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Preparing for your financial assessment

You can print off and use this checklist to think about the information you will need to provide and the documents you need to have available.

Financial assessment checklist
 Write here the amount you receive or pay each monthTick to confirm you have the evidence for this information, for example a copy of the bills 
Pension statements (state and/or private)    
Disability Living Allowance (DLA) or Personal Independence Payment (PIP) statement    
Income Support statement    
Attendance Allowance statement    
Annuities/ trust income    
Savings - bank statements, passbooks or certificates    
Property ownership records    
Unit trusts/ISA statements or certificates    
Life Assurance bonds    
Stocks and shares certificates    
Premium bonds    
Cash    
Mortgage / rent payments    
Council tax payments    
Fuel bills (gas, electric, oil, solid fuel)    
Water bills    
Clothing receipts    
Other (please detail):    

 

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