Get Financial Assessment Template

Completing the Financial Assessment Template is an important step in managing your housing benefit overpayment. This guide provides clear and supportive instructions to help you fill out the form accurately and efficiently online.

Follow the steps to successfully complete the Financial Assessment Template

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start by entering your name in the appropriate field. Make sure to include your claim reference for easy identification. If applicable, fill in your partner's name and invoice number.
3. Provide your current address, home telephone number, mobile number, and email address to ensure effective communication regarding your assessment.
4. In the monthly income section, list your net earnings from employment, including the name and address of your employer and your works payroll number. Include any other income sources such as working tax credit, child tax credit, income support, jobseeker's allowance, housing benefit, child benefit, and pensions.
5. Outline any financial support you receive from family or friends, as well as any other income. Sum up your total monthly income by aggregating all amounts listed.
6. Next, in the household’s monthly outgoings section, provide detailed figures for rent, mortgage, council tax, utilities, telephone, and monthly shopping. Ensure that you convert any weekly expenses into their monthly equivalent.
7. Include any repayments for loans, credit cards, or debts, and mention any other outgoings, such as insurance. Calculate your total monthly outgoings.
8. Carry over the totals from your income and outgoings to the monthly income and expenditure totals section. Subtract your total monthly outgoings from your total monthly income to determine your available monthly amount.
9. In the current amounts of capital section, provide information about your current bank accounts, building society accounts, and any other savings you have.
10. List all council debts along with their respective repayment amounts. Do the same for other debts, loans, and credit cards that you or your partner may have.
11. State your proposed repayment amount towards your housing benefit overpayment. Ensure to sign and date the declaration section.
12. Review your completed form thoroughly to ensure all fields are filled in accurately. Once confirmed, you can save your changes, download, print, or share the form as needed.

Begin completing your Financial Assessment Template online today for effective management of your housing benefit.