Starter Checklist Form

Starter Checklist Form - Employees

Tell your employer of your circumstances so that you do not pay too much or too little tax. Do not send this form to HM Revenue and Customs (HMRC).

Employee's Personal Details

Last name

First names

What is your sex?

Date of Birth

Home address

Postcode

Country

National Insurance number (if known)

Employment start date

Employee Statement

Select your statement:

Do you have another job?

Do you receive payments from a State, workplace or private pension?

Since 6 April have you received payments from another job which has ended or any of the following taxable benefits: Jobseeker’s Allowance (JSA), Employment and Support Allowance (ESA), Incapacity Benefit?

Declaration

Full name

Date

Signature

Student or Postgraduate Loan

Do you have a student or postgraduate loan?

Do any of the following statements apply: you’re still studying on a course that your student loan relates to, you completed or left your course after the start of the current tax year, you’ve already repaid your loan in full, you’re paying the Student Loans Company by Direct Debit from your bank to manage your end of loan repayments?

To avoid repaying more than you need to, select the correct student loan or loans that you have:

Plan 1: You have Plan 1 if any of the following apply:

You lived in Northern Ireland when you started your course
You lived in England or Wales and started your course before 1 September 2012

Plan 2: You have Plan 2 if:

You lived in England or Wales and started your course on or after 1 September 2012

Plan 4: You have Plan 4 if:

You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course

Postgraduate loan: You have a postgraduate loan if any of the following apply:

You lived in England and started your postgraduate master’s course on or after 1 August 2016
You lived in Wales and started your postgraduate master’s course on or after 1 August 2017
You lived in England or Wales and started your postgraduate doctoral course on or after 1 August 2018