If you are in receipt Income Support, Jobseekers Allowance, Employment and Support Allowance or Pension Credit Guarantee

Documents you must bring:

1. Letter from the DWP confirming that Income Support, JSA or ESA has been awarded
   • letter should not be older than 3 months
   • it should include all pages (not only the first page) and include information whether your benefit is contribution or income based

   Note: If the matter is urgent and you do not have the correct letter in hand the caseworker will be able to telephone DWP during your consultation to confirm your benefit award.

2. Bank statements for your all accounts (saving, current, post office, joined, credit card, etc) covering last 3 months

   Note: If you have a partner with whom you live, you will need to bring bank statements for that person as well.

If you are employed or unemployed but not in receipt Income Support, JSA or ESA

Documents you must bring:

Note: If you have a partner with whom you live, you will need to bring the same documents for that person as well. If your partner is self-employed or in receipt of IS, JSA or ESA please look at other list applicable for your partner.

1. Evidence of income
   • Bank statements for your all accounts (saving, current, post office, joined, credit card, etc) covering last 3 months
   • Bring your most recent PAYSLIPS covering 3 months (i.e. if paid weekly, your last 12 payslips or if paid monthly, your last 3 payslips) for each job you have
   • If you receive any BENEFITS IN KIND
     • Bring your P11D tax form (benefits in kind)
   • If you receive TAX CREDITS
     • Bring your your most recent Tax Credit Award Notice
   • If you receive any OTHER INCOME
     • Bring relevant evidence, for example:
       • Private /occupational pension documents (showing gross figures and tax deducted separately)
       • Letter from friend/family providing support
       • Student grant/loan letter (detailed awarding letter)
       • Child maintenance received in the last 3 months
2. Expenditure – this is what you can deduct from your income in order to meet threshold
   • Evidence of your housing costs covering last 3 months. Only rent can be deducted (no bills or council tax). If you own the property you live in and pay mortgage you will need to speak with our advisor to discuss what documents will be required
   • Evidence of child care costs
   • If you pay child maintenance - evidence of payments made in the last 3 months

If you are self-employed

Documents you must bring:

Note: If you have a partner with whom you live, you will need to bring the same documents for that person as well. If your partner is employed or in receipt of IS, JSA or ESA please look at other list applicable for your partner.

1. Evidence of income
   • Bring bank statement covering 3 months prior to our meeting showing your business income/expenditure AND if relevant your cash book for the last month
   • In addition (but not instead of the above) bring your most recent complete annual financial business accounts (profit and loss accounts) AND your most recent self-assessment tax return and tax calculation sheet
   • 3. Bank statements not related to your business for your all accounts (saving, current, post office, joined, credit card, etc) covering last 3 months
2. Expenditure – this is what you can deduct from your income in order to meet threshold
   • Evidence of your housing costs covering last 3 months. Only rent can be deducted (no bills or council tax). If you own the property you live in and pay mortgage you will need to speak with our advisor to discuss what documents will be required
   • Evidence of child care costs
   • If you pay child maintenance - evidence of payments made in the last 3 months