Annual Review Paperwork / Forms

Page Updated 29th September 2021

An Annual Review is a statutory requirement to review the Education, Health and Care Plan to ensure a child/young person is making progress toward their outcomes and receiving the provision in order to meet these.

To find out more about the Education, Health and Care Needs Assessment and Education Health and Care Plans, please see our frequently asked questions on EHC Needs Assessments and Plans page.

Below is a video for parents on the Annual Review process to help understand procedures:

Documents needed

Annual Review documentation for parents, carers and young people

Annual Review documentation for educational settings & Elective Home Education

Further documentation for educational settings

Within 2 weeks of the meeting you must submit the paperwork online.

Before you begin to submit this information from the Annual Review meeting you will need to make sure you have all the reports/ views available to upload. Please check below for the paperwork you will need according to your type of setting. Once you have started the form there is no mechanism to “save” part way through. The starred parts of the form are mandatory and must be completed. When you have uploaded all the necessary information and pressed submit you will receive an immediate automated acknowledgement.

UPLOAD Annual Review Forms


Our SEND Youth Participation Worker, Rachel, supported the making of a Person Centred Planning Path focussed on getting young people more involved in their EHCP's. The partnership event in Chichester on March 13th brought together professionals from services working with children and young people. See the video that young people made to contribute to the co-production of their Path.

Related information:

If you need help:

If you need practical help with the completion of the Annual Review form please contact the Special Educational Needs Assessment Team for your area.

The West Sussex SENDIAS Service can offer free impartial guidance and assistance throughout the process.

Examples of good practice


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