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Go to the doctor

Get those pre-existing medical conditions under

control and work with your doctor to make any

necessary adjustments to your medication as soon as

possible. Get followup tests and procedures scheduled

so that you have a clear 90-day stability period before

you head south in the fall.

File your 8840 Form

When you fulfil the requirements of the substantial

presence test, you can be treated as a resident of

the United States and be taxed by the IRS on your

worldwide income. Declare your closer connection to

Canada by completing the IRS 8840 Form and send it


Update your Personal

Health Record

When you or your spouse are dealing with a medical

emergency either away or at home, you don’t want

to run around looking for prescription medication

bottles or be concerned with an accurate recollection

of what year or instance in which either of you received

medical treatment. Write it down now, while you have

time and presence of mind, and keep it in a handy

spot – such as on your fridge – for quick and easy

access should the time ever come at which you need to

answer medical questions quickly.

Renew your

CSA Membership

Support the only organization that actively lobbies

governments in Canada and the United States to

protect and defend the snowbird lifestyle.


8840 Form, Personal Health Records and CSA

Membership renewal can all be accessed easily at

Five things you should know

about the Canadian Census

Long-form? Short-form? Mandatory? Voluntary? So much to know, so little time.

The census begins on May 2 this year and some Canadians may find the process

a bit confusing, given recent changes to the national tally.

Set yourself up for census success by separating fact from fiction with these






The census is mandatory. All

Canadians must complete their

census questionnaire, either online,

through the mail, in person or by

phone. The mandatory long-form

census replaces the previous

voluntary household survey, as of

November 2015.


There are two types of census

questionnaires. Three out of four

Canadians will receive a short-form

census with 10 questions, while one

out of four will receive a long-form

census with 60 questions. The

short-form census provides basic

household information such as

address, marital status and number

of children, while the long-form

census digs deeper into such things

as citizenship and immigration

status, ethnic background, birthplace

of parents, education, income, hous-

ing, child-care and other support

payments, and employment status.


The census measures more than just

the number of people in Canada

and where they live. Data collected

from the census are used to make life

easier for people and the commun-

ities in which they live. For example,

things such as traffic congestion,

overcrowded schools or new or

improved hospitals and retirement

centres can all be addressed using

information from the census.

The actual questions, and other information about the 2016 Census can be

found on the Statistics Canada website.


Your information is protected.

Everything you report is kept

confidential and is protected

by law. Your identity gets sep-

arated from your information

and is never attached to it

again. Take note of the secure

access code on your census

letter from Statistics Canada,

which you should receive on

or around May 2. This code

is one of the measures in

place to ensure that you can

securely complete your census

questionnaire online.


The results of the census

are released in 2017. Data

from the 2016 Census will

be released in a very timely

fashion. The first data release

(for population and dwelling

counts) is scheduled for

February 8, 2017.



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