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HERMAN & MEYER Accounting Services Inc. 1 Promenade Circle, Unit 310, Thorn hill, ON L4J 4P8 905.771.0033 416.835.6420 Canadian Personal Checklist 2014 Please print CLEARLY YOU Name Social Insurance
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How to fill out a Canadian personal checklist:

01
Gather all required personal information such as full name, date of birth, and contact details.
02
Include your social insurance number (SIN), passport number, and any other identification numbers required.
03
Provide information about your current residence, including the address and duration of stay.
04
Include details about your marital status, such as whether you are single, married, or in a common-law relationship.
05
List any dependents you have, including their names, ages, and relationship to you.
06
Specify your occupation and provide details about your employment history, including your current employer and job title.
07
Include information about your education background, such as the highest level of education completed and the name of the institution.
08
Declare any criminal convictions or offences, if applicable.
09
Provide details about your financial situation, including your assets, liabilities, and income sources.
10
Sign and date the checklist to confirm the accuracy and completeness of the information provided.

Who needs a Canadian personal checklist?

01
Canadian citizens or permanent residents who are applying for various government programs or services may require a personal checklist.
02
Individuals who are in the process of immigrating to Canada may need a personal checklist to provide the necessary information for their application.
03
Students applying for student visas or permits to study in Canada may also need to fill out a personal checklist as part of their application process.
04
Individuals applying for government benefits or assistance programs, such as healthcare coverage or social assistance, may be asked to provide a personal checklist.
05
Some employers may require a personal checklist as part of their employee onboarding process to gather necessary personal information.
06
Individuals who are applying for a passport or other travel documents may need to fill out a personal checklist to provide the required information for the application.
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The Canadian personal checklist is a document used to gather all necessary information about an individual's personal finances and assets.
All Canadian residents who have personal finances and assets must file the Canadian personal checklist.
The Canadian personal checklist can be filled out online or by hand, where individuals must provide detailed information about their income, expenses, assets, and liabilities.
The purpose of the Canadian personal checklist is to help individuals assess their financial situation and plan for their future financial goals.
Information such as income sources, expenses, assets, liabilities, investments, and debts must be reported on the Canadian personal checklist.
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