Filling in Appendix 2 UK Spouse Visa form - help.

[crazydrummerpauly]

Hi all.

As usual, i'm baffled by the poor design of a government form - poor in the sense of being 1) too damned cramped to put the info in they demand, and 2) poorly written in places so the meaning is not clear.

Ok, so in the section shown in the screen capture - should i fill in BOTH the Pension part, (since i have a State Pension), AND the cash Savings part, since i rely on that ALONE to get past the Financial Requirement.

What i mean is specifically - should i TICK the box in the left-hand column 'Income from Pension and Permitted Benefits' and fill in Part 3E; but NOT tick the box next to it in the right-hand column, 'Category E' since i'm not relying on the Pension to pass the financial requirement.....Or, should i leave the Pension box empty and tick the box next to 'Cash Savings' and the box 'Category D' in the right-hand column ? And then, if i leave the Pension box EMPTY on this page (p.5) - should i still fill in the boxes for PENSION income on Page 10 / Section 3.64, since it seems crazy to leave out any source of income.

Thanks for reading.

Edited June 3, 2016 by crazydrummerpauly

[7by7]

I'm sorry, but the meaning of the paragraph in the box seems very clear to me.

You only need to mention, and provide the required evidence of, the sources you are using to meet the requirement.

If your savings alone are sufficient and you are using just them, then you do not need to mention your pension at all.

[TCA]

As your screen capture says, this is about showing how you meet the financial requirement, it's not a list of all your income. If you don't need your pension to meet the requirement, then it doesn't need to go in anywhere. You tick the box next to Cash Savings and the box for category D. Then in the Cash Savings section you tick that you're relying on Category D alone. i.e. you're not combining your savings with any other form of income to meet the financial requirement.

Edit: 7by7 beat me to it, but we're in agreement, pension can be excluded

Edited June 3, 2016 by TCA

[crazydrummerpauly]

As your screen capture says, this is about showing how you meet the financial requirement, it's not a list of all your income. If you don't need your pension to meet the requirement, then it doesn't need to go in anywhere. You tick the box next to Cash Savings and the box for category D. Then in the Cash Savings section you tick that you're relying on Category D alone. i.e. you're not combining your savings with any other form of income to meet the financial requirement.

Edit: 7by7 beat me to it, but we're in agreement, pension can be excluded

Thanks very much to you and 7by7 - i'm not good at forms, ever.

Taking your view of the first part of my question on board, got it; but what about the second part of my question - Page 10, Section 3.64 - shouldn't pension income by entered there ? Savings run out fast especially where a place to live has to be obtained, but State pensions go one for ever, than god. Thoughts ?

[crazydrummerpauly]

I'm sorry, but the meaning of the paragraph in the box seems very clear to me.

You only need to mention, and provide the required evidence of, the sources you are using to meet the requirement.

If your savings alone are sufficient and you are using just them, then you do not need to mention your pension at all.

Thanks very much 7by7. Re your "do not need to mention your pension at all" - i can't see why it shouldn't be entered at Page 10, Section 6.34. Where is the advantage in an application showing no income at all ? (The second part of my post.)

[TCA]

If you're not relying on pension income to meet the financial requirement then leave it out entirely. The requirement is the requirement. Proving you can exceed the requirement doesn't matter to UKVI. You either meet it or you don't. If you fulfil the cash savings criteria then don't complicate your application unneccesarily.

Just seen your follow-up comment. The cash savings level is deemed to be used as income for the years until the next visa application. Doesn't matter if you don't use them. It's just another way of showing that you have the ability to create an income to the required level without other means.

Edited June 3, 2016 by TCA

[crazydrummerpauly]

If you're not relying on pension income to meet the financial requirement then leave it out entirely. The requirement is the requirement. Proving you can exceed the requirement doesn't matter to UKVI. You either meet it or you don't. If you fulfil the cash savings criteria then don't complicate your application unneccesarily.

Just seen your follow-up comment. The cash savings level is deemed to be used as income for the years until the next visa application. Doesn't matter if you don't use them. It's just another way of showing that you have the ability to create an income to the required level without other means.

Many thanks - i see the point about the 2.5 years having to be covered by an amount of money, and that's what the 'minimum requirement' is. Great.