Requirements for the claim process:

Important things to note:

• You can only claim for support that has been provided in the nine months prior to your claim date. Access to Work will not process claims before the nine-month cut-off, even if you have been waiting for a renewal or reconsideration decision.
• When submitting a claim through the OneGov portal, you will be asked if you would like to add another month to your claim. It is in your best interest not to add another month. Access to Work has told us that this slows down the process, and it is quicker to make a new claim for each month, even if it is the same service provider.
• You need to make sure your claim exactly matches the award you have been given, or else they will return it. We recognise this can be a complex process, so we have created an invoice template to help you.

What you need to make a claim :

To claim money from your grant, you’ll need to provide: 

• The dates you had support. 
• Invoices or receipts showing the cost of your support. 
• Bank details for the person or company who will receive the money from the grant. 

We have contacted Access to Work to clarify this process and found that you must provide: 

Support Worker Claims 

• Support Worker’s full name 

• Unique Tax Reference (UTR) number 

• Address, phone number, and email address 

• A full breakdown of the support provided, including: 

• • Dates of support 

• • Hours worked 

• • Amount claimed per session 

• • Description of the support provided 

• • Total amount claimed 

Travel claims 

• Invoices must show: 

• • Name & Address of the Taxi Company 

• • The date & Time the Journey was taken. 

• • The full Pick-Up Address including Postcodes 

• • The full Drop-Off Address including Postcodes 

• • The overall cost of the Journey 

• • Driver’s Signature or details if an Uber, Bolt, or similar. 

• We have been told a taxi receipt is acceptable if it is a photograph of a minicab card or London Taxi card, but it must be a clear scan or photograph with the following details: 

• • Date and time (if possible) 

• • The drop-off postcode 

• • The cost of the journey 

• • Driver’s signature, name, and company logo.

We recognise that this is a lot of information to try to collect every time you receive support. To try to ease this, we have turned the bullet points above into a checklist that can be downloaded below.

You can download an invoice template below for support workers to use to ensure you have all of the information you need to make a claim.

We have also created a visual guide of the claims process, which can be downloaded below.

• We have also created a basic Access to Work Claim amount calculator. You can download this below. If you have been allocated funds at the rate of minimum wage in your Access to Work grant, you can input the number of hours of support you have received, the total cost of that support, and the amount that will be paid to the support worker.
• The spreadsheet will then calculate the amount you can claim via your grant and the amount you or your employer would need to cover.