Thread: Help with allocation questionnaire

I've not filled the allocation questionnaire out myself, I have to admit. However, from what I've seen of previous replies to this question - you don't need to enter anything in that box. Just a simple N/A should do it

As reloads says you do not need to put anything in there .Are you ok with the rest of it ?

jamieadi - did the solicitors send you a letter direct, or did the court ask for a copy of your schedule of charges to be returned with the aq?

Oh, also Paula - The court should send a copy to the bank's solicitors on your behalf, I believe.

Notes for completing a small claims track allocation questionnaire - Form N149
An online PDF version of the form is HERE

Section A - Settlement
Do you wish any further action in this claim to be postponed for one month so that you and the other party can attempt to settle the claim either by informal discussion or by alternative dispute resolution?

You have given ample opportunity to resolve this matter with your bank / credit card company etc. so there is no need to allow further time. TICK NO

Section B - Location of Hearing
The claim will be heard in the court to which this form must be returned. Is there any
reason why it should be transferred to another court to be heard?

If the reply address is your local court, then TICK NO. If the reply address has changed to another location, then TICK YES and state that since you, as a private individual, are claiming against a company who carries on business in this location, then the case should be heard locally to you.

Section C - Track
Do you agree that the small claims track is the most suitable track for this claim?

TICK Yes

Section D - Witnesses
So far as you know at this stage, how many witnesses (other than yourself) do you intend to call to give evidence at the hearing?

Enter the number of witnesses you intend to call to give evidence not including yourself or any expert witness - Typically this would be 0

Section E - Experts
Do you want permission to use an expert’s report at the hearing?

Unless you know otherwise, TICK NO

Section F - Hearing
Are there any days within the next four months when you, an expert or a witness will
not be able to attend court for the hearing?

Unless you know of specific date that you cannot attend court (holidays etc) then TICK NO.

Section G - Other Information
In the space below, set out any other information you consider will help the judge to manage or clarify the claim, including any other information you consider should be supplied by the other party.

Give details of any other information that you consider will help the judge to manage the claim,
referring as necessary to any documents you might have attached. Bear in mind however that at this stage you need not attach all other documents which you wish the court to consider at the hearing. This is something you will later be asked to provide.
You may wish to add reasons why the case is more suitable for Small Claims Track if your claim value exceeds £5,000 or provide reasoning why the other side should provide evidence of their costs!

Section H - Fee
Have you attached the fee for filing this allocation questionnaire?

You should note that if you do not pay this fee it might lead to your claim being struck out.
If you are the claimant, depending on the value of your claim, you may have to pay a court fee. If you have not applied for fee exemption or remission, the fee must be sent to the court at the same time as your completed questionnaire - in other words, you could get help from the court.
If you are in receipt of certain benefits, or if this fee would cause you undue hardship, it may be possible to pay nothing, a reduced fee, or even have the payment deferred until a later time.
Contact the Court directly if you think this applies to you.

Section H - signature

This questionnaire must be signed by only the party to the claim, or litigation friend, or legal representative.