Information you will need to complete your financial assessment
Before you start, please have this information ready.
Personal details
You will need your:
- client ID (this is on letters from adult social care services)
- full name
- address
- telephone number
- National Insurance number
- date of birth
If someone manages your money for you, you will also need:
- power of Attorney or Court of Protection documents
- proof that someone is an appointee for your benefits
Savings and investments
This includes:
- any bank accounts in your name or joint names (current and savings accounts)
- Post Office accounts
- cash
- ISAs
- premium bonds
- stocks and shares
- Trust funds
- Income or Capital bonds
- amount of equity in your main home, if you own it (or part of it)
- any other property or land you own (not including your main home)
Income and benefits
You will need details about money you receive, including:
- wages or salary
- work or private pensions
- money from renting out a room or property
- payments from a partner or ex-partner
You will also be asked about benefits you get, such as:
- Attendance Allowance including constant attendance allowance and exceptionally severe disablement allowance
- bereavement support payment
- Carer’s Allowance
- Disability Living Allowance (DLA)
- Personal Independence Payment (PIP)
- Employment and Support Allowance (ESA)
- Income Support
- Jobseeker’s Allowance
- Pension Credit
- State Pension
- Universal Credit
- Child Benefit
- Maternity Allowance
- Industrial Injuries Disablement Benefit
Household costs and extra expenses
You will be asked about regular household costs, including:
- rent or mortgage
- council tax
- service charges
- buildings insurance
- court-ordered payments
If you have a disability, you may also be asked about extra costs because of your disability. These are called disability-related expenses (DRE). These are costs you would not have if you were not disabled.