Fillable CYI Current Year Income Assessment Form 2020/21 Section (Student Loans Company)

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CYI Current Year Income Assessment Form 2020/21 Section (Student Loans Company)

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SFE/CYI/2021/A
1
CYI
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Current Year Income
Assessment Form 2020/21
Section 1
Personal details
Person 1
Your Customer Reference Number
Name
Date of birth
Address
Postcode
Person 2
Your Customer Reference Number
Name
Date of birth
Address
Postcode
If you want to provide your nancial details separately, you can download another copy of this form at
www.gov.uk/studentfinance
Who should complete this form
Complete this form if your current household income has dropped by 15% or more since the 2018-19 tax
year. Your household income is the total of all sponsor’s income.
If there are two sponsors, you both need to complete a CYI form, even if only one income
has changed.
Have you given us your income details for the 2018-19 tax year?
Person 1
Yes No
Person 2
Yes No
If ‘No’ you need to give us your financial information on the PFF2 - income details form.
Go to
www.gov.uk/studentfinance to download it. You can send the PFF2 and CYI forms together.
How to complete this form
Provide income estimates with what you expect to earn for the full current tax year. It’s important that
you give estimates as accurately as you can. If your actual income is different from your estimates, this
may change how much student finance the student can get.
When giving us your estimates, think about:
working overtime or extra hours
receiving maternity or paternity pay
doing any casual work, shift work or contract work
pay rises, bonuses or redundancy pay
changing jobs or returning to work
having any new income from business or
self-employment
having any new income from taxable state benefits
Go to www.sfengland.slc.co.uk/currentyearincome for more information on current year income assessment.
SFE/CYI/2021
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Section 2
Your nancial information
If your tax year ends on a date other than 5 April 2021, tell us the date it ends during the
2020/21 academic year.
2.1 Does your tax year end
on 5 April 2021?
Person 1
Yes No
Person 2
Yes No
If no, when does it end?
Section 3
Estimated income from salary/wages
3.1 Salary/wages
Person 1 Person 2
3.2 Taxable benets in kind
Only include income fr
om the following benets:
• Total cash equivalent of all company cars/
vans made available
• Mileage allowance and passenger payments
• Professional subscriptions and fees
• Assets transferred or placed at employees’
disposal (cars, property, goods or other
assets)
• Payments made on behalf of employee
• Vouchers and credit cards
• Cash equivalent of loans after deducting any
interest paid to the borrower
• Private medical treatment or insurance
• Qualifying relocation expenses payments and
benefits
• Expenses payments made to, or on behalf of,
the employee
• Other items
3.3 Redundancy
You must include the full amount of your redundancy
payment, even if you don’t expect to pay tax on it.
Person 1 Person 2
Section 4
Estimated taxable income from pensions
Only tell us the amount of the taxable pension(s) you expect to receive from the rst month you
receive it until the end of the tax year, including any lump sums.
4.1 Taxable private pensions
Person 1 Person 2
If you receive a lump sum pension, only declare the amount
you received that you paid tax on.
4.2 Taxable workplace pensions/occupational pensions
If you r
eceive a lump sum pension, only declare the amount
you received that you paid tax on.
4.3 State retir
ement pension
4.4 Overseas pensions
SFE/CYI/2021
3
Section 5
Estimated income from taxable state
benets
5.1 Taxable state benets
Person 1 Person 2
Only include income received for the following benets:
Bereavement Allowance
Carer’s Allowance
Contribution based Employment and Support
Allowance
Graduated Retirement Benet
Incapacity Benet (only include the amount
received after 28 weeks of incapacity)
Industrial Death Benet
Jobseeker’
s Allowance
Statutory Adoption Pay
Statutory Maternity Pay
Statutory Paternity Pay
Statutory Sick Pay
Widowed Parent’s Allowance
Do not include income from other benets, including Universal Credit.
Section 6
Estimated income from self-assessment
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6.1 Self-employment
Person 1 Person 2
Expected taxable profit from businesses
Expected taxable profit from partnerships
6.2 Foreign income
Include the foreign currency and amount you expect
to declare to HM Revenue and Customs
Name of foreign currency, for example euro, dollar, etc.
Expected amount
6.3 Property lettings
For example, income from UK or foreign pr
operty or land
6.4 UK trusts
Total expected income from UK trusts. For example,
payments from settlor-interested trusts and income
from UK estates.
6.5 Lump sums or other taxable income
For example, lump sums or benets received from
an employer-nanced retirement benets scheme
6.6 Overseas income and gains
For example, amount of omissions
(exemptions under transfer of foreign assets)
6.7 Minister of religion
Don’t include expenses already included on your
P60 or P11D
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SFE/CYI/2021
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Section 7
Estimated income from savings and
investments
Only tell us about the amount of interest/income you expect to gain from savings and investments
during the 2020-21 tax year, not the actual amount of savings or invested sums you have.
7.1
UK banks, building societies and unit trusts
Include any interest you expect to receive on bank,
building society and other savings accounts, apart
from non-taxable accounts such as ISAs
Person 1 Person 2
7.2 UK life insurance gains, securities and partnerships
7.3 UK investments and dividends
For example, UK dividends or stocks
7.4 Foreign investments and dividends
For example, overseas dividends
Section 8
Estimated Income deductions
8.1 Private pension contributions
Don’t include pension contributions from your payslip
Person 1 Person 2
8.2 Additional Voluntary Contributions (AVCs)
8.3 Total expected allowable expenses on which you will
claim tax relief
For example, professional fees and subscriptions,
business travel and subsistence
Remember to read, sign and date the Declaration on page 5
SFE/CYI/2021
5
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Do I need to do anything else?
Yes, but not just now. After tax year 2020-21 has ended, we’ll contact you and ask you to conrm your
actual earnings for that tax year. You’ll also need to send evidence of it.
These evidence items will be the same documents that you send to, or receive from, HM Revenue &
Customs. For example, a P60, SA200 or Self Assessed Tax Return.
Future years
If you’re awarded a current year income assessment, we’ll use your nalised 2020-21 household
income to work out how much the student can get if they apply for funding based on household
income for their next academic year(s). If your income falls by a further 15% or more, you can apply
for another current year income assessment.
Declaration
To nd out how we’ll use the information you provide go to www.gov.uk/studentfinance to read our
Privacy Notice before signing this form.
If you cannot sign the form it must be signed on your behalf by your Power of Attorney. The Power of
Attorney letter must be sent with the application before a signature from that Power of Attorney will
be accepted.
This application for financial support may be delayed unless you sign and date this declaration.
I confirm that to the best of my knowledge and belief, the information I have provided is true and
complete. If it is not I understand the student(s) I am supporting may have their financial support
withdrawn and I could be prosecuted.
I agree to supply any further information in relation to the applicant’s application for financial
support that the Student Loans Company Ltd (SLC) may ask for and agree to tell them immediately
if my circumstances change in any way that might affect this application for financial support.
Person 1
Your full name (in BLOCK CAPITALS)
Your signature
Today’s date (DDMMYYYY)
Person 2
Your full name (in BLOCK CAPITALS)
Your signature
Today’s date (DDMMYYYY)
Return this form to us at:
Student Finance England
PO Box 210
Darlington
DL1 9HJ
If any of your estimates change after you return this form - it’s important you let us
know as soon as possible. Go to www.gov.uk/studentfinance to download a new
Current Y
ear Income (CYI) assessment form.
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CYI Current Year Income Assessment Form 202021 Section (Student Loans Company)

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Completed 19 April 2021

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