ISEE 2026: what it is for and which documents to prepare

ISEE — the Equivalent Economic Situation Indicator — is used in Italy to assess a household’s financial circumstances for access to means-tested benefits and services. It takes account of income, assets and household composition under the ISEE rules. CAF UCI at UCI Zonale di Roma provides assistance with checking documents, completing and submitting the Single Substitute Declaration — DSU.

What is ISEE used for?

ISEE is used for various forms of support, including:

• social discounts on household utilities;
• benefits for children and families;
• school, university and other concessions;
• social assistance;
• public transport and TARI concessions, subject to the relevant authorities’ rules.

Having an ISEE assessment does not automatically qualify you for every benefit. Each programme has its own requirements.

Which information is needed for ordinary ISEE 2026?

• Household composition on the date the DSU is submitted.
• Income for 2024.
• Financial assets and property held on 31 December 2024.

You can submit the DSU with assistance from a CAF or directly through INPS services.

Documents: household and housing

• The applicant’s identity document.
• Italian tax codes for household members.
• Residence permits, where applicable.
• A household composition certificate or self-declaration.
• Separation, divorce or disability documents, where relevant.
• A registered rental agreement and annual rent details.
• Registration numbers of cars and motorcycles over 500 cc; details of pleasure boats and vessels, where owned.

Also tell us about financially dependent adult children living elsewhere, a spouse living abroad and other special family circumstances. We will check who must be included in your ISEE household.

Documents: income for 2024

• CU 2025 statements.
• Your 730/2025 or REDDITI PF 2025 return, if filed.
• Documents relating to other income, including foreign income, and payments relevant to ISEE.
• Documents showing maintenance payments received or paid, where relevant.

Documents: financial assets

For accounts and deposits, including those abroad, prepare:

• the balance on 31 December 2024;
• the average annual balance for 2024;
• account and financial institution identifiers;
• opening or closing dates during 2024, where applicable.

Also provide documents relating to prepaid cards, investments, business interests and relevant insurance policies. The CAF will check the amounts to report and any applicable exclusions.

Documents: property

Prepare documents for property and land owned in Italy and abroad on 31 December 2024, including ownership shares and information needed to establish the relevant values. Include the outstanding mortgage principal on that date, where applicable.