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Budget Plan – Date:Personal Information:Your Name(s)Account Details:Account No.Sort CodeContact telephone no’sPreferred time of day for contactHomeNo. of adults in householdMobileNo. of dependantsWorkAges of dependantsPersonal Circumstances:Please provide details of particular changes in your circumstances since you arranged the borrowing facilities detailed below which have led to you facing financial difficulties, e.g. loss of employment, serious illness:I expect my financial situation to improve:within the next 3 monthswithin the next 12 months(please tick relevant box)within the next 6 monthsnot likely to changeBorrowing & Credit Facilities(please enter amounts to the nearest whole ?)Please detail all your current mortgages, loans (secured & unsecured), credit cards & HP agreementsName of ProviderType of FacilityOutstanding BalanceCurrent or Proposed Monthly Payment*Amount of Arrears(if appropriate)Barclays(if applicable)Mortgage???Account No.Barclays(if applicable)Loan???Account No.Barclays(if applicable)Barclaycard???Card No.???????????????????????????*This is the amount you are actually paying or proposing to pay (including any arrears if applicable)TOTAL??42608523304500Carry forward this figure to the Expenditure table overleafW = weeklyB = bi monthlyPlease convert all amounts to a monthly equivalent, e.g. to convert weekly to monthly multiply by 52, and then divide by 12. Annual expenditure (e.g. car tax) can be divided by 12 to achieve a monthly equivalent.Key to frequencyF = fortnightlyQ = quarterlyM = monthly / 4 weeklyA = annuallyExpenditureAmount & FrequencyMonthly EquivalentIncomeAmount & FrequencyMonthly Equivalentrent / board??main income??service charge/ground rent??partners / second income??Other priority paymentse.g. fines, CCJs??state benefits??endowment / life ins / pension??tax credits??home / contents insurance??other income??Council Tax??TOTAL MONTHLY INCOME (A)?water??gas / coal / oil??electricity??home phone / internet??SUMMARYmobile phone(contract expires: ) ??TOTAL MONTHLY INCOME (A)?food / housekeeping ??Less TOTAL MONTHLY EXPENDITURE (B)?school / work meals??DISPOSABLE INCOME or SHORTFALL (C)?pets / other household??clothing??TV Licence / rental / digital??DeclarationI/we confirm that the information provided in this document is accurate to the best of my/our knowledge.Petrol??road tax??MOT / car maintenance / breakdown cover??car insurance??other travel expenses (train fares, parking etc)??customer signature(s)entertainment / leisure??CSA / childcare / maintenance??Caring for other dependants (elderly/disabled)??other??other??other??monthly commitment for borrowing & credit facilities (from page 1)?-158752603500(carried forward from overleaf) Budget Plan – Mortgage Repay TOTAL MONTHLY EXPENDITURE (B)?Please provide as much detail as possible as this will help us when considering your proposals:How much can you pay now? Please note your proposals for either the continued or any interim Mortgage repayment plan. Have you sought independent financial advice around your repayment proposals and the potential consequence of such an arrangement? Do you qualify for Income Support Mortgage Interest?Do you have a Mortgage Protection Plan in place? Do you understand the circumstances in which you are able to make a claim?Other information for consideration (including details of any Savings) :Signed………………………………… Signed………………………………… ................
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