Adult social care financial assessment
When you complete this assessment, we will use the information you provide to:
- Decide if we can help contribute towards your care and support, and
- Work out how much you will need to contribute
Read our guidance on paying for your care and support for more information.
Before you start
You can complete the form for yourself, or on behalf of someone else.
You should make sure you have all the relevant documents and your National Insurance number ready before you start to complete this form.
You will need:
- Copies of your bank statements
- Your National Insurance number
- Details of any income, assets, and pension you receive
- A completed printed Direct Debit form
- A valid email address so we can send you an email notification with a copy of the completed form
If you are completing this form on behalf of someone else, you will need to know their personal details (including their address and contact details), and have their consent to contact us on their behalf.
If you do not understand a question or are concerned that the form does not address your needs, you should contact our Financial Assessment team for support. You can contact them on 020 8871 6218 or email financeAT@wandsworth.gov.uk
Direct Debit mandate
You will need to download print and sign the Direct Debit mandate and return this to us as your bank will need the original document to set this up.
Download and complete the Direct Debit form and attach it to the financial assessment form.
How to complete the form
Make sure you are not using a public computer to complete the financial assessment as this is a security risk that may result in your personal and financial details being exposed to the public.
If you need to move away from the computer for a minute or two while completing the form, that is fine. However, please don’t leave the uncompleted form for more than 20 minutes or you will lose what you have entered and will need to start over again.
When you have completed the form, make sure you hit the submit button. You will then be given an option to print/download a copy of your completed form (highly recommended). Please print or download it immediately as you will not be able to do so later.
What happens next
Once you submit your financial assessment to us, we will contact you to discuss the information you have given.