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What to bring for appointments

Depending on the type of appointment and form you have,  will determine what information you will need to bring with you. 

If you need any assistance during your appointment, please let us know

Please note that all documents sent with your claim must be a copy. You will not get them back.

If you need medical information, ask for a patient summary as it's free.

Bring in as much information as possible; our advisors can go through what information can help build your claim.

Below is a list of information you will need for your appointment type.
Click on the type of form below to take you to the section you need:
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PIP form
Universal Credit 
Attendance Allowance
Disability Living Allowance for a child under 16
Capability for Work WCA50
Blue Badge
Access Card

PIP Forms

Please bring the PIP form and the envelope to send it back in; we cannot do the appointment without it.

 

Medical evidence about conditions:

  • Documentation about the condition or disability diagnosis or appointments.

  • If you do not have this, you can request your medical history from your GP.

  • Or check your doctor's notes/updates from the NHS app.

 

Medical evidence of treatments:

  • Medication information: the name, dosage, how often you take it and any noted side effects.

  • Treatments, therapies, or operations: the start date and how often you have them? 

  • If you do not have this, you can request your medical history from your GP.

  • Or check your doctor's notes/updates from the NHS app.

 

Medical professionals' contact information:

  • GP or healthcare professional information.

  • Their full address.

  • Their contact number.

  • The date of when you last saw your GP or healthcare professional.

 

Medical evidence: 

  • Letters from your GP.

  • Letters from appointments at hospitals.

  • Letters from a specialist.

  • Which treatments you are receiving.

  • When you last saw your doctor.

  • What medication you are taking.

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  • If you do not have this, you can request your patient summary from your GP.

  • Or check your doctor's notes/updates from the NHS app.

 

Character letter:

From someone who knows you, either a friend, family member, or carer who knows about your condition(s) and how it's impacting your quality of life.​

  • Their full name.

  • They know about your struggles and can describe them.

  • They know how your illness or disability impacts your quality of life.

  • They can provide details on what is happening with you.

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Universal Credit

Proof of identity:

  • Passport or Driving licence.

  • National identity card.

 

Personal details:

  • Your National Insurance number.

  • You will need proof of address, so bring a letter with your full address, like a bank statement or a bill.

 

Bank account details:

  • Your bank account details.

  • Building society.

  • Credit union account number.

 

Income information:

  • Details of any other benefits.

 

Housing costs:

  • Details of your monthly rental payments.

  • Your landlord’s address.

 

Savings and assets:

  • Details of your savings and capital investments.

 

Residency documentation:

  • Your passport (UK or EEA accepted).

  • Residence permit or card.

  • Immigration status document.

  • Registration or naturalisation certificate.

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Attendance Allowance

If you have been sent the Attendance Allowance form and the envelope to send it back in, please bring it; we can fill it out with you.

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This form can be completed by the individual claiming or their appointee. 

 

National Insurance Number of the person this form is for

 

If you are signing this form for someone else, your National Insurance Number

 

About your illness or disabilities and treatments:

  • Names of disabilities or illnesses.

  • Documents about your illness or disabilities – how long you’ve been dealing with them.

  • Medication: bring a copy of your whole prescription list.

  • Treatments: what you have been prescribed for your disability or illness.

 

Health care specialist:  

  • The name and title of the healthcare professional you saw.

  • The healthcare professional’s full address.

  • The healthcare professional’s phone number.

  • Your hospital record number from that appointment (if you have it).

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Do you have someone helping you because of your illnesses or disabilities (if yes):

  • The carer's full name.

  • The carer's full address.

  • The carer's number.

  • Details about the help they provide you.

  • Their relationship to you.

  • How often do you see them for help?

 

If you are waiting for surgery:

  • When were you put on the waiting list?

  • What surgery are you going to have?

  • What is the date for when the surgery is planned?

 

Medical information:

  • Information about your appointments

  • Letters about your illness or conditions

  • Documents about treatments

  • Care plans

  • Assessment reports

  • Counsellor

  • Tests and their results

 

Your GP information:

  • The name of your GP

  • The full address of your GP

  • The phone number of the GP

  • The date of when you last saw your GP

 

Aids and adaptations:

  • Make a list of aids and adaptations you use in your life that help you

 

Are you currently living in a care home, hospice or similar place?:

  • When did you enter the care home

  • What is the care home’s full name and address

  • If you are in a hospital/hospice, can you provide details about why you went in?

 

Your bank details:

  • Bank's name

  • Sort code

  • Account number

  • Building society roll or reference number (if this applies to you)

 

Character letter:

From someone who knows you, either a friend, family member, or carer who knows about your condition(s) and how it's impacting your quality of life.​

  • Their full name

  • They know about your struggles and can describe them

  • They know how your illness or disability impacts your quality of life

  • They can provide details on what is happening with you

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Disability Living Allowance Under 16s

If you have been sent the Disability Living Allowance form and the envelope to send it back in, please bring it; we can fill it out with you.

 

National insurance number/reference number of the child 

It should be on the first page of the form.

 

Passport number (if applicable)

 

Travel information:

  • If the child has been out of Great Britain within the last three years.

 

Medical evidence about hospital stays:

  • Is the child currently in hospital?

  • The date when they were admitted.

  • The hospital name.

  • The hospital's full address.

  • The hospital's phone number.

  • Why were they admitted, the condition/illness.

 

Has the child had any overnight stays at a hospice, residential college or similar accommodation:

  • The date when they went in.

  • The date when they left.

  • The accommodation's name.

  • The accommodation's full address.

  • The accommodation's phone number.

  • Who paid for the child’s stay in the accommodation.

 

Information about the child’s assessments

  • What types of tests they had.

  • The date the test took place.

  •  The results of the test, if you have them.

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Medical evidence about conditions, illness and disabilities - copy of the orignal document

  • Documentation about the condition or disability.

  • Medication/treatment information.

  • Information about aids and adaptations the child needs.

  • Assessments

  • Reports

  • Letter

  • Diagnoses

  • Any relevant information about the conditions, illnesses or disabilities. 

 

Information about health professionals outside of the GP

  • The health professional’s name.

  • The health professional’s job title.

  • The health professional’s place of work full address.

  • The health professional’s phone number.

  • The child’s medical documents from appointments.

  • The date the child last saw the health professional.

 

 GP information

  • The name of the GP.

  • The GP’s full address.

  • The GP’s phone number.

  • The date the child last saw the GP.

 

The child’s school information

  • The name of the child’s school.

  • The school’s full address.

  • Contact information for someone at the child’s school.

  • SENCO or school report about the child.

 

Medical evidence about conditions, illness and disabilities

  • Documentation about the condition or disability.

  • Medication/treatment information.

  • Information about aids and adaptations the child needs.

 

Banking details:

For the parent(s) or guardian.

 

Please bring any medical evidence you think might be helpful; the more information we have, the better case we can build. Thank you.

 

Character letter:

From someone who knows your child, either a friend, family member, or teacher who knows about their condition(s) and how it's impacting their quality of life.​

Their full name.

They know about your struggles and can describe them.

They know how your illness or disability impacts your quality of life.

They can provide details on what is happening with you.

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Capability for Work

If you have been sent the Capability for Work form and the envelope to send it back in, please bring it; we can fill it out with you.

 

Your National Insurance Number

 

Hospital stay (if applicable): 

  • Date when you went in.

  • Date when you left.

  • Name of the hospital and full address.

  • The hospital's phone number.

 

GP information:

  • The name of your GP.

  • The GP’s full address.

  • The GP’s phone number.

 

Healthcare professional’s information:

  • The name and job title of the healthcare professional.

  • The healthcare professional’s full address.

  • The healthcare professional’s phone number.

 

Medical evidence:  Cancer section (if applicable):

  • Documentation about your diagnosis.

  • Documentation about the type and location of cancer you have.

  • Documentation about the stage of cancer you have.

  • Medical letter about your treatment.

  • Your oncologist will need to sign off on this portion of the form.

 

Information about treatments: 

  • The name of the hospital, clinic or treatment centre you’re getting treatment at or going to start treatment at.

  • The form of the treatment you are receiving.

  • The start date of your treatment.

  • Information about a treatment you are about to start.

 

List of your conditions, illness or disability:

  • How they affect you.

  • What were you diagnosed with?

  • What aids or adaptations you need because of your condition, illness or disability.

 

List of medication you take:

  • The name of the medication.

  • The dosage.

  • How often you take different types of medication.

  • Any side effects of the medication(s) you take.

  

Medical evidence:

  • Documentation about your conditions, illnesses, or disabilities.

  • Treatment letters.

  • Documentation letters from a specialist or your GP.

  • Diagnosis letters.

 

Character letter (not necessary but can be included)

From someone who knows you, either a friend, family member, or carer who knows about your condition(s) and how it's impacting your quality of life.​

  • Their full name.

  • They know about your struggles and can describe them.

  • They know how your illness or disability impacts your quality of life.

  • They can provide details on what is happening with you.​

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Blue Badge

Digital Photo:

  • For the ID photo.

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Personal details:

  • Proof of address.

  • Your National Insurance number.

  • Contact details (phone number, email and postal address).

 

Proof of identity:

  • Birth or adoption certificate.

  • Passport.

  • Driving licence.

  • Marriage or civil partnership certificate.

  • Divorce or dissolution certificate.

 

To prove your address, you can provide a copy of either:

  • A recent council tax bill.

  • A recent letter from a government department such as the Department for Work and Pensions (DWP).

  • A driving licence.

  • A recent letter from a school (if you are under 16).

 

Also required:

  • Medical evidence.

  • Patient summary.

  • List of medications.

  • PIP award notice.

  • DLA award Notice.

  • Attendance allowance award notice.

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Access Card

All evidence must be recent.

 

Digital Photo

  • For the ID picture.

 

Debit or credit card

  • £15 fee for a three-year card

 

Confirmation of benefit/disability – it must display that you have been awarded rates for mobility and personal care/daily living components:

  • Disability Living Allowance (DLA)

  • Personal Independence Payment (PIP)

  • Attendance Allowance.

  • Blue Badge

 

 Personal information:

  • A letter with your full name and full address.

  • Medical documents from a doctor about your condition, illness or disability.

  • Supporting documents from occupational health reports, care plans, or OT assessments.

 

  • These can help confirm specific accessibility needs for events and venues.

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