Voidreaper2026/uk-benefit-forms-structured huggingface dataset:
Self-employment income
13. Total amount of profits
UK pension income
14. Do you expect to receive income from any UK pension during the tax year you’re claiming for?
Options: No; Yes
Taxable state benefits
15. Do you expect to receive any taxable state benefits during the tax year you’re claiming for?
Options: No; Yes
Taxed interest on UK savings and investment income
16. Do you expect to receive taxed interest on UK savings and investment income during the tax year you’re claiming for?
Options: No; Yes
Taxed interest on UK savings and investment income
17. Total amount of savings interest (before tax)
Taxed interest on UK savings and investment income
18. Total tax paid
Untaxed interest on UK savings
19. Do you expect to receive untaxed interest on UK savings during the tax year you’re claiming for?
Options: No; Yes
Untaxed interest on UK savings
20. Total amount of untaxed interest you expect to receive
Dividends from UK companies
21. Do you expect to receive dividend income from stocks and shares in the tax year you’re claiming for?
Options: No; Yes
Dividends from UK companies
22. Total amount of dividend income
Any other income
23. Do you expect to receive any other income in the tax year you’re claiming for?
Options: No; Yes
Gift Aid payments
24. Do you expect to make any Gift Aid payments in the tax year you’re claiming for?
Options: No; Yes
Gift Aid payments
25. Total amount of Gift Aid payments you expect to make in the tax year you’re claiming for?
Guidance: You should include regular payments and any one-off payments
Gift Aid payments
26. Total amount of one off Gift Aid payments
Guidance: Total amount of one-off Gift Aid payments included in question 25
Pension plans you pay into
27. Do you expect to pay into any pension plans in the tax year you’re claiming for?
Options: No; Yes
Pension plans you pay into
28. Type of pension plan
Options: Retirement Annuity Contract where no relief is claimed by the pension provider; Personal Pension where the provider already claims basic rate tax relief; Occupational Pension where your employer takes the pension payments after calculating tax
Pension plans you pay into
29. Total amount you expect to pay into the pension plan
Guidance: If the amount is not shown on your payment certificate or pensions records ask your pension scheme administrator for the amount you should enter
How we’ll make your repayment
30. Where should we send the repayment to?
Options: Your address (go to Declaration); Your nominee’s address (go to question 31 to 33)
How we’ll make your repayment
31. Name of nominee
How we’ll make your repayment
32. If your nominee is your tax advisor, enter their reference
How we’ll make your repayment
33. Nominee’s address
Declaration
Declaration. I can confirm that the information on this form is correct and complete to the best of my knowledge and belief. I enclose parts 2 and 3 of all P45 forms that I’ve received for flexibly accessed pension payments. Self Assessment customers I confirm I’ve read the self-assessment section on page 1 and know I must declare any repayment received on my next tax return.
Declaration
Full name. Full name
Declaration
Daytime telephone number (including area code). Daytime telephone number (including area code)
Declaration
Signature. Signature
Declaration
Date DD MM YYYY. Date DD MM YYYY
Declaration
Capacity. Tell us if you’ve signed the form as either: Administrator, Executor, Power of Attorney, Receiver, Trustee
Options: Administrator; Executor; Power of Attorney; Receiver; Trustee
Form AFPS15 – Added Pension Quotation Application
Part A – Your Details
Q1. Service Unit Section
Part A – Your Details
Q2. Unit Phone Number and Dial Code
Part A – Your Details
Q3. Rank First Name Surname (in block capitals) Service number
Part A – Your Details
Q4. National Insurance number
Part A – Your Details
Q5. Date of Birth DD/MM/YY
Part A – Your Details
Q6. Please provide the address you want us to send your quotation to: Address Postcode Telephone Number Email Address
Part B – Added Pension Quote Request
Q7. I want to purchase Added Pension for myself only. OR I want to purchase Added Pension for myself and my dependants.
Options: I want to purchase Added Pension for myself only.; I want to purchase Added Pension for myself and my dependants.
Guidance: (Must start on the 1st of the chosen future month, and end no later than the following 31st March)
Part B – Added Pension Quote Request
Q8. I want this to start and end on DD/MM/YYYY on DD/MM/YYYY
Part B – Added Pension Quote Request
Q9. Please choose ONE of the options below: I want to know how much I will receive if I pay £ monthly deductions from my salary. I understand the minimum amount is £25 per month; minimum will increase for contracts taken out part way through the year. OR I want to know how much I will receive if I pay £ as a one off lump sum. I understand the minimum amount is £300 per year OR I want to purchase Added Pension of £ and I wish to know how much it will cost me as a monthly deduction or as a lump sum amount.
Options: I want to know how much I will receive if I pay £ monthly deductions from my salary. I understand the minimum amount is £25 per month; minimum will increase for contracts taken out part way through the year.; I want to know how much I will receive if I pay £ as a one off lump sum. I understand the minimum amount is £300 per year; I want to purchase Added Pension of £ and I wish to know how much it will cost me as a monthly deduction or as a lump sum amount.
Part B – Added Pension Quote Request
Q10. I have previously purchased Added Pension through another public Service scheme to the value of £
Part E – Consent for email correspondence
Q11. Do you wish to correspond via email? Yes No
Options: Yes; No
Part F – Signature of Applicant
Q12. Signature
Part F – Signature of Applicant
Q13. Date
Form AFPS Form 3A
Part A - Your Details
Q1. Service Unit Section
Part A - Your Details
Q2. Unit phone number and Dial Code
Part A - Your Details
Q3. Rank First Name Surname (in block capitals) Service Number
Part A - Your Details
Q4. Address
Part A - Your Details
Q5. Postcode
Part A - Your Details
Q6. Email Address
Part B - Allocatee Details
Q7. Title Date of Birth
Part B - Allocatee Details
Q8. Surname First Name
Part B - Allocatee Details
Q9. Other Names Relationship to you
Part B - Allocatee Details
Q10. Gender Male Female
Options: Male; Female
Part B - Allocatee Details
Q11. Address
Part B - Allocatee Details
Q12. Postcode
Part B - Allocatee Details
Q13. Email Address
Part B - Allocatee Details continued
Q14. Country
Part B - Allocatee Details continued
Q15. Telephone
Part B - Allocatee Details continued
Q16. Percentage allocated (Cumulative max of 37.5%) %
Part F - Consent for email correspondence
Q17. Do you wish to correspond via email? Yes No
Options: Yes; No
Part G - Signature of Applicant
Q18. Signature
Part G - Signature of Applicant
Q19. Date
Form AFPS FORM 17
Part A
Part A – Your details.. Part A – Your details.
Part A
Title – for example Mr, Mrs, Miss, Ms etc. Title – for example Mr, Mrs, Miss, Ms etc
Part A
Surname. Surname
Part A
Forenames. Forenames
Part A
Service number. Service number
Part A
National Insurance number. National Insurance number
Part A
If you are unable to provide a National Insurance Number, please explain why;. If you are unable to provide a National Insurance Number, please explain why;
Part A
Please provide the address you would like Veterans UK to send your confirmation letter to;. Please provide the address you would like Veterans UK to send your confirmation letter to;
Part A
Address. Address
Part A
Postcode. Postcode
Part A
Telephone number. Telephone number
Part A
Email address. Email address
Part B
Tax year to which your Scheme Pays request relates;. Tax year to which your Scheme Pays request relates;
Part B
Amount of tax charge that you wish Veterans UK to pay HMRC on your behalf;. Amount of tax charge that you wish Veterans UK to pay HMRC on your behalf;
Guidance: Due to HMRC rules this amount must be specified in whole pounds and must not include pence, and you are responsible for any rounding necessary to ensure that you are reporting and paying the correct amount of tax.
Part C
Part C – Final Scheme Pays Decision. Part C – Final Scheme Pays Decision
Part C
I can confirm that; (tick the appropriate box). I can confirm that; (tick the appropriate box)
Options: I do NOT wish to use Scheme Pays, and understand that: • Veterans UK will take no further action • I will be responsible for paying the sums due to HMRC directly myself; I DO wish to use Scheme Pays and understand that: • Veterans UK will pay the amount requested directly to HMRC on my behalf • Veterans UK will then reduce my AFPS pension and, where appropriate, lump sum(s) actuarially equivalent amount at the appropriate time when my pension benefits become payable • Once Veterans UK have acknowledged my final decision in writing, the Scheme Pays arrangement will be irrevocably finalised and cannot be reversed under any circumstances If I incur a further tax charge(s) subsequently and use Scheme Pays again in the future, further reductions to my pension will be applied.
Part D
Part D – Data Protection. Part D – Data Protection
Part E
Part E - Declaration. Part E - Declaration
Part E
I confirm that. I confirm that
Part E
I understand that. I understand that
Part F
Part F - Signature of Applicant. Part F - Signature of Applicant
Part F
Signature. Signature
Part F
Date. Date
Form AFPS Form 20
Part A – Your details
Q1. First name
Part A – Your details
Q2. Surname
Part A – Your details
Q3. National Insurance number
Part A – Your details
Q4. Date of birth
Part A – Your details
Q5. Address
Part A – Your details
Q6. Postcode
Part A – Your details
Q7. Telephone number
Part A – Your details
Q8. Email address
Part B – Member details
Q9. Member’s name
Part B – Member details
Q10. Member’s Service number
Part C – Declaration of entitlement and application for payment
Q11. I confirm that I am the above named former spouse of the member named above, and I hereby claim payment of the sums due to me under a Pensions Earmarking or Attachment Order as a result of divorce proceedings. I understand that this will be paid when the sum would normally be paid to the member.
Part C – Declaration of entitlement and application for payment
Q12. Member name
Part C – Declaration of entitlement and application for payment
Q13. Applicant’s full name
Part C – Declaration of entitlement and application for payment
Q14. Date
Part D – Method of payment
Q15. Name of bank or building society
Part D – Method of payment
Q16. Address
Part D – Method of payment
Q17. Postcode
Part D – Method of payment
Q18. Name of account holder/account title
Part D – Method of payment
Q19. Account number
Part D – Method of payment
Q20. Sort code
Part E – Witness details
Q21. Witness forename
Part E – Witness details
Q22. Witness surname
Part E – Witness details
Q23. I declare that the signature at Part B has been made in my presence and this is correct to my knowledge.
Part E – Witness details
Q24. Signature
Part E – Witness details
Q25. Date
Part E – Witness details
Q26. Qualification
Part E – Witness details
Q27. Address
Part E – Witness details
Q28. Postcode
Part G – Declaration
Q29. I confirm that the information I have given is accurate and complete to the best of my knowledge and belief.
Part H – Consent for Email Correspondence
Q30. Do you wish to correspond via email? Yes No
Options: Yes; No
Section 1 – Personal/Service details
Q1. Title Surname
Section 1 – Personal/Service details
Q2. First names
Section 1 – Personal/Service details
Q3. National
Section 1 – Personal/Service details
Q4. Date of birth
Section 1 – Personal/Service details
Q5. Insurance No
Section 1 – Personal/Service details
Q6. Address
Section 1 – Personal/Service details
Q7. Postcode
Section 1 – Personal/Service details
Q8. Telephone number with area code
Section 1 – Personal/Service details
Q9. Service Rank number
Section 1 – Personal/Service details
Q10. Date of leaving Service the Armed Forces
Section 2 – Details of your last Employment
Q11. Name of employer
Guidance: *You must complete this section. Failure to provide this information will result in your claim being returned*
Section 2 – Details of your last Employment
Q12. Address
Section 2 – Details of your last Employment
Q13. Postcode
Section 2 – Details of your last employment continued
Q14a. Dates of employment From To
Section 2 – Details of your last employment continued
Q14b. Job title
Section 2 – Details of your last employment continued
Q14c. Brief description of duties
Section 2 – Details of your last employment continued
Q14d. Did you work Full time Part time
Options: Full time; Part time
Section 2 – Details of your last employment continued
Q14e. Did you leave the employment due to ill-health?
Options: Yes; No
Guidance: Yes Go to a No Go to b
Section 2 – Details of your last employment continued
Q15a. a. What medical disorder(s) led to your retirement?
Section 2 – Details of your last employment continued
Q15b. b. Please give the reason you left this employment
Section 3 – Your present state of health
Q16. Please list your current health problem(s), how these problems make you permanently unable to work (e.g. difficulty bending, lifting, walking) and from what date they affected your capacity to undertake full-time employment, appropriate to your skills/experience or for which you might reasonably retrain:
Section 3 – Your present state of health
Q17a. Why this makes you permanently unable to undertake full-time employment
Section 3 – Your present state of health
Q17b. Date when this first affected your capacity to work full-time
Section 3 – Your present state of health
Q18a. Are you receiving any Department Works and Pensions (DWP) benefits or a War Pension benefit?
Options: Yes; No
Guidance: Go to Section 4
Section 3 – Your present state of health
Q18b. Please state the percentage level assessment and the conditions for which this is payable
Section 3 – Your present state of health
Q19a. If you are receiving Personal Independence Payment (PIP), please state whether this is daily Living and or Mobility, and whether this is at the Standard or Enhanced Rate. You can include a copy of your PIP statement to support your claim
Section 3 – Your present state of health
Q20a. Please give details below Type of benefit/allowance Date of first payment
Section 4 – Other factors
Q21. Is there anything else you think we should know about in support of your claim?
Section 4 – Other factors
Q22. If you have a reduced life expectancy and have an SR1 form (previously known as a DS1500) which has been completed by a Health Care Professional, please submit this with your claim. AFPS 05, AFPS 15 & RFPS 05 only
Section 4 – Other factors
Q23. If your life expectancy is 12 months or less, you have the option to exchange your whole pension for a lump sum. If you would like to know how much you would receive if you opted to exchange your pension for a lump sum, please tick this box
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24a. Name of your GP
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24b. Telephone number
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24c. Address
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24d. Postcode
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24e. Hospital reference number
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24f. Name and address of hospital
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24g. In respect of Name of Consultant condition(s) listed at Section 3
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24h. Telephone number
Section 5 – Details of your General Practitioner and hospital attended (if applicable)
Q24i. Postcode
Section 6 – Other claims
Q25a. Do you have a recent claim where you have also submitted recent medical evidence for:
Options: The Armed Forces Compensation Scheme; The War Pension Scheme
Section 6 – Other claims
Q25b. Please provide further details of the recent medical evidence you have submitted.
Section 7 – Declaration by Applicant
Q26a. I confirm that:
Section 7 – Declaration by Applicant
Q26b. • I am unable to undertake any regular full-time paid employment in any reasonable capacity, suitable to my experience and training or for which I might reasonably retrain because of the disorder or disorders detailed as follows:
Section 7 – Declaration by Applicant
Q26c. • I am currently unemployed and not receiving any form of paid or unpaid leave of absence from a current or former employer.
Section 7 – Declaration by Applicant
Q26d. • I have completed the enclosed consent form to allow the administrators of the AFPS/RFPS full access to my medical records, wheresoever these are held.
Section 7 – Declaration by Applicant
Q26e. • I understand that, if I wish to provide additional medical evidence, I may do so, but the Ministry of Defence will not be responsible for meeting any of the costs I may incur.
Section 7 – Declaration by Applicant
Q26f. • I understand that if my condition improves and I am again able to work full-time, I must immediately inform Defence Business Services (Glasgow).
Section 7 – Declaration by Applicant
Q26g. • I also understand that providing misleading or false information in my application or failing to inform of a change in condition could lead to a criminal prosecution. Also, that if the Ministry of Defence discovers, at a later date, that I have been paid a pension whilst not entitled, the Ministry of Defence will seek to recover the sums paid in error.
Section 7 – Declaration by Applicant
Q26h. I understand that if for any reason there is a change in the circumstances that may affect my claim or the level of my pension, e.g. damages from a common law claim in respect of the same injury/condition, I will inform Defence Business Services (Glasgow) immediately.
Section 7 – Declaration by Applicant
Q27a. Signature
Section 7 – Declaration by Applicant
Q27b. Date
Section 7 – Declaration by Applicant
Q27c. Name
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28a. I understand that:
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28b. • the information I provide will be used exclusively to process my claim.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28c. • the Ministry of Defence may obtain and check information about this claim from a number of different sources and I agree that those sources may give and receive any information needed so that this claim can be dealt with.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28d. I also understand that the Ministry of Defence will give me a list of those sources if I ask them to do so, and that the information which it gets may be used for other purposes but will only be given to other people as permitted by law.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28e. I agree that the: Ministry of Defence, any doctor advising the Ministry of Defence, any organisation which is contracted to provide medical services to the Ministry, or any doctor providing services to that organisation. May ask: any doctor who has treated me, any hospital or similar place where I have received treatment, anyone else who has given me treatment (such as a physiotherapist), for any information which is needed to deal with this claim for early payment of a preserved pension or pension increase.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28f. • I understand that the Ministry of Defence may use the information which it has now, or may get in the future, to decide whether I am entitled to the early payment of a preserved pension or pension increase.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28g. • I understand that I must promptly tell Defence Business Services (Glasgow) of anything that may affect my claim.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28h. • I declare that the information I have given on this form is correct and complete as far as I know and believe.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q28i. • I understand that if I knowingly give false information, I may be liable to prosecution or other action.
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q29a. Signature
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q29b. Date
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q29c. Full name
Annex C – FORMAL CONSENT TO RELEASE PERSONAL MEDICAL INFORMATION
Q29d. Service Number Date of Birth
About you
Q1. Use this part of the application form to tell us your personal details.
About you
Q2. Your phone number
Guidance: It is useful for us to be able to phone you if we have a question about your application. This saves time and could save you having to fill in more forms.
About you
Q3. National Insurance (NI) number
Guidance: You can get this from your National Insurance number card, letters about benefits, payslips or form P60.
About your partner
Q4. If you have a partner, use this part of the application form to tell us your partner’s personal details. We use ‘partner’ to mean: • a person you are married to or you live with as if you are married to them, or • a civil partner or a person you live with as if you are civil partners.
About your partner
Q5. Living in a care home
Guidance: If you or your partner live permanently in a care home, you should not apply as a couple. Each of you should fill in your own application form. If you live together as a couple in a care home, you can make a joint application.
About any child/children and qualifying young people you want to claim for
Q6. Use this part of the form to give us details of any children or qualifying young people you wish to claim for.
About any child/children and qualifying young people you want to claim for
Q7. To receive an additional amount for a child or qualifying young person you must: • have main responsibility for a child or qualifying young person • normally live with the child or qualifying young person • not be claiming Tax Credits or have been entitled to Tax Credits in the previous year.
About any child/children and qualifying young people you want to claim for
Q8. Where the form refers to a ‘child’, you should also use this to tell us about any qualifying young person you are claiming for.
About where you live
Q9. Use this part of the application form to tell us about where you live. We need to know this because you may be able to get help with rent, Council Tax or other housing costs. For example, you may be able to get help with service charges or mortgage payments.
About where you live
Q10. People living in my household
Guidance: When you tell us about people who live in your household, tell us about anyone else who lives with you, including: • relatives, including your grown-up children • boarders and lodgers • friends. You do not need to tell us about: • people who just share a hall, bathroom or toilet with you • other residents if you are staying temporarily in a care home.
About where you live
Q11. Help with rent and Council Tax
Guidance: If you or your partner are responsible for paying rent or Council Tax for the place where you live, you may get help with the cost through Housing Benefit and Council Tax reduction. We can now help you apply for Housing Benefit at the same time as you apply for Pension Credit. If you wish to apply for a reduction in your Council Tax, or find out more about this, please contact your local authority.
About where you live
Q12. Help with service charges (in Scotland, called ‘factoring’)
Guidance: You may need to pay for the upkeep of communal areas or services. You may need to pay for the maintenance of parts of the property. These are called service charges. If you pay these, you may get extra Pension Credit. Please send us proof of your service charges, even if it is a small amount. For example, your tenancy agreement or a letter asking you for service charges.
About where you live
Q13. Help with ground rent (in Scotland, called ‘ground annual’)
Guidance: If you live in a leasehold property, you may have to pay an annual rent to the land owner. This is called ground rent. If you make these payments, you may get extra Pension Credit. Please send us proof of your ground rent, even if it is a small amount. For example, your tenancy agreement or a letter asking you for ground rent.
About where you live
Q14. If I am a Crown tenant, pay chief rent or other rent charges
Guidance: If your landlord is the Crown or a government department, this can be a Crown tenancy. ‘Chief rent’ is money paid for freehold properties to the Lord of the Manor. If you pay similar types of rent, you should also tell us about this. If you or your partner are a Crown tenant, pay chief rent or other rent charges, please tell us in the ‘Other information’ part of the form. Tell us how much rent you are charged and how much is included in the rent for water. We will get in touch with you if we need more information.
About money you have, including savings and investments
Q15. Use this part of the application form to tell us how much your savings and investments add up to. Also tell us whether or not you own, or jointly own, any property or land in this country or abroad – other than the place where you live.
About money you have, including savings and investments
Q16. The amount of savings, investments, property or land that you or your partner have may change how much Pension Credit you get.
About money you have, including savings and investments
Q17. If your savings and investments are more than £10,000, please fill in form ‘PC1H – More information about money, savings and investments’.
About benefits
Q18. Use this part of the application form to tell us about: • Carer’s Allowance, Carer Support Payment or an extra amount of Universal Credit paid to someone who is caring for you or your partner, or • Carer’s Allowance, Carer Support Payment or an extra amount of Universal Credit which could not be paid to someone who is caring for you or your partner because they are already receiving another benefit. For example, if someone already receives Incapacity Benefit or Employment and Support Allowance, they cannot be paid Carer’s Allowance, Carer Support Payment or an extra amount of Universal Credit as well.
About pensions
Q19. Use this part of the application form to tell us about any pensions you or your partner have. You do not need to tell us about any State Pension paid. Please include any pension that is paid to someone else on your behalf. Also tell us if you or your partner expect to get a pension in the next 12 months.
About pensions
Q20. What proof of pensions do I need to send you?
Guidance: Please send us your latest pension payslip, if you have one, or anything else that shows how much you get or will get. Do not send us form P60.
About work
Q21. Use this part of the application form to tell us about: • self-employed work you or your partner have retired from, or left for any reason in the last 3 months • any paid work that you or your partner are doing at the moment.
About work
Q22. What types of work do I need to tell you about?
Guidance: The types of work we need to know about are: • any work for an employer • permanent or casual work • self-employed or subcontracting work.
About work
Q23. Do I need to tell you about work I do not get paid for?
Guidance: No. We do not need to know about unpaid work.
About work
Q24. I am working and am not sure if I can get Pension Credit. What should I do?
Guidance: If you are working and are not sure whether to apply for Pension Credit, please get in touch with us for advice. You can call us on 0 8 0 0 9 9 1 2 3 4.
About other money coming in
Q25. Use this part of the application form to tell us about other money you or your partner have coming in. Please include any money that is paid direct to someone else on your behalf. Also tell us if you or your partner expect to start getting money in the next 12 months.
About other money coming in
Q26. Does all money coming in change the amount of Pension Credit I can get?
Guidance: No. It depends on what the money is. Please give us as much information as you can about the money you or your partner have coming in. This will help us make sure you get as much Pension Credit as you can.
About other money coming in
Q27. What type of money do I need to tell you about?
Guidance: Please tell us about any of the following types of money you or your partner have coming in. For example: • money from someone who rents a room in your home or who lives in part of your home – for example, a boarder, lodger, tenant or subtenant • Working Tax Credit • royalties or money for a book registered under the Public Lending Rights Scheme • money from your ex-partner to pay for day-to-day living costs. You do not need to send proof of this type of income • benefits from abroad • money from a war disablement pension or war widow’s or widower’s pension from abroad • sick pay • regular payments from a trust • money from an equity release scheme • money from the Armed Forces Compensation Scheme. You do not need to send proof of this.
About other money coming in
Q28. What proof of money coming in do I need to send you?
Guidance: If you have any money coming in, please send us proof with your application form. Send us the original statement or any other official document that shows the amount you get and when it is paid. This could be a: • statement from the person or company that pays the money • court order • bank statement showing the amount paid • payment advice slip.
About other money coming in
Q29. Proof of money
Guidance: If we do not get proof of the money you are paid, it may change the date we can pay you Pension Credit from. Any documents you send us as proof of the money you have coming in should be original documents. They should show: • who pays the money • when you get the money • the amount you get, or the amount you expect to get • what the money is for.
Other things we need to know
Q30. This part of the application form tells you other things we need to know about. Some questions we have asked help us to decide if you and your partner have a right to reside in the United Kingdom (UK), Channel Islands, Isle of Man or Republic of Ireland.
Other things we need to know
Q31. What is meant by ‘right to reside’?
Guidance: For example, you have the right to reside in the UK if you are a British citizen. By right of reside we mean you: • are free from immigration control, and • do not need the permission of an immigration officer to enter the UK, and • can live and work in the UK without restriction.
Other things we need to know
Q32. How do I know if the Home Office has put a limit on how long I can stay?
Guidance: It will be clearly marked on one of the pages of your passport.
Other things we need to know
Q33. A change in immigration status
Guidance: If you are not a British or Irish citizen and your immigration status changes, we need to know. If you are a European Union, European Economic Area or Swiss citizen and were living in the UK by 31 December 2020 but have not applied to the EU Settlement Scheme, you and your family must apply straight away. If you have lived in the UK for 5 years or more in a row, you can apply for settled status. If you have pre-settled status this will not expire. It may be beneficial for you to apply for settled status if you have lived in the UK for 5 years or more in a row.
When you want to apply from
Q34. Use this part of the application form to tell us the date you want to apply from. The qualifying age is the earliest date you can get Pension Credit from. It is the same as State Pension age which is currently 66.
When you want to apply from
Q35. The qualifying age
Options: Tick this box on the application form if: • you reached the qualifying age in the last 3 months or you will reach it in the next 4 months, and • you stopped full-time work before the qualifying age, or you plan to stop work before you reach the qualifying age.
Guidance: Example 1 – Tom
Tom’s date of birth is 1 October 1955. Tom will reach the qualifying age on 1 October 2021 when he is aged 66. He works full-time until this date. He fills in his application form in June 2021. Tom could get Pension Credit from 1 October 2021, so he ticks the box marked ‘qualifying age’ on his application form.
When you want to apply from
Q36. Another date
Options: Tick this box and fill in the date on the application form if: • you think you had too much money coming in to get Pension Credit, but think the money has gone down since, or • you think you have too much money coming in to get Pension Credit now, but in the next 4 months you expect to have less money coming in. Put the date the money went down, or the date you expect the money to go down, and tell us why you are choosing the date.
Guidance: Example 2 – Bob
Bob is 66. He was earning £270 a week until he stopped work on 6 January 2021. Bob thinks he was earning too much money to get Pension Credit before he stopped work on 6 January 2021. Bob ticks the box marked ‘another date’ on his application form. He tells us he stopped work on 6 January 2021 and he was earning £270 a week.
When you want to apply from
Q37. If it is too early to apply
Guidance: It is too early to apply if: • you are under the qualifying age, and you will not reach that age in the next 4 months, or • you are still working full-time and you do not plan to stop work within the next 4 months. If you are not sure what date to choose, you can call us on 0 8 0 0 9 9 1 2 3 4. We can help you decide which date to choose.
Other information
Q38. Use this part of the application form to tell us any other information about your circumstances.
Other information
Q39. What type of things should I tell you about?
Guidance: Please tell us: • if your partner is living away from you – for example, because they are working away from home • about any children or qualifying young people you did not have space on the form to tell us about • if you or your partner have more than one mortgage lender or home loan lender • if you or your partner are a Crown tenant, if you pay chief rent or pay other rent charges • about any property or land you or your partner own, apart from the place where you live • if you or your partner pay business rates on any part of the place where you live • about any pensions you did not have space to tell us about • if you or your partner have gone into a care home • if you or your partner have moved out of a care home • about a private pension scheme you have paid into but do not get any money from • if, within the last 28 weeks, you or your partner have regained your sight after being registered blind • about anything we have asked in the ‘When you want to apply from’ part of the form. If you tell us about changes to money coming in or savings or investments, please send us proof of the changes • if you or your partner have ever received a lump-sum payment as a result of putting off claiming State Pension. Please tell us about the amount of the award • if you or your partner care for someone who is receiving Attendance Allowance, Pension Age Disability Payment, Child Disability Payment at the middle or highest rate of the care component, Disability Living Allowance or Scottish Adult Disability Living Allowance at the middle or highest rate of the care component, Personal Independence Payment (either standard or enhanced rate) or Adult Disability Payment (either standard or enhanced rate).
Other information
Q40. Tax
Guidance: If you complete a Self Assessment tax return and pay your tax direct to HM Revenue and Customs, please tell us how much Income Tax you will pay or expect to pay for the current tax year. This is because Pension Credit takes account of your income after tax, including any tax due in respect of your State Pension, which is taxable. Telling us about the tax you pay helps us make sure you are getting the correct amount of Pension Credit and may mean that you get more. You can find out more about Income Tax at www.gov.uk/income-tax
You can also use ‘Other information’ to tell us about anything else you think we need to know about.
How we pay you
Q41. Use this part of the application form to give us the information we need to pay you.
How we pay you
Q42. How often will you pay me?
Guidance: If you reached State Pension age before 6 April 2010, we will pay your Pension Credit to you weekly in advance. If you reach State Pension age on or after 6 April 2010, we will normally pay you 4 weekly in arrears. This means we will work out your Pension Credit for a 4 week period and then pay this to you at the end of each 4 weeks. You may have been getting Income Support, Jobseeker’s Allowance, Employment and Support Allowance or Incapacity Benefit before applying for Pension Credit. We will continue to pay you in the same way, if this is how you want to be paid. You should tick the box on the application form which asks you how often you want to be paid.
How we pay you
Q43. What account can I use?
Guidance: You can use: • an account in your name • a joint account, or • someone else’s account, if - the terms and conditions of the account allow this, and - they agree to let you use the account, and - you are sure they will use your money in the way you tell them. If you are an appointee or a legal representative acting on behalf of the customer, the account should be in your name only. You can use a credit union account. You must tell us the credit union’s account details. Your credit union provider will be able to help you with this.
How we pay you
Q44. How will you pay me?
Guidance: We will tell you when we make the first payment and how much it will be for. We will tell you if the amount we pay into the account will change.
How we pay you
Q45. How can I find out how much you have paid into the account?
Guidance: You can check your payments on your account statements. The statements may show your National Insurance number next to any payments we have made. If you think a payment is wrong, get in touch with us straight away.
How we pay you
Q46. Can someone else collect my Pension Credit for me?
Guidance: You may be able to get someone else to collect your Pension Credit for you if you wish. For help with this, please contact your bank, building society or credit union.
How we pay you
Q47. What if we pay you too much money?
Guidance: We have the right to take back any money we pay you that you were not entitled to. For example, you may tell us that the money you have coming in has changed, and this might mean you will get less Pension Credit. If the change has already happened, we may have paid you too much Pension Credit. We will need to take back the money we should not have paid you. We will contact you before we take back any money. Remember, you need to tell us about any changes that you know will be happening in the future.
How we pay you
Q48. I have an account but I do not want to use it. What can I do?
Guidance: You may have an account but do not want to use it – for example, a joint account. Any bank or building society will help you open an account that suits you better. Remember to ask if the bank or building society account allows you to get your money from a post office, if this is important to you.
How we pay you
Q49. I do not have a suitable account. What can I do?
Guidance: If you do not have a suitable account, any bank or building society will help you open an account. If you want to get your money at a post office, check that the account allows to do this. If you have had problems opening a current account, or if you are worried about being overdrawn, you could ask any bank or building society about opening a basic bank account. These are available from all major banks and offer free banking and stop you from taking out more money than you have. You can use these accounts to pay money in, pay bills automatically, and get cash out. Many basic bank accounts also allow you to get cash from post offices. Or, you can be paid into some credit union accounts. These accounts may not provide all services. Fill in the Pension Credit application form and send it to us. Do not wait until you have opened an account. Please tell us your account details as soon as you have them.
Your declaration
Q50. Important
It is important that you sign and date the application form. If you do not, we will have to send it back to you.
Your declaration
Q51. If you give wrong or incomplete information, or you do not report changes, you may be paid the wrong amount. You will have to pay back overpaid money when told to do so. You could also be prosecuted or need to pay a financial penalty. If we pay you less than we should, we may pay you the money that we owe you.
Your declaration
Q52. Can I sign the application form for someone else?
Guidance: You should only sign the application form on behalf of someone else if: • the person who is making the application is not mentally able to act on their own behalf, and • you are willing to act on their behalf in all social security matters, including telling us about any change in their circumstances and collecting their money for them. You should not sign the application form for someone who is mentally able to manage their own affairs. Someone who is physically disabled but mentally able will not normally need someone to act for them.
Your declaration
Q53. I want to act for someone who is not mentally able to manage their own affairs. What happens next?
Guidance: We will get in touch with you to arrange a visit to see you and the person making the application. This will help us decide whether the person needs someone to act on their behalf for all social security matters. We call this person an ‘appointee’. We will explain to you the responsibilities of an appointee.
Your declaration
Q54. I have power of attorney for the person making the application. What should I do?
Guidance: If you have power of attorney or any legal authority to act on behalf of the person making the application and the Department has approved your authority to act on behalf of the person making the application, you can sign the application for them. Please let us know if we have accepted the authority before, so that we can check our records. If the Department has never approved the legal authority, please contact us so that we can discuss this with you. Our phone number is 0 8 0 0 9 9 1 2 3 4.
What to do now
Q55. Use this part of the application form to tell us which documents you are sending us.
What to do now
Q56. Before you send us your application form, please check that you: • are sending us all the original documents to support your claim - for example, payslips, proof of a private or works pension • have answered all the questions that apply to you and your partner, if you have one • have signed and dated ‘Your declaration’.
What to do now
Q57. Put your application form and other documents in the envelope, if an envelope provided. This envelope does not need a stamp.
What to do now
Q58. Send it to us as soon as you can.
Guidance: If you do not send original documents, it may change the date we can pay you Pension Credit from.
What to do now
Q59. What happens to my documents?
Guidance: We will return your documents to you. We will do our best to do this within 5 working days of getting them. If you are worried about sending us original documents, you can send them by recorded delivery or by registered post.
What to do now
Q60. If we need more information
Guidance: Sometimes we will need more information to deal with your application. If we need more information, we will usually phone you. This saves you having to fill in more forms. But if we cannot contact you by phone, we may need to send you another form to fill in.
What to do now
Q61. If you need help
Guidance: If you have speech or hearing difficulties you can call us on 0 8 0 0 9 9 1 2 3 4. If English or Welsh is not your first language, you can ask for an interpreter. This booklet gives general information only and is not a complete statement of the law.
EEA and Swiss nationals
Q62. EEA and Swiss nationals need to have an EU Settlement Scheme status
EEA and Swiss nationals
Q63. The United Kingdom (UK) has left the European Union (EU). If you are a European Economic Area or Swiss national, you and your family members need to get a UK immigration status to carry on living in the UK after 30 June 2021.
EEA and Swiss nationals
Q64. You and your family need a status even if you have already been issued with a permanent residence document by the Home Office, or have been living in the UK for a long time. You need to apply for an immigration status to be eligible for benefits. This includes new and existing claims to benefits.
EEA and Swiss nationals
Q65. It is free to apply for a UK immigration status. Irish nationals and those with indefinite leave to remain in the UK do not need to apply.
EEA and Swiss nationals
Q66. For more information and to apply for the EU Settlement Scheme please visit www.gov.uk/eusettlementscheme or call 0 3 0 0 1 2 3 7 3 7 9. You do not need to contact DWP when you apply or get a status. If DWP need details about your status they will contact you.
How DWP collects and uses information
Q67. When we collect information about you we may use it for any of our purposes.
How DWP collects and uses information
Q68. These include: • benefits and allowances • child maintenance • employment and training • investigating and prosecuting tax credits • offences • private pensions policy and • retirement planning.
How DWP collects and uses information
Q69. We may get information about you from other parties for any of our purposes as the law allows to check the information you provide and improve our services.
How DWP collects and uses information
Q70. We may give information about you to other organisations as the law allows, for example to protect against crime.
How DWP collects and uses information
Q71. To find out more about our purposes, how we use personal information for those purposes and your information rights, including how to request a copy of your information, please visit www.gov.uk/dwp/personal-information-charter.
Q1. Please tell us who are the professional(s) best placed to advise us on your circumstances. For example, a GP, hospital doctor, specialist nurse, community psychiatric nurse, occupational therapist, physiotherapist, social worker, counsellor, or support worker?
Q2b. Tell us about any: • tablets or other medication you're taking or will be taking, • any treatments you're having or will be having, such as chemotherapy, physiotherapy or dialysis, regardless of whether NHS or private, and • please include information on any side effects these have on you.
Preparing Food
Q3a. Do you use an aid or appliance to prepare or cook a simple meal? Aids and appliances include: • perching stools, lightweight pots and pans, easy grip handles on utensils, single lever arm taps and liquid level indicators.
Options: Yes; No; Sometimes
Preparing Food
Q3b. Do you need help from another person to prepare or cook a simple meal? Help includes someone: • physically assisting you to prepare to cook food, • cooking your food for you, • supervising you to make sure you are safe, and • prompting, encouraging or reminding you to cook food or how to do so. This includes help you have and help you need but don't get.
Options: Yes; No; Sometimes
Preparing Food
Q3. Tell us more information about the difficulties or help you need to prepare and cook food. For example, tell us things like: • If you can't do this safely, to an acceptable standard, as often as you need to and in a reasonable time. • If you need help from another person, tell us what kind (for example whether they need to remind or motivate you to cook, plan the task for you, supervise you while you are doing it, physically help you or prepare all your food for you). • If you use aids and appliances, tell us what type they are and how you use them. • If you can only cook using a microwave. • If your ability to do it varies, tell us in what way and how often - for example, telling us about good and bad days or how it varies throughout the day. • If you can do it but it takes you a long time. • If you have side effects from carrying out the activity - either during or after the activity - like pain, breathlessness or tiredness. • If you put something in the box below you don't have to fill all of the box.