There are two ways you can complete a financial assessment form: either by printing the form or by filling it out online.

By completing the form online, you can securely send us supporting documents using the upload buttons provided within the form. This means you do not need to send sensitive information through the post.

How to complete the online financial assessment form

  1. Gather all your income, savings and expenditure information.
  2. If you have a printer, download and print the declaration form, which you will need to sign later.
    Declaration form (PDF version)
    Declaration form (Word version)
    If you do not have a printer, please tell us and we will send you a declaration form to you.
  3. Follow this link to complete the online financial assessment form:
    Start the online financial assessment form
  4. Once you have submitted the online form, the information will be sent to us immediately and we will start the process of completing your assessment.
  5. Complete and sign the declaration form that you printed, or that we sent to you.
  6. Send the completed declaration form to us at the address below, or scan it and email it to us. Please also send us copies of any supporting documents that you did not upload via the online financial assessment form.

We will be unable to complete your assessment without a valid consent form.

Printable version

If you would prefer to print the financial assessment form and send it to us in the post you can print the form out here:

Please return the completed Financial Assessment form, along with Consent Form 1 to the address below.

Or you can call us on the number below and we will be happy to answer any questions or provide support over the phone.

Contact us

Financial Assessment Team
Merton Civic Centre
London Road

Telephone: 020 8545 3632