In order to apply for the Warm Homes Local Grant, we need certain information to verify that you are a resident of the property and that you meet any income eligibility criteria. This form will guide you through what we need and allow you to upload the evidence.

BEFORE YOU BEGIN: It will be helpful if you have all information ready to upload at one time, by answering the questions at the top of the form, you will see what documents are needed. You have the option to skip any of the documents by saying you have already provided them, or will provide them at a later date, but it is better if you can upload all documents through this form, so they are provided in one place and to minimise any delays with your grant application. 

Please tick here if you just wish to upload a single file or files that have been requested by us, rather than the full grant evidence
Please tick here if you just wish to upload a single file or files that have been requested by us, rather than the full grant evidence

ENTER YOUR PROPERTY ADDRESS

Address

MAIN DETAILS

You must upload income evidence for ALL adult who lives in your home. If you have a lodger, we do not need to provide their income details, but you must provide information about the rent they pay you.  

The current gross household income eligibility is £36,000, which is for the total income of all adults in your home before any tax deductions and also includes certain benefits. We may carry out a soft credit check using a system called Creditsafe, which will not affect your credit rating and will help us confirm the information you provide, including the number of people living in your home.

If you receive any of these benefits below, you do not need to include them in your household income calculation: 

• Attendance Allowance • Disability Living Allowance • Personal Independence Payment • Armed Forces Independence Payment • Exceptionally Severe Disablement Allowance • Constant Attendance Allowance • Industrial Injuries Disablement Benefit

GROSS ANNUAL INCOME: Means the total income a person receives in a year before any deductions for tax, national insurance or pensions. This should include any wages, pensions (including private pensions), Government benefits (excluding those listed above), self assessment income, interest on savings or investments, net income from property rentals and any other income that would ordinarily be considered part of your annual income.

IMPORTANT INFORMATION:

  • You must give us the name of every adult living in your home and upload evidence, which will help us verify their gross annual income
  • You must supply us with statements for ALL bank accounts held by ALL adults in the home (which may include business bank statements if anyone is a sole trader)
  • We disregard money you have, or have spent from any savings, but you must tell us about any interest, or capital gains you have received in the last year from savings, or any other investments
  • Company owners must provide details about dividends for the last 3 years and any director loan accounts
  • If any income source is not shown on the most recent bank statements, please provide more than 3 months
  • We need all payslips where a person holds multiple jobs

Do not upload any evidence for other members of your household unless you have received their consent to do so 

Your Full Name (Name of Main property Resident)*
Your Full Name (Name of Main property Resident)*
Do you own or rent your home?*
Do you own or rent your home? Required field
Do you have a mortgage on the home?*
Do you have a mortgage on the home? Required field
How many adults live in your home (including yourself)*
How many adults live in your home (including yourself) Required field
Does anyone living in the home receive any benefits? (excluding any listed above)*
Does anyone living in the home receive any benefits? (excluding any listed above) Required field
Does anyone living in the home have a job?*
Does anyone living in the home have a job? Required field
Does anyone living in the home have savings or investments?*
Does anyone living in the home have savings or investments? Required field
Includes things like Premium Bonds
Has anyone living in the home completed a self assessment tax return in the last year?*
Has anyone living in the home completed a self assessment tax return in the last year? Required field
Select No if you do not know what this is
Is the person who completed a self assessment tax return working as a sole trader or the partner of an LLP or similar?*
Is the person who completed a self assessment tax return working as a sole trader or the partner of an LLP or similar? Required field
Does anyone living in the home own shares in a company?*
Does anyone living in the home own shares in a company? Required field

EVIDENCE YOU WILL NEED TO PROVIDE US

 Annual electricity (and gas if applicable) statement or bill

Latest Council Tax bill 

Most recent Electoral Register document (if you have it)

Copy of your tenancy (or shared ownership) agreement 

Copy of your mortgage statement

Most recent 3 months' bank statements


Most recent 3 months' statements linked to the business activities (if applicable)


Most recent 3 months' wage slips


Your most recent P60 showing your income last year

Evidence showing all income/interest from savings, or stocks/shares 

Benefits statements for any adult living in the home

Most recent Self-Assessment Tax Return

Sole trader accounts for the last full year plus any recent management accounts

Most recent company accounts (including full BS and P&L)

GENERAL EVIDENCE UPLOAD - ALL HOMES

Electricity (and gas) annual statement or bills*
Electricity (and gas) annual statement or bills Required field
Council Tax Bill*
Council Tax Bill Required field
Tenancy agreement*
Tenancy agreement Required field
Annual mortgage statement*
Annual mortgage statement Required field
Latest Electoral Register document if you have it*
Latest Electoral Register document if you have it Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

EVIDENCE UPLOAD - MAIN APPLICANT

Your Full Name (Name of Main property Resident)*
Your Full Name (Name of Main property Resident)*
Does this person have a job?*
Does this person have a job? Required field
is this one of the people who completed a self assessment tax return?*
is this one of the people who completed a self assessment tax return? Required field
Is this person in receipt of benefits?*
Is this person in receipt of benefits? Required field
Does this person have savings or investments??*
Does this person have savings or investments?? Required field
is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))?*
is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))? Required field
If a sole trader, does the person have a separate business bank account/s?*
If a sole trader, does the person have a separate business bank account/s? Required field
Is this one of the people who owns shares in a company?*
Is this one of the people who owns shares in a company? Required field
Is this person a director of the company AND have an overdrawn director's loan account?*
Is this person a director of the company AND have an overdrawn director's loan account? Required field

Company owner? Ensure your income includes ALL types of income from the company, including interest received on loans, lump sum or regular pension contributions, or wider benefits in kind, which would be considered part of your taxable income.  

Sole Trader, or Partner of an LLP (or similar)? Your annual income should be based on your most recent annual profits, or eligible drawings, please ensure that you provide documentary evidence of this, such as accounts

3 months' bank statements (all bank accounts held)*
3 months' bank statements (all bank accounts held) Required field
3 months' wage slips*
3 months' wage slips Required field
Most recent P60 showing your wages last year*
Most recent P60 showing your wages last year Required field
Copy of most recent self assessment tax return*
Copy of most recent self assessment tax return Required field
3 months' bank statements (business)*
3 months' bank statements (business) Required field
Documents detailing any interest or income received from savings or stocks/shares in last 12 months*
Documents detailing any interest or income received from savings or stocks/shares in last 12 months Required field
We will not include amounts you have drawn down from your savings capital
Accounts for sole trader - or income evidence for LLP partner (most recent full year)*
Accounts for sole trader - or income evidence for LLP partner (most recent full year) Required field
Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss*
Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss Required field
Copies of benefits statements/letters*
Copies of benefits statements/letters Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
We do not need to know about money you spend from your savings capital
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

EVIDENCE UPLOAD - SECOND PERSON

Name of second person*
Name of second person*
2 - Does this person have a job?*
2 - Does this person have a job? Required field
2 - Is this one of the people who completed a self assessment tax return?*
2 - Is this one of the people who completed a self assessment tax return? Required field
2 - Is this person in receipt of benefits?*
2 - Is this person in receipt of benefits? Required field
2 - Does this person have savings or investments??*
2 - Does this person have savings or investments?? Required field
2 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))?*
2 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))? Required field
2 - If a sole trader, does the person have a separate business bank account/s?*
2 - If a sole trader, does the person have a separate business bank account/s? Required field
2 - Is this one of the people who owns shares in a company?*
2 - Is this one of the people who owns shares in a company? Required field
2 - Is this person a director of the company AND have an overdrawn director's loan account?*
2 - Is this person a director of the company AND have an overdrawn director's loan account? Required field

Company owner? Ensure your income includes ALL types of income from the company, including interest received on loans, lump sum or regular pension contributions, or wider benefits in kind, which would be considered part of your taxable income.  

Sole Trader, or Partner of an LLP (or similar)? Your annual income should be based on your most recent annual profits, or eligible drawings, please ensure that you provide documentary evidence of this, such as accounts

2 - Three months' bank statements (all bank accounts held)*
2 - Three months' bank statements (all bank accounts held) Required field
2 - Three months' wage slips*
2 - Three months' wage slips Required field
2 - Most recent P60 showing your wages last year*
2 - Most recent P60 showing your wages last year Required field
2 - Copy of most recent self assessment tax return*
2 - Copy of most recent self assessment tax return Required field
2 - Three months' bank statements (business)*
2 - Three months' bank statements (business) Required field
2 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months*
2 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months Required field
We will not include amounts you have drawn down from your savings capital
2 - Accounts for sole trader - or income evidence for LLP partner (most recent full year)*
2 - Accounts for sole trader - or income evidence for LLP partner (most recent full year) Required field
2 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss*
2 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss Required field
2 - Copies of benefits statements/letters*
2 - Copies of benefits statements/letters Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
We do not need to know about money you spend from your savings capital
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

EVIDENCE UPLOAD - THIRD PERSON

Name of third person*
Name of third person*
3 - Does this person have a job?*
3 - Does this person have a job? Required field
3 - Is this one of the people who completed a self assessment tax return?*
3 - Is this one of the people who completed a self assessment tax return? Required field
3 - Is this person in receipt of benefits?*
3 - Is this person in receipt of benefits? Required field
3 - Does this person have savings or investments??*
3 - Does this person have savings or investments?? Required field
3 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))?*
3 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))? Required field
3 - If a sole trader, does the person have a separate business bank account/s?*
3 - If a sole trader, does the person have a separate business bank account/s? Required field
3 - Is this one of the people who owns shares in a company?*
3 - Is this one of the people who owns shares in a company? Required field
3 - Is this person a director of the company AND have an overdrawn director's loan account?*
3 - Is this person a director of the company AND have an overdrawn director's loan account? Required field

Company owner? Ensure your income includes ALL types of income from the company, including interest received on loans, lump sum or regular pension contributions, or wider benefits in kind, which would be considered part of your taxable income.  

Sole Trader, or Partner of an LLP (or similar)? Your annual income should be based on your most recent annual profits, or eligible drawings, please ensure that you provide documentary evidence of this, such as accounts

3 - Three months' bank statements (all bank accounts held)*
3 - Three months' bank statements (all bank accounts held) Required field
3 - Three months' wage slips*
3 - Three months' wage slips Required field
3 - Most recent P60 showing your wages last year*
3 - Most recent P60 showing your wages last year Required field
3 - Copy of most recent self assessment tax return*
3 - Copy of most recent self assessment tax return Required field
3 - Three months' bank statements (business)*
3 - Three months' bank statements (business) Required field
3 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months*
3 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months Required field
We will not include amounts you have drawn down from your savings capital
3 - Accounts for sole trader - or income evidence for LLP partner (most recent full year)*
3 - Accounts for sole trader - or income evidence for LLP partner (most recent full year) Required field
3 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss*
3 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss Required field
3 - Copies of benefits statements/letters*
3 - Copies of benefits statements/letters Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
We do not need to know about money you spend from your savings capital
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

EVIDENCE UPLOAD - FOURTH PERSON

Name of fourth person*
Name of fourth person*
4 - Does this person have a job?*
4 - Does this person have a job? Required field
4 - Is this one of the people who completed a self assessment tax return?*
4 - Is this one of the people who completed a self assessment tax return? Required field
4 - Is this person in receipt of benefits?*
4 - Is this person in receipt of benefits? Required field
4 - Does this person have savings or investments??*
4 - Does this person have savings or investments?? Required field
4 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))?*
4 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))? Required field
4 - If a sole trader, does the person have a separate business bank account/s?*
4 - If a sole trader, does the person have a separate business bank account/s? Required field
4 - Is this one of the people who owns shares in a company?*
4 - Is this one of the people who owns shares in a company? Required field
4 - Is this person a director of the company AND have an overdrawn director's loan account?*
4 - Is this person a director of the company AND have an overdrawn director's loan account? Required field

Company owner? Ensure your income includes ALL types of income from the company, including interest received on loans, lump sum or regular pension contributions, or wider benefits in kind, which would be considered part of your taxable income.  

Sole Trader, or Partner of an LLP (or similar)? Your annual income should be based on your most recent annual profits, or eligible drawings, please ensure that you provide documentary evidence of this, such as accounts

4 - Three months' bank statements (all bank accounts held)*
4 - Three months' bank statements (all bank accounts held) Required field
4 - Three months' wage slips*
4 - Three months' wage slips Required field
4 - Most recent P60 showing your wages last year*
4 - Most recent P60 showing your wages last year Required field
4 - Copy of most recent self assessment tax return*
4 - Copy of most recent self assessment tax return Required field
4 - Three months' bank statements (business)*
4 - Three months' bank statements (business) Required field
4 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months*
4 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months Required field
We will not include amounts you have drawn down from your savings capital
4 - Accounts for sole trader - or income evidence for LLP partner (most recent full year)*
4 - Accounts for sole trader - or income evidence for LLP partner (most recent full year) Required field
4 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss*
4 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss Required field
4 - Copies of benefits statements/letters*
4 - Copies of benefits statements/letters Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
We do not need to know about money you spend from your savings capital
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

EVIDENCE UPLOAD - FIFTH PERSON

Name of fifth person*
Name of fifth person*
5 - Does this person have a job?*
5 - Does this person have a job? Required field
5 - Is this one of the people who completed a self assessment tax return?*
5 - Is this one of the people who completed a self assessment tax return? Required field
5 - Is this person in receipt of benefits?*
5 - Is this person in receipt of benefits? Required field
5 - Does this person have savings or investments??*
5 - Does this person have savings or investments?? Required field
5 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))?*
5 - Is this the person who is a sole trader (or partner of a Limited Liability Partnership (LLP))? Required field
5 - If a sole trader, does the person have a separate business bank account/s?*
5 - If a sole trader, does the person have a separate business bank account/s? Required field
5 - Is this one of the people who owns shares in a company?*
5 - Is this one of the people who owns shares in a company? Required field
5 - Is this person a director of the company AND have an overdrawn director's loan account?*
5 - Is this person a director of the company AND have an overdrawn director's loan account? Required field

Company owner? Ensure your income includes ALL types of income from the company, including interest received on loans, lump sum or regular pension contributions, or wider benefits in kind, which would be considered part of your taxable income.  

Sole Trader, or Partner of an LLP (or similar)? Your annual income should be based on your most recent annual profits, or eligible drawings, please ensure that you provide documentary evidence of this, such as accounts

5 - Three months' bank statements (all bank accounts held)*
5 - Three months' bank statements (all bank accounts held) Required field
5 - Three months' wage slips*
5 - Three months' wage slips Required field
5 - Most recent P60 showing your wages last year*
5 - Most recent P60 showing your wages last year Required field
5 - Copy of most recent self assessment tax return*
5 - Copy of most recent self assessment tax return Required field
5 - Three months' bank statements (business)*
5 - Three months' bank statements (business) Required field
5 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months*
5 - Documents detailing any interest or income received from savings or stocks/shares in last 12 months Required field
We will not include amounts you have drawn down from your savings capital
5 - Accounts for sole trader - or income evidence for LLP partner (most recent full year)*
5 - Accounts for sole trader - or income evidence for LLP partner (most recent full year) Required field
5 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss*
5 - Most recent full company/companies accounts showing detailed/full balance sheet and profit and loss Required field
5 - Copies of benefits statements/letters*
5 - Copies of benefits statements/letters Required field
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
We do not need to know about money you spend from your savings capital
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB
Drag and drop here or 
Max file size: 100 MB

INCOME SUMMARY

Your combined gross annual household income appears to exceed £36,000, please check the figures provided above to confirm you are actually eligible.  

You may still be eligible if a large proportion of your net income goes on rent or mortgage, please contact us to find out more.

DECLARATION

Please confirm that the information you have provided is accurate and that where you have provided income information, this is ALL income information for ALL adults living in the home and that you have provided statements for ALL bank accounts held in the name of all resident of the home, or their businesses where applicable. Where any income sources have been withheld, or misrepresented, we reserve the right to report the matter to the Police via the Report Fraud website. 

I confirm that I have uploaded all income information for all adults living in the home (with their consent) and give consent for a soft credit check to be carried to verify how many adults live in my home*
I confirm that I have uploaded all income information for all adults living in the home (with their consent) and give consent for a soft credit check to be carried to verify how many adults live in my home Required field

QUICK FILE UPLOAD

Drag and drop here or 
Max file size: 100 MB
Form secured by Formstack
Form secured byFormstack