Income | |
Employed (PAYE) Income: Wage slips
Self Employed Income: Recent bank statements Complete financial accounts Self assessment tax return Cash book
Benefits in Kind P11D tax form (benefits in kind)
Other Income: Private/occupational pension documents Evidence of rental income (bank statement or tenancy agreement) Trust income (bank statement or letter from trustees) Letter from friend/family providing support Student grant/loan letter Other:__________________________________ (eg. bank statements) For pensions and any other income that is subject to income tax, evidence must show the gross amount before tax is deducted. |
State benefits:Latest letter advising change in benefit amount
Letter from paying agency ie Department for Work And Pensions, Jobcentre Plus, Pension Service confirming receipt of the passporting benefit at the date of application. Letters must specify name and type of benefit. Letters over 6 months old must be supported by a recent bank statement. Bank statements Name and type of benefit eg. Income-based Jobseekers Allowance must be specified on the statement or additional evidence will be required Notification letter. NASS Support: Letter from NASS or Local Authority that the Individual is in receipt of support. Letter must be less than 6 months old. Tax Credits: Tax Credit Award Notice (most recent). Other recent HMRC letter confirming amount received. Letter must be less than 6 months old.
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Expenditure | |
Income Tax and National Insurance: Wage slips (employees PAYE) Tax calculation sheet form SA302 (self-employed)
Housing costs (where amount exceeds one-third of client’s gross income): Rent book/tenancy agreement Mortgage statement Bank statement |
Child Care costs in excess of £600 per month Copy of agreement/contract Bank statement
Maintenance: Receipts Bank statement Copy of Maintenance Order |
Capital | |
Bank statement Other: Share certificate National savings certificate/passbook
Premium Savings Bonds or Bond Record (summary) |