Template

Financial Inclusion Form for Tenancy Visits

by Tenancy Management, from the Community

Use this Financial Inclusion Form during tenancy visits to verify ID, capture contact and demographic details, and assess health, accessibility, and housing needs. Record benefits, council tax support, and utility debt status, signpost social tariffs and fuel poverty help, and log property conditions and repairs. Document actions and referrals to provide tailored advice and support for residents.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Financial Inclusion Form
Use this Financial Inclusion Form to assess tenants’ circumstances during housing visits. Capture property details, officer verification, tenant and household demographics, communication preferences, health and disability needs, household condition checks, and risk factors. Record benefits and pensions status, council tax support, utility debts, and fuel poverty referrals, plus notes on social tariffs and tenant engagement. Includes signatures, date, and action taken to document financial advice and next steps. Ideal for local government housing teams and social landlords.
by Tenancy Management, from the Community
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Template
Tenancy Check Form
This tenancy check form supports housing officers and property managers during scheduled tenancy visits. Capture property address, tenancy dates, officer details, and proof of ID. Record tenant and household information, communication preferences, and availability. Assess housing needs including health, accessibility, and support requirements. Inspect property condition, fixtures, damp and mould, garden maintenance, and alterations. Log outstanding repairs, income maximisation support, fuel poverty referrals, and tenant involvement. Conclude with signatures, completion date, and agreed actions.
by Tenancy Management, from the Community
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Template
Tenancy Check Form Template
This tenancy check form template helps housing teams and property managers capture key information during tenancy visits. Record tenant identities, household composition, communication preferences, and any accessibility needs. Assess housing needs aligned with the Equality Act 2010, note support services, and identify special requirements. Inspect the property for cleanliness, damp or mould, maintenance issues, communal area safety, and garden upkeep. Include income maximization prompts, fuel poverty referrals, and tenant engagement questions. Conclude with signatures, visit date, and follow-up actions.
by Tenancy Management, from the Community
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Template
Tenancy Inspection Report Template
Use this Tenancy Inspection Report template to conduct mid-tenancy checks and document property condition. Capture address, inspection date and time, inspector details, photos of rooms and exterior, and notes on cleanliness and repairs. Verify safety items including smoke, CO, and heat alarms, fire blankets, trip hazards, and escape routes. Record evidence of smoking or sub-letting, test management keys, and assign actions for landlords and tenants. Includes signature fields for both parties and a clear summary of findings.
by IN Estates Ltd, from the Community
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Financial Inclusion Form

Use this Financial Inclusion Form to assess tenants’ circumstances during housing visits. Capture property details, officer verification, tenant and household demographics, communication preferences, health and disability needs, household condition checks, and risk factors. Record benefits and pensions status, council tax support, utility debts, and fuel poverty referrals, plus notes on social tariffs and tenant engagement. Includes signatures, date, and action taken to document financial advice and next steps. Ideal for local government housing teams and social landlords.

by Tenancy Management, from the Community

Get

Template

Tenancy Check Form

This tenancy check form supports housing officers and property managers during scheduled tenancy visits. Capture property address, tenancy dates, officer details, and proof of ID. Record tenant and household information, communication preferences, and availability. Assess housing needs including health, accessibility, and support requirements. Inspect property condition, fixtures, damp and mould, garden maintenance, and alterations. Log outstanding repairs, income maximisation support, fuel poverty referrals, and tenant involvement. Conclude with signatures, completion date, and agreed actions.

by Tenancy Management, from the Community

Get

Template

Tenancy Check Form Template

This tenancy check form template helps housing teams and property managers capture key information during tenancy visits. Record tenant identities, household composition, communication preferences, and any accessibility needs. Assess housing needs aligned with the Equality Act 2010, note support services, and identify special requirements. Inspect the property for cleanliness, damp or mould, maintenance issues, communal area safety, and garden upkeep. Include income maximization prompts, fuel poverty referrals, and tenant engagement questions. Conclude with signatures, visit date, and follow-up actions.

by Tenancy Management, from the Community

Get

Template

Tenancy Inspection Report Template

Use this Tenancy Inspection Report template to conduct mid-tenancy checks and document property condition. Capture address, inspection date and time, inspector details, photos of rooms and exterior, and notes on cleanliness and repairs. Verify safety items including smoke, CO, and heat alarms, fire blankets, trip hazards, and escape routes. Record evidence of smoking or sub-letting, test management keys, and assign actions for landlords and tenants. Includes signature fields for both parties and a clear summary of findings.

by IN Estates Ltd, from the Community

Get

Financial Inclusion Form for Tenancy Visits

About author

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Financial Inclusion Form

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Financial Inclusion Form

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