Use one sheet per person, with a shared household summary. Record the evidence and questions that determine which application is available.
| Item to record | Your notes / evidence | Owner and date |
|---|---|---|
| Current permission and expiry | ________________________________________________ | ________________ |
| Relevant residence / absence record | ________________________________________________ | ________________ |
| Extension requirement check | ________________________________________________ | ________________ |
| Settlement requirement / test check | ________________________________________________ | ________________ |
| Unresolved issue and adviser task | ________________________________________________ | ________________ |
| Current fee / IHS estimate and date | ________________________________________________ | ________________ |
| Dependant’s separate application | ________________________________________________ | ________________ |
| Travel plan and pending-application check | ________________________________________________ | ________________ |
Complete the action plan
Set a decision review well before expiry. Assign each unresolved point to an official source, issuer or regulated adviser, and update the route choice only when the underlying question is answered.
Decision record: What is established? ____________________ What remains uncertain? ____________________ Next action and date: ____________________
Keep this completed sheet privately. It is a planning aid, not an application form or an eligibility decision. Recheck the linked official guidance before relying on a rule, fee or deadline.
Ancestry Visa Mag · Information checked 15 October 2026 · https://ancestryvisamag.com/resources/ancestry-extension-or-settlement-worksheet/
Planning resource, not an official application form or eligibility decision.