How the financial assessment is completed

A Financial Assessment Officer will contact you or your representative to complete the financial assessment.

They will ask for information about:

• Your income (pensions, benefits, etc.)

• Your savings

• Your bills (rent, mortgage, council tax, water)

• Your disability related costs

• Your expenditure (regular essential costs)

They will ask for evidence, such as:

• Bank statements (up to 2 years)

• Utility bills

• Receipts for expenses

You can also submit this information by completing our online financial assessment form and providing any evidence through it.

In some cases, we may already have the necessary information from the Department and Work and Pensions.

If you are completing the application on behalf of someone, we will also need details of your power of attorney, deputy or financial representative. In this case, you will need to provide the following documents:

• Power of Attorney documentation

• Appointee forms

• Court of Protection Order