Hi, my name is Jules29_! I’ve been asked by DWP to provide statements ( due to inheritance and ...

Jules29_
Jules29_ Online Community Member Posts: 7 Listener
edited April 2025 in Universal Credit (UC)

I’ve been asked by DWP to provide statements ( due to inheritance and pension credit) do I have to divulge all transactions ? I’ve read that they can be kept private if I need them to be ,please help as I’m really upset , more to the story but would take too long to explain

Comments

  • Holly_Scope
    Holly_Scope Posts: 4,746 Scope Online Community Coordinator

    Hi @Jules29_ and welcome to the community. 😊

    It might be beneficial to take a look at this chat, and the comments which hopefully will help answer your questions, and put your mind at ease. Universal Credit Bank Reviews: Frequently Asked Questions — Scope | Online Community

    I've seen quite a lot of comments from people who have had a review to state it wasn't as bad as they initially thought.

    Best wishes,

  • Kimi87
    Kimi87 Online Community Member Posts: 8,479 Championing

    Unfortunately you have to submit full statements with nothing blacked out.

  • Jules29_
    Jules29_ Online Community Member Posts: 7 Listener

    I’ve read that while DWP can ask for statements you don’t gave to divulge private transactions only what had gone into and come out of the account , will be getting legal advice on this before I send anything and will probably ring Scope for advice first

  • Kimi87
    Kimi87 Online Community Member Posts: 8,479 Championing

    I had my review in September 2023.

    Submitted statements with some transaction names blacked out.

    This was rejected and I had to submit unredacted statements.

    This thread might be of interest:

    https://forum.scope.org.uk/discussion/128811/universal-credit-review-data-protection-breach
  • Jules29_
    Jules29_ Online Community Member Posts: 7 Listener

    I’m not in universal credit I’m a state pensioner, it’s to do with pension credit and some inheritance I got from my mother , I need some constructive advice but have avenues to explore as DWP want to see that I haven’t gone over my £10,000 savings limit , I’ve read that they can’t see what you spend your money on so will get advice on it

  • Kimi87
    Kimi87 Online Community Member Posts: 8,479 Championing

    You've posted in the Universal Credit section so I assumed it was a UC review. Good luck 😊

  • Jules29_
    Jules29_ Online Community Member Posts: 7 Listener

    thanks

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