3602 - Mortgage Amending Agreement - Add-on Mortgage PDF 11/19
Form 3676 - Table of Interest Rate Equivalents - to be attached to Form 3541 PDF 10/19
Form 3716 - Solicitor's Final Report on Title PDF 01/20
Form 3718 - Conflict Letter to ATB Financial PDF 06/19
Form 3719 - Solicitor's Interim Report on Title (Real Property) PDF 01/20
Form 3721 - Instructions to Solicitor Re: Land Secured Financing PDF 09/21
Form 3723 - Solicitor's Opinion (WLSC Protocol) PDF 01/18
Form 54310 - PPSA - Form 16 - Notice of Security Interest (Fixtures or Crops) PDF 07/20
Form 54750 - Postponement - PPSA Form 17 - Land Titles Act PDF 10/19
Form 6505 - Personal Information: Collection, Use and Disclosure Statement PDF
Form 7035 - Letter of Independent Legal Advice PDF 01/20
Form 7036 - Refusal to Obtain Legal Advice PDF 01/20
Form 7156 - Short Form Mortgage PDF 12/19
Form 7205 - Discharge of Caveat - Mortgage - Debenture PDF 04/21
Form 7210 - Partial Discharge of Caveat - Mortgage - Debenture PDF 04/21
Form 7415 - General Security Agreement - Consumer (for manufactured homes only) PDF 10/19
Form 7171 – Short Form Insured Mortgages PDF 01/19
Form 7172 – Standard Form Mortgage PDF 01/19

Interim Financing Documents

Form Format Revision
Form 3760 - Promissory Note - Demand - Variable Interest Rate PDF 10/19
Form 3795 - Promissory Note - Demand - Fixed Interest Rate PDF 10/19
Form 7430 - Irrevocable Assignment of Sale Proceeds PDF 10/19

Leased Land (National Parks) Documents

Form Format Revision
Form 54110 - Certificate of Encumbrances - Leased Land - National Parks (Banff, Jasper & Waterton) PDF 10/04
Form 54115 - Lease Document Schedule - Leased Land - National Parks (Banff & Waterton) PDF 10/04
Form 54120 - Statutory Declaration - Leased Land - National Park (Jasper) PDF 10/04

Miscellaneous Documents

Form Format Revision
Form 3239 - Landlord's Consent PDF 08/20
From 7435 - General Assignment of Leases and Rents PDF 12/19
From 3728 - Identity Verification Certificate ("IVC") PDF 06/21
Solicitor FAQs PDF 01/18

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