EBBI Family Sponsorship Assessment — Client Intake (Blank)

How to fill this out: Write dates as Day / Month / Year (e.g. 04 / 07 / 2026). Where a question does not apply, write N/A. Print clearly in block letters. Return by mail, in person, or scan and email to admin@explorebeyondborders.ca. Expected response: 2–3 business days.

1. Relationship Type

Select the relationship that best describes your situation.

Spouse (legally married)Common-Law Partner (lived together 12+ continuous months)Conjugal Partner (committed relationship, unable to live together or marry due to legal/immigration barriers)

2. Processing Route

Which situation best describes where the sponsored person currently is?

Outland — sponsored person is outside Canada, will wait outside Canada during processingInland with Open Work Permit — sponsored person is in Canada and wants to work while the application processesSpousal Open Work Permit from outside Canada — sponsored person wants a work permit before relocatingNot sure — needs guidance from EBBI

3. Sponsor Information (the person in Canada)

Receiving social assistance other than for disability generally makes a sponsor ineligible. This does not apply to disability benefits.

Sponsor's Last Name

Sponsor's First Name

Sponsor's Date of Birth (D/M/Y)

Sponsor's Status in Canada

Sponsor's Email

Sponsor's Phone

Sponsor's Address in Canada

Has the sponsor previously sponsored anyone else?

No — first time sponsoringYes — previously sponsored someone

If yes, briefly describe (who, when, outcome)

Is the sponsor currently receiving social assistance (other than disability benefits)?

NoYesReceiving disability benefits only

Is the sponsor currently bankrupt, under a removal order, or in prison?

No, none of these applyYes, one or more applies

4. Household Composition Check

This question determines whether a minimum income test applies to your sponsorship. For most spousal/partner sponsorships, there is no income requirement — it only applies in one specific situation, checked below. Since this situation may apply, a Minimum Necessary Income (MNI) test applies to this sponsorship. Please provide the following so EBBI can assess against the current LICO + 30% threshold.

Does the person being sponsored have a dependent child who themselves has a dependent child (would a grandchild be included in this sponsorship)? NoYesNot sure

Sponsor's Household Size (including sponsor, dependents, and the people being sponsored)

Sponsor's Approximate Annual Income (most recent tax year)

Sponsor's Co-Signer (if any) Annual Income

5. Sponsored Person Information

6. Relationship History

IRCC requires proof of a genuine relationship. The questions below help EBBI understand what evidence is already available.

Date the relationship began (D/M/Y)

Date of marriage (if applicable) (D/M/Y)

How did you meet?

Have you lived together? If yes, since when and where?

Have you visited each other in person? Please describe trips and dates if known.

7. Evidence Available

Check all forms of evidence you currently have to support your relationship.

Evidence available — check all that apply

Marriage certificateJoint bank account / financial recordsJoint lease or property ownershipPhotos together over timeCommunication records (chats, calls, emails)Travel records / boarding passes / passport stamps showing visitsEvidence family and friends know about the relationshipInsurance policies naming each other as beneficiaryJoint utility bills or household accounts

8. Document Status

Check all documents you currently have ready.

Documents ready — check all that apply

Sponsor's passport / citizenship documentSponsored person's passportMarriage certificate (PSA, if applicable)CENOMAR (if applicable)Sponsored person's birth certificatePolice clearance certificate(s)Medical exam (if completed)Previous refusal letters (if any)

Additional Information / Anything Else We Should Know

Client Declaration

I declare that the information provided is true, complete, and accurate to the best of my knowledge. This form is for assessment only, does not constitute legal advice, and does not guarantee any immigration outcome. I have read the Privacy Policy and Legal Notice at explorebeyondborders.ca. I authorize EBBI to share this information with supervising counsel, Atty. George M. Garvida.

☐ I have read and agree to the above declaration

Full name (print)

Signature

Date (D/M/Y)

For EBBI Staff Use Only

Received by

Date received (D/M/Y)

Reference code assigned

Pathway flagged

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