Privacy Policy

1.0 Accountability

Claim Your Benefits (‘CYB’) acknowledges that certain personal information made available to it by the Client will be of a confidential and/or sensitive nature. Claim Your Benefits is dedicated to protecting the confidentiality and privacy of information entrusted to it. As part of this fundamental obligation, CYB shall use its best efforts and exercise utmost diligence to protect and maintain the confidentiality of the personal information.

Claim Your Benefits is committed to the appropriate protection and use of personal information and adheres to the 10 principles set out in Schedule 1 of the Personal Information Protection and Electronic Documents Act (PIPEDA).

2.0 Use of Personal Information

Claim Your Benefits uses your personal information for the sole purpose of performing the Services specified in the Client Agreement. CYB needs to obtain certain personal information in order to transact on your behalf with the Canada Revenue Agency for the Disability Tax Credit.

CYB shall not, directly or indirectly, use the personal information for its own benefit, or disclose to another any personal information, except as such disclosure or use may be required in connection with the performance of the Services.

3.0 Type of Personal Information Required

Claim Your Benefits will require you to provide personal information such as: Your Name; Your Social Insurance Number (SIN); Your Address; Your Telephone and/or Email. Claim Your Benefits will collect information about your health condition and medical history provided by your Qualified Medical Practitioner and yourself.

4.0 Consent

Claim Your Benefits will obtain your consent once both of the following items are satisfied:

i. A representative of Claim Your Benefits will obtain your verbal consent to the collection and use of your
personal information. The representative will explain in-detail what personal information is required, how
the personal information will be used and the safeguards implemented to protect your personal information.
ii. Claim Your Benefits will obtain your consent in-writing to the collection and use of your personal information.
Your consent is obtained once the signed client agreement and medical information release form is received by
Claim Your Benefits.

5.0 Limitations to Collection, Use, Disclosure and Retention

Claim Your Benefits does not collect personal information indiscriminately. Claim Your Benefits limits the amount and type of the information gathered to what is necessary for the purpose of performing the Services identified in the Client Agreement.

6.0 Accurate Record Keeping

Claim Your Benefits maintains the accuracy and completeness of your personal information to ensure the Services are delivered in a seamless and timely manner. This helps minimize the possibility of using incorrect information when making a decision about your file or when disclosing information to the Canada Revenue Agency.

7.0 Safeguards

Claim Your Benefits has designed several measures to protect your personal information against loss or theft. These measures have been implemented to safeguard your personal information from unauthorized access, disclosure, copying, use or modification.

These safeguards include:

 Physical measures: locked filing cabinets, restricted office access, alarm systems
 Technological Tools: passwords, encryptions, firewalls
 Organizational Controls: security clearances and background checks for staff, access is strictly on a “need-to-
know” basis, extensive staff training, non-disclosure agreements

8.0 Access and Transparency

In alignment with our vision to be honest, trustworthy, dependable and transparent, Claim Your Benefits has appointed Mr. Frank White to oversee and be accountable for the organization’s privacy policies and practices.

Claim Your Benefits recognizes that individuals have a right to access the personal information that an organization holds about them. You can make a request to access your personal information at anytime. A request for access to information shall be directed to Frank White and submitted in writing by mail or fax to the address and fax number below.

C/O Frank White
Suite 900 – 950 Don Mills Road, Two Morneau Shepell Centre
Toronto, Ontario
M3C 1W3

Fax: 416-981-3950

If you have questions regarding the procedure to submit a request for access to your personal information, please do not hesitate to call us. One of our representatives will be more than happy to provide further clarification. Toll-free: 1-800-981-5932

9.0 Recourse

If you feel that Claim Your Benefits did not act in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA), you may file a complaint to our organization. Complaints regarding the privacy policy and PIPEDA shall be directed to Frank White and submitted in writing by mail or fax to the address and fax number below.

C/O Frank White
Suite 900 – 950 Don Mills Road, Two Morneau Shepell Centre
Toronto, Ontario
M3C 1W3

Fax: 416-981-3950

If you have questions regarding the procedure to submit a complaint, please do not hesitate to call us. One of our representatives will be more than happy to provide further clarification. Toll-free: 1-800-981-5932