Documents you need for Fair Deal

Always required (everyone)

• Photo ID — passport or driving licence for the applicant.
• PPS number proof — public services card, MyGovID printout, or tax/Revenue document showing the number.
• Birth certificate — long-form preferred.
• Most recent 6–12 months of bank statements for every account (current, deposit, online, credit union, post office, An Post).
• Most recent pension statements (State pension, occupational, foreign).
• Last 2 years of P21 / Statement of Liability from Revenue if you have employment, self-employment, or rental income.

If you own a home (Part 3C)

• Certificate of Market Value from a registered auctioneer or valuer — dated within the last 6 months. Self-assessed estimates are not accepted.
• Mortgage statement if there is a loan on the property — current monthly repayment and outstanding balance.
• Folio number if registered with the Land Registry — useful for the loan if you take it.
• Local Property Tax (LPT) receipt — for the levies-required-by-law deduction.

If you have rental income

• RTB (Residential Tenancies Board) reference number for each tenancy — required where applicable.
• Most recent year's rental income & expenses — typically the rental section of the Form 11 / 12.

If you have ARFs / AMRFs / shares / bonds

• Most recent statement from the QFM (Qualifying Fund Manager) for each ARF / AMRF.
• Stockbroker statement showing share holdings and most recent valuation.
• Bond / security certificates or holding statements.
• Life policy encashment value letter or statement from the insurer — only policies with a surrender value are assessable.

If you've transferred assets in the last 5 years

• Documentary evidence of the transfer — sale contract, gift letter, deed of transfer.
• Valuation at the time of transfer from a registered auctioneer or valuer.
• Evidence of any returned assets — bank statement showing the inflow if any of the transfer was reversed.

If you're applying for the Nursing Home Loan (Part 5)

• Folio number for each property to be charged.
• Land registry compliant map — required if the principal residence is contained within a folio that includes other land. Must be original or colour copy, certified by an Engineer / Architect, and outline the secured portion in red.
• Relevant Accountable Person details (name, address, phone, eircode, PPSN) — they will be the HSE's point of contact for the loan.
• Joint owners' consent (Part 5B) — if anyone else jointly owns the property, they must each sign.

If you're applying for the 3-year cap on a farm or business (Part 6)

• Proof the farm has been actively worked — at least one of: Bord Bia QAS application, valid herd-keeper number with status, registered farm partnership number, sheep/poultry/EPRN/pig/equine premises numbers, BISS / BPS application, or a copy of the herd test from the last year.
• Proof the business has been actively worked — at least one of: Revenue registration, business registration with the HSE, auctioneer's licence, publican's licence, food business registration, registration of legal or professional body relevant to the business, or proof of a Statutory Declaration on the business.
• Family successor's PPSN, DOB, address, contact details.
• Joint owners' consent (Part 6C) — if anyone else jointly owns the farm or business asset.

If you have a co-decision-making agreement (Part 7)

• Decision Support Service (DSS) registration confirmation for each co-decision-making agreement.
• Co-decision-maker's contact details — address, phone, mobile, email.

For couples (Part 1 / Part 4B)

• Marriage certificate or civil partnership cert.
• Spouse's PPSN, DOB, and most recent pension statements.
• The same income, asset, and deduction documents listed above for the spouse — the HSE assesses both halves.

If a specified person is applying on behalf of someone

Where the applicant lacks capacity to apply themselves, the application is signed by a "specified person" (Part 4B). They must provide:

• Documentary evidence of their authority — Enduring Power of Attorney instrument, Decision-Making Representative court order, registered social-worker authority, etc.
• Their own contact details and PPSN.