Survey on Savings for Persons with Disabilities
For Information onlyThis is an electronic survey example for information purposes only. This is not a working questionnaire.
Table of Contents
- Introductory questions (DTC)
- Demographic questions (PCO)
- Education (ED)
- Aboriginal identity (ABM)
- Immigration (IMM)
- Income (INC)
- Main activity (MAC)
Introductory questions (DTC)
Introductory questions (DTC) - Question identifier:DTC_Q05
For the [2020] tax year, are you eligible to claim the Disability Tax Credit (DTC)?
Is it for:
- 1: Your own disability
- 2: The disability of a family member or person under 18 years of age
- 3: The disability of a family member or person 18 years of age or older
- 4: I am not eligible to claim the DTC for the [2020] tax year
Introductory questions (DTC) - Question identifier:DTC_Q10A
What is your relationship to the person with the disability [under 18 years of age/]?
Are you:
- 1: A family member of the person with the disability [under 18 years of age/] (A "family member" refers to a person's spouse, common-law partner, child by birth, adoption or marriage, birth parent, adoptive parent, step parent, full sibling, half sibling, step sibling, aunt, uncle, grandparent, niece, nephew, daughter-in-law, son-in)
- 2: The caregiver of the person with the disability [under 18 years of age/], but not a family member
- 3: Other
Introductory questions (DTC) - Question identifier:DTC_Q10B
Are you:
- 1: A parent
- 2: A spouse
- 3: A sibling
- 4: Other family member
Introductory questions (DTC) - Question identifier:DTC_Q15
What is the first name of the person with the disability [under 18 years of age/]?
Name
Long Answer Length = 80
Introductory questions (DTC) - Question identifier:DTC_Q20
[What is your age/What is [DTC_Q15]'s age/What is the person with the disability's age]?
Age in years
- 1: List of ages
Introductory questions (DTC) - Question identifier:DTC_Q25
[What is your gender/What is [DTC_Q15]'s gender/What is the person with the disability's gender]?
Is it:
- 1: Male
- 2: Female
- 3: Or please specify
Introductory questions (DTC) - Question identifier:DTC_Q30
What is your age?
Age in years
- 1: List of ages
Introductory questions (DTC) - Question identifier:DTC_Q35
What is your gender?
Is it:
- 1: Male
- 2: Female
- 3: Or please specify
Introductory questions (DTC) - Question identifier:DTC_R40
The following questions are about saving for future financial needs. For example, retirement, medical costs, help with daily activities, etc.
Introductory questions (DTC) - Question identifier:DTC_Q40
[Have/Has/Has] [you/[DTC_Q15]/the person with the disability] ever had a Registered Disability Savings Plan (RDSP)?
- 1: Yes
- 2: No
Introductory questions (DTC) - Question identifier:DTC_Q45
[Do/Does/Does] [you/[DTC_Q15]/the person with the disability] still have an open RDSP?
- 1: Yes
- 2: No
Introductory questions (DTC) - Question identifier:DTC_Q50
Why was the RDSP closed?
Would you say:
- 1: All contributions to the RDSP were withdrawn
- 2: No money belonging to [me/[DTC_Q15]/the person with the disability] remaining in the RDSP
- 3: The only money remaining in the account belongs to the government
- 4: Transferred money in RDSP to another financial institution
- 5: Canada Revenue Agency (CRA) has deemed [I/[DTC_Q15]/the person with the disability] [am/is] no longer eligible for the DTC
- 6: Death of beneficiary of the DTC
- 7: Other
Introductory questions (DTC) - Question identifier:DTC_Q55A
Before this survey, had you ever heard about the Registered Disability Savings Plan (RDSP)?
- 1: Yes
- 2: No
Introductory questions (DTC) - Question identifier:DTC_Q55B
Would you say you are:
- 1: Very knowledgeable about the RDSP
- 2: Somewhat knowledgeable about the RDSP
- 3: Not very knowledgeable about the RDSP
Introductory questions (DTC) - Question identifier:DTC_Q60
How did you hear about the RDSP?
Would you say:
- 01: From documentation sent by the government
- 02: Through a disability organization
- 03: Through an information session or presentation
- 04: From a financial advisor or a financial institution
- 05: Through a website or online (not on social media)
- 06: Through social media (e.g., Facebook, Twitter)
- 07: Through other media (e.g., newspaper, TV, radio)
- 08: From a social worker, physician, therapist, advocate, or other support worker
- 09: From a friend or relative
- 10: Through an advertisement
- 11: Other
Introductory questions (DTC) - Question identifier:DTC_Q65A
Why have you not opened an RDSP for [yourself/[DTC_Q15]/the person with the disability]?
Would you say:
- 01: I do not have enough money to save
- 02: Don't want or don't need to save
- 03: For other reasons related to savings
- 04: Too complicated
- 05: Lack of information about the RDSP
- 06: I believe it may affect social assistance (e.g., income supplement, rent subsidy, eligibility for subsidized care)
- 07: Do not have a Social Insurance Number (SIN)
- 08: Temporary DTC status
- 09: Other
Introductory questions (DTC) - Question identifier:DTC_Q65B
Was it because:
- 1: I am using another method to save money (e.g., savings or chequing account, Tax Free Savings Account, etc.)
- 2: I believe it can limit access to [my/[DTC_Q15]'s/the person with the disability's] savings (i.e., grants and bonds must stay 10 years in the plan, repayment rules can apply)
Introductory questions (DTC) - Question identifier:DTC_Q65C
What is too complicated about the process of opening an RDSP?
- 1: Filling in tax forms
- 2: Being eligible for the DTC
- 3: Having a bank account
- 4: Visiting the bank to open a plan
- 5: Other
Introductory questions (DTC) - Question identifier:DTC_Q70
Do you have money saved for [your/[DTC_Q15]'s/the person with the disability's] future?
- 1: Yes
- 2: No
Introductory questions (DTC) - Question identifier:DTC_Q75
What are the reasons you are saving for [your/[DTC_Q15]'s/the person with the disability's] future?
Would you say:
- 01: For financial freedom (e.g., for financial stability, to be financially independent)
- 02: For future medical expenses (e.g., expenses related to medications, medical devices or therapy)
- 03: For future caregiving expenses
- 04: For an education
- 05: For a home
- 06: For retirement
- 07: To start a business
- 08: For an emergency
- 09: Other
Introductory questions (DTC) - Question identifier:DTC_Q80
Which of the following methods are currently being used to save money for [your/[DTC_Q15]'s/the person with the disability's] future?
Are you using:
- 01: Savings or chequing account
- 02: Pension plan from employment
- 03: Tax Free Savings Account (TFSA)
- 04: Registered Retirement Savings Plan (RRSP)
- 05: Registered Education Savings Plan (RESP)
- 06: Other type of investment account (i.e., an account in which money is saved or invested long-term to earn money.)
- 07: Henson trust
- 08: Real estate (own home, have rental properties)
- 09: Other
Introductory questions (DTC) - Question identifier:DTC_Q85
Will you need to reapply for [your/[DTC_Q15]'s/the person with the disability's] Disability Tax Credit or is [your/[DTC_Q15]'s/the person with the disability's] eligibility permanent?
- 1: Will need to reapply
- 2: Eligibility is permanent
- 3: Don't know
Introductory questions (DTC) - Question identifier:DTC_Q90
Which, if any, of the following disabilities, impairments or health conditions affect [you/[DTC_Q15]/the person with the disability]?
Would you say:
- 01: Physical disability directly affecting flexibility, mobility or dexterity (e.g., arthritis, Parkinson's, ALS)
- 02: Vision impairment
- 03: Hearing impairment
- 04: Speech impairment
- 05: Diabetes
- 06: Heart disease
- 07: Stroke
- 08: Cancer
- 09: Respiratory disease (e.g., cystic fibrosis, chronic bronchitis, emphysema, chronic obstructive pulmonary disorder (COPD))
- 10: Intestinal, bowel, or stomach disabilities (e.g., intestinal and stomach ulcers, Crohn's disease, ulcerative colitis, irritable bowel syndrome or bowel incontinence)
- 11: Developmental, intellectual, or learning disabilities (e.g., Alzheimer's, dementia, autism, brain injuries, Down syndrome, ADHD)
- 12: Mental health issues (mental, emotional, and behavioral disorders) (e.g., depression, bipolar disorder, mania, dysthymia, phobia, obsessive-compulsive disorder, panic disorder, post-traumatic stress disorder)
- 13: Other
- 14: None
Demographic questions (PCO)
Demographic questions (PCO) - Question identifier:PCO_Q05
To determine which geographic region you live in, provide your postal code.
Postal code
Long Answer Length = 7
Education (ED)
Education (ED) - Question identifier:ED_Q05
What is the highest certificate, diploma or degree that you have completed?
- 1: Less than high school diploma or its equivalent
- 2: High school diploma or a high school equivalency certificate
- 3: Trades certificate or diploma
- 4: College, CEGEP or other non-university certificate or diploma (other than trades certificates or diplomas)
- 5: University certificate or diploma below the bachelor's level
- 6: Bachelor's degree (e.g., B.A., B.A. (Hons), B.Sc., B.Ed., LL.B.)
- 7: University certificate, diploma or degree above the bachelor's level
Aboriginal identity (ABM)
Aboriginal identity (ABM) - Question identifier:ABM_Q01
Are you an Aboriginal person, that is, First Nations (North American Indian), Métis or Inuk (Inuit)?
Would you say:
- 1: No, not an Aboriginal person
- 2: Yes, First Nations (North American Indian)
- 3: Yes, Métis
- 4: Yes, Inuk (Inuit)
Immigration (IMM)
Immigration (IMM) - Question identifier:IMM_Q05A
Where were you born?
- 1: Born in Canada
- 2: Born outside Canada
Immigration (IMM) - Question identifier:IMM_Q05B
Are you a Canadian citizen?
- 1: Yes, a Canadian citizen by birth
- 2: Yes, a Canadian citizen by naturalization (Canadian citizen by naturalization refers to an immigrant who was granted citizenship of Canada under the Citizenship Act.)
- 3: No, not a Canadian citizen
Immigration (IMM) - Question identifier:IMM_Q05C
Are you a landed immigrant or permanent resident?
- 1: No
- 2: Yes
Immigration (IMM) - Question identifier:IMM_Q10
In what year did you first become a landed immigrant or a permanent resident?
Year of immigration
Min = 1900; Max = 2020
Income (INC)
Income (INC) - Question identifier:INC_R05
Now a question about total household income.
Income (INC) - Question identifier:INC_Q05
What was your best estimate of your total household income received by all household members, from all sources, before taxes and deductions, during the year ending December 31, [2020]?
- 01: Less than $10,000
- 02: $10,000 to less than $20,000
- 03: $20,000 to less than $30,000
- 04: $30,000 to less than $40,000
- 05: $40,000 to less than $50,000
- 06: $50,000 to less than $60,000
- 07: $60,000 to less than $70,000
- 08: $70,000 to less than $80,000
- 09: $80,000 to less than $90,000
- 10: $90,000 to less than $100,000
- 11: $100,000 and over
Income (INC) - Question identifier:INC_R10
Now a question about total personal income.
Income (INC) - Question identifier:INC_Q10
What was your best estimate of your total personal income, before taxes and deductions, from all sources during the year ending December 31, [2020]?
- 01: Less than $10,000
- 02: $10,000 to less than $20,000
- 03: $20,000 to less than $30,000
- 04: $30,000 to less than $40,000
- 05: $40,000 to less than $50,000
- 06: $50,000 to less than $60,000
- 07: $60,000 to less than $70,000
- 08: $70,000 to less than $80,000
- 09: $80,000 to less than $90,000
- 10: $90,000 to less than $100,000
- 11: $100,000 and over
Main activity (MAC)
Main activity (MAC) - Question identifier:MAC_Q05
In a typical week within the past three months, what was your main activity?
Would you say:
- 01: Working at a paid job or business
- 02: Looking for paid work
- 03: Unable to work (e.g., because of a disability or chronic illness)
- 04: Taking care of a person with a disability or chronic illness
- 05: Going to school or training
- 06: Maternity or paternity or parental leave
- 07: Stay at home parent
- 08: Volunteering
- 09: Retired
- 10: Other
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