Required Documents for Financial Assessment

You need to read the requirements and prepare the documents before your appointment with our medical social worker. Find our more about what to expect during a financial assessment session.

Document	What is required
Identification card	The patient's original NRIC
Immediate family members' particulars	Fill in the information on the patient's immediate family members as listed in the attached form (Part I). Immediate family members refer to the patient's spouse, parents and children. Include all immediate family members, regardless of whether they are living with the patient. Download form Part I (PDF)
Proof of income (patient and all immediate family members)	Provide any one of the following documents for the patient and each of the immediate family members: (For salaried worker) Latest Payslips for the last three months (For self-employed) Inland Revenue Authority of Singapore (IRAS) Notice of Assessment (For business owners) Profit and loss statement Central Provident Fund (CPF) transaction history for the last 12 months (For newly appointed) Letter of employment (For recently resigned or terminated) Termination letter Please include documentation proof if any of the individuals have other sources of income (such as rental, pension, annuity or CPF payouts).
Proof of savings	All of the patient's and spouse's updated bankbooks or bank statements (including personal, joint, fixed deposit).
Latest CPF statement (patient and spouse)	Provide the past 12 months CPF transaction history for patient and spouse including the Ordinary, Special, MediSave and Retirement account balance. View a sample.
Patient's insurance policies	The patient's insurance policies such as medical, hospitalisation, critical illness, accident, endowment, savings or life plans.
Breakdown of household expenses	Fill in the patient's monthly household expenses as listed in the attached form (Part II). Download form Part II (PDF)
Household bills	These can include rental, utilities, condo maintenance fees, or telephone bills.
Proof of loan and installments	Documentary proof for any loans or installments.
(If applicable) Any other supporting documents	Provide any other documents that reflects your current financial resources (e.g. rental income, contribution from family or friend) and commitment.

*Note: Applications with incomplete documents for more than 1 month from the date of appointment with your medical social worker will be considered withdrawn.

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