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Adult Social Care Home Page Report abuse Barnet Community Directory

Complete a financial assessment

Before you can complete an online financial assessment you must apply to Social Care Direct to have a care needs assessment

The financial assessment is different if you are moving into a care home (residential care) or if you are receiving non-residential care (usually in your own home).

The form allows you to save and resume your assessment later.

What you will need to complete this form

If you are moving into residential care:

You are required to give certain information and evidence so that we can properly assess your situation and contributions, including:

  • Your National Insurance number
  • Details of your care
  • Details of any property you own
  • Information about your living situation
  • Financial details e.g.
    • Bank/building society accounts
    • Pension books or letter from the Department for Work and Pensions
    • Proof of occupational or any other pensions
    • Proof of savings bonds, annuities, savings plans, shares etc.

The form enables you to upload evidence, for example, images and scans of official documents, statements and receipts. A wide range of document and image formats are supported (bmp, doc, docx, gif, jpg, png, rtf, tiff, txt, pdf, tif, xls, xlsx and jpeg.)

Start a financial assessment

If you receive non-residential care:

You are required to give certain information and evidence so that we can properly assess your situation and contributions, including:

  • Details of any property you own
  • Evidence of income
  • Evidence of outgoing expenses:
  • Details of allowable expenses, including evidence of disability related expenses
  • Evidence of your housing costs

The form enables you to upload evidence, for example, images and scans of official documents, statements and receipts. A wide range of document and image formats are supported (bmp, doc, docx, gif, jpg, png, rtf, tiff, txt, pdf, tif, xls, xlsx and jpeg.)

Start a financial assessment

Contact us

Contact the financial assessment team if you need advice on completing the form or have any difficulties with it:

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