Universal Support

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Universal Support, generic script Q’s:

Has the client contacted us or anyone else about this before:(If yes state who)

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Is there any conflict of interest? (If ‘yes’ state name or N/A)

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Has the client confirmed they have access to the internet access and can use it?

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Has the client confirmed they are able to read and act on information on the internet or by email?

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If ‘no’, is there anyone else who can support client with this?

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Assess client’s overall communication skills (with or without email access can client write letters, cope with forms)

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Is client vulnerable in any way (mental or physical problems, educational difficulties etc.)?

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Profile & Consent:

Has the client given permission to record details today?

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Has the client given permission to share details with research partner? OR Client wishes to remain unnamed and was given their Client Reference Number? (delete whichever is not applicable)

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Check client profile details and update if necessary – record information

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Update special category consents

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Client details

What benefits are you receiving at the moment (ensure added to profile)?

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Is anyone else in your household receiving benefits?

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Do you have any children dependent on you (number and ages)

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Details about the issue

Any health issues?

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Details: (remember consent)  Yes/No

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Are you between 18 and state pension credit qualifying age?           Yes/No

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Are you a UK citizen?  Yes/No

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Are you a returning UK resident?       Yes/No

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Employment:

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What is your job?       

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How many hours?      

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How much do you get paid?   £       per week/2weeks/4weeks/month

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Are you self-employed?          Yes/No

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Are you in full-time education/training?        Yes/No

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Is your education non-advanced education and aged under 21        Yes/No

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What benefits are you currently receiving?  

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Housing Benefit          Yes/No

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Income-related ESA    Yes/No

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Income-based JSA       Yes/No

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CTC      Yes/No

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WTC     Yes/No

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Income Support           Yes/No

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Do you get Council Tax Reduction?    Yes/No

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If yes then as soon as you apply for UC inform the council and ask to keep receiving CTR  

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Have you recently stopped getting a benefit with a severe disability premium?      Yes/No

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Housing – LA housing/HA/privately renting/mortgage/outright ownership

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Are there any debts?   Yes/No

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If yes then debt gateway needed      

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Do you have less than £16k in savings/capital?         Yes/No

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Include savings, investments, land/property, one-off payments (e.g. redundancy/loans), personal injury compensation etc.     

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Do not include regular/periodical payments.

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Do you have dependents?       Yes/No

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If yes, how many and their ages.       

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Do you have any non-dependent children?    Yes/No

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If yes please provide how many and ages.    

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Do you have a Partner?          Yes/No

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Do you live with them?           Yes/No

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Do they receive any benefits? Yes/No

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Are they over pension age?    Yes/No

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Are you making a UC claim alone or is it a joint claim?         Alone/Joint

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Do you have access to the internet at home? Yes/No

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Are you confident in using the internet to make a UC application?   Yes/No

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Information Sources

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Next steps

• Provide the client with the information checklist to ensure they bring the required information to their appointment? (Print if necessary)
  Hyperlink to: http://www.cab.rogw.net/wp-content/uploads/2019/10/Applying-for-Universal-Credit-checklist-of-information-required.pdf
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