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Free legal templates

Banks, insurers, employers & pensions

What a bank, an insurer, an employer or a pension plan asks you to swear or sign: a lost cheque or share certificate, where a down payment came from, a gift of funds, a proof of loss, your income, or proof that a pensioner is alive.

16 documents

Documents in this group

Every template is free to fill in and download. Notarization is the paid step — $24.95 per seal plus HST.

01

Affidavit of Self-Employment Income

A sworn affidavit confirming your self-employment income — for a lender, landlord, or program that accepts a sworn statement of income when you work for yourself. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Affidavits
02

Lost Stock Certificate Affidavit

A sworn affidavit that a share or stock certificate has been lost, stolen, or destroyed — to support issuing a replacement. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Affidavits
03

Statutory Declaration of Employment and Income

A sworn declaration confirming your employment and income — used as proof of income for housing, credit, or a program that asks for a sworn statement when standard documents are unavailable. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Affidavits
04

Statutory Declaration of Loss of Earnings

A sworn declaration of income you lost — used to support an insurance, accident, or compensation claim. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Affidavits
05

Statutory Declaration of No Income

A sworn declaration confirming that you have no income for a period — used to support a benefit, subsidy, or assistance application that asks for a sworn statement. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Affidavits
06

Proof of Life Affidavit

A sworn affidavit confirming that you are alive — for pension and benefit providers, including those abroad, that ask for proof you are alive to continue payments. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Wills, estates & power of attorney
07

Affidavit of Lost Cheque or Bank Draft

A sworn affidavit that a cheque, bank draft, or money order has been lost — for an issuer that asks for one before it will stop payment and reissue it. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Other
08

Affidavit of Source of Funds

A sworn affidavit explaining where your money came from — for when a bank, lawyer, or other business asks you to explain a large deposit, purchase, or transfer. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Other
09

Certificate of Independent Legal Advice

A certificate of independent legal advice (ILA) confirms that a person received independent legal advice from a lawyer before signing a document, such as a guarantee or mortgage. The advice must come from a lawyer; a notary can witness signatures.

Other
10

Statutory Declaration of Tax Residency

A sworn declaration of where you are resident for tax purposes — for an organization that asks you for a sworn statement of your tax residency. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Other
11

Waiver of Independent Legal Advice

A waiver of independent legal advice records that a person chose not to obtain independent legal advice before signing a document, after being advised to do so. Consider the risks; obtaining advice is recommended.

Other
12

Statutory Declaration in Support of an Insurance Claim

A sworn declaration setting out the facts of an insurance claim — used to support a claim for loss, theft, damage, or benefits. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Statutory declarations
13

Statutory Declaration of Financial Hardship

A sworn declaration describing your financial circumstances — used to support a request for a fee waiver, payment arrangement, or other relief. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Statutory declarations
14

Statutory Declaration of Gift of Funds

A sworn gift letter confirming that money given to you is a genuine gift, not a loan — for a down payment gift when your mortgage lender asks for a sworn version. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Statutory declarations
15

Statutory Declaration of Gift of Money or Property

A sworn declaration that you have given money or property as an outright gift, with no expectation of repayment — useful to confirm a genuine gift. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Statutory declarations
16

Statutory Declaration of Receipt of Funds

A sworn declaration acknowledging that you have received a payment — useful as proof of payment, a receipt, or to confirm settlement. Fill it in online, download a ready-to-sign PDF, and notarize in Ontario.

Statutory declarations

Overview

When you might need one

A financial institution asks for a sworn statement when a document it relies on is missing or a fact cannot be verified from records. Many have their own form — a bank's lost-draft indemnity, an insurer's proof-of-loss form, a pension administrator's life certificate — and that form governs when it exists. The templates here cover the same ground for an institution that accepts a general affidavit or statutory declaration, and they say which facts the receiving office usually wants on the record.

These are affidavits and statutory declarations, so they are commissioned online by video under O. Reg. 431/20 or in person, with government photo ID. A certificate of independent legal advice is different: it is signed by the lawyer who gave the advice, and a notary can certify a copy but cannot sign it. A promissory note or a loan agreement is a signed contract, witnessed in person when the lender wants a witness.

  • 01Replacing a lost cheque, bank draft or share certificate with a sworn affidavit
  • 02Confirming a gift of funds or the source of funds for a mortgage lender
  • 03Swearing a proof of loss for an insurance claim, or a life certificate for a pension

Ready to sign?

Need one of these banks, insurers, employers & pensions documents sworn?

Fill the document in online for free, then book the notarization. Most affidavits and statutory declarations are commissioned over secure video under Ontario's remote rules; signature witnessing is in person.