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FA2 Financial Assessment Form - Redcar and Cleveland

FA2 Financial Assessment Form - Redcar and Cleveland 2026

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The document is a Financial Assessment Form (FA2) from the Adults and Communities Directorate of Redcar and Cleveland Borough Council, designed for individuals to provide financial information necessary for determining their contribution towards care costs. It outlines the process for completing and submitting the form, including required personal details, income, capital, household expenses, and disability-related expenses. The form emphasizes the importance of returning it within 21 days to avoid being billed for the full cost of care. Additionally, it provides information on deferred payment agreements for those moving into residential care.

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Click ‘Get Form’ to open the FA2 Financial Assessment Form in the editor.
Begin with Part A: Personal Details. Fill in your full name, date of birth, address, telephone number, National Insurance number, and email address. If applicable, provide details of your representative.
Move to Part B: Your Home. Indicate your living situation and provide details about any other residents in your property.
In Part C: Your Income, list all sources of income after tax and national insurance. Ensure you include supporting evidence as specified.
Proceed to Part D: Your Capital. Document any savings or investments you hold and tick the boxes for proof provided.
Complete Part E: Household Expenses by detailing your payments for properties owned or rented, including necessary proofs.
If applicable, fill out Part F: Disability Related Expenses with relevant costs and supporting documents.
Finally, review all sections for accuracy before signing in Part H: Your Declaration. Submit the completed form along with supporting documents using our platform's submission options.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a financial assessment form?

A financial assessment or means test works out if the council will pay towards your care. It looks at how much money you have. In England the council generally helps to pay for care costs if you have savings less than 23,250. It may be that youll have to pay towards the cost of your care.

What is the Redcar and Cleveland discretionary social fund?

Are you in need of financial help due to a crisis or are you resettling into the community and in need of financial help? The Councils Discretionary Social Fund scheme offers financial assistance to residents who are in a crisis and require financial assistance to help deal with their situation.

How do I pay Redcar Cleveland council tax?

Pay your Council Tax Pay online. You can pay your Council Tax bill online with a debit or credit card, 24 hours a day, 7 days a week, 365 days a year. Direct debit. Direct debit is the easiest way to pay your bill. Telephone. Post Office and PayPoint. Standing order.

How much savings can you have before you pay for care?

You will not be entitled to help with the cost of care from your local council if: you have savings worth more than 23,250 this is called the upper capital limit, or UCL. you own your own property (this only applies if youre moving into a care home)

What is meant by financial assessment?

A financial assessment is a comprehensive evaluation of an organisations financial health and stability. It involves reviewing financial statements (like the balance sheet, income statement, and cash flow) alongside other indicators to form a financial overview of the entity.

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How to conduct a financial assessment?

How to conduct a strategic financial analysis Compare your forecast to your actuals monthly. Identify where youre off track or exceeding projections. Review your Income statement (profit and loss or PL) Analyze your cash flow statement. Review your balance sheet.

What does a financial assessment do?

A financial assessment tells us how much you can afford to pay towards your care and support. It looks at your: income, such as pensions and benefits. assets, such as savings, investments, property and land.

How do I contact Redcar and Cleveland Social Services?

Call us on 01642 771500 between 8.30am 5.00pm on Monday to Thursday or 8.30am to 4.30pm on Fridays. If you are calling outside of office hours, please call 01642 524552.

FA2 Financial Assessment Form - Redcar and Cleveland 2026

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