I was previously approved for the DTC for 5 years and need to reapply this year. I am wondering if it’s the same application form if you are needing to re-apply after a previous approval versus applying for the first time? Also, are we required to attach our medical records along with the application or is it only the DTC form filled out by the doctor that needs to be submitted? I can’t recall if I initially had to submit my medical records when I applied ~5 years ago or whether it was only the T2201-Disability Tax Certificate form that needs to be submitted.
No need to submit medical records for the DTC. The doctor can either electronically submit their portion (you get a reference number to give them if you apply online) or fill out the paper version of the T2201 form. With the current postal strike backup, I would do it online.
Does anyone know if the 2nd question on the dtc applicatoin formlisted below is mandatory to be filled out? On some of previous tax years, my spouse was getting transferred the disability amount depending on my income. If I don’t fill it out would they disallow transferring the tax credit?
Tell us about the person intending to claim the disability amount (if different from above) This person must be a supporting family member of the person with the disability (the spouse or common-law partner of the person with the disability, or a parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew, or niece of that person or their spouse or common-law partner).
Here’s the link to the form, it’s question 2. Just not sure if this section is optional and can be left blank or whether leaving it blank will not allow the tax credits to be transferred to my spouse in case my income is lower in a year?
Tell us about the person intending to claim the disability amount (if different from above) This person must be a supporting family member of the person with the disability (the spouse or common-law partner of the person with the disability, or a parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew, or niece of that person or their spouse or common-law partner). First name: Last name: Relationship: Social insurance number: Does the person with the disability live with you? Yes No Indicate which of the basic necessities of life have been regularly and consistently provided to the person with the disability, and the years for which it was provided: Food Year(s) Shelter Year(s) Clothing Year(s) Provide details regarding the support you p