Creditaid: Helping Canadians Be Debt Free Since 1992

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CreditAid Full Assessment

We will use this confidential information to review your financial situation and provide recommendations on how we can help you.

Please fill in all pages of the following form. All fields marked with an asterisk (*) are required.

Creditaid Long Form

Step 1: Personal Information

*Indicates required information.

How did you hear about us? (*)
Must choose a valid option before proceeding.
First Name (*)
First Name is Required
Last Name (*)
Last Name is Required.
Email Address (*)
Valid email address required.
Home Phone
Invalid Input
Mobile Phone
Invalid Input
Work Phone
Invalid Input
Spouse's Information
Spouse's First Name
Invalid Input
Spouse's Last Name
Invalid Input
Spouse's Email Address
Enter Valid Email Address
Spouse's Home Phone
Invalid Input
Spouse's Work Phone
Invalid Input
Spouse's Mobile Phone
Invalid Input
Home Address
Street Address (*)
Address is required.
Invalid Input
City (*)
Invalid Input
Province (*)
Invalid Input
Postal Code (*)
Invalid Input
Number of Dependants (*)
Please enter only numbers
Best time to contact you (*)
Must choose a valid option before proceeding.
   

Step 2: Employment Information

Please enter your employment information.

Employer (*)
Enter name of company here.
Employer's Address (*)
Enter Workplace Address.
Occupation (*)
Enter job title.
Length of Employment (*)
Enter number of years of employment.
Spouse's Information
Spouse's Employer
Invalid Input
Spouse's Employer Address
Invalid Input
Spouse's Occupation
Invalid Input
Spouse's Length of Employment
Invalid Input
   

Step 3: Monthly Income

Please enter your monthly income information.

Gross Income (*)
Must enter information before proceeding.
Net Income
Must enter information before proceeding.
CPP
Must enter information before proceeding.
OAS
Must enter information before proceeding.
Child Tax Benefit
Must enter information before proceeding.
Support
Must enter information before proceeding.
Other
Must enter information before proceeding.
Spouse's Income
Spouse Gross Income (*)
Must enter information before proceeding.
If no spousal income, enter "0"
Spouse Net Income
Must enter information before proceeding.
Spouse CPP
Must enter information before proceeding.
Spouse OAS
Must enter information before proceeding.
Spouse Child Tax Benefit
Must enter information before proceeding.
Spouse Other
Must enter information before proceeding.
   

Step 4: Monthly Expenses

Please enter your monthly expenses.

HOUSING
Mortgage
Invalid Input
2nd Mortgage
Must enter information before proceeding.
Rent/Strata Fees
Invalid Input
Property Taxes
Invalid Input
Maintenance & Repairs
Must enter information before proceeding.
Insurance (Home/Content)
Must enter information before proceeding.
UTILITIES
Hydro/Electricity/Gas
Must enter information before proceeding.
Water
Invalid Input
Telephone
Invalid Input
Mobile Cellular
Invalid Input
Cable/Internet
Invalid Input
Other
Invalid Input
Other
Invalid Input
Other
Invalid Input
GENERAL
Food
Invalid Input
Clothing & Personal Care
Invalid Input
Child Care
Invalid Input
Alimony/Child Support
Must enter information before proceeding.
Medical/Life Insurance
Invalid Input
Drugs/Dental/Medical Travel
Invalid Input
Recreation
Must enter information before proceeding.
Auto Loan(s)
Invalid Input
Auto Insurance
Must enter information before proceeding.
Auto Expenses (Gas & Maintenance)
Must enter information before proceeding.
Transportation
Must enter information before proceeding.
Lunch/Coffee Breaks
Invalid Input
Alcohol/Tobacco
Invalid Input
Pet Food
Invalid Input
   

Step 5: Assets

Please provide an estimated value of your assets.

Savings Account
Must enter information before proceeding.
Home Value/Equity
Invalid Input
Vehicle Value
Invalid Input
Vehicle Value
Invalid Input
Other Assets
Invalid Input
RRSP/Investments
Invalid Input
   

Step 6: Liabilities

Please provide information on all debt, secured or unsecured.

Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
   

Step 6a: Liabilities Continued

Please provide information on all debt, secured or unsecured.

Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
   

Step 6b: Liabilities Continued

Please provide information on all debt, secured or unsecured.

Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
   

Step 6c: Liabilities Continued

Please provide information on all debt, secured or unsecured.

Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.
Name of Financial Institution/Credit Card
Must enter information before proceeding.
Type of Credit
Must enter information before proceeding.
Balance Owing
Must enter information before proceeding.
Monthly Payment
Must enter information before proceeding.