Proof of savings and capital

You must provide proof of all savings and capital you hold when you claim:

Savings - bank, building society and post office

You must provide one of the following documents, which has been brought up to date to include any interest:

  • Current statement(s) showing the account holder's name, the account type and number, the balance outstanding and all transactions occurring for a period of at least the last two full calendar months.
  • Letter from the organisation that holds the capital, showing the account holder's name, the account type and number, the balance outstanding and all transactions occurring for a period of at least the last two calendar months.
  • Passbook showing the account holder's name, the account type and number, the balance outstanding and all transactions occurring for a period of at least the last two calendar months.

Internet banking
You must provide original screen prints showing the account holder's name, the account type and number, the balance outstanding and all transactions occurring for a period of at least the last two calendar months.

National Savings Certificates

As proof of National Savings Certificates we need the original certificates showing

  • the date of issue
  • the issue number
  • the purchase price
  • the amount purchased 

Income bonds

As proof of income bonds we need the original certificates showing:

  • Value of the bond
  • Date purchased
  • The investment term
  • Bond provider
  • Interest payable
  • Interest payment period

Premium bonds

Original certificates are considered proof of premium bonds. These must show

  • The value of the bonds
  • The issue number
  • The denomination of the certificates 

Proof of shares

Original share certificate or dividend statement to showing the number of shares held and in which company.

Proof of Unit Trusts PEPs ISAs and TESSAs

As proof of unit trusts, PEPs, ISAs and TESSAs you will need the latest valuation statement showing the amount invested or up-to-date passbook dependent on which type of investment purchased.

Land and properties

As proof of land and properties you need a signed statement giving the address and details of any land or property owned either in the United Kingdom or abroad. This includes timeshares and property where there is still a mortgage outstanding.

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