Dwp Budgeting Loan Application – Fill Out and Use This PDF

The Dwp Budgeting Loan Application form is a crucial document for individuals in need of financial assistance for essential expenses not covered by regular benefits. It enables applicants who have been receiving benefits like Income Support or Pension Credit for at least 26 weeks to request interest-free loans for necessary expenditures such as furniture, clothing, moving costs, and more. Understanding the specifics of how to fill out this form and meeting the eligibility criteria are vital steps toward getting this financial aid. For detailed guidance and to start your application, click the button below.

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Dwp Budgeting Loan Application PDF Details

Applying for a Department for Work and Pensions (DWP) Budgeting Loan can seem like navigating through a maze without a map for those unfamiliar with the process. This crucial form of financial aid is designed for individuals receiving certain benefits, aiming to cover essential or unexpected expenses without the burden of interest. Among the expenses covered are costs for necessary household items, clothing, rent advances, home improvements, and expenses related to work, maternity, or funerals, helping to ease the financial strain during challenging times. However, the application comes with its conditions, including a requirement that the applicant has been receiving specified benefits for at least 26 weeks. Applicants must also consider existing debts to the Social Fund, as those owing £1,500 or more may not qualify. Savings could also impact the loan amount, with different thresholds set for individuals and couples based on their age. The process includes a decision-making phase, where the maximum loan size is determined, and repayment conditions are outlined, ensuring applicants can manage the repayments alongside their existing expenditures. Furthermore, assistance and additional information are readily available, with various communication methods highlighted for ease of access, including traditional forms and digital platforms. This overview introduces the DWP Budgeting Loan Application form's key aspects, offering a starting point for those considering this financial aid route.

Question	Answer
Form Name	Dwp Budgeting Loan Application
Form Length	16 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	4 min
Other names	fill an application on line for a social fund, budget loan application form, dwp budgeting loan form, dwp budgeting loan application form

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Budgeting Loans

from the Social Fund

We have many different ways we can communicate with you

If you would like Braille, British Sign Language, a hearing loop, translations, large print, audio or something else please tell us by phoning 0800 169 0140.

Notes sheet

Please read these notes carefully. They explain the circumstances when a budgeting loan can be paid.

Budgeting Loans

You may be able to get a Budgeting Loan if:

•you have been getting Income Support, income-based Jobseeker’s Allowance, income-related Employment and Support Allowance, Pension Credit or payment on account of one of these benefits or entitlements for at least 26 weeks on the date we process your application

and

•you need help:

–to buy furniture or household equipment

–to buy clothing and footwear

–to pay rent in advance and/or removal expenses to secure fresh accommodation

–to pay for home improvements, maintenance or security

–with travelling, maternity and funeral expenses

–to pay for things to help you look for or start work

–to repay hire purchase (HP) or other debts that have been taken out

We cannot help with any other types of items or services.

Budgeting Loans have to be paid back but they are interest free.

SF500 10/19

Please turn over for more information ▶

Notes

You can have one of three rates of Budgeting Loan. The amount depends on whether you are single, a couple without children or qualifying young persons, or a one or two parent family with children or qualifying young persons. For a single person the maximum rate is £348, for a couple without children or qualifying young persons the maximum rate is £464, and for one or two parent families with children the maximum rate is £812. We cannot pay you more than these amounts.

The amount of Budgeting Loan you can have also depends on whether you still have any other Budgeting Loans or Crisis Loans you have not paid back to the Social Fund. We cannot make a payment for a loan if you already owe £1,500 or more to the Social Fund for any previous Crisis Loans or Budgeting Loans combined.

Savings

•If you and your partner are aged under 63, savings of more than £1,000 may affect the amount of money you can get.

•If you or your partner are aged 63 or over, savings of more than £2,000 may affect the amount of money you can get.

We cannot make a payment for a loan if you already owe £1,500 or more to the Social Fund.

We cannot pay a Budgeting Loan for expenses of less than £100.

How we decide what we can pay you

The decision maker will look at the relevant circumstances and decide the maximum size of Budgeting Loan you can have, if you have no existing Social Fund debt. Whether or not you can have a loan of up to that amount will depend on if you already have a budgeting loan debt.

How you pay back a loan

•We will look at what you can afford before we decide on the arrangements for repayments.

•If we can pay you a Budgeting Loan, we may make you up to three different offers. It will be up to you which of these offers you can afford to pay back. We may not be able to lower the repayment rate if you later feel

you cannot afford the rate you originally agree to.

•If we can pay you a Budgeting Loan, we will ask you to agree to repay it and also to agree the way you will repay it before we make the payment.

•We will take the money back in weekly repayments from your benefit. If you or your partner do not get any benefit, we will arrange for the loan to be repaid in another way.

•If you have problems later on making the repayments as originally agreed, we may be able to help, for example reducing your payments by extending the repayment period. Your local jobcentre can give you advice.

Help and advice

If you want more information:

•get in touch with Jobcentre Plus, phone 0800 169 0140. You can also get more information from www.gov.uk

•get in touch with an advice centre like Citizens Advice

We use partner to mean:

•a person you live with who is your husband, wife or civil partner, or

•a person you live with as if you are a married couple

We use child to mean a person aged under 16 who is living with you and you are getting Child Benefit for.

We use qualifying young person to mean a person aged 16, 17, 18 or 19 who is living with you, who you are getting Child Benefit for.

These notes give general guidance only and should not be treated as a complete and authoritative statement of the law.

Tear off this page to keep for your information ▶

Part 1: About you and your partner

•Before you complete this form, please read the notes sheet which tells you about all types of help you can get from the Social Fund.

•Use this form to apply for a Budgeting Loan. Sign and date any alterations you make.

•If you are getting Income Support, income-based Jobseeker’s Allowance, income-related Employment and Support Allowance or Pension Credit, the person who both claims and gets paid that benefit or entitlement should fill in this form.

•Tell us about yourself and your partner, if you have one. We use partner to mean:

–a person you are married to or a person you live with as if you are married to them, or

–a civil partner or a person you live with as if you are civil partners

•Fill in the form fully by answering all the questions and requests for information. Your application may be delayed if we do not have all the information we need.

•Please fill in this form with BLACK INK and in CAPITALS.

National Insurance (NI) number

Surname or family name

Any other surnames or family names you have been known by

All other names, in full

Date of birth

Daytime phone number

We may need to contact you by phone to ask for further information, or when we have made a decision on your application. Please note that the number may display as an 0800, unknown or witheld number.

You

Your partner

Letters Numbers

Letter

Letters Numbers

Letter

You can find the number on a National Insurance (NI) numbercard, letters about benefit, or payslips.

Mr/Mrs/Miss/Ms		Mr/Mrs/Miss/Ms

/	/	/	/

1	SF500 10/19

Part 1: About you and your partner continued

Mobile phone number, if you have one

Email address, if you have one

Address where you live now

Please tell us your current address, and your partner’s current address, if it is different.

Are you or your partner involved in a trade dispute? We use trade dispute to mean a strike, walk-out, lock-out or any other dispute about work.

You

Postcode

Yes

Your partner

Postcode

Yes

Part 2: About your children or qualifying young persons

•We use child to mean a person aged under 16 who you are getting Child Benefit for.

•We use qualifying young person to mean a person aged 16, 17, 18 or 19 who you are getting Child Benefit for.

How many children or qualifying young persons are in your household?

Are you getting Child Tax Credit for your children or qualifying young persons?

Are you getting Child Benefit for your children or qualifying young persons?

Yes How much do you get a week?

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Part 3: About what you need

Budgeting Loans can only be given for the types of items or services listed in this part.

Please enter the total amount you need in the Total amount applied for box.

Please refer to the notes sheets for the maximum rates of Budgeting Loans depending on your circumstances.

Total amount applied for

What items are you applying for?

Please tick the box (or boxes) that apply to you. Furniture and household equipment

Clothing and footwear

Rent in advance or removal expenses to secure fresh accommodation Improvement, maintenance and security of the home

Travelling expenses within the UK

Expenses associated with seeking or re-entering work

Maternity expenses

Funeral expenses

Repaying Hire Purchase and other debts – for any items or expenses which are associated with the categories above

3	SF500 10/19

Part 4: About benefits and entitlements

Are you or your partner currently getting Income Support, income-based Jobseeker’s Allowance, income-related Employment and Support Allowance, Pension Credit or payment on account of one of these benefits or entitlements?

No Yes

Go to Part 8.

Tell us which benefits or entitlements you are getting.

Income Support

Jobseeker’s Allowance (income-based)

Employment and Support Allowance (income related)

Pension Credit

Has a partner or an ex-partner received:

•Income Support

•income-based Jobseeker’s Allowance

•income-related Employment and Support Allowance

•Pension Credit, or

•payment on account of one of these benefits or entitlements

for you, in the last 26 weeks?

Yes Tell us about this person:

Their name

Date of birth

Their National Insurance (NI) number Date of separation

Their address

/ /

Postcode

Have you made this claim because you have separated from someone?

No
No
Yes	Tell us about the person you have separated from:
Yes	Tell us about the person you have separated from:

	Their name
	Date of birth

		/	/

SF500 10/19

Part 5: About money you have to pay out

Please tell us about any money that you or your partner have to pay out regularly, but do not include normal living expenses like gas and electric charges or food bills.

Include things like catalogue money, hire purchase, loan payments and fines.

Please answer all the questions for each regular payment. If you do not give us all the information, we will not be able to decide this claim. The following responses will only be used to calculate your repayments if the offer of a loan is made.

Payment 1

Who do you pay the money to?

How much are you paying and how often? How much is owed?

every week

every fortnight

every month

Payment 2

Who do you pay the money to?

How much are you paying and how often? How much is owed?

every week

every fortnight

every month

Payment 3

Who do you pay the money to?

How much are you paying and how often? How much is owed?

every week

every fortnight

every month

Payment 4

Who do you pay the money to?

How much are you paying and how often? How much is owed?

every week

every fortnight

every month

5	SF500 10/19

Part 6: About your savings

Do you or your partner have any savings?

If you and your partner are both aged under 63, we may be able to disregard the first £1,000 of your savings. If either you or your partner are over 63, we may be able to disregard the first £2,000 of your savings.

Savings means any capital you and your partner have, including:

•any money you have at home, in the bank, in the building society or in a credit union account

•premium bonds

•investments, such as shares or unit trusts.

•the value of any property you or your partner own that you do not live in. For example,

a house you let out, a holiday home, or somewhere another member of your family lives

If you do not complete this part of the form your application may be delayed

Yes How much savings do you have?

SF500 10/19

Part 7: How we pay you

If you want to use the account you usually get your benefits paid into, please go straight to part 8

We normally pay your money directly into the same account as we pay your benefit into.

Many banks and building societies will let you collect your money at the Post Office.

We will tell you when your Social Fund payment will be made and how much it will be for.

Finding out how much we have paid into the account

You can check your payments on account statements. The statements may show your National Insurance (NI) number next to any payments we have made. If you think a payment is wrong, get in touch with the office that pays you straight away.

If we pay you too much money

If we pay you too much money we have the right to take back any money we pay that you are not entitled to. This may be because of the way the system works for payments into an account.

For example, you may give us some information which means you are entitled to less money. Sometimes we may not be able to change the amount we have already paid you. This means we will have paid you money that you are not entitled to.

We will contact you before we take back any money.

What to do now

•Go to Part 8, unless you want us to pay your Social Fund payment into a different account to the one we pay your benefit into.

•If you want us to pay your Social Fund payment into a different account, tell us about this on the next page. By giving us these account details you:

–agree that we will pay you into this account, and

–understand what we have told you above in the section If we pay you too much money

•If you are going to open an account, please tell us your account details as soon as you get them.

•If you do not have an account, and do not intend to open one, please tick this box and we will contact you.

Fill in the rest of this form. You do not have to wait until you have opened an account or contacted us.

7	SF500 10/19

Part 7: How we pay you continued

If you want to use a different account, please tell us about the account you want to use for this payment

•You can use an account in your name, or a joint account.

•You can use someone else’s account if:

–the terms and conditions of their account allow this

–they agree to let you use their account, and

–you are sure they will use your money in the way you tell them.

•You can use a credit union account. You must tell us the credit union’s account details. Your credit union will be able to help you with this.

•If you are an appointee or a legal representative acting on behalf of the claimant, the account should be in your name only.

Please tell us your account details below.

It is very important you fill in all the boxes correctly, including the building society roll or reference number, if you have one. If you tell us the wrong account details your payment may be delayed or you may lose money.

You can find the account details on your chequebook or bank statements. If you do not know the account details, ask the bank or building society.

Name of the account holder

Please write the name of the account holder exactly as it is shown on the chequebook or statement.

Full name of bank or building society

Sort code

Please tell us all 6 numbers, for example: 12-34-56.

Account number

Most account numbers are 8 numbers long. If your account number has fewer than 10 numbers, please fill in the numbers from the left.

Building society roll or reference number

If you are using a building society account you may need to tell us a roll or reference number. This may be made up of letters and numbers, and may be up to 18 characters long. If you are not sure if the account has a roll or reference number, ask the building society.

You may get other benefits and entitlements we do not pay into an account. If you want us to pay them into the above account, please tick this box.

SF500 10/19

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Step 1: Initially, select the orange button "Get Form Now".

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The PDF file you plan to create will include the next sections:

fill an application on line for a social fund spaces to fill in

Type in the data in the You, Your partner, Mobile phone number if you have one, Email address if you have one, Address where you live now Please, Postcode, Postcode, Are you or your partner involved, Yes, Yes, Part About your children or, We use child to mean a person aged, and How many children or qualifying field.

fill an application on line for a social fund You, Your partner, Mobile phone number if you have one, Email address if you have one, Address where you live now Please, Postcode, Postcode, Are you or your partner involved, Yes, Yes, Part About your children or, We use child to mean a person aged, and How many children or qualifying fields to fill

Within the field talking about Are you getting Child Tax Credit, Are you getting Child Benefit for, Yes, Yes, How much do you get a week, and How much do you get a week, you have got to write down some vital details.

Entering details in fill an application on line for a social fund part 3

You have to specify the rights and responsibilities of the sides inside the Part About what you need, Budgeting Loans can only be given, Please enter the total amount you, Please refer to the notes sheets, Total amount applied for, What items are you applying for, Please tick the box or boxes that, Furniture and household equipment, Clothing and footwear, Rent in advance or removal, Travelling expenses within the UK, Expenses associated with seeking, Maternity expenses, Funeral expenses, and Repaying Hire Purchase and other paragraph.

step 4 to entering details in fill an application on line for a social fund

Finalize by reviewing the following sections and submitting the required details: Are you or your partner currently, Go to Part, Income Support, Yes, Tell us which benefits or, Has a partner or an expartner, incomerelated Employment and, Pension Credit or, payment on account of one of these, for you in the last weeks, Jobseekers Allowance incomebased, Employment and Support Allowance, Pension Credit, Yes, and Tell us about this person.

Finishing fill an application on line for a social fund part 5

Step 3: Press the Done button to save your file. Then it is at your disposal for transfer to your electronic device.

Step 4: To stay away from potential upcoming challenges, it is important to have as much as two or more duplicates of every single document.

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