We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
OR interview & BR "welcome pack"
jumartin
Posts: 16 Forumite
Hello everyone,
I just have interview with my OR on Monday, it last about 25 min and was pretty straight forward, she allowed me to keep my car and continue to trade as self employed. Also she told me to from now on keep record of every penny spent and earn and submit that in about 6 months time to see if there will be some money to claim for IPA.
She also told me to submit my last 3 Tax Returns and that was it.
When I received "BR welcome pack" and form to sign there is mentioned that I need to submit and loan agreements, bank and credit card statements, cheque books and all accounting records for last 2 years?
So question is, should I send all that documents to her despite fact she said only need Tax Returns?
Most of my statements are on-line so not sure if have to print them and send to OR?
Thank you
I just have interview with my OR on Monday, it last about 25 min and was pretty straight forward, she allowed me to keep my car and continue to trade as self employed. Also she told me to from now on keep record of every penny spent and earn and submit that in about 6 months time to see if there will be some money to claim for IPA.
She also told me to submit my last 3 Tax Returns and that was it.
When I received "BR welcome pack" and form to sign there is mentioned that I need to submit and loan agreements, bank and credit card statements, cheque books and all accounting records for last 2 years?
So question is, should I send all that documents to her despite fact she said only need Tax Returns?
Most of my statements are on-line so not sure if have to print them and send to OR?
Thank you
0
Comments
-
No, it is only stated on a standard letter, if OR wanted them they would have asked.
Ultimately, the paperwork you return to the OR means they can request any information without your authority, asking for you to provide is almost a test of compliance.0 -
Thank you very much, I will send only what she ask for and as You said if she need something more then she can always ring me back or check on herself as will have my permission to do so.0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.2K Banking & Borrowing
- 253.6K Reduce Debt & Boost Income
- 454.3K Spending & Discounts
- 245.2K Work, Benefits & Business
- 600.9K Mortgages, Homes & Bills
- 177.5K Life & Family
- 259K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards