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Improving outcomes for children
and young people in Somerset
My Annual Review Report 1
My Annual Review Report
This form should be used when reviewing a student’s Statement or Education Health
and Care Plan (EHCP).
The child/young person will be invited to attend or contribute to their meeting.
Parents/carers will be offered a date for the review and asked for their views at least two
weeks in advance.
Please fill in as much as possible of this report prior to the meeting.
Personal Details
Name
DOB
UPN
Educational Setting
Year Group
Address of
child/young person
Email and/or Tel No
of child/young
person (if applicable)
High Needs Funding Category:
Educational
Attendance %
Child in
Care?
Yes / No
If yes Name of Local
Authority
Primary Need
Diagnosis (if any)
Statutory Review Recommendations
It should be made clear to those in attendance that the recommendations can be made, but the LA
will make the final decision on whether to maintain or amend an EHC Plan.
Date of
Review
Meeting
Date of last
Review
Meeting:
Date of final
EHCP/Statement:
Type of Review:
Annual Review
Emergency Annual Review
Annual Review following move into county
Annual Review following change of placement
Annual Review prior to phase transfer
Year 9 Transition Review
Yes / No
Yes / No
Yes / No
Yes / No
Yes / No
Yes / No
Statement is transferring to an EHC Plan
Yes / No
Statement or EHC Plan should be maintained
Yes / No
Amendments to the Statement or EHC Plan to be considered
Yes / No
Statement or EHC Plan should be ceased
Yes / No