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UC review of bank acc / savings
- M&E
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2 weeks 2 days ago #307390 by M&E
UC review of bank acc / savings was created by M&E
Claim Review: provide bank statements
As part of the Universal Credit review, we need you to upload bank or building society statements for all your current and savings accounts. This includes joint account statements.
This is to provide an overview of your finances, including any other forms of income, savings or costs that you may not have declared and may affect your Universal Credit claim or payment.
You must complete this to-do by 28 July 2025. If you do not, it may affect the amount of money you receive.
Your statements must:
- cover the past 4 months
- show both incoming and outgoing transactions
- show the start and end balances
Would we need to provide statements of Help To Save account
As part of the Universal Credit review, we need you to upload bank or building society statements for all your current and savings accounts. This includes joint account statements.
This is to provide an overview of your finances, including any other forms of income, savings or costs that you may not have declared and may affect your Universal Credit claim or payment.
You must complete this to-do by 28 July 2025. If you do not, it may affect the amount of money you receive.
Your statements must:
- cover the past 4 months
- show both incoming and outgoing transactions
- show the start and end balances
Would we need to provide statements of Help To Save account
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- BIS
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2 weeks 21 hours ago #307472 by BIS
Nothing on this board constitutes legal advice - always consult a professional about specific problems
Replied by BIS on topic UC review of bank acc / savings
Hi M&E
It says all accounts - so yes, I think you would need to include it.
BIS
It says all accounts - so yes, I think you would need to include it.
BIS
Nothing on this board constitutes legal advice - always consult a professional about specific problems
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- M&E
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4 days 2 hours ago #307930 by M&E
Replied by M&E on topic UC review of bank acc / savings
Hi
Just received this.
Attend your appointment with a Claim Review agent by phone
This appointment is to review your Universal Credit claim, discuss the information you have already provided and for you to provide further evidence.
Make sure you have access to any documents you have already provided during the interview. This will help us to make sure you're getting the right payment
Anything to worry about?
Just received this.
Attend your appointment with a Claim Review agent by phone
This appointment is to review your Universal Credit claim, discuss the information you have already provided and for you to provide further evidence.
Make sure you have access to any documents you have already provided during the interview. This will help us to make sure you're getting the right payment
Anything to worry about?
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- BIS
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3 days 3 minutes ago #307983 by BIS
Nothing on this board constitutes legal advice - always consult a professional about specific problems
Replied by BIS on topic UC review of bank acc / savings
Hi M&E
I know of a couple of people who have had this sort of letter and they have simply confirmed any questions they were asked and everything has gone through. I don't think you should be concerned - but these things are done on a case-by-case basis - and therefore I cannot confirm exactly what they will ask you.
BIS
I know of a couple of people who have had this sort of letter and they have simply confirmed any questions they were asked and everything has gone through. I don't think you should be concerned - but these things are done on a case-by-case basis - and therefore I cannot confirm exactly what they will ask you.
BIS
Nothing on this board constitutes legal advice - always consult a professional about specific problems
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- Onyx123
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2 days 5 hours ago #308012 by Onyx123
Replied by Onyx123 on topic UC review of bank acc / savings
My review started in March and it is nearly August and it still hasn't ended. I think I am going for the record. We ended up submitting 3 years of statements. I am sure it will take months to sort out the statements.
Onyx123
Onyx123
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