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Completing this Fact Find does not commit you to any Debt Solutions service.  Its purpose is to give us the information we need in order to evaluate your circumstances and to recommend a solution.

The information given by you is treated in the strictest confidence and is protected by the Data Protection Act 1998.  Debt Solutions will not disclose, sell or pass on your details to any other organisation for any purpose whatsoever without your express consent. 

Personal Details
Marital Status
Name (first):
Name (Last):
Date of Birth
Address:
Town:
District:
Postcode:
Country:
Home Number:
Work Number:
Mobile Number:
When is the best time to call you?
E-mail:
Your household details                                                                                      Top
Number in household
Ages of Children
Property Owner/Tenant
Years at Address
Your Mortgage Lender
Monthly Payment
Mortgage balance outstanding
Mortgage/Rent arrears
Mortgage years remaining
2nd charge lender
Balance outstanding
Monthly Payment
Arrears
Estimated value of property
Your bank details                                                                                                 Top
Your bank name
Type of account
Overdraft Limit
Current Balance
Work History                                                                                                         Top
Employers name
How Long Employed?
Occupation/Trade
Full/Part time
Hours/week (if Pt) 
Pay date
Salary review date
Promotion review date
If unemployed how long
Partner's/2nd job-employer
Occupation/Position
Hours per week
Pay date
Salary review date
Promotion review date
Your assets - Value                                                                                              Top
Stocks/Shares Value
Motor vehicle
Timeshare
Equity in residence
Second property
Insurance policies
Bank deposit/savings account
PEP's/ISA's
Jewellery
Furniture/Saving
Other
Miscellaneous                                                                                                       Top
Expected inheritance
Death in service benefits
Critical illness benefit
Accidental benefit
Family income plan
Have you made a will
National Insurance Number
Your income details    Please enter monthly amounts                               Top
1st basic take-home salary (after tax & NI deduction) per month
Average Overtime pm
Monthly bonus
2nd net salary
Unemployed benefit
Income support
Child benefit
Invalidity/sickness benefit
Other benefits
Family credit
Retirement pension
Widows pension
Works pension
Maintenance receivable
Non-dependants contribution
Lodgers
Investment income
Other (1)
Other (2)
Your Living costs (Monthly)                                                                               Top
Mortgage/Rent
2nd charge mortgage
Endowments
Accident/sickness/unemployment INS
Council tax
Ground rent/service charge
Building/contents insurance
Water rates
Gas
Electricity
Oil/coal/solid fuel
Telephone (BT and mobile)
TV license/satellite
Housekeeping
Travel/Fares
Car Insurance
Car Tax
Car repairs/maintenance
Car fuel
Social/lottery/tobacco
Child maintenance payable
Child minding/nursery
Life insurance
Pensions
Other (1)
Other (2)
  Your priority debts                                                                                               Top
court fines, county court judgments, income tax, VAT
Creditor    Balance   Payment   Arrears   Ends mm/yy
       
       
       
       
 
  Your unsecured debts                                                                                       Top
credit card, bank loans, bank overdrafts, store cards
Creditor   Balance   Monthly Payment   Arrears   Ends mm/yy
       
       
       
       
       
       
       
       
       
 
Additional Notes
 

 

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