Assessing a life interest in a home 108-04070070

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QSS32 Questionnaire template

Manually issue a QSS32 Questionnaire

To request further information from the customer to assist in making a decision about the assessment of the customers’ life interest.

To create a QSS32 see:

• Creating an Online Advice (OLA), including within an existing activity
• Requesting information (CLK)

Select Free Text fields as required.

Note: only insert questions that are applicable and adjust the text if necessary to suit the customer’s circumstances.

Question A

Free text

Did you (and/or your partner) pay any money or transfer any assets in return for the right to accommodation for life?

Question B

Free text

If you did not pay any money or transfer assets, please describe how you obtained the right to accommodation for life? (for example, inheritance / formal agreement / informal arrangement)

Question C

Free text

Please provide the details of the person or organisation that was paid money or received a transfer of assets (Name, address and contact phone number).

Question D

Free text

What (if any) was the amount paid?

Question E

Free text

What (if any) assets were transferred and what was the market value of the assets?

Question F

Free text

Please provide all relevant supporting documents relating to the creation of the life interest (for example, written agreement / will / contract / transfer documents / bank statements).