Disability: Accessing your benefits

Help individuals with disabilities and caregivers understand the disability benefits and how to access them.

Time frame:

60 min

Session outline

  • the CRA definition of a disability
  • determining eligibility
  • Disability Tax Credit
    • T2201 certificate and its purpose
    • how is DTC is applied to a tax return
    • claiming DTC and eligible medical expenses
  • Registered Disability Savings Plan
    • contributions and benefits
    • qualified financial professionals
    • planning for critical events
    • steps to setting up and maintaining
  • tools and resources
  • Q&A

Session materials

Your session package contains the following materials that are needed to present your session.

Facilitator materials:

  • forms
    • session registration form – please submit before session
    • volunteer self-evaluation form
    • host evaluation form
  • session PowerPoint
  • facilitator’s guide
  • resource checklist

Participant handouts:

  • session PowerPoint PDF
  • Activity
    • Determining eligibility – Scenarios
    • Determining eligibility – Medical Criteria Summary
  • Sample T2201
  • Sample Schedule 1 – Federal Tax
  • Self-Assessment Questionnairesession evaluation form

Additional Materials:

  • session overview
  • session flyer
  • invitation to host a financial literacy session
  • media advisory
  • press release

QUESTIONS?

For questions, please email us.

Register your session

Sessions must be registered before presenting for CPD tracking purposes. Note: If more than one session is being presented, please fill out a second form and submit.

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