I, the undersigned, hereby acknowledge and confirm to being advised by Canadian Disability Advocates Inc. (CDA) that I, or certain individuals related to me, may be eligible for certain disability and disability related tax benefits from the Canadian and/or Provincial governments, and hereby wish to retain CDA to pursue these benefits, on the following covenants, terms and conditions to which I herein agree to:
- CDA is authorized to act on my behalf in dealing with the Canada Revenue Agency (CRA), Service Canada, provincial agencies, health professionals, and such other parties as may be appropriate in connection with the application processes, and to obtain and disclose information about me from and to all such parties. I consent and agree to sign such consent forms as CDA deems advisable in connection with the application process (including but not limited to “Level 2 CRA” authorization), and to cooperate fully and promptly with CDA during and after the application process.
- While CDA does not guarantee that I will be entitled to any benefits, CDA will be entitled to a fee equal to 25% (plus GST/HST or such similar taxes) of any “lump sum” benefit(s) I, or any individuals related to me, may receive, whether in the form of refunds or credits from CRA, Service Canada, any provincial agency, or otherwise in respect of the application prepared by CDA plus any and all disbursements incurred. I agree to notify CDA immediately upon the receipt of any “lump sum” benefit(s) by myself or any party related to me. In the event that no such benefits are received, I will not be required to make any payment(s) to CDA. CDA will not be entitled to a fee and/or payment in respect of any future benefit(s) as to any period that is the subject of the application prepared by CDA (unless otherwise agreed upon).
- Pre-Authorized Debit is the simplest and most convenient way to manage your payment for our Disability Tax Credit service. This method ensures a smooth, hassle-free experience—no interruptions, no extra steps.
- CDA’s fee and disbursements will be paid within seven (7) days from the receipt of any benefits by myself or any party related to me. Any fee and/or disbursement, or portion thereof, not paid when due will accrue interest at a rate of 1.5% per month or 18% per annum, and I will be responsible for CDA’s cost of collecting its fees, including but not limited to any legal fees (on a substantial indemnity basis) and disbursements. Any returned and/or NSF cheques will be subject to a fee of $45.00.
- I will be responsible for the payment of any fees and disbursements charged by a health professional in connection with the application process. These include, but are not limited to, any fees and disbursements charged in connection with the completion of any form(s) or certificate(s) or report(s). In the event that CDA is invoiced for such fees and disbursements, it may choose to pay them and add them to the fees and disbursements payable by me pursuant to this agreement. However, in the event that no benefits are received, I will not be required to repay such fees and disbursements to CDA save and except the aforementioned fees and disbursements, if any, charged by a health professional.
- CDA will treat my information in accordance with the terms of its Privacy Policy and this agreement. I confirm that I have read, consented to, and have been provided with a current copy of CDA’s Privacy Policy, and acknowledge that CDA’s Privacy Policy may be revised from time to time and at any time, and that I may request its most recent version from CDA and same shall be provided.
- CDA will be entitled to make such decisions in its full and absolute discretion as it deems appropriate in connection with the application process, including but not limited to whether to amend, delay or withdraw the application.
- Unless CDA has advised me in writing that it has terminated this agreement, I will remain responsible for CDA’s fees and disbursements in the event that, independently of CDA, I personally pursue my application for the benefits in respect of all or part of the time period that was the subject of the application prepared by CDA.
- I hereby acknowledge that:
- I have read this agreement in its entirety and have full knowledge of the contents;
- I understand my rights or obligations under this agreement, the nature of this agreement and the consequences of this agreement;
- I acknowledge that the terms of this agreement are fair and reasonable; and,
- I am signing this agreement voluntarily, freely and fully understanding same.
- This agreement, and the provisions herein contained, survive my death and shall extend to and bind and ensure upon my heirs, executors, administrators, successors and/or assigns.
- This agreement shall be governed by the laws of the Province of Ontario, and the courts of the Province of Ontario shall have jurisdiction over any disputes relating to this agreement.