Our financial assessment process
1. Initial contact
Once your care and support assessment is complete you will be sent a letter and a financial assessment form to complete and return to us as soon as you can. If you do not return it within 28 days we will charge you the full cost of service. You can also download the financial assessment form.
2. Complete the financial assessment form
If you’re unable to complete the form yourself, one of our assessment officers can help; call 020 8726 6000 ext 60633 if you need help, or read our financial assessment form guidance.
The form will ask you to provide details of the following (together with supporting evidence) within 28 days:
- state benefits and income
- savings and investments
- any land or property you own
- household expenditure, for example utility bills
3. Calculating your costs
The financial assessment team will work out how much your identified care needs will cost to provide, and evaluate your finances to assess your contribution towards this cost. We will also check to ensure you are receiving all the benefits you are entitled to.
4. Your financial statement
We will send you a letter and statement detailing any charges you will have to pay. If you receive an invoice you will receive guidance on how to make payments.