| 1. Get written approval first You need a signed T1013 form before contacting CRA on someone else’s behalf | |
| 2. Help write the personal impact statement Support your client to describe a typical day in their own words; you can assist, but it should reflect their experience | |
| 3. Brief the healthcare provider Talk through limitations, or hand the practitioner a one-page summary of the client’s functional limitations before they complete the T2201 or write a letter | |
| 4. Flag the 90 day deadline immediately The CRA is strict on the deadline, and missing it can mean reapplication rather than appeal | |
| 5. Document daily observations Keep written notes of limitations, how long tasks take, and what assistance they require | |
| 6. Attend medical appointments (when appropriate) With client consent, your presence can help the practitioner understand the scope of daily support needs | |
| 7. Write your own support letter A letter from a Disability Support Worker (DSW), Personal Support Worker (PSW), spouse, or any other form of caregiver is valid evidence – be specific, factual, and sign the letter and date it | |
| 8. Connect to community resources Connect with Pathway to Benefits for any appeal questions you may have. There are also community legal clinics, and 211. You don’t have to navigate this alone! |