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CHIP Home Income Plan

Avg. Rating: 5.0 (1 review)

If you’re like many other 55+ Canadians, much of what you own fits into two categories – the equity in your home and the money you’ve saved. Chances are, the value of your home has grown over the years and makes up a good portion of your net worth. While having a home that has built value is a positive, you typically can’t spend that value unless you sell it. And that’s something many homeowners simply do no want to do. That’s where CHIP comes in. A CHIP Reverse Mortgage lets you change the home equity and savings balance by turning some of your equity into cash. Unlike many mortgage-based financial products, you’re not obligated to make any payments until you choose to move or sell.

  • TIME IN BUSINESS: SEVERAL YEARS
  • # OF CUSTOMERS: OVER 1,000
  • TOTAL FUNDED: UNDISCLOSED

1-866-522-2447

1881 Yonge St, Toronto, Ontario M4S 3C4
Call Center: No call centre hours provided
Support Offered:
  • Help Centre & Blog
  • Email Support
  • Call Centre
  • Reverse Mortgage Calculator
  • Social Media
  • Free Guide
Availability: All of Canada

Products Offered

Below are all the products offered by this company.

Conditions & Rates

Rate

No monthly mortgage payments are required. The loan and accumulated interest are repaid only when the home is sold or the homeowner moves out permanently.

Amount

Homeowners aged 55+ can access up to 55% of their home’s appraised value in tax-free cash. The exact amount depends on factors such as age, home location, type, and appraised value.

Term

CHIP Reverse Mortgage offers both fixed and variable rate options. Fixed rates provide stability, while variable rates fluctuate with the Bank of Canada’s prime rate.

Eligibility & Documents

Who is eligible?

To qualify for a CHIP Reverse Mortgage, you must meet the following criteria:

  • Age Requirement: You and your spouse (if applicable) must be at least 55 years old.

  • Home Ownership: You must own your home, and it should be your primary residence, meaning you live there for at least six months each year.

  • Property Type and Location: Eligible properties include single-family homes, townhouses, and condominium apartments. The location and condition of your home can influence the loan amount.

What do you need to provide?

When applying, you’ll need to provide:

  • Identification: Two pieces of valid ID for each borrower.

  • Proof of Residence: Documents verifying the property is your principal address.

  • Property Details: Recent property tax statements and proof of up-to-date payments.

  • Existing Debt Information: Statements for any debts secured against your home, as these must be settled with the reverse mortgage funds.

No health checks are required for eligibility.

For personalized advice and detailed information, it’s recommended to consult directly with a CHIP Reverse Mortgage specialist or visit the official HomeEquity Bank website.

Repayment & Issuance

What is the funding method?

The CHIP Reverse Mortgage application process involves several steps, typically spanning 3 to 4 weeks from initial consultation to fund disbursement. Here’s an overview:

  1. Initial Consultation: Begin with a phone meeting with a CHIP Reverse Mortgage specialist to discuss your needs and assess eligibility.

  2. Home Appraisal: Schedule an appraisal to determine your property’s current market value.

  3. Loan Offer: Based on the appraisal and your profile, the specialist will confirm the amount you qualify for.

  4. Legal Consultation: Obtain independent legal advice to ensure you fully understand the terms.

  5. Documentation: Sign the necessary documents with your lawyer.

  6. Fund Disbursement: Once all documents are processed, funds are released to you.

How does repayment work?

Repayment Process

There are no monthly mortgage payments required. The loan and interest are repaid when the homeowner sells the home, moves out permanently, or passes away. The estate has up to 180 days to settle the balance. Early repayment is allowed but may incur fees.

Frequently Asked Questions About CHIP Home Income Plan

What is the CHIP Reverse Mortgage?

The CHIP Reverse Mortgage allows Canadian homeowners aged 55 and older to access up to 55 percent of their home’s appraised value in tax-free cash without having to sell or move. Unlike a traditional mortgage, there are no monthly payments required, and the loan is repaid only when the home is sold, the homeowner moves, or the last homeowner passes away.

How does the CHIP Reverse Mortgage work?

The CHIP Reverse Mortgage provides either a lump sum or scheduled cash advances based on your home equity. Interest accumulates on the loan, but there are no required monthly payments. The loan is repaid when the home is sold or when the last homeowner leaves the property. On average, CHIP customers retain over 50 percent of their home’s value even after repayment.

How much money can I access?

The amount you qualify for depends on factors such as your age, home value, location, and type of home (detached house, condo, townhouse, etc.). Your eligibility is assessed individually, and on average, homeowners can access up to 55 percent of their home’s value while still retaining significant equity.

What can I use the funds for?

The funds from a CHIP Reverse Mortgage can be used however you like, whether it’s for paying off debts, covering medical expenses, funding home renovations, helping children or grandchildren financially, or simply maintaining your lifestyle. The loan is tax-free, and there are no restrictions on how you use the money.

What are the interest rates for a CHIP Reverse Mortgage?

CHIP Reverse Mortgage rates are available in fixed and variable options. A fixed rate offers stability over a set period (e.g., one, three, or five years), while a variable rate fluctuates with the Bank of Canada’s prime rate. While reverse mortgage rates are slightly higher than traditional mortgage rates, they provide the benefit of no required monthly payments.

Will I still own my home?

Yes. With a CHIP Reverse Mortgage, you remain the full owner of your home. The loan is secured against your property, but ownership remains in your name, allowing you to continue living in your home for as long as you choose.

What happens if my home value decreases?

The CHIP Reverse Mortgage includes a No Negative Equity Guarantee, meaning that you or your heirs will never owe more than the fair market value of the home at the time of sale. As long as property taxes and insurance are maintained, you are protected even if the home’s value declines.

How is the loan repaid?

You are not required to make monthly mortgage payments. The loan is repaid when you sell your home, move out permanently, or upon the passing of the last homeowner. At that time, the proceeds from the home sale are used to cover the loan, and any remaining equity belongs to you or your heirs.

How does a CHIP Reverse Mortgage affect estate planning?

Since homeowners retain ownership of their home, they can still pass it down to their heirs. If the home’s value exceeds the loan balance at the time of sale, the remaining funds go to the estate.

What are the costs associated with a CHIP Reverse Mortgage?

Like a traditional mortgage, a CHIP Reverse Mortgage has standard costs, including an appraisal fee (to determine home value), legal fees (for independent legal advice), and an administrative fee (to cover processing costs). These fees are typically deducted from the loan proceeds.

How do I apply for a CHIP Reverse Mortgage?

Applying for a CHIP Reverse Mortgage is a simple process that can be completed from the comfort of your home. It begins with speaking to a CHIP Reverse Mortgage specialist to determine your eligibility. Once confirmed, you will complete an application and have your home appraised to assess its value. After that, you will review the loan offer with independent legal advice to ensure you fully understand the terms. Once everything is finalized, you will receive your tax-free cash, either as a lump sum or in scheduled payments.

CHIP Home Income Plan Reviews

Avg. Rating: 5.0 (1 review)
CHIP saved us!

We are extremely blessed to have come across the CHIP reverse mortgage. It has not only relieved our anxiety but also gave us peace of mind during a tough time.

Kim

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