Discover the Six Types of ISEE and Their Purposes

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Understanding the Different Types of ISEE

There are six distinct types of ISEE that must be filled out according to the purpose for which the Equivalent Economic Situation Indicator will be used.
The ISEE serves as a tool that provides a numerical value representing the wealth level of a household by taking into account income, movable and immovable assets, as well as family composition.

The type of ISEE required varies depending on the benefit being requested.
The existing ISEE models include:

• Ordinary ISEE
• Minor ISEE
• Social Health ISEE
• University ISEE
• Residential Social Health ISEE
• Current ISEE

This article will explain the purpose of each type of ISEE to help understand when an alternative type may be necessary instead of the Ordinary ISEE.

Ordinary ISEE

The Ordinary ISEE is applicable for most benefits and is the type that the majority of families require.
It includes key information about the family members’ demographic situation, their income, and assets.

This serves as a tool to assess the overall economic status of a household.
It does not equate to a mere sum of income and assets, but rather a calculated value that weighs diverse, sometimes non-mathematical factors, such as:

• The number of individuals in the household
• The presence of disabled individuals
• The presence of minors

Therefore, the same income and assets, when associated with different households, will yield different indicators.
For ISEE purposes, a household encompasses all people living together as well as non-cohabiting relatives linked by ties of kinship, affection, or marriage.

Minor ISEE

The Minor ISEE is used to access benefits intended for minors who are children of unmarried and non-cohabiting parents.
In other cases, such as married, separated, or cohabiting parents, the Minor ISEE aligns with the Ordinary ISEE.

The key aspect of this type is that it considers the economic situation of both the cohabiting parent and the non-cohabiting parent to determine its impact on the child’s household ISEE value.

University ISEE

The University ISEE (ISEE-U) is essential for accessing university student benefits.
The student must be included in the family unit for the ISEE.
Uniquely, the student remains part of their parents’ household even if they do not reside with them, unless they are considered autonomous.

In cases of separated or divorced parents, the student falls under the ISEE of only one parent – the one who claims them as a dependent.
If they are equally dependent on both, the cohabiting parent must present the ISEE.

When can a student be considered autonomous? A student presents their own ISEE if they earn above €9,000 or have lived independently for more than two years in a place not owned by any family member.

Social Health ISEE

Required for accessing social health benefits for non-self-sufficient individuals or those with disabilities, the Social Health ISEE allows for provisions such as home care or residence in care facilities.
This type is lesser-known and is used when not all household members affect the economic assessment.

Also referred to as the restricted ISEE, it includes a limited household composition that excludes those who do not have a direct impact on the applicant’s economic situation.

Residential Social Health ISEE

Specific rules apply for residential care benefits.
When admission to a nursing home is necessary, coverage by the National Health Service is contingent on the ISEE meeting certain thresholds.
It’s crucial to assess the financial capacity of the applicant and those responsible for their expenses.

In compiling this ISEE, a restricted household is considered but must also account for the financial status of any children not included in the family unit.
This allows for differentiation in the assessments of those with supportive family members versus those without.

Current ISEE

The Current ISEE pertains to an updated ISEE.
Unlike the Ordinary ISEE, which takes income and assets from the previous two years, the Current ISEE allows for consideration of income and benefits from the last 12 months, or even the past two months in instances of sudden job loss or income changes.

This ISEE can be utilized when there have been significant variations in income or, starting April 1st each year, important changes in financial assets.

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