Residential Financial Assessment

You can complete a financial assessment now using our Online Financial Assessment form below. Our Community Care Finance Team will then process your form to work out how much you will pay for your care.

You will have to pay for the full cost of your care if you have savings of £23,250 or above for residential services.

You have the right to refuse a financial assessment. If you do not want an assessment or if you know you will not qualify for financial help, you will have to pay the full amount.

Have the following information ready

Before you start, please have the following information to hand.

  • You & Your Financial Representative
    • Power of Attorney documentation
    • Appointee forms
    • Court of Protection Order
  • Capital & Savings
    • Bank account statements
    • Savings account statements
    • Bond certificates
    • Life assurance bond certificates evidencing life/lives assured and any income received
    • Share certificates
    • National savings certificates
    • Investment or trust documents
    • Property title and mortgage documents
  • Income
    • Latest benefit entitlement or award letters from the Department for Work and Pensions (DWP) for the current financial year (April to March)
    • Verification of private pension
    • Paperwork relating to a deferred pension or annuity
    • Proof of salary
    • Evidence of rental income
    • Current bank account statements detailing other income
  • Property & Land You Own
    • Your latest mortgage statement
    • Documents relating to additional property
    • Equity release documents
    • Proof of joint ownership
    • Proof of property previously owned in the last 2 years
  • Housing Costs
    • Housing benefit or Council Tax award letter
    • Relevant paperwork showing how much you pay for rent, service charges, mortgage and Council Tax
    • Rental agreement or housing association breakdown showing other costs included in your rent and service charges
    • Last 4 utility bills showing your annual heating and power costs
    • Water, sewerage, buildings and contents insurance bills

Uploading Documents or Evidence

Throughout the form you will have the ability to upload documents and evidence, such as bank statements, DWP letters, benefit and income notifications, stock information, bonds, shares and other assets, which will support the information you have entered. Please ensure you have these to hand or saved, ready for upload.

Although uploading is optional, we may contact you asking for additional information or evidence should you choose not to submit this when completing the form.

You can upload documents in most file formats (pdf, docx, jpg, png, etc.). To upload an item, click on the upload box, or use your mouse to drag the item onto the upload box and this will start the upload process. If you’re use a mobile phone or tablet, you will have the ability to upload from your device, or use your devices camera to take a picture.