OFFICE USEREF: 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with SECTION A: PERSONAL DETAILS. Fill in your surname, first name, address, date of birth, and National Insurance Number. Indicate if you live alone and provide details about any other adults in your household.
3. Proceed to SECTION B: IMPORTANT NOTICE. Read the notice carefully and sign the declaration if you choose not to provide financial information.
4. In SECTION C: YOUR INCOME, list all sources of income for yourself and your partner, including pensions and benefits. Specify how often you receive each income.
5. Continue to SECTION D: HOUSING. Answer questions regarding Housing Benefit eligibility and provide relevant amounts.
6. For SECTION E: YOUR SAVINGS, detail all savings accounts and investments. Include account types, numbers, balances, and dates.
7. In SECTION F: HOME AND OTHER EXPENDITURE, outline your regular expenditures such as rent or mortgage payments.
8. Complete SECTION G: PROPERTY ASSETS by providing information about any properties owned or previously owned.
9. Use SECTION H: OTHER INFORMATION for any additional relevant details that may assist in your assessment.
10. Finally, review SECTION I: DECLARATION. Ensure all information is accurate before signing and dating the form.

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