UC review - Do we both need to send statements for a joint account?

snuggles65
snuggles65 Community Member Posts: 163 Empowering
edited June 16 in Universal Credit (UC)

Hi,

Just a quick question. When we have to do a review for UC and send bank statements etc, if you are on a joint UC account and bank statements and savings accounts are in both our names, do we have to send information on my journal and my hubby's journal?

Tyia

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  • Rosie_Scope
    Rosie_Scope Posts: 8,685 Online Community Team

    That's a good question @snuggles65! As far as I know, you both need to send the evidence even if that means that you'd be sending the same statements for your joint accounts. But I don't have direct experience of this, so I hope one of our members might have gone through it and can confirm how it worked for them.

    If you're not too sure, you could try ringing our Helpline when it opens tomorrow. They may have a better answer for you than I can advise today. Sorry that I can't be of more help!

  • snuggles65
    snuggles65 Community Member Posts: 163 Empowering
    https://forum.scope.org.uk/discussion/comment/1132129#Comment_1132129

    Thank you for your reply.

  • Rachel_Scope
    Rachel_Scope Posts: 3,893 Online Community Team

    Hi @snuggles65. As @Rosie_Scope has said, I believe that you need to send evidence on both of your journals, even if it's the same for each of you. Then they'll have a record of evidence for each of you. Hope that helps.

    If that turns out not to the case could you let us know please? It'll help others in a similar situation 😊

  • rbz
    rbz Community Member Posts: 173 Empowering

    If the Universal Credit claim is a joint claim, either family member can complete the bank account information. There is an option to select who owns the account (for example, wife, husband, or a joint bank account).

    If bank statements need to be uploaded or brought to the local office, only one set of statements is required. One person can submit all family members' bank statements. There is no need for each person to send them separately.

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