Information you will need to complete your financial assessment
You will need to have following information before completing the assessment:
Personal details
- client ID (you will find this on any letters you have received from adult social care services)
- full name, address and telephone number
- National Insurance Number
- date of birth
- documentation for Power of Attorney / Court of Protection (if someone has legal responsibility for looking after your finances)
- proof of appointeeship for state benefits
Savings and investments (capital)
This includes:
- any bank accounts held in your or joint names - this includes current accounts and savings accounts
- premium bonds
- stocks and shares
- Trust funds
- amount of equity in main property / land that you own and / or jointly own
- value of any other property / land that you own and / or jointly own (excluding your main home)
- cash
- Post Office accounts
- Capital / Income bonds
- ISAs
- any other capital resources
Income and benefits
This includes information about your:
- wage or salary
- private and work pensions
- rental income from tenants and boarders
- maintenance payments from a spouse or partner
You will also be asked about the benefits you receive. These include:
- attendance allowance, including constant attendance allowance and exceptionally severe disablement allowance
- bereavement support payment (has replaced bereavement allowance, previously widow’s pension)
- carer's allowance
- child benefit
- disability living allowance
- employment and support allowance
- income support
- industrial injuries disablement benefit or equivalent benefits
- jobseeker’s allowance
- maternity allowance
- pension credit
- personal independence payment
- state retirement pension
- Universal Credit
Expenditure
This includes household expenditure costs, including:
- rent
- mortgage
- council tax
- service charges
- buildings insurance
- compulsory court payments
Any extra costs relating to your disability that you would not be spending if you did not have the disability, called disability related expenditure (DRE)