Checklist

Tenants who are working or in receipt of benefits other than Job Seekers Allowance (Income Based), Income Support and Pension Credit

Tick box

Identity

Two items of identity are required for the tenant and their partner (if they have one). e.g. birth certificate, marriage certificate, driving licence, passport, bank statements, utility bills for the current address.

 

National Insurance Number

One item is required for both the tenant and partner (if they have one) to prove their national Insurance Number e.g. payslips, National Insurance Card, bank statements showing direct payments of welfare benefits, letters from the Tax office or DWP.

 

Capital, savings and investments

Last two months' bank statements (even if overdrawn) for each account, certificate for Premium Bonds, National Savings Certificates, ISA’s, stocks shares and unit trusts.

  
Earnings Last consecutive five weekly payslips, two monthly payslips or three fortnightly payslips.  If you or your partner is self-employed, we need to see your accounts for the last financial year or, if you have been trading under six months, a summary of your trading records so far.  
Child benefit Letter from the child benefit unit or bank statements showing payment of child benefit.  
Other income Pension slips for private pensions, court orders for payments received through court, letter from ex-partner for voluntary maintenance payments.  
Tax Credit Most recent tax credit notification letter from the Inland Revenue.  
Savings Pension Credit Most recent Savings Credit award notice from The Pension Service.  

Child benefit

Letter from the child benefit unit or bank statements showing payment of child benefit

 

Other benefits

Award letter showing current amount in payment, bank statements showing amount in payment.

 

Child care payments

Receipts or agreements from the registered childcare provider detailing the amount paid out.

 

Disability Living Allowance

Letter from DWP or bank statements showing payment.

 

Attendance Allowance

Letter from DWP or bank statements showing payment.

 

Non dependant information

Proof of gross income for each non-dependant.

 
Proof of rent Tenancy agreement, current rent book, rent receipts, or a letter from the landlord.  

Payment direct to landlord

The Housing Benefit Regulations are due to be altered next year and will only allow benefit to be paid direct to the tenant unless we consider them to be vulnerable. We recommend that payments are made direct into your tenant’s bank account.

 

Sharing information

If you want to check the progress of your tenant’s claim has your tenant signed the 'Sharing information with your landlord' section of the housing benefit form.

 

Date moved in

The tenant must state the date that they moved into the property. If they have not moved in yet do they know that they have to confirm in writing the date that they actually move in?

 

About the property

The tenant must state the type of building they live in.  If they live in a flat, bedsit or  rooms they should identify:

-  the floor they live on
- where their home is located, e.g. first floor front
-  the number of rooms in the building