Checklist
You might find it useful to use this list to help organise the evidence you need to provide.
Table of evidence you may need to provide
| Evidence you may need | Tick if needed |
| State pension | No evidence needed |
| Personal Independence Payment (PIP), Disability Living Allowance (DLA) | No evidence needed |
| Attendance Allowance | No evidence needed |
| Employment and Support Allowance | No evidence needed |
| Universal credit | |
| Occupational pensions, private and personal pensions and annuities | |
| Bank and building society accounts | |
| Property you own but do not live in | |
| Trust funds and trust income | |
| Stocks and shares | |
| Council tax | |
| Rent | |
| Mortgage | |
| Ground rent | |
| Service charges | |
| Fuel bills | |
| Water services | |
| Home insurance | |
| Any bills, receipts or evidence relating to any disability-related expenses, for example, clothes. |
Note, if we tell you in the table above that no evidence is needed, we will check with the Department for Work and Pensions.
In this section
- Financial assessments: what you need to know
- Your income - money you receive
- Your capital - savings and assets
- Housing-related spending
- Disability-related expenses
- What happens next?
- How do I provide the documents and information you need as evidence?
- Free advice on your money
- Someone to help you have your say - an advocate
- Checklist
- Useful contacts
- Contact us