What will we need to see?
When we complete a financial assessment, we need to know about your income, outgoings and capital (e.g. savings, shares, ISA’s, premium bonds, etc.). If you own property, we will also need to know about this. If you own your own home, it will be ignored for financial assessment purposes for as long as you live in the property, otherwise its value will be included. If you own property that you do not live in, it will be counted as capital to be included in the financial assessment.
The visiting officer will want to see:
- Letters you have detailing your pension/s
- Letters showing details of any state benefits you receive
- If you receive Housing Benefit or Council Tax support, please evidence this
- Bank statements/building society passbooks/NS&I statements
- Details of any stocks/shares/bond certificates/national savings certificates, etc. that you may hold
- If you hold an investment bond, we will need to see the full bond document
- Evidence of your utility bills i.e. gas/electricity/water
- Evidence which shows how much you spend on any expenditure you incur as a result of a disability
- Proof of rent/mortgage repayments
- Other information/documents about your finances may be requested if it is felt to be relevant
- If some or all of your capital is held in trust, we will need to see the full trust document.
You are advised to keep hold of documents as described above, as we complete financial assessment reviews and may ask for evidence at some future date.
We scan all post that comes in and usually destroy the original document. If you send original documents to us in the post, you should ask for us to return them if you want them back.