Get Financial Assessment Example

Filling out the Financial Assessment Example is an essential step for individuals seeking support for care placements. This guide provides clear and structured instructions on completing the form to ensure all necessary information is accurately submitted.

Follow the steps to complete the Financial Assessment Example online:

1. Press the ‘Get Form’ button to access the Financial Assessment Example and open it in your preferred editor.
2. Begin with Part A - Your Details. Fill in your surname, forename, date of birth, address, age, sex, national insurance number, telephone number, and postcode. Be sure to include details about the people who live with you, noting their relationship to you.
3. Move on to the section regarding properties. List any properties you have owned or lived in since 1993, along with their addresses and postal codes.
4. If currently residing in a hospital, residential care, or nursing home, provide the name of the establishment and your date of admission.
5. In Part B - Contacts for Information, fill in the name, address, and telephone number of your solicitor and any appointed executors. Also, include the details of your financial advisor or person assisting with financial matters.
6. In Part C - Capital Resources, indicate the amount of capital you possess. If it exceeds £16,250, specify the amount, and provide details on any capital disposed of in the last six months.
7. Continue by detailing your assets, including bank accounts, investments, and other capital, ensuring to categorize ownership appropriately.
8. Part D requires information on accommodation and property ownership. Indicate if you are a tenant, homeowner, or lodger, and provide necessary details of your landlord if applicable.
9. In Part E - Continued weekly outgoings after admission to care, specify any regular outgoings related to accommodation. If requesting additional disregard, ensure evidence of payments is included.
10. Proceed to Part F - Current Weekly Income, listing all income sources, including pensions and allowances. Confirm decisions related to occupational pensions.
11. Complete the Declaration section, confirming the accuracy of the details provided, and include your signature and the witness's information.
12. Finally, ensure to save changes, download, print, or share the completed form as required.

Begin the process of filling out your Financial Assessment Example online today!