Fillable Form PFF2 SFE Assessment of Financial Circumstances For parents and partners of students

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Form PFF2 SFE Assessment of Financial Circumstances For parents and partners of students

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SFE/PFF2/1920/A
PFF2
Assessment of Financial Circumstances
For parents and partners of students
2019/20
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SFE/PFF2/1920
2
Who should complete this form?
Complete this form if you are:
• The student’s natural or adoptive parent
• The student’s step-parent
• The husband, wife, civil partner or cohabiting partner of one of the student’s parents
• The student’s husband, wife or civil partner
• The student’s partner, if the student is over 25 and you live with them as though you are married or in
a civil partnership.
What details do I need to provide?
You need to tell us some personal details and what your financial income was for the tax year 2017-18.
You must tell us your 2017-18 income details as we cannot accept amounts from any other tax year. We
need your income amounts so we can work out what the student(s) you are supporting are entitled to.
To find out how we’ll use the information you provide go to www.gov.uk/studentfinance to read our
Privacy Notice before completing this form.
The student may be eligible for a bursary or scholarship. In order for a university or college to determine
and pay any bursary or scholarship to which the student(s) you are supporting may be entitled, we will
share some of your personal and financial details with them. For more information about this, read our
Privacy Notice.
How do I complete this form?
This form is made up of 6 sections:
section 1 - personal details
section 2 - data sharing and you
section 3 - your financial information for tax year 2017-18
section 4 - other income
section 5 - income deductions
section 6 - your dependants
• Start by checking the details in section 1 and then work your way through the form.
(Depending on your circumstances you may not need to complete every section)
• Please refer to the support notes at the back of this form each time you see
• You need to send evidence whenever you see this icon
What if I have further questions?
If you have further questions you can:
• visit www.gov.uk/studentfinance
• call us on 0300 100 0607
What happens if my household income has dropped since tax year
2017-18?
If your household income has dropped by 15% since tax year 2017-18 you can apply for a ‘Current Year
Income Assessment’. This means we would use your expected income for tax year 2019-20 instead of
your actual income from tax year 2017-18 when calculating the student’s entitlement. However, there
must be at least a 15% drop in the overall household income (not just your own income) between these
two tax years for us to do this and we will ask for evidence of your 2019-20 income at the end of that tax
year. Please refer to the support notes at the back of this form for more information.
SFE/PFF2/1920
3
Section 1
Personal details
a
Student’s details
Customer Reference Number
Forename(s)
Surname
Date of birth (DDMMYYYY)
b
Your personal details
Person 1
Your Customer Reference Number
(If you have one)
Relationship to the student
Title
Forename(s)
Surname
Sex Male Female
What is your current marital status?
Single
Married/civil partnership
Divorced/dissolved civil partnership
Living with a partner
Separated
Widowed/surviving civil partner
Person 2
Your Customer Reference Number
(If you have one)
Relationship to the student
Title
Forename(s)
Surname
Sex Male Female
What is your current marital status?
Single
Married/civil partnership
Divorced/dissolved civil partnership
Living with a partner
Separated
Widowed/surviving civil partner
SFE/PFF2/1920
4
.
- -
- -
/
/
/
/
Section 1
Personal details
Date of birth
Place of birth
(name of town or village exactly as it appears
on your birth certificate or passport)
Home address
Postcode
Home telephone number
Email address
Date of birth
Place of birth
(name of town or village exactly as it appears
on your birth certificate or passport)
Home address
Postcode
Home telephone number
Email address
You do not have to disclose your financial information to your partner. If you
would like to provide your information separately you can download another copy of
this form.
Section 2
Data sharing and you
We will share and check the details you give us with HM Revenue & Customs,
allowing us to gain the most accurate financial information possible. This can only be
done if you have a valid National Insurance (NI) number
Person 1
I have an NI number
Tick
Please provide your NI number below:
You are now ready to provide
your financial information.
go to section 3
I do not have an NI number
Tick
If you do not have a NI number because you
receive non-UK taxable income, please provide
the equivalent financial information in pounds
sterling.
You are now ready to provide
your financial information.
go to section 3
Person 2
I have an NI number
Tick
Please provide your NI number below:
You are now ready to provide
your financial information.
go to section 3
I do not have an NI number
Tick
If you do not have a NI number because you
receive non-UK taxable income, please provide
the equivalent financial information in pounds
sterling.
You are now ready to provide
your financial information.
go to section 3
SFE/PFF2/1920
5
Section 3
Your nancial information for tax year 2017-18
Instructions
• Please give your financial details for the tax year from 6 April 2017 to 5 April 2018.
• Answer ‘Yes’ or ‘No’ to every question, if you answer ‘Yes’ please provide the income amount.
• If you answer ‘No’ to a question, this means you are telling us that you did not receive any
income from that particular income type in tax year 2017-18.
• If any questions are left blank we will not be able to process this application.
!
You do not need to send us any evidence. However, you should keep all of your 2017-18
financial evidence as we may ask for it at a later date to verify the details you have provided.
Financial details
Q1 Did you receive any income from salary, wages, taxable
state benefits or from occupational or private pensions?
Person 1
Person 2
Yes No Yes No
a Total income from salary/wages
£ £
b Total income from taxable state benefits
£ £
c Total income from occupational pension(s)
£ £
d Total income from private pension(s)
£ £
Q2 Did you receive any income from a state retirement
pension?
Yes No Yes No
a Total lump sum amount received
£ £
b Total non-lump sum amount received
£ £
Q3 Did you receive any income from savings and
investments?
Yes No Yes No
a Total interest from UK banks, building societies and
unit trusts
£ £
b Total income from UK life insurance gains, securities
and partnerships
£ £
c Total income from UK investments and dividends
£ £
d Total income from foreign investment and dividends
£ £
Total income received
£
£
SFE/PFF2/1920
6
Section 3
Your nancial information for tax year 2017-18
Q4 Did you receive any taxable benefits in kind?
Person 1
Person 2
Yes Yes No No
Yes No
Total income received
££
£
Any other income
Q5 Did you receive any other income during the
2017-18 tax year that you haven’t yet told us
about?
Go to
Yes
section 4
Go to
Yes
section 4
Go to
No
section 5
Go to
No
section 5
Section 4
Other income
Instructions
• Complete section 4 in the same way you completed section 3 giving gross financial details for the
tax year from 6 April 2017 to 5 April 2018.
The notes contain a breakdown of what we want you to include for each question as well as where
to find individual amounts on some of the financial documents you might have.
Q1 Did you receive any income from self-employment?
Person 1
Person 2
Yes No Yes No
a Total adjusted profit from businesses
£ £
b Total adjusted profit from partnerships
£ £
Total income received
£ £
Q2 Did you receive any income as a Minister of
religion?
Yes No Yes No
Total taxable income minus expenses that are not
included on your P60 or P11D?
£ £
Q3 Did you receive any other taxable income or lump
sums?
Yes No Yes No
Total income received
£ £
Q4 Did you receive any income from property lettings?
Yes No Yes No
Total income received
£ £
SFE/PFF2/1920
7
Section 4
Other income
Q5 Did you receive any income from UK trusts?
Person 1
Person 2
Yes No Yes No
Total income received
£ £
Q6 Did you receive any foreign income?
Yes No Yes No
Total income received
£ £
Q7 Did you receive any income from an overseas
pension?
Yes No Yes No
Total income received
£ £
Q8 Did you receive any other overseas income and
gains?
Yes No Yes No
Total income received
£ £
Section 5
Income deductions
Instructions
• Complete section 5 in the same way you completed section 3 giving gross financial details for the tax
year from 6 April 2017 to 5 April 2018.
Q1 Did you pay any private pension contributions?
Person 1
Person 2
Yes No Yes No
Total amount you paid
£ £
Q2 Did you pay any Additional Voluntary Contributions
(AVCs)?
Yes No Yes No
Total amount you paid
£ £
Q3 Did you have any allowable expenses on which you
claimed tax relief?
Yes No Yes No
Total amount on which you claimed tax relief
£ £
SFE/PFF2/1920
8
Section 6
Your dependants
Identify any children who will be wholly or mainly financially dependent on you.
Q1 Child dependants not in further or higher education in academic year 2019/20
n
Include unearned income for all dependants. Only include earned income details for persons
aged 16 and over. Do not count casual earnings of persons under 16.
If you require more space please use the additional notes section on page 10.
Full name
Date of birth (DDMMYYYY)
Income for the year
Full name
Date of birth (DDMMYYYY)
Income for the year
Q2 Child dependants in further or higher education in academic year 2019/20
Do not include the applicant when completing this question.
If the student is your partner, please include any children they named in section 8 of this form if
the children have applied for student finance.
If you require more space please use the additional notes section on page 10.
Full name
Date of birth (DDMMYYYY)
School, college or university
Course
Are they receiving financial support? If so, from
which authority or organisation?
Do you want to support this student’s
application for student finance?
Yes No
Full name
Date of birth (DDMMYYYY)
School, college or university
Course
Are they receiving financial support? If so, from
which authority or organisation?
Do you want to support this student’s
application for student finance?
Yes No
/
/
X
/
/
X
SFE/PFF2/1920
9
Declaration
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 (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)
Make sure you sign the declaration in ink. Digital signatur
es won’t be accepted.
Where do I send my form?
Once you have completed this form and signed and dated the declaration, please return it to:
Student Finance England
PO Box 210
Darlington
DL1 9HJ
Please remember to pay the correct postage.
Additional notes
If you are providing extra information please clearly mark what section and question the information is about.
SFE/PFF2/1920
10
!
SFE/PFF2/1920
11
Support notes
Notes
What happens if my household income has changed since tax year 2017-18?
If your total household income (before tax) for the tax year 2019-20 will be at least 15% less than it was
in tax year 2017-18, still complete this section as well as completing a ‘Current Year Income Assessment
Form’.
You can download the form at www.sfengland.slc.co.uk/currentyearincome and return it with this
application or contact us on 0300 100 0607 to have one sent to you.
Please note that a current year income assessment cannot be carried out unless you provide your
financial details for the 2017-18 tax year.
Section 1
Personal details
Marital Status
Send a copy of one of the following evidence items. If we have already accepted evidence you sent
in support of a previous application for this student you do not need to send any further documents.
You will only need to provide evidence if you haven’t done so previously or if your circumstances have
changed.
• Decree absolute
• Decree nisi
• Dissolution order
• Most recent council tax bill showing a 25% single occupancy discount
• A letter from your solicitor confirming your status
• Certified copy of a death certificate
Section 2
Data sharing and you
We will check the financial information that you provide with HM Revenue & Customs. This information will be
kept securely and held strictly under the provisions of the applicable data protection legislation in the UK.
If you fail to provide your National Insurance (NI) number on the application form we will ask you to provide
copies of your financial documents.
If your NI number is shown on any documents you send us in support of an application, we will use this
information and share and check it with HM Revenue & Customs in order to obtain accurate financial
information about you.
Section 3
Your nancial information for tax year 2017-18
Please give financial information for tax year 2017-18. Normally, this is the year ending 5 April 2018, but
may differ if your employer or business has a tax year which does not end in April.
For any income paid in a foreign currency, please state the equivalent in pounds sterling.
Q1 Income from salary, wages, taxable state benefits or from occupational or private pensions
You should refer to your 2017-18 P60 or final payslip for your income for salary/wages. If as part of
your salary or wages for tax year 2017-18 you received tips and other payments that did not show
on your P60, you still need to include this figure when providing your total income amount earned from
employment. If you declared this type of income to HM Revenue & Customs you would have done so by
completing Box 3 on Page E1 for the 2017-18 SA102 (Employment) Form.
12
SFE/PFF2/1920
b
Taxable state benefits
You should refer to your 2017-18 P60 or P45 from the Department of Work and Pensions for your taxable
state benefit details. Only include income received for the following benefits:
• Bereavement Allowance
• Carer’s Allowance
• Contribution based Employment and Support
Allowance
•
Graduated retirement benefit
• Incapacity Benefit (only include the amount
received after 28 weeks of incapacity)
• Industrial Death Benefit
• Jobseekers Allowance
• Statutory Adoption Pay
• Statutory Maternity Pay
• Statutory Paternity Pay
• Statutory Sick Pay
• Widowed Parent’s Allowance
Don’t include income from any other benefits, including Universal Credit.
Occupational/private pension
If you received an occupational or private pension, you should refer to your P60P or annual statement from
your pension provider.
Q2 Income from a state retirement pension
If you are Self Assessed
Online tax return
You would have been asked what your state retirement pension income amounts were as part of your
self-assessment. You should refer to your saved online tax return for these income figures.
Paper tax return
The locations of where to find these income types on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 4.1 (non-lump sum amount only – if you completed an SA200
you would not have had a lump sum pension payment)
Full paper tax return - SA100 TR3 Box 8, SA100 TR3 Box 9
Q3 Income from savings and investments
To make this question easier to answer, we have split it up into 4 separate parts. You may or may not have
received income from every part, just tell us about the ones you did.
Only tell us about the amount of interest/income you gained from savings and investments during
the 2017-18 tax year, not the actual amount of savings or invested sums you had.
a Income from UK banks, building societies and unit trusts
Tell us about the amount of interest/income you received from the following savings and investment
income type(s):
Gross UK interest (before tax has been deducted)
You must include interest you receive on bank, building society and other savings accounts unless
specifically non-taxable, for example, a non-taxable Individual Savings Account (ISA) etc.
If you did not declare any savings and investment income to HMRC
Please refer to your bank or building society statements for these figures.
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your
saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 5.2
Full paper tax return - SA100 TR3 Box 2
SFE/PFF2/1920
13
Section 3
Your nancial information for tax year 2017-18
b Income from UK life insurance gains, securities and partnerships
Tell us about the amount of interest/income you received from the following savings and investment
income type(s):
Interest from gilt edged and other UK securities – gross amount before tax
UK life insurance policy etc. gains on which tax was treated as paid
UK life insurance policy etc. gains on where no tax was treated as paid
UK life insurance policy etc. gains from voided ISAs
Your share of taxed interest etc.
Total untaxed savings income taxable at 20%
Taxed income taxable at 10%
Taxed income taxable at 20%
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your
saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income
from UK life insurance gains, securities and unit trusts.
Full paper tax return - SA101 Ai1 Box 3, SA101 Ai1 Box 4, SA101 Ai1 Box 6, SA101 Ai1 Box 8,
SA104S Box 28, SA104F Box 35, SA104F Box 70, SA104F Box 73
c Income from UK investments and dividends
Tell us about the amount of interest/income you received from the following savings and investment
income type(s):
Dividends from UK companies
Other dividends
Stock Dividends
Non-qualifying distributions and close company loans written off or released
Share schemes – taxable amount
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your
saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 5.3
Full paper tax return - SA100 TR3 Box 4, SA100 TR3 Box 5, SA101 Ai1 Box 12, SA101 Ai1 Box 13,
SA101 Ai2 Box 1
14
SFE/PFF2/1920
d Income from foreign investment and dividends
Tell us about the amount of interest/income you received from the following savings and investment
income type(s):
Foreign dividends (up to £300)
Interest and other income from overseas savings
Dividends from foreign companies
Dividend income received by a person overseas
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return -
If you completed a short paper return you would not have had any income
from foreign investment and dividends.
Full paper tax return - SA100 TR3 Box 6, SA106 Box 4, SA106 F3 Box 6, SA106 F3 Box 11
Q4 Income from taxable benefits in kind
P11D
The following table provides a breakdown of what we want you to include as part of your total income from
‘taxable benefits in kind’ during the 2017-18 tax year. Add together all the benefits in kind you received and
write your total figure on the form.
Benefit in kind Where to find amount on your P11D
Assets placed at employees disposal (cars, property, goods
or other assets)
(Section A) Box 13
Payments made on behalf of employee (Section B) Box 15
(Total sum of both boxes)
Vouchers and credit cards (Section C) Box 12
Living accommodation (Section D) Box 14
Mileage allowance and passenger payments (Section E) Box 12
Total cash equivalent of all cars/vans made available (Section F) Box 9 plus
(Section G) Box 9
Total cash equivalent of fuel for all cars/vans made available (Section F) Box 10 plus
(Section G) Box 10
Cash equivalent of loans after deducting any interest paid
by the borrower
(Section H) Box 15
Private medical treatment or insurance (Section I) Box 11
Qualifying relocation expenses payments and benefits (Section J) Box 15
Services supplied (Section K) Box 15
Assets placed at employees disposal (Section L) Box 13
Other items (including subscriptions and professional fees) (Section M) Box 15
(Total sum of all boxes)
Expenses payments made to, or on behalf of, the employee (Section N) Box 16
(Total sum of all boxes)
SFE/PFF2/1920
15
Section 4
Other income
Q1 Income from self-employment
To make this question easier to answer, we have split it up into 2 parts. You may or may not have
received self-employment income from both parts, just tell us about the ones you did.
a Total adjusted profit for businesses
You should include the income type below as your answer for the total amount of adjusted profits you
received from self-employment during the 2017-18 tax year.
Total adjusted profits from this business (aggregated for multiple self employments)
If you are Self Assessed
Online tax return
You would have been asked this question as part of your assessment. You should refer to your saved
online tax return for these figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) and how to work this
amount out are detailed below:
Short paper tax return - SA200 Box 3.9
Full paper tax return - SA103F (Box 73 plus Box 75) or SA103S (Box 28 plus Box 30) or SA103L
(Box 49 minus Box 50)
b Total adjusted profit from partnerships
You should include the income type(s) below as your answer for the total adjusted profit you received
from partnerships during the 2017-18 tax year.
Share of total taxed and untaxed income other than that taxable at 10% and 20%
Your share of total adjusted profit from the partnerships
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) and how to work this
amount out are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any
self-employment income from partnerships.
Full paper tax return - SA104F (Box 16 plus Box 19 plus Box 67 plus Box 74 minus Box 75),
SA104S (Box 16 plus Box 19)
Q2 Minister of religion
Tell us about the amount of income you received from the following income type during the 2017-18
tax year:
Taxable income minus expenses (Ministers of religion) that are not included in your P60 or P11D
If you are Self Assessed
Online tax return
You would have been asked this question as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA102M tax form and how to
work this amount out are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income
from working as a Minister of religion.
Full paper tax return - SA102M (Box 4 plus Box 8 plus Box 10 minus (Box 26 plus Box 35)
Q3 Other income and lump sums
You should include the income type(s) below as your answer for the amount of income you received from
other income and lump sums.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Other taxable income - before expenses and tax taken off
Foreign earnings not taxable in the UK
Taxable lump sums
Any redundancy payments or compensation for loss of job
Lump sums or benefits received from an Employer Financed Retirements Benefit
Scheme excluding pensions
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 7.1
Full paper tax return - SA100 TR3 Box 17, SA101 Ai2 Box 12, SA101 Ai2 Box 3, SA101 Ai2 Box 4,
SA101 Ai2 Box 5, SA101 Ai2 Box 9
Other income
Section 4
16
SFE/PFF2/1920
Q4 Income from property lettings
You should include the income type(s) below as your answer for the amount of income you received from
property lettings.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Income from UK property
Income from foreign property or land
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 6.3
Full paper tax return - SA105 Box 13 and 38, SA106 Box 25
Q5 Income from UK trusts
You should include the income type(s) below as your answer for the amount of income you received from
UK trusts.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Discretionary income payment from a UK resident trust - net amount
Discretionary income payment from a UK resident trust - total payments from settlor-interested trusts
Non-discretionary income entitlement from a trust – net amount of non-savings income
Non-discretionary income entitlement from a trust – net amount of savings income
Non-discretionary income entitlement from a trust – net amount of dividend income
Income chargeable on settlors
Income from UK estates
Foreign estate income
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA107 tax form and how to
work out these amounts are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any
income from UK trusts.
Full paper tax return - SA107 Box 1, SA107 Box 2, SA107 Box 3, SA107 Box 4, SA107 Box 5
SA107 total sum of (Boxes 7 to 14), SA107 total sum of (Boxes 16 to 21),
SA107 Box 22
Other income
Section 4
SFE/PFF2/1920
17
Q6 Foreign income
You should include the income type(s) below as your answer for the amount of income you received from
foreign income.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Total taxable amount of overseas pensions, social security benefits and royalties etc.
Total taxable amount of all other income received by a person abroad and any remitted ‘ring fenced’
foreign income
Gains on disposals of holdings offshore funds and discretionary income from non-resident trusts
Benefit received from an overseas trust, company or other person
Gains on foreign life policies (amount of gain)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA106 tax form are detailed
below:
Short paper tax return -
If you completed a short paper return you would not have had any foreign
income.
Full paper tax return - SA106 F3 Box 9, SA106 F3 Box 13, SA106 F6 Box 41, SA106 F6 Box 42,
SA106 F6 Box 43
Q7 Income from an overseas pension
You should include the income type(s) below as your answer for the amount of income you received from
an overseas pension.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Value of pension benefits in excess of your Available Lifetime Allowance, taken by you as a lump sum
Amount of unauthorised payment from a pension scheme, not subject to surcharge
Total amount of unauthorised payment from a pension scheme, subject to surcharge
Taxable short service refund of contribution (overseas pension schemes only)
Taxable lump sum death benefit payment (overseas pensions only)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA101 tax form are detailed
below:
Short paper tax return -
If you completed a short paper return you would not have had any income
from an overseas pension.
Full paper tax return - SA101 Ai4 Box 7, SA101 Ai4 Box 13, SA101 Ai4 Box 14, SA101 Ai4 Box 16,
SA101 Ai4 Box 17
Other income
Section 4
18
SFE/PFF2/1920
Other income
Section 4
SFE/PFF2/1920
19
Q8 Other overseas income and gains
You should include the income type below as your answer for the amount of income you received from
other overseas income and gains.
Add together the income types below that you received during the 2017-18 tax year and tell us your total
figure on the form. You may not have received income from every income type listed, just tell us about the
ones you did.
Amount of omissions (exemptions under transfer of foreign assets)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your
saved online tax return for these individual figures.
Paper tax return
The location of where to find this figure on your completed SA106 tax form is detailed below:
Short paper tax return -
If you completed a short paper return you would not have had any income
from other overseas income and gains.
Full paper tax return - SA106 F6 Box 46
Section 5
Income deductions
Q3 Allowable expenses on which you claimed tax relief
The list below is a breakdown of what we want you to include in your answer for the amount of allowable
expenses you had on which you claimed tax relief.
Add together all allowable expenses below which you had during the 2017-18 tax year and tell us your total
figure on the form. You may not have had all the allowable expenses listed, just tell us about the ones you
did.
Total amount of allowable expenses
Foreign tax for which tax credit relief not claimed
Business travel and subsistence expenses
Fixed deductions for expenses
Professional fees and subscriptions
Other expenses and capital allowances
Seafarers’ earnings deduction
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved
online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 2.5
Full paper tax return - SA100 TR3 Box 18, SA101 Ai2 Box 13, SA102 E1 Box 17, SA102 E1 Box 18,
SA102 E1 Box 19, SA102 E1 Box 20, SA101 Ai2 Box 11
20
SFE/PFF2/1920
Section 6
Your dependents
Academic year
You should provide the child dependant’s income for the academic year. The academic year is
determined by when the student begins their study.
Student’s study begins between Academic year
1 August 2019 and 31 December 2019 inclusive 1 September 2019 to 31 August 2020
1 January 2020 and 31 March 2020 inclusive 1 January 2020 to 31 December 2020
1 April 2020 and 30 June 2020 inclusive 1 April 2020 to 31 Mar
ch 2021
1 July 2020 and 31 July 2020 inclusive 1 July 2020 to 30 June 2021
Q1
The child dependant’s income is required to assess the eligibility for the deductions in the calculation
of household income for each child that is wholly or mainly financially dependent on the student, the
student’s husband, wife or partner or the student’s parents or step-parents.
You can find out more information about how household information is calculated by visiting
www.gov.uk/studentfinance
Please do not include income from sources such as the Government Child Trust, State Child Benefit,
Child Tax Credit, the child element of Universal Credit or minimal sums of money from other sources
when entering a child dependant’s income.
Declaration
If you cannot sign this form, it must be signed on your behalf by your Power of Attorney. The Power
of Attorney letter must be sent with this form before a signature from that Power of Attorney will be
accepted.
You must notify Student Finance England about any change in your circumstances, which may affect the
student’s entitlement to financial support.
The most common change of circumstances would be if:
• your household income changes; or
• your marital status changes.
Information about data sharing for bursary and scholarship purposes
Universities and colleges will be offering financial awards such as bursaries or scholarships to their
students. To help them administer these awards (i.e. to determine eligibility and entitlement to, and if
relevant pay, a bursary or scholarship - ‘bursary administration purposes’) they will ask the Secretary
of State or Student Loans Company for access to information you provide in connection with any
application for student finance for academic year 2019/20 (whether on this form or at a later date).
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Form PFF2 SFE Assessment of Financial Circumstances For parents and partners of students

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Completed 16 December 2019

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