Qualifying Family Member

Disclaimer: RDSP issuers

The information contained on this page is technical in nature and is intended for Registered Disability Savings Plan (RDSP), Canada Disability Savings Grant (grant) and Canada Disability Savings Bond (bond) issuers. For general information, visit the RDSP section.

Consult this page frequently for newer versions. The following laws and regulations take precedence over information contained in InfoCapsules in the event of discrepancies:

  • Income Tax Act
  • Canada Disability Savings Act
  • Canada Disability Savings Regulations

Official Title: Qualifying Family Member – Consent to sharing of RDSP beneficiary’s personal information when applying for the Canada Disability Savings Grant or Bond.

Information Bulletin

Number:
PCEI /CDSP-2012/13-005B-117
Date:
February 7, 2013
Subjet:
Qualifying Family Member – Consent to sharing of RDSP beneficiary’s personal information when applying for the Canada Disability Savings Grant or Bond.

Previous Bulletin

This information bulletin contains more details about the new plan holder provision outlined in information bulletin CDSP/PCEI-2012/13-001-091 dated May 30, 2012.

Purpose

The purpose of this information bulletin is to advise RDSP issuers and agents that a qualifying family member who is an RDSP holder may consent to the sharing of the beneficiary’s personal information when completing a grant or bond application.

Qualifying Family Members - Declaration and Consent

Budget 2012 announced a number of changes to the Registered Disability Savings Plan (RDSP), including a new provision allowing qualifying family members (spouses, common-law partners or parents) of adult beneficiaries who lack the capacity to enter into a contract, to open and become the holder of an RDSP on behalf of the beneficiary. This is a temporary measure until the end of 2016 that is intended to provide time for provinces and territories to develop long-term solutions to address legal representation issues.

This new measure has been in effect since June 29, 2012. Since that time, questions have been raised about whether a qualifying family member can give consent to the disclosure of the beneficiary’s personal information when completing an application for a Canada Disability Savings Grant or Bond.

Please be advised that the term “Legal Representative” in the Canada Disability Savings Grant and Canada Disability Savings Bond application form (EMP5464) includes “qualifying family members”. Therefore, qualifying family members may sign as the Legal Representative in the Declaration and Consent section in Part B of the application form.

Contact Us

Questions on this Information Bulletin should be directed to the Canada Disability Savings Program by e-mail at rdsp-reei@hrsdc-rhdcc.gc.ca or by calling 1-888-276-3632.

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