Guides For Claimants
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This is a list of some of the many, frequently updated guides that are instantly available to Benefits and Work subscribing members. As a member you have access to every single guide and you can access them online or download them as often as you need.
Personal Independence Payment
Download the PIP guides from this page, if you are already a Benefits and Work member
PIP CLAIMS
Guide to PIP claims and reviews
108 page guide to PIP claims, medicals and the PIP review form (AR1/1043).
Long Covid PIP claims supplement
A short guide to what DWP assessors and decision makers are being told about assessing claimants with Long Covid.
I've been awarded PIP, what else can I claim?
14 page guide to other benefits you may be able to claim if you are awarded PIP.
PIP Sample medical report
Our own sample version of a PIP PA4 medical report form
PIP GP Notes
A copy of the PIP descriptors you can take your GP to ask them to select which ones they think apply to you, add any comments and sign and date as evidence for your claim or appeal. Just take the pages you need.
UC/ESA and PIP overlap
A chart showing the degree of overlap between UC/ESA and PIP descriptors. This is something that will become increasingly important if combined assessments are introduced, as is currently being planned. Many thanks to Gordon, our moderator, for creating this.
PIP DIARIES
Not everyone wants to keep a diary of the effects of their condition, but many claimants do find them useful, either to help with completing the PIP ‘How your disability affects you' form or to submit as additional evidence.
Our sample extracts covering mental and physical health conditions such as arthritis, fibromyalgia, anxiety and depression and our templates will make sure you do the best possible job of keeping a PIP diary.
You can also download templates to create your own diary:
PIP APPEALS
Guide to PIP appeals
A 23 page guide on challenging PIP decisions through Mandatory Reconsideration and Appeal.
The Best Possible Support For Clients With PIP Mandatory Reconsiderations and Appeals
A detailed 49 page guide that can be used by claimants and support workers alike to challenge PIP decisions via mandatory reconsideration and appeal.
PIP mandatory reconsideration and appeal submissions
A 33 page guide to PIP mandatory reconsideration and appeal submissions and sample submissions for health conditions: Chronic Fatigue Syndrome; Anxiety & depression; Schizophrenia; Mobility problems; Fibromyalgia; Anxiety disorder, depression & agoraphobia and; Osteoarthritis & obesity
Best possible ways to challenge a PIP medical report
A 24 page guide to challenging a DWP Health Professional's PIP medical report, includes over 50 grounds for appeal and sample text.
PIP DWP RESOURCES
Tribunal Help For Users
HM Courts and Tribunals Service document which sets out which claimants can request an urgent appeal.
PIP Assessment Guide
The PIP Assessment Guide is provided to health professionals carrying out PIP assessments. It has now been split into three separate documents.
Personal independence Payment Assessment Tool
92 page facilitators guide for training health professionals to use PIPAT, the software used to carry out PIP assessments.
PIPAT Guidance for Assessment Providers
103 page guide for Atos and Capita to using PIPAT assessment software.
Benchbook
190 pages A4, dated August 2006 - the tribunals service refuse to release newer editions
A very useful resource. The Benchbook is a practical guide to what should happen at tribunals, which every chairman is expected to use. Everything from what to do if the claimant doesn't turn up to whether to allow tape recording of hearings.
Employment and Support Allowance & Universal Credit
Download the ESA and UC guides from this page, if you are already a member.
ESA & UC CLAIMS
ESA and UC Claims for Physical, Mental Health and Learning Difficulties: a guide to the work capability assessment.
135 page, fully comprehensive guide to the assessment procedure on physical, mental health and learning difficulties grounds for employment & support allowance and universal credit.
Permitted work and working while on universal credit due to sickness or disability
9 page guide to doing permitted work whilst claiming ESA, universal credit or incapacity benefit.
Ways to prevent and overturn ESA and UC sanctions
30 page guide to ESA and UC sanctions
UC/ESA and PIP overlap
A chart showing the degree of overlap between UC/ESA and PIP descriptors. This is something that will become increasingly important if combined assessments are introduced, as is currently being planned. Many thanks to Gordon, our moderator, for creating this.
ESA to UC Migration
Successful ESA to UC Managed Migration
A 52 page guide to the managed migration process.
ESA to UC - A guide to migration
A 28 page overview of the process of natural and managed migration from employment and support allowance to universal credit.
See also DWP UC migration resources below.
ESA & UC APPEALS
ESA and UC mandatory reconsiderations and appeals
43 page guide to mandatory reconsiderations and appeals for ESA and UC.
ESA and UC Mandatory Reconsideration And Appeal Submissions
26 page guide to writing mandatory reconsideration requests, completing ESA appeal forms and writing submissions for an ESA tribunal.
Letter asking for your medical to be recorded
A 2 page letter you can copy and paste to send to DWP/Atos requesting that your medical is recorded. This letter is also included in the WCA guides above. This Word version may be easier to copy and paste.
DWP UC MIGRATION RESOURCES
Cancelling a migration notice (18 pages)
Guidance on when a migration notice can be cancelled, including where the claimant has complex needs which mean they are not able to make a claim to Universal Credit, even with support and / or additional time.
Case manager identifies that a claimant needs more time to make a claim (6 pages)
Explains the process to be used where a DWP case manager realises that a claimant needs more time and after a discussion, the claimant and the case manager agree to an extension.
Claimant loses entitlement to legacy benefits before they claim UC (1 page)
Procedure where a claimant loses their entitlement to legacy benefits before they make their claim for universal credit and thus lose entitlement to transitional protection.
Claimant makes contact to ask for more time to claim (9 pages)
Explains the process a case manager should follow here a claimant requests an extension to their deadline for claiming UC should be granted, even if they have had previous extensions, and also to decide whether additional support is needed.
Complex case coach: Move to Universal Credit: Guidance (6 pages)
Guide to the work of complex case coaches.
Complex case: Recording a claimant’s complex needs: Spotlight (9 pages)
Guidance on how to record details of a claimant's complex needs.
Differences in additional support for UC claimants compared to legacy benefits (4 pages)
Guidance on which passported benefits available to legacy benefit claimants may not still be available when a claimant has migrated to UC.
Exclusions and deferrals (3 pages)
Guidance on which claimants may be excluded from migration to UC and which may have their transfer deferred.
Extending the claim by date without claimant consent (2 pages)
Explains that a DWP agent can extend a claimant’s deadline even if the claimant has not requested it.
Inbound calls (Migration Notice helpline) (29 pages)
Set of detailed answers to the most commonly asked questions asked on the managed migration helpline.
Move to Universal Credit-claimant queries and support guidance (11 pages)
Guidance on how to answer some of the most frequently asked questions about managed migration.
Move to Universal Credit (managed migration) - Guidance (7 pages)
An overview of the managed migration process
Move to Universal Credit (managed migration) transitional protection (6 pages)
An overview of how transitional protection works.
Move to Universal Credit overview - specialist teams (11 pages)
An overview of the managed migration process
Disability Living Allowance
Download the DLA guides from this page, if you are already a member.
DLA CLAIMS
The Best Possible Disability Living Allowance Claims For Children On Physical and Mental Health Grounds
A 74 page guide to DLA claims for children.
The Best Possible Disability Living Allowance Renewal Claims For Adults On Physical Health Grounds
A 58 pageto DLA renewal claims for adults with a physical health condition
The Best Possible Disability Living Allowance Renewal Claims For Adults On Mental Health Grounds
A 50pageto DLA renewal claims for adults with a mental health condition
DLA MEDICALS
70 Questions You’re Likely To Be Asked At Your DLA Medical
Letter from Chris Grayling, former minister for employment, confirming that claimants can ask to have their DLA medical recorded provided it takes place at a medical examination centre rather than in the claimant's home. (We've removed the House of Commons coat-of-arms as we may not have the right to reproduce this).
DLA APPEALS
The Best Possible Support For Clients With DLA and AA Mandatory Reconsiderations and Appeals
This 46 page guide can be used by claimants and support workers alike to challenge DLA decisions.
Giving Persuasive Information About How Far You Can Walk
13 page guide.
Challenging The Claim A Bottle Or Commode Will Replace The Need For Help
8 page guide
DWP RESOURCES
A-Z of medical conditions for adults
A 764 page guide to how medical conditions affect adults in relation to DLA and AA. Used by decision makers. For each condition, it explains the DWP's view of:
- the definition of the condition
- what evidence should be available
- the likely care and mobility needs
- how long the needs will last
- how it affects people over 65
Please note: the first 90 pages are links and an index, the text begins after this.
A-Z of medical conditions for children
A 559 page guide to how medical conditions affect children in relation to DLA. Used by decision makers. For each condition, it explains the DWP's view of:
- the definition of the condition
- the effects and signs
- how it is assessed
- how it is treated and managed
- what evidence should be available
- how long the needs will last
Attendance Allowance
Attendance allowance claims
Detailed guide to claiming attendance allowance on physical or mental health grounds.
Archive materials
Incapacity benefits
Incapacity benefits claims and medicals
Guides to the personal capability assessment, including completing the incapacity for work (IB50) questionnaire on mental and physical health grounds. Plus full details of how to prepare for, and what you’ll be asked at a medical.
Incapacity benefits appeals
Guide to appealing against the decision that you’re capable of work.
Incapacity benefits briefs
Useful sample letters and emails relating to incapacity benefit.
DWP incapacity benefits resources
Links to a huge range of DWP guides, training materials, confidential bulletins and other documents obtained by Benefits and Work using the Freedom of Information Act.