Completing the assessment
Completing the financial assessment helps us determine how much you may need to contribute towards your care and support. And make sure you are charged the correct amount. The sooner we receive your information, the sooner we can complete your assessment and reduce any charges that may build up in the meantime.
We request that you return your completed financial assessment and all supporting evidence within 14 days of notification. If you are finding it difficult to meet this timescale, please contact us as possible. We will contact you with reminders and offer support with completing the assessment and gathering the evidence you need.
If the assessment form and required evidence are not returned within 28 days of notification, and you have not contacted us to explain the delay or request more time. We are required to treat you as a self‑funder. This means that you may be charged the full cost of your care until your financial assessment is completed.
Getting your information ready
You will be asked to provide key personal and financial information as part of the assessment. You will need to send us copies of some documents to support your assessment.
- we recommend you review the required evidence and get everything you need ready before you begin.
- you do not need to send us original documents unless specifically requested.
- you can take photos of your evidence or send us copies of documents electronically via email to help reduce delays and make things easier for you.
- if posting, please send photocopies only. For your own security, do not send original documents.
- when sending us your evidence, please remember to include your name or reference number. So that we can match the evidence to your case.
- if you do not have all the evidence available right away, we recommend you still complete the assessment form and return it to us, and submit your evidence later.
Do I need to complete the whole form
Unless you are choosing not to disclose your financial circumstances or you have capital over the upper capital limit of £23,250. We recommend you complete each section of the form. You do not need to complete sections that are not relevant to you.
What happens next
We will use the information you give us to work out your care contribution and send you a letter to explain your outcome.
To help us consider your case promptly please ensure you include as much information as possible. If we need additional information a member of our team will contact you. Or your representative to inform you of the information required and how to submit this.
What if I need help or support to complete the assessment
If you need help or advice to complete your financial assessment form, you can contact us using our online contact form.
A member of the team will get back to you with the support you need.