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Claim and reconciliation forms

If you’ve been awarded a revenue grant, you’ll need to claim your funding and reconcile your expenditure.

For organisations awarded a revenue grant, the process of claim and reconciliation is done every six months and you can download the forms below to help you submit your claim.

Intitial claim and forecast form

Use this at the start of your project to confirm your project budget and claim your first payment.

Six-monthly claim form

Use this at every mid-year point: e.g. six months into the first year, then six months into the second year etc. You’ll reconcile your expenditure for the past six months and claim your funding for the next six months.

Claims and reconciliation forms playing catch

Year two annual claim form

Use this at the start of your second year. You’ll reconcile your expenditure for the full first year and claim your funding for the first six months of year two.

Year three annual claim form

Use this at the start of your third year. You’ll reconcile your expenditure for the full second year and claim your funding for the first six months of year three. 

Year four annual claim form

Use this at the start of your fourth year. You’ll reconcile your expenditure for the full third year and claim your funding for the first six months of year four.

Year five annual claim form

Use this at the start of your fifth year. You’ll reconcile your expenditure for the full fourth year and claim your funding for the first six months of year five.

Final reconciliation form

Use this at the end of your project to reconcile the final total project spend.

Once completed, please sign the relevant form and email it to [email protected] - this is a temporary arrangement while our Loughborough office is closed.

If you have any questions about the forms, please contact us via:

Telephone: 0345 8508 508

Email: [email protected]

Please note the information on this page relates to revenue awards only. If you’ve received a grant for capital works (e.g. building or facilities) and are unsure about how to claim your funding, contact the investment team via the phone number or email address above.

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