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Click ‘Get Form’ to open the financial assessment example in the editor.
Begin by entering your name and claim reference at the top of the form. Ensure accuracy as this information is crucial for processing your assessment.
Fill in your current address, contact numbers, and email. This allows for effective communication regarding your application.
In the 'Monthly Income' section, list all sources of income for both you and your partner. Include details such as employer names and any benefits received.
Next, detail your household’s monthly outgoings. Convert weekly expenses into monthly figures to provide a clear picture of your financial commitments.
Carry over totals from previous sections into the 'Monthly Income and Expenditure Totals' area to calculate available funds.
Complete the 'Current Amounts of Capital' section by listing bank accounts and savings, ensuring all amounts are accurate.
Finally, review your repayment proposal and declaration before signing. Make sure all information is truthful and complete.

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