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.

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.

Housing costs (where amount exceeds one-third of client’s gross income):

 Rent book/tenancy agreement

 Mortgage statement

 Bank statement

Maintenance:

 Receipts

 Bank statement

 Copy of Maintenance Order

 Premium Savings Bonds or Bond Record (summary)