A Scottish Care member has kindly shared some letter templates that they use to try and establish a person’s capability to pay for their room within a care home. This letter template also allows POAs and Guardians to complete it.
It covers three options:
- A person has sufficient savings without selling a property
- A person has savings for a short period but then would have to sell a property
- A person’s immediate assets are below the upper Capital Limit but they have a property to sell.
Where there is a property to sell, there is a need to clarify if it is joint ownership or spouse or partner is still in the home or if there any mortgages or loans against the property.
[pdf-embedder url=”https://scottishcare.org/wp-content/uploads/2021/03/Capability-to-Pay-Residents-fees-Residency-Agreement-Resident-or-Representative-Template-v4-Feb-2020-1.pdf” title=”Capability to Pay Residents fees – Residency Agreement- Resident or Representative Template v4 Feb 2020″][vc_btn title=”Download template” color=”info” size=”lg” align=”center” link=”url:https%3A%2F%2Fscottishcare.org%2Fwp-content%2Fuploads%2F2021%2F03%2FCapability-to-Pay-Residents-fees-Residency-Agreement-Resident-or-Representative-Template-v4-Feb-20206.docx”]Here is a copy of the template residency agreement that can be used for Route 2 Self-Funders (in receipt of Free Personal Care). This included an Appendix to this that can be updated each year showing Capital Limits etc.
[pdf-embedder url=”https://scottishcare.org/wp-content/uploads/2021/03/Residency-Agreement-Route-2-Self-Funding-with-Free-Personal-Care-Template-v1-2020-21.pdf” title=”Residency Agreement Route 2 Self Funding with Free Personal Care Template v1 2020-21″][vc_btn title=”Download template” color=”info” size=”lg” align=”center” link=”url:https%3A%2F%2Fscottishcare.org%2Fwp-content%2Fuploads%2F2021%2F03%2FResidency-Agreement-Route-2-Self-Funding-with-Free-Personal-Care-Template-v1-2020-21.doc”][pdf-embedder url=”https://scottishcare.org/wp-content/uploads/2021/03/Residency-Agreement-Appendix-A-Template-v1-2020-21.pdf” title=”Residency Agreement Appendix A Template v1 2020-21″][vc_btn title=”Download template” color=”info” size=”lg” align=”center” link=”url:https%3A%2F%2Fscottishcare.org%2Fwp-content%2Fuploads%2F2021%2F03%2FResidency-Agreement-Appendix-A-Template-v1-2020-21.doc”]