Yan Consulting | Economic Family Intake Package

INITIAL ASSESSMENT & CONFIGURATION

Family Composition & Program Stream

Economic Program Stream*

Current Marital Status*

Do you have dependent children?

Final Active Members: Principal Applicant

FAMILY PACKAGE

Shared Contact Details

These details will be used as the default for all family members.

Primary Residence Address

Street Number

Street Name

Unit/Apartment Number

City

Province/State

Country

Postal Code

Main Communication

Primary Email Address

Used for IRCC correspondence.

Alternative/Family Email

Primary Phone Number

Secondary/Work Phone

IMM 0008 SCH 4A + BIZ EVAL

Business & Asset Evaluation

Language Proficiency (PA & Spouse)

Required for PNP Business Nominee points. Enter CLB/IELTS/TEF scores.

Principal Applicant Language Score

Spouse Language Score

Business Exploration & Plan

Have you made a business exploration trip to Canada in the last 5 years?

Details of Business Plan / Intended Occupation in Canada

Business Ownership & Management Experience

Include all businesses where you had 10%+ ownership or senior management role.

Business Name	Title/Position	% Owned	Date Est.	From - To	Book Value (CAD)

Senior Management Duties & Authority

Bank Deposits / Savings

Real Property (Market Value)

Publicly Traded Stocks

Business Net Assets

Pensions / Insurance / Other

Total Liabilities (Debts/Mortgages)

Calculated Net Worth (CAD)

Amount of funds available for settlement in Canada

Source of Wealth / Accumulation of Funds

Describe how you accumulated your total net worth (Salary, Dividends, Inheritance, Profit, etc.)

Banking Details (Account Details)

Institution Name	Account Type	Date Opened	Currency	Current Balance (CAD)

Member Identity Details

Parents' Details (Principal Applicant)

Father's First Name

Father's Last Name

Father's Date of Birth

Father's Town/City of Birth

Father's Country of Birth

Father's Date of Death (if deceased)

Father's City of Death (if deceased)

Father's Country of Death (if deceased)

Father's Marital Status

Father's Detailed Address

Father's Current Occupation

Father's Email Address

Mother's First Name

Mother's Last Name

Mother's Date of Birth

Mother's Town/City of Birth

Mother's Country of Birth

Mother's Date of Death (if deceased)

Mother's City of Death (if deceased)

Mother's Country of Death (if deceased)

Mother's Marital Status

Mother's Detailed Address

Mother's Current Occupation

Mother's Email Address

All Children

No children

Relationship to Applicant	First Name	Last Name	Date of Birth	City/Town of Birth	Country of Birth	Date of Death (if deceased)	City of Death (if deceased)	Country of Death (if deceased)	Marital Status	Detailed Address	Occupation	Email Address

All Siblings

No siblings

Relationship to Applicant	First Name	Last Name	Date of Birth	City/Town of Birth	Country of Birth	Date of Death (if deceased)	City of Death (if deceased)	Country of Death (if deceased)	Marital Status	Detailed Address	Occupation	Email Address

IMM 5669

Activity & Background History

Provide details for ALL family members including Principal Applicant, Spouse, AND Children (including those under 18).

Personal History (Jobs/Studies/Travel)

No time gaps allowed. Account for all time periods from age 18 or past 10 years.

Member	From (yyyy-mm-dd)	To (yyyy-mm-dd)	Activity Type	Job Title/Position	Employer - English	Employer - Chinese	City	Country

Personal History (Principal Applicant)

Provide the details of your personal history since the age of 18, or the past 10 years, whichever comes first. No time gaps allowed.

From (yyyy-mm-dd)	To (yyyy-mm-dd)	Activity	City/Country	Name of Company/Employer/School/Facility

Address History (Principal Applicant)

List all addresses where you have lived since your 18th birthday. Do not use P.O. box addresses.

From (yyyy-mm-dd)	To (yyyy-mm-dd)	Street and Number	City/Town	Province/State/District	Country

Education (Junior High, Secondary & Higher)

Required for everyone, including minors under 18. Start from junior high/secondary school.

Member	From (yyyy-mm-dd)	To (yyyy-mm-dd)	Institution - English	Institution - Chinese	City	Country	Level	Credential	Major - English	Major - Chinese

Membership & Military (IMM 5669 Section 9,10,11)

Include political/social orgs, and any military/police service.

Member	From	To	Organization/Branch	Rank/Position	Type/Activities

COMPLIANCE CHECK

Past Immigration & Security History

Statutory Questions

Have you, or if you are the principal applicant, any of your family members listed in your application for permanent residence in Canada, ever been convicted of a crime or offence in Canada for which a pardon has not been granted under the Criminal Records Act of Canada?
Have you ever been convicted of, or are you currently charged with, on trial for, or party to a crime or offence, or subject of any criminal proceedings in any other country?
Have you made previous claims for refugee protection in Canada or at a Canadian visa office abroad, in any other country or countries, or with the United Nations High Commissioner for Refugees (UNHCR)?
Have you been refused refugee status, an immigrant or permanent resident visa or visitor or temporary resident visa, to Canada or any other country?
Have you been refused admission to, or ordered to leave, Canada or any other country?
Have you been involved in an act of genocide, a war crime or in the commission of a crime against humanity?
Have you used, planned or advocated the use of armed struggle or violence to reach political, religious or social objectives?
Have you been associated with a group that used, uses, advocated or advocates the use of armed struggle or violence to reach political, religious or social objectives?
Have you been a member of an organization that is or was engaged in an activity that is part of a pattern of criminal activity?
Have you been detained, incarcerated or put in jail?
Have you had any serious disease or physical or mental disorder?
Has PA or any dependent ever been involved in military or government service?

Organizations

What organizations have you supported, been a member of or been associated with? Include any political, social, youth or student organization, trade unions and professional associations. Do not use abbreviations. Indicate the city and country where you were a member. Write "NONE" if you have not been a member of any association/organization.

From (yyyy-mm-dd)	To (yyyy-mm-dd)	Name of Organization	Type of Organization	Activities/Positions Held	City/Country

Government Positions

List any government positions held. Indicate the country and level of jurisdiction.

From (yyyy-mm-dd)	To (yyyy-mm-dd)	Country and Level of Jurisdiction	Department/Branch	Activities/Positions Held

Military Service

Provide below details of military service for each of the countries in whose armed forces you served. Write "NONE" if you have not undertaken military service.

From (yyyy-mm-dd)	To (yyyy-mm-dd)	Branch of Service, Unit Numbers and Names of Commanding Officers	Rank(s)	Dates and Place of Any Active Combat

Immigration History

Provide details of ALL previous immigration applications to Canada and any other countries, including visitor visas, study permits, work permits, permanent residence applications, etc. For each refusal, provide specific details.

Have you ever applied for a visa, permit, or any immigration application to Canada or any other country?

Previous Sponsorship as Applicant

For family sponsorship applications: Have you (the applicant being sponsored) ever been sponsored before as a spouse/common-law partner/conjugal partner?

Have you ever been sponsored as a spouse/common-law partner/conjugal partner before?

PRINCIPAL APPLICANT

Have you ever applied for any visa, permit, or status in Canada? (Travel, Work, Study, etc.)

Have you ever been refused a visa or permit, denied entry, or ordered to leave Canada or any other country?

If 'Yes' to any above, please provide details (Country, Year, Reason):

Travel History (Consolidated)

Member	From	To	Destination	Purpose