What investor/lender disclosure asks for — and how to use form 013-0679 with my-id.ca
Complete brokered transaction disclosure without retyping party details
Mortgage brokers completing investor/lender disclosure statements for brokered transactions repeat broker name, firm details, investor or lender names, and transaction particulars on every disclosure package. This guide is an example of storing them once in my-id.ca.
Official form and source
Start from the official source and always use the current version — form numbers and links can change:
- Service page: Mortgage brokering licensing — fsrao.ca
- Form (Central Forms Repository): Investor/Lender Disclosure Statement For Brokered Transactions — 013-0679
What this form is about
Form 013-0679 is the Investor/Lender Disclosure Statement For Brokered Transactions under the Mortgage Brokers Act — confirm requirements on fsrao.ca.
Before you start: what to gather
- Mortgage broker or agent name and licence number.
- Brokerage firm legal name and business address.
- Investor or lender name and contact details.
- Transaction property address and mortgage particulars.
Confirm the current process on ontario.ca.
How my-id.ca makes it faster
- Save it once. Store your broker, firm, and investor or lender names and addresses in your my-id.ca profile.
- Keep documents ready. Upload supporting documents to my-id.ca Files so you are not searching at form time.
- Autofill the form. Use the my-id.ca Chrome extension on a web form, or fill a PDF from your saved profile inside my-id.ca.
- Review and submit yourself through the official channel.
Why do it in my-id.ca
Related Ontario forms repeat the same personal details. Captured once in my-id.ca — stored in Canada, with AI on its own servers — every form starts mostly complete.
Frequently asked questions
- When is form 013-0679 required?
- For qualifying brokered mortgage transactions — confirm on fsrao.ca.
- How does my-id.ca help?
- It autofills broker, firm, and investor or lender names and addresses.
- How does 013-0679 relate to form 013-0680?
- Form 013-0680 is the Mortgage Brokers Act Statement of Mortgage; 013-0679 is investor/lender disclosure.
Fill it once. Reuse it everywhere.
Save your information in my-id.ca once, then autofill this form and the next one — web forms with the Chrome extension, PDFs right in the app. Your data is stored in Canada and AI runs on my-id.ca's own servers, never sent to third-party AI providers.