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Benefits & Government Entitlements

Every benefit, credit and grant the household may be owed, checked with independent calculators, claimed with evidence in order, paid correctly, kept up to date and challenged when a decision is wrong.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Benefits & Government Entitlements, and click Install. It goes into your own files, and works offline from then on.

Before you start: this plan is general information to help you organise your own money decisions. It is not financial, investment, tax or legal advice. Check decisions that matter with a qualified, licensed adviser in your country, and remember that investing and trading can lose money.

What it installs.

1

Pillar

1

Area

50

Projects

210

Starter tasks

💷 Personal Finance

Benefits & Government Entitlements

Checking eligibility for and claiming government benefits, credits and grants, and keeping claims up to date.

  1. Household circumstances sheet for benefit checks
  2. Independent benefits calculator entitlement check
  3. Register of every benefit and credit received
  4. Benefits evidence folder
  5. Secure online benefits account access
  6. Savings and capital limits check before claiming
  7. Shortlist of free welfare rights advice
  8. Making a first means-tested benefit claim
  9. Assessment period and payment date map
  10. Monthly change of circumstances check
  11. Monthly payment statement check
  12. Twice-weekly online claim journal check
  13. Claim correspondence and call log
  14. Review and reassessment date tracker
  15. Monthly earnings report for working claimants
  16. Daily living diary for disability claims
  17. Annual uprating and renewal pack check
  18. Yearly whole-household entitlement re-check
  19. Means-tested versus contribution-based benefits primer
  20. How the earnings taper changes your payment
  21. Reading an award letter line by line
  22. How housing support is worked out
  23. Claimant commitment and sanction rules explained
  24. Writing disability claim answers about your worst days
  25. Passported entitlements sweep after an award
  26. Better-off calculation before more hours or a new job
  27. Backdating request for missed entitlement
  28. Mandatory reconsideration of a benefit decision
  29. Independent tribunal appeal submission
  30. Overpayment notice response and repayment plan
  31. Complaint about benefit delays or poor service
  32. Moving from legacy benefits with transitional protection
  33. Functional health assessment preparation
  34. First work coach appointment preparation
  35. Compliance interview or review visit preparation
  36. Tribunal hearing day
  37. Moving home with an active benefit claim
  38. Carer benefit claim for an unpaid carer
  39. Protecting your pension record while caring
  40. Becoming an appointee for someone you care for
  41. Disability benefit claim for a child you care for
  42. Child benefit and staying-in-education notices
  43. Pension-age entitlement check
  44. Benefits after a partner dies
  45. Long-term sickness from sick pay to sickness benefit
  46. Self-employed claims under a minimum income floor
  47. Gifting, notional capital and deprivation rules
  48. Compensation payments and benefit disregards
  49. Subject access request for your benefits file
  50. Benefit entitlement when moving between countries

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Household circumstances sheet for benefit checks

Every benefits calculator and claim form asks the same twenty or so questions: who lives with you, their ages, earnings, savings, rent or mortgage, local property tax, health conditions and caring hours. Gathering those answers once, from documents rather than memory, makes the first entitlement check a thirty-minute job and stops the guesses that later turn into overpayments.

First tasks

  • List everyone who lives in the household with their ages and relationships
  • Copy take-home pay from the last three payslips for each adult
  • Total the savings and investments held by each person
  • Write down rent, mortgage, service charges and local property tax
  • Note weekly caring hours and any health conditions in the household

Independent benefits calculator entitlement check

Large sums in benefits go unclaimed every year, often by people who assume they earn too much, own their home or have a little saved. Running an independent online calculator with the facts from your circumstances sheet gives a reasoned estimate of what the household might be owed and which claims are worth making first.

First tasks

  • Find two free benefits calculators run by charities or the government
  • Run both calculators using the household circumstances sheet
  • Save or print each result with the date it was run
  • Rank the flagged benefits by amount and by how soon a claim must be made
  • Ask the agent to list the points where the two calculator results disagree

Register of every benefit and credit received

Households on several benefits can receive five or six separate payments from different agencies, each with its own reference number, payment day and review date. One register showing what arrives, from whom and when it next needs renewing is the first thing any adviser, helper or stand-in carer will ask for.

First tasks

  • Search three months of bank statements for every payment from a government body
  • Record the benefit name, claimant, reference number and amount for each
  • Add the payment day, frequency and next review date to each row
  • Note the phone number and online account used for each claim
  • Check every amount on the register against the latest award letters @recurring(yearly)

Make it yours.

Install Benefits & Government Entitlements, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.