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Turn2us Intermediaries User Guide - Intermediary accounts: Full Online Grant Applications to Elizabeth Finn Fund and Edinburgh Trust

Intermediary accounts: Full Online Grant Applications to Elizabeth Finn Fund and Edinburgh Trust

Making a full online grant application to the Elizabeth Finn Fund (EFF) or Edinburgh Trust using your intermediary account

Login to your intermediary account.

Select 'My Turn2us' from the navigation bar at the top and then 'Online Grant Applications'. (See Screengrab below).

Screengrab of the Intermediary My Turn2us navigation bar

This takes you to the Online Applications Homepage. (See Screengrab below.)

Screengrab of Online Applications Homepage

Select the fund you want to make an application to and then click the 'Select & Continue' button. (See Screengrab below).

Screengrab of Online Applications Homepage organisations section

This takes you to an Online Applications page on which you can add a new client or select an existing one to create an application to the fund you have chosen. (See Screengrab below.)

Screengrab of Online Applications page

Choose an existing client

If you want to choose an existing client to make the application for, select them from the Client list at the bottom of the page and click the 'Create Application' link at the end of the line (highlighted in the Screengrab above).

This will take you to the first page of the application form for the charitable fund.

Creating a new client

If you want to create an existing client to make the application for, click the 'Add New Client' button which appears after the Application guidelines/supporting materials section about half way down the page. (See Screengrab below).

Screengrab of the Online Applications page

This will take you to the 'Add Client' page. Fill in the form and click 'Add Client' button at the bottom of the page. This will take you to the first page of the application form for the Fund.

See the 'Clients' page in this user guide for more information on managing clients.

Filling in the application forms

Before you fill in the form

On the 'Add new client or select an existing client to create an application form' page, after you click the fund you want to apply to are some guidelines that you should read or download before you start filling in the application form.

One of these is a blank application declaration PDF which you will need to print off, fill in and upload as part of the application. (See Screengrabs below.)

Screengrab of Online Applications Client page - Elizabeth Finn Fund

Screengrab of Online Applications Client page - Edinburgh Trust

Application questions: Elizabeth Finn Fund

The Elizabeth Finn Fund form has eight sections that you need to fill in:

  1. Qualification Criteria

  2. Main details

  3. Reason for application

  4. Eligibility

  5. Health

  6. Household Income

  7. Household Expenditure

  8. Agreement and Declaration.

There are two forms:

  • Elizabeth Finn Fund: For people in the UK

  • Elizabeth Finn Fund: For people in the Republic of Ireland.

Application Question categories - Elizabeth Finn Fund

Application questions: Edinburgh Trust

The Edinburgh Trust application form has seven sections you need to fill in:

  1. Qualification Criteria

  2. Main Details

  3. Reason for Application

  4. Health

  5. Household Income

  6. Household Savings and Debts

  7. Agreement and Declaration.

Filling in the forms

Fill in each page of questions about your client and click 'Next' when you have completed the page. This will take you to the next page.

Questions with an asterisk* are mandatory. You can't complete the form with filling these questions in.

You can go back to a previous page by clicking the 'Back' button at the bottom of each page of the form However you have to complete each page before you can go onto the next page number.  For example, you can't fill in page 1 then jump to page 6 without filling in the pages in between.

Unsure what a question means or what is required in your answer?

If you are unsure what the question means or what is required in an answer, click the blue question marks on the right hand side to see an explanatory note. (See Screengrab below.)

You do not have to complete the whole form at once. To save what you have done so far, click the 'Save and come back' button at the bottom of the page. (See Screengrab below.) When you return to complete it, you will find your application in the Online Applications Homepage.

Screengrab of the first page of the Elizabeth Finn Fund (UK) application form

Pop up boxes

You may also get a pop up box when you give a particular answer to a question. This may be an explanatory note or asking you to do something before you can continue with the application.

For instance, the first question asks whether the applicant has completed a benefits calculation to ensure they are receiving all the benefits they are entitled to. If you put 'No' as the answer, you will get a pop up box which explains why a benefits calculation is necessary and that you will not be able to continue to fill in the form until he or she has done one. (See Screengrab below.)

Screengrab of the Elizabeth Finn Fund application forms

Uploading documents

You will be asked to upload evidence while filling in the form. (See Screengrab below.) You need to choose the files first from your computer by clicking the 'Choose files' button. When you have done this, you have to click the 'Upload' button. It then appears as a link on the form.  If you upload the wrong file, you can remove it by clicking the Delete button.

Please upload files in PDF format.

Applicant Evidence section of

Declaration form

Please download and print the declaration for the applicant/partner to sign. (

If you have access to a scanner, you can then upload a PDF of the form (see 'Uploading documents' above) to the 'Declaration page' at the end of the form. (See Screengrab below.)

The signature is confirmation that the information is correct and that we are able to hold the applicant's/partner's information on our database and process the application. We cannot process a case without a signed declaration.

Screengrab of Declaration section of the Elizabeth Finn Fund form

Review application

When you have completed the form, click the 'Review application' button. (See screengrab above.)

This will take you to a page where you can review all the information that you have entered. (See screengrab below.)

Screengrab of Review Application button on the Elizabeth Finn Fund online application form

Review form of Elizabeth Finn Fund online application form

If you want to make changes to any of the information, you can click 'edit page' in the relevant section and this will take you back to the page you want to edit. (See Screengrab below)

Bottom of review application form page of the Elizabeth Finn Fund online application form

To send off your completed application, click the 'Complete Application' button. (See Screengrab below.)

Complete Application button on Elizabeth Finn Fund online application form

You will get a confirmation page which will also allow you to create a new online application or update an existing one. (See Screengrab below.)

Confirmation page of the Elizabeth Finn Fund online appiication form

You can also Download and then save a copy of the application form by clicking the 'Download Application' button. (See Screengrab below.)

You can also go back to your applications homepage by clicking the 'Back to Application list' button. (See Screengrab below.)

Screengrab showing buttons at the end of the Elizabeth Finn Fund online application form.

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