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The purpose of this policy is to assist eligible employees to purchase a first principal residence in the Lower Mainland, recognizing the high cost of housing in the region surrounding the University. The folder can be labelled as the sample below:

Image Added Mortgage Subsidy


Info
titleRRSDA Reference

1996-004 Personnel Files: Academic Employees (Continuing)

Normal Retention: CY employment terminated + 60 years

Checklist for Mortgage Subsidy

https://www.sfu.ca/faculty-relations/benefits-services/mortgage-subsidy.html

Documents
Retained in Personnel File
ChecklistDocument RetentionDocument Name in eTRACSOffice of Responsibility (for viewing)

Mortgage Verification 

Confirming employment, income, and the mortgage subsidy policy from SFU to Bank (CIBC)

Retained
  •  Application package for Group Mortgage Plan

Mortgage Subsidy and Down Payment Assistance Application Form   Retained
  •  Mortgage Subsidy and Down Payment Assistance Application Form