Your financial assessment

• Ensure that you can obtain and complete the finance form or have a suitable representative who can do this for you.
• We recommend that you use the online finance form, as this is the quickest method of submitting your information to the financial assessment team.
• Gather supporting documents regarding your income and capital, such as recent letters relating to your state benefits and/or or pensions and bank statements.
• We will usually ask for evidence of your capital covering the 3 months preceding the start date of your care package. However, we can ask for evidence dating back further than 3 months.
• If you are declaring any disability related expenditure, receipts for the expenditure covering a 3-month period will be required.
• If you are declaring expenditure relating to utility costs, we will require your utility bills covering the last 12 months.
• If you require any assistance in preparing for your financial assessment, please ensure that you contact the financial assessment team without delay.

What happens if I don't want to provide information about my income and capital?

If you do not want to engage with the financial assessment process and we are unable to carry out a means tested financial assessment for you, we may have to charge you for the full cost of your care. This means that you could be charged more than you can afford to pay.

A financial assessment will ensure that you are charged correctly for your care, so it's important that you co-operate with the process.

During the financial assessment process, we can identify if you are receiving all the benefits that you are entitled to. If you are not, we can provide advice and help you apply for benefits, which may increase your income.