Budget Plan
Date:
D D
/
M
M
/
Y
Y Y Y
Personal Information:
Your Name(s)
Account Details:
Account No.
Sort Code
– –
Contact telephone no’s: Preferred time
of day for contact:
Home
Mobile
Work
No. of adults in household
No. of dependants
Ages of dependants
Personal 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:
(please tick relevant box)
within the next 3 months
within the next 6 months
within the next 12 months
not likely to change
Borrowing & Credit Facilities
(please enter amounts to the nearest whole £)
Please detail all your current mortgages, loans (secured & unsecured), credit cards & HP agreements.
Name of Provider Type of Facility Outstanding
Balance
Current 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.
£ £ £
£ £ £
£ £ £
£ £ £
£ £ £
£ £ £
£ £ £
£ £ £
£ £ £
TOTAL £ £
Carry forward this figure
to the Expenditure table
overleaf
*This is the amount you are actually paying or proposing to pay (including any arrears if applicable)
