How to use the Online Financial Assessment tool
The easiest way to complete and submit your financial assessment is online. If you are unable to do it this way, we can arrange a telephone assessment or in-person visit. On this page you can find out how to complete the online financial assessment.
This easy-to-use, online financial assessment will help you find out how much you might have to pay for care and support arranged by Gloucestershire County Council. It also allows you to submit your details securely to us as part of the online financial assessment. The information you enter on the online financial assessment will not be sent to Gloucestershire County Council, unless you choose to submit.
The guidance below should help you fill out the online financial assessment, you may want to ask a friend or family member to help you or someone who already helps you manage your finances.
If you need further assistance with the online financial assessment, you can contact our Financial Assessment and Benefit (FAB) Team, who will be happy to assist. You can email the team at OFA@gloucestershire.gov.uk Alternatively please telephone 01452 425031. The team can be contacted by telephone, Monday to Friday 9:00 – 17:00 (excluding public holidays).
We will ask you to sign a form to agree to or decline to have a financial assessment when:
- the council has agreed to provide or arrange your care and support (including when you have a direct payment, and
- there is a charge for meeting your needs.
Please sign and return the consent form to us within four weeks. We are unable to complete the financial assessment without this.
You will need to create an account if you are having or are about to have care and support arranged by Gloucestershire County Council. You will need to do this before you begin completing the assessment. Please click the link below ‘Start your Online Financial Assessment’, and then you will need to click ‘Login to the OFA’ at the top right of the screen and then select ‘Register for new account’. If you have already created an account, please make sure you have logged in before you begin completing the assessment via the ‘Login to the OFA’ button at the top right of the screen (after clicking on the ‘Start your Online Financial Assessment’ button below).
Don't create an account if you just want to get an indication of what your contribution to any care and support services might be, and you do not want to submit your financial details to Gloucestershire County Council. You can click on the ‘Start your Online Financial Assessment’ button below to begin this.
If you want to submit your details to us for a full financial assessment, then you will need to create an account first and upload evidence of the details you have entered.
To start your online financial assessment, click the button below. To help you complete the online assessment, we have produced a step-by-step guide, visual guide and video:
Start your Online Financial Assessment
Alternatively, we can arrange for someone to speak with you over the phone at a time that is convenient for you, or we can arrange to come and visit you in your home to complete the financial assessment. The Financial Assessment and Benefit Team (FAB) will be in touch to organise this, once a care needs assessment has been completed and you have signed and returned your consent form.
If you are not currently receiving care or support arranged by Gloucestershire County Council and you would like to know whether you are eligible for care and support, you will need to contact the Adult Social Care Helpdesk. You also find detailed information in our Paying for your care booklet.
What will I need to complete the assessment?
Before you start the assessment, you will need to gather documents with the details of the following:
- 12 months of bank statements for each bank account or building society that contains your name
- Savings, investments, or other capital
- Details of any properties you own or part own
- Any benefits you receive, for example, Disability Living Allowance (DLA), Personal Independence Payment (PIP), Attendance Allowance (AA), Universal Credit, or any other benefits
- Income (earnings, your state or occupational pensions)
- Details of essential expenditure, such as council tax, water rates, rent, mortgage
- Disability related costs (money you spend due to your condition or disability)
There will be an opportunity to upload any evidence at the end of the assessment. It is important that you upload supporting evidence. You can add scanned photos or upload documents as evidence of the details you have entered.
Completing the assessment
If you wish to submit the online financial assessment to the Financial Assessment and Benefits Team, it is important that you create an account. By creating an account, you can save your assessment and come back to it if needed.
There are two calculators:
The Non-Residential calculator
- This covers various types of care that you might receive while living at home or in the community, including Short Break Care (Respite Care).
- The Non-Residential Calculator can also be used as a tool to submit your information to Gloucestershire County Council for the purposes of Short Break (Respite) assessments.
- If using the calculator for this purpose, then please note the calculation outcome given at the end will not represent any potential charge for Short Break (Respite); as this charge will have to be manually calculated by the financial officer once the information has been submitted. The outcome at the end will only represent any potential Non-Residential charge.
- The Non–Residential calculator will estimate what your weekly contribution might be if Gloucestershire County Council arranges your care and support.
The Residential calculator
- This covers permanent residential and nursing care. It does not calculate contributions for temporary placements.
- The residential calculator will estimate what your weekly contribution might be if Gloucestershire County Council arranges your care and support.
Submitting Evidence
You can use the Online Financial Assessment to submit your evidence, please see our visual guide (above) for guidance on how to do this.
Alternatively, you can send your evidence via email as attachments to OFA@gloucestershire.gov.uk. If you need to email your evidence to, please only do so once you have completed and submitted your online financial assessment form.
Use this Evidence Checklist as an aid to support submission.
Or, evidence can be submitted by post to:
FAO FAB team
Shire Hall,
Westgate Street
Gloucester
GL1 2TR
If you have any questions about how to submit your evidence, please feel free to contact us on the telephone number 01452 425031.
Submitting the assessment
- If you choose to submit your details and have supplied any supporting documents, the Financial Assessment and Benefit (FAB) Team will review your information and get in touch.
- If you decide not to go ahead and submit your details, but you are interested in finding care at home or residential care privately, we can direct you to other sources of information. You can also use the links at the top of the page, you can find information on independent financial advice on the Your Circle website.
Please enter details of any savings and assets you have. This might include building society accounts, stocks and shares, unit trusts, or property other than your home. You can use the comment field to add more details. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any savings and assets you have. This might include building society accounts, stocks and shares, unit trusts, or property other than your home. You can use the comment field to add more details. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any of the following benefit types that you receive. Select a category, and a list of benefits to choose from will appear. If you are unsure which category your benefit appears under, you can tick yes and review the list. Benefits can be paid weekly, two-weekly or four-weekly. Some benefits are also paid monthly. Therefore, make sure you select the correct frequency within the form. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any of the following benefit types that you receive. Select a category, and a list of benefits to choose from will appear. If you are unsure which category your benefit appears under, you can tick yes and review the list. Benefits can be paid weekly, two-weekly or four-weekly. Some benefits are also paid monthly. Therefore, make sure you select the correct frequency within the form. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any pension income you receive. This might include private pensions or the state pension. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any pension income you receive. This might include private pensions or the state pension. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any income you receive that is not a benefit or a pension. You will need to upload evidence at the end of the assessment for each field you submit information for.
Please enter details of any income you receive that is not a benefit or a pension. You will need to upload evidence at the end of the assessment for each field you submit information for.
Some essential expenditure is taken into account and deducted from your income when we calculate your contribution. Please enter details of any that apply. You will need to upload evidence at the end of the assessment for each field you submit information for.
Some essential expenditure is taken into account and deducted from your income when we calculate your contribution. Please enter details of any that apply. You will need to upload evidence at the end of the assessment for each field you submit information for.
Some disability-related expenditure is taken into account and deducted from your income when we calculate your contribution. Please enter details of any of the following that apply. You will need to upload evidence at the end of the assessment for each field you submit information for. You can find more information on Disability related expenditure below.
Some disability-related expenditure is taken into account and deducted from your income when we calculate your contribution. Please enter details of any of the following that apply. You will need to upload evidence at the end of the assessment for each field you submit information for. You can find more information on Disability related expenditure below.
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