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Topic: ILR financial documents  (Read 1343 times)

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    • The Meanderthals
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ILR financial documents
« on: November 07, 2023, 05:36:32 PM »
My husband is about to begin his ILR application and we need to clarify one point on the financial documentation.

We meet the financial requirements with Social Security benefits and will be submitting a statement from Social Security Administration showing that we satisfy the threshold. We're not clear how many months of bank statements we should include to show the funds having been deposited into our account. And do we need to submit every page of them or just the page showing the relevant deposit?
(Also, since the amount fluctuates monthly - depending on exchange rate - I assume this doesn't have to be explained when submitting the application for the ILR?).

Guidance we've read indicates seven months of bank statements are required to prove income from work -- is it the same standard for SSA payments (we've both been receiving them for more than a year).

Many thanks


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Re: ILR financial documents
« Reply #1 on: November 08, 2023, 08:43:02 AM »
My husband is about to begin his ILR application and we need to clarify one point on the financial documentation.

We meet the financial requirements with Social Security benefits and will be submitting a statement from Social Security Administration showing that we satisfy the threshold. We're not clear how many months of bank statements we should include to show the funds having been deposited into our account. And do we need to submit every page of them or just the page showing the relevant deposit?
(Also, since the amount fluctuates monthly - depending on exchange rate - I assume this doesn't have to be explained when submitting the application for the ILR?).

Guidance we've read indicates seven months of bank statements are required to prove income from work -- is it the same standard for SSA payments (we've both been receiving them for more than a year).

Many thanks

It is explained in detail in the official guidance.

Quote
(e) To evidence a pension:
(i) Official documentation from:
(1) The Department for Work and Pensions (in respect of the Basic State Pension and the Additional or Second State Pension) or other government department or agency, including the Veterans Agency;
(2) An overseas pension authority; or
(3) A pension company,
confirming pension entitlement and amount (and, where applicable, reflecting any funds withdrawn from the pension account or fund).
(ii) At least one personal bank statement in the 12-month period prior to the date of application showing payment of the pension into the person’s account.
(iii) For the purposes of sub-paragraph (i), War Disablement Pension, War Widow’s/Widower’s Pension and any other pension or equivalent payment for life made under the War Pensions Scheme, the Armed Forces Compensation Scheme or the Armed Forces Attributable Benefits Scheme may be treated as a pension, unless excluded under paragraph 21 of this Appendix.

https://www.gov.uk/guidance/immigration-rules/immigration-rules-appendix-fm-se-family-members-specified-evidence

See also-

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1187167/1.7+-+Financial+requirement.pdf

Provide every page, unreacted.


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