Application for Educational Support or Benevolent Assistance

  • AIA Educational & Benevolent Trust

    Application for Educational Support or Benevolent Assistance

  • This online form is designed to help the AIA Educational & Benevolent Trust assess applications for financial support from individuals who are experiencing genuine hardship.

    The Trust exists to advance education and to provide benevolent assistance to those connected with the Association of International Accountants who, due to illness, financial difficulty, or other exceptional circumstances, require temporary support.

    The information you provide will be used solely to determine eligibility for assistance and to ensure that the Trust’s limited funds are directed fairly, confidentially, and in line with its charitable objectives.

    The AIA Educational & Benevolent Trust is registered with the Charity Commission for England and Wales (Registered Charity No. 1118333).

  • Personal Details

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • The Trust has two distinct objectives, please select which objective best suits your requirements:*
  • Have you applied for or received assistance from any other society or person, including the AIA Educational & Benevolent Trust?*

  • Expenditure

  • Please complete the following tables to estimate your expenditure for the next 12 months.

    Where there is no expenditure for a category please use '0'

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  • Income

  • Please complete the following tables to estimate your income for the next 12 months.

    Where there is no income for a category please use '0'

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  • Have you taken advice from Counsellors or other Professional advisors to ensure you have claimed all state benefits you are entitled to?*

  • References

  • Give the name, full address, email address and telephone number of a Member of the AIA or other Professional Accountant, barrister, solicitor, doctor, clergyman, or other persons, to whom reference can be made.

    Two names should be given, and the persons referred to should be fully acquainted with your circumstances.

    These persons may be contacted, prior to a Trustees meeting, for a character reference.

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  • Documentation

  • Please tick which documents you are uploading and use the file upload function below to do so.*
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  • Declaration & Consent

  • Did the applicant complete the form?*

  • The AIA Educational and Benevolent Trust (“the Trust”) is committed to safeguarding your privacy and will take every precaution to protect and ensure the information you provide remains confidential and within the terms of the applicable Data Protection Regulations and all the authorities you give.

    Please read this declaration carefully and sign below to confirm your consent to use of the information.

    • I believe that the details I have given in this form are correct and I will inform the Trust as soon as possible of any changes in my circumstances.
    • I understand that the information expressed in this form will be kept confidential and only used in relation to the processing of my application.
    • I authorise the Trust and anyone properly instructed on its behalf to make any enquiries deemed necessary by it in support of my application.
    • I consent to the disclosure of any information provided by me to other charities/parties who may be contacted during such enquiries. I understand that this process may include enquiries of and disclosure of information to any relevant expert or doctor, my General Practitioner, my employer, any referee indicated on this form and any individual or body that can verify the information provided by me in this form.
    • I consent to my personal data being processed and maintained by the Trust for the purposes of administering my application and I understand that the data will be kept for as long as necessary.
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