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Fact Find - Other Monthly Income Section
Fact Find - Other Monthly Income Section
Updated over 4 months ago

This guide explains the fields included in the Other Monthly Income section of the fact find.

Fact Find > Income > Other Monthly Income

This section is used to record any other monthly income received by applicants, not from employment.

  • To add a record, click the ‘Add Other Monthly Income’ button under the desired applicant.

  • To edit an existing record, click the pencil icon to the right of the income.

  • To delete an existing record, click the bin icon to the right of the income.

Once required fields are complete, click ‘Save’ to add the record.

Fields included in this section:

  • Type of Income* (Maintenance Income / Pension Income / Child Benefit / State Disability Benefit / Universal Credit / Tax Credits / Child And Working Tax Credit / Investment Income / Trust Fund / Other)

  • Selecting ‘Other’ will reveal description box to manually enter the income type.

  • Total Net Monthly*

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