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Evidence of Savings and Capital


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Evidence of Savings and Capital

Last updated | 21/02/2008

Documents You Must Provide

Proof of all savings and capital held by you, your partner or any children must be provided. 

The type of evidence that you will be required to provide will depend on the type of savings and capital.  We have given some examples below of the mininum evidence requirement for various different types of savings and capital:

Bank Accounts, Building Society Accounts, Post Office Accounts, ISAs

You must provide full postal bank statements showing your name, address, account number and these must carry the stamp or logo of the bank or building society for all accounts held.  These postal statements must detail the transactions for at least 60 consecutive days immediately prior to submitting your claim.  We may write to you and ask for further evidence if necessary.

Premium Bonds, National Savings Certificates, Stocks and Shares and Unit Trusts

Original documentation must be provided as evidence.

Property or Land owned other than your home

You must advise us on your application form if you own any property or land other than the property which you occupy as your home.  Proof of this ownership should also be provided in the form of original documentation.  In you have any outstanding mortgage on this property, you should also provide original documentation to support this.  We may write to you and ask for further evidence if necessary.

Please remember that original documentation must be provided - photocopies cannot be accepted.

You are responsible to tell us about all your household savings and capital.  The above information is for guidance only and this does not advise of all savings and capital types.  If you have any queries on what to provide, please contact us.  Contact Details.