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Starter checklist
Instructions for employers
This Starter Checklist can be used to gather information about your new employee. You can use this
information to help fill in your first Full Payment Submission (FPS) for this employee. You need to keep
the information recorded on the Starter Checklist record for the current and previous 3 tax years.
Do not send this form to HMRC.
Instructions for employees
As a new employee your employer needs the information on this form before your first payday to tell HMRC
about you and help them use the correct tax code. Fill in this form then give it to your employer.
Do not send this form to HMRC.
Employee’s personal details
Last name
5
Home address
Postcode
Country
First name(s)
Do not enter initials or shortened names such as Jim for
James or Liz for Elizabeth
6
National Insurance number (if known)
3
Are you male or female?
Male Female
7
Employment start date DD MM YYYY
4
Date of birth DD MM YYYY
Employee statement
8
You need to select only one of the following statements A, B or C
This is my first job since 6 April and I’ve not been receiving taxable Jobseeker’s Allowance,
A
Employment and Support Allowance, taxable Incapacity Benefit,
State or Occupational Pension.
This is now my only job but since 6 April I’ve had another job, or received taxable
B
Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit.
I do not receive a State or Occupational Pension.
As well as my new job, I have another job or receive a State or Occupational Pension.
C
Please turn over >
Starter checklist Page 1 HMRC 02/19
Student Loan
For more guidance about repaying go to
www.gov.uk/repaying-your-student-loan
9
Do you have one of the Student Loan Plans described
below which is not fully repaid?
Yes If Yes, go to question 10
No If No, go to question 13
10
Did you complete or leave your studies before
6th April?
Yes If Yes, go to question 11
No If No, go to question 13
11
Are you repaying your Student Loan directly to the
Student Loans Company by direct debit?
Yes If Yes, go to question 13
No If No, go to question 12
12
What type of Student Loan do you have?
Plan 1 Plan 2 Both
Student Loan Plans
You’ll have a Plan 1 Student Loan if:
• you lived in Scotland or Northern Ireland when you started
your course (undergraduate or postgraduate)
• you lived in England or Wales and started your
undergraduate course before 1 September 2012
You’ll have a Plan 2 Student Loan if:
• you lived in England or Wales and started your
undergraduate course on or after 1 September 2012
• your loan is a Part Time Maintenance Loan
• your loan is an Advanced Learner Loan
• your loan is a Postgraduate Healthcare Loan
Postgraduate Loan
For more guidance about funding and repaying go to
www.gov.uk/funding-for-postgraduate-study
For more guidance for employers go to
www.gov.uk/guidance/special-rules-for-student-loans
13
Do you have a Postgraduate Loan which is not
fully repaid?
Yes If Yes, go to question 14
No If No, go to the Declaration
You’ll have a Postgraduate Loan if:
• 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
14
Did you complete or leave your Postgraduate studies
before 6th April?
Yes If Yes, go to question 15
No If No, go to the Declaration
15
Are you repaying your Postgraduate Loan direct to the
Student Loans Company by direct debit?
Yes
No
Go to the Declaration
Declaration
I confirm that the information I’ve given on this form is correct.
Signature Full name
Date DD MM YYYY
Page 2
click to sign
signature
click to edit
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