How the transitional element is calculated when you move to Universal Credit
You might receive an additional payment to help you move to Universal Credit, if you receive a Migration Notice letter.
Applies to England, Scotland and Wales
If youâve received a Migration Notice letter and have been told to move to Universal Credit, you should read transitional protection if you received a Migration Notice letterĚý´Úžą°ů˛őłŮ.
What the transitional element is
An element is an additional payment on top of your standard allowance of Universal Credit.ĚýAdditional payments are to cover the cost of things like caring for someone, having children, or moving from one benefit to another.
The transitional element is an additional payment thatâs part of transitional protection. Transitional protection is available to you if you receive a Migration Notice letter and move to Universal Credit by your deadline date.
How we calculate the transitional element
Your Universal Credit entitlement is assessed every month, based on your current circumstances. This is known as an assessment period.
When a claim is made and verified, the transitional element is calculated using a Universal Credit amount thatâs based on your known circumstances from the day before your claim. This amount is referred to as the âindicative Universal Credit awardâ.
At this point, the transitional element is the difference between the indicative Universal Credit award and your previous legacy benefit amount. It aims to protect your benefit entitlement at the point of moving to Universal Credit.Ěý
The indicative Universal Credit award, including the transitional element, is an estimation based on your circumstances the day before you make your Universal Credit claim.
Applying the benefit cap
Universal Credit claims are affected by the benefit cap. The cap is also used in the calculation of the transitional element and applied to the indicative Universal Credit award.ĚýSome people, such as those of State Pension age, will not have their Universal Credit entitlement capped.
Find out more about when youâre not affected by the benefit cap.
Information we use to calculate the transitional element
The transitional element is calculated using information you give us in your Universal Credit claim and your existing legacy benefits information.
The claim covers details about your circumstances, which includes:
- your employment status
- who you live with
- your household income, savings and investments
- if you have children and any childcare costs
- if anyone in your household has a disability or health condition
- if youâre a carer
- the benefits you get now
This information is checked against data from:
- Department for Work and Pensions (DWP)Â benefit systems:ĚýIncome Support, income-based Jobseekerâs Allowance, income-related Employment and Support Allowance
- local councils:ĚýHousing Benefit
- HM Revenue and Customs (HMRC):ĚýChild Tax Credit and Working Tax Credit
If youâre a carer
If you declare yourself as a carer on your Universal Credit claim, even if you do not get Carerâs Allowance, your indicative Universal Credit award will include an additional payment. This is known as the carer element.
If youâre in a couple
If you live with a partner, their details will also be used to calculate the transitional element. This is because Universal Credit is a household benefit, so youâll need to make a joint claim with your partner.Ěý
Weâll collect the same information about your partnerâs circumstances, which is taken from their Universal Credit claim. If your partner is claiming any benefits, this will also be checked against existing data.Ěý
If you do not live with your partner
If you and your partner live apart and claimed tax credits as a couple, youâll be treated as 2 separate households on Universal Credit. In these circumstances, you and your partner would not be eligible for the transitional element.ĚýBecause you received a Migration Notice, youâll still be entitled to the different eligibility rules.
If youâre responsible for a child
You could get an extra amount, the âchild elementâ, for your children if they live with you. You would get the child element until the 31 August after their:
- 16th birthday
- 19th birthday, if theyâre in full-time, non-advanced education or training â for example, theyâre studying for GCSEs, A levels, BTECs, Scottish Highers and SVQs, or NVQs up to level 3
If you received Child Tax Credits but your child is not eligible for the child element of Universal Credit, the transitional element will not cover that difference in entitlement.
Moving from the old types of Employment and Support Allowance (ESA)
There are 2 old types of ESA:Ěý
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income-related ESA which is means testedÂ
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contribution-based ESA that is not means tested Â
If you or your partner get income-related ESA, this will be included in the calculation of the transitional element. This is because Universal Credit is also calculated based on your income.Ěý
If you were also getting a contribution-based ESA, as well as, or as part of, your income-related ESA claim, you will start to get New Style ESA instead. You do not need to do anything to start getting New Style ESA. The New Style ESA part of your claim will be transferred automatically.Ěý
The amount you get from New Style ESA will be deducted from your Universal Credit amount.
If you were receiving tax credits
We asked HMRC for information about your tax credits claim.ĚýThis information is used in the transitional element calculation.ĚýHMRC information includes details such as your previously reported income.
HMRC calculated tax credits using your annual income. Your Universal Credit amount, including the transitional element calculation, is based on this income.
If youâre eligible for housing costs
If you were not previously getting Housing Benefit, the transitional element (and indicative Universal Credit award) is calculated without a housing element.Ěý
However, housing costs may be included from your first assessment period if a housing need is identified in your Universal Credit claim. This is not a change of circumstances, so will not cause the transitional element to decrease.  Find out more about transitional protection payments.
Support
Universal Credit Migration Notice Helpline Â
Monday to Friday, 8am to 6pm Â
Phone: 0800 169 0328Â Â
0800 phone numbers are free to call from mobiles and landlines.
If you cannot speak or hear on the phone
Use our  service to make a free, text-supported call to the Universal Credit Migration Notice Helpline. Dial 18001 followed by 0800 169 0328.Ěý
If you use British Sign Language (BSL)
Use our video relay service to make a BSL interpreted call to the Migration Notice Helpline.
If youâre on a computer, visit the .
- select Company to contact: âDWP (DA Languages)â
- select Department: âUniversal Credit - if you have a Migration Notice letterâ.
If youâre on a mobile or tablet, use the InterpretersLive! app.
From the app:
- Select âDirectoryâ, search for âUniversal Creditâ
- Select âUniversal Credit - I have a Migration Notice letterâ
- Select âCall Nowâ, select Company to contact: âDWP (DA Languages)â
- Select Department: âUniversal Credit - if you have a Migration Notice letterâ
- select âConnect Nowâ.
If you need help, .
Help to Claim
If you need help to make your claim you can get free support from the Citizens Advice Help to Claim service:
Other financial help and supportÂ
If you get Universal Credit, you could be eligible for other benefits or financial support. You shouldâŻcheck what you can get.Ěý
You might be able to getâŻ.
If youâre in financial difficulties, you can get help and advice from the government, local councils, and other organisations, such as .
Updates to this page
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Page updated to reflect tax credits ending on 5 April.
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Added details of the Migration Notice Helpline video relay service for British Sign Language users.
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Clarified how the transitional element is calculated for claimants who are moving from Employment and Support Allowance (ESA).
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Added translation
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Removed section on SDP (Severe Disability Premium) as we look at the total amount of claimantsâ legacy benefit award when working out their Universal Credit and transitional element. And clarified guidance on the Universal Credit âchild elementâ, Child Tax Credit and the transitional element, for those responsible for a child.
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First published.