What information do we need?
In order to assess your charge, we will need to know your financial situation.
This information will only be used in order to complete your financial assessment. We take our responsibility to protect your information seriously and will not under any circumstances reveal your personal details to any third party without your prior permission.
In order to complete the assessment we will require you to provide evidence of your savings, income and expenditure. Documents we are likely to need to view copies of include:
- savings and bank account statements;
- national savings certificates;
- pay slips;
- proof of benefit entitlement; and,
- receipts (as listed on the disability expenditure form).
