Fillable Sfe Pn1 Form 2021 O PN1 From - Application for student finance for new students 2020/21

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Sfe Pn1 Form 2021 O PN1 From - Application for student finance for new students 2020/21

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1
SFE/PN1F/2021/A
PN1Form
Application for student nance
for new students
2020/21
You can also apply online at www.gov.uk/studentnance
facebook.com/SFEngland
twitter.com/sf_england
2
SFE/PN1F/2021
You can apply in 5 easy steps
Depending on your circumstances you may not need to complete all of the steps.
1
For all students
• Complete sections 2-6.
• You do not need to complete section 6 if you are only applying for a Tuition Fee Loan.
• If you are applying for a Maintenance Loan, Special Support Loan and/or a Tuition Fee
Loan you need to tell us how much you want by completing the loan request section on
pages 17 and 18.
If you only want to apply for a Tuition Fee Loan and/or a Maintenance Loan that is not based
on household income you can go to Step 5.
2
For students who want student finance based on household income
• Complete sections 7 and 8.
• If you want to apply for a Special Support Loan complete section 9.
• If you’re aged 60 or over on the rst day of the rst academic year of your course and
are applying for student nance based on your household income, you’ll be assessed
for a Special Support Loan instead of a Maintenance Loan. You do not need to
complete section 9.
3
For students who have dependants
• Complete section 10.
• You should complete this section if you have any children or adult dependants and want
to apply for nancial help in relation to them.
If you are a single independent student go directly to Step 5.
4
For students who want student finance based on household income
• Complete section 11.
• Depending on your answers in section 11 you may need to ask your parent(s) or
partner to provide details about their income in section 12 so we can work out what
your full entitlement to student nance will be.
5
For all students
• Make sure that you have signed the terms and conditions on pages 26 and 27.
Your application may be delayed if the terms and conditions are not signed.
• If you asked someone to complete section 12, make sure that they have signed their
declaration(s) on page 36.
Where you see this you should check the notes for specific information to help you complete a
question or section.
Where you see this you need to send us evidence to support your application. Use the notes to
find out exactly what you need to send.
Before completing this form, you should read the Privacy Notice on page 17 of the accompanying notes.
You 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 you may be entitled, we will share some of your personal, financial
and course details as well as information about your eligibility for student finance with them. For more
information about this, read our Privacy Notice.
Please contact the university or college if you require further information about their bursaries
and scholarships.
3
SFE/PN1F/2021
Section 1
Available student nance
If you started your course on or after 1 August 2016 you could get:
• Tuition Fee Loan • Maintenance Loan • Special Support Loan
If you started your course on or after 1 September 2012 and before 1 August 2016 you could get:
• Tuition Fee Loan • Maintenance Loan • Maintenance Grant • Special Support Grant
Extra help
You can also apply for additional student finance:
• Childcare Grant
• Parents’ Learning Allowance • Bursaries and Scholarships
• Adult Dependants’ Grant • Disabled Students’ Allowances • Travel Grant
Disabled Students’ Allowances (DSAs)
If you want to apply for DSAs you’ll need to:
• complete and return this form and
• complete a Disabled Students’ Allowances Application Form (DSA slim).
You can download the DSA slim form at: www.gov.uk/studentfinance
Tick the box below if you want us to send you a DSA slim form instead.
Send me a DSA slim form
Go to www.gov.uk/studentfinance to find out more about what student finance is available.
What if I have further questions?
If you have further questions you can:
• visit www.gov.uk/studentfinance
• call us on 0300 100 0607
When do I need to send you my form?
To make sure you receive your first payment at the start of term, you must return this form and all of
the evidence we need by 22 May 2020. We will do our best to process your application as soon as
possible, however if the deadline date has passed, your first payment may not be ready for the start
of term.
If your application form is returned more than 9 months after the start of your academic year it won’t
be processed, and you may lose your full entitlement to student finance for this academic year.
Where do I send my form?
Return this form to us at: Student Finance England
PO Box 210
Darlington
DL1 9HJ
Please remember to pay the correct postage.
4
SFE/PN1F/2021
Section 2
Personal details
Personal details
a Title
Mr Mrs Miss Ms
Forename(s)
Surname
Any other names you may be known by
Sex
Male Female
Date of birth
Please complete the following questions with the
details exactly as stated on your birth certificate or
passport.
Place of birth (the name of the town
or village)
Nationality
National Insurance number
We will share the National Insurance number you provide
with the Department for Work and Pensions to confirm that
it’s valid, and with HM Revenue and Customs to allow us to
collect your repayments.
Identity evidence details
b1 Do you hold a UK passport?
Yes
No
if no go to b3
b2 Provide the following details from your UK passport, which must be currently valid and not
expired (this is the easiest way for you to verify your identity and means you do not need to send
us your passport).
We will share the passport details you provide with HM Passport Office to confirm that they’re valid.
If your passport is not valid or has expired go to b3
Passport number
Forename(s)
Surname
Date of issue
Date of expiry
go to c
b3 Send your original non-UK passport or Biometric Residence Permit;
or
Send your original UK birth or adoption certificate and a completed Birth/Adoption
Certificate form.
5
SFE/PN1F/2021
Personal details – continued
Section 2
/
/
/
/
Previous loans
c Have you ever had any other loans from
the Student Loans Company Ltd (SLC)?
Yes
No
if no go to d1
If ‘Yes’, are you behind with the
repayments?
Yes
No
Armed Forces
d1 Are you a member of the Armed Forces
serving outside England?
Yes
No
d2 Are you a family member of someone
in the Armed Forces serving outside
England? (for example: spouse or child)
Contact details
e Please give your current home address. If you know it, please also give your term-time
correspondence address.
Home address
Postcode
Home phone number
Term-time address
Postcode
Date on which you will move to this address
Mobile phone number
Email address
Check you've given us the correct details to make sure we can contact you.
Relationship status
f What is your current relationship status?
Single
Living with a partner
Married/civil partnership
Please give the date of marriage/civil partnership
Separated
Divorced/dissolved civil partnership
Widowed/surviving civil partner
Yes
No
6
SFE/PN1F/2021
/
/
Section 3
Residence
Nationality
a1 Are you a UK national?
Yes No
if yes go to c1
a2 Are you an EU national?
Yes No
if no go to a3
If ‘Yes’ have you lived in the UK and
Islands for five years before the first day
of the first academic year of your course?
Yes No
if yes go to c4
a3 Are you the child of a Swiss national?
Yes No
if no go to b1
a4 Will your Swiss national parent be living
in the UK on the first day of the first
academic year of your course?
Yes No
if yes go to c2
Residence status
b1 Are you or your:
•
husband, wife, civil partner; or
•
parent(s), step-parent; or
•
child, step-child
a European Economic Area (EEA) national or Swiss national who is
working, has worked or is looking for work in the UK?
Yes No
if no go to b2
If ‘Yes’, please give details below.
You should also give details of your previous studies.
If you are currently working, are you going to continue working during
your studies?
Yes No
If ‘Yes’, please give details.
go to c2
b2 Are you the child of a Turkish worker who
is working in the UK?
Yes No
if yes go to c2
b3 Do you have ‘settled status’ in the
UK?
Yes No
if no go to b4
If ‘Yes’, give the date you received this
status.
go to c2
7
SFE/PN1F/2021
Residence – continued
Section 3
/
/
b4 Have you or your:
• husband, wife, civil partner; or
• parent(s), step-parent
been granted ‘refugee status’ by the UK
Government?
Yes No
if no go to b5
If ‘Yes’, and if applicable, please give the
following:
Home Office reference number
Date this status is due to expire
go to c2
b5 Have you or your:
• husband, wife, civil partner; or
• parent(s), step-parent
been granted Humanitarian Protection?
Yes No
if no go to b6
If ‘Yes’, and if applicable, please give
the following:
Home Office reference number
Date this status is due to expire
go to c2
b6 Have you or your:
• husband, wife, civil partner; or
• parent(s), step-parent
been granted ‘leave to remain’ as a
Stateless Person?
Yes No
if no go to b7
If ‘Yes’, and if applicable, please give
the following:
Home Office reference number
Date this status is due to expire
go to c2
b7 Have you been granted DVILR in the
UK?
Yes No
if no go to b8
If ‘Yes’, and if applicable, please give
the following:
Home Office reference number
go to section 4
b8 Have you been granted ‘leave to remain’ in
the UK under section 67 of the Immigration
Act 2016, or are you the dependant child of
someone who has?
Yes No
if no go to b9
If ‘Yes’, and if applicable, please give the
following:
Home Office reference number
Date this status is due to expire
go to c2
8
SFE/PN1F/2021
Residence – continued
Section 3
b9 Have you been granted ‘Calais leave’ in
the UK, or are you the dependant child of
someone who has?
Yes No
if no go to b10
If ‘Yes’, and if applicable, please give the
following:
Home Office reference number
Date this status is due to expire
go to c2
b10 On the first day of the first academic year
of your course will you be under 18 and
will you have been living in the UK and
Islands for seven years?
Yes No
b11 On the first day of the first academic year
of your course will you be over 18 and
will you have lived in the UK for at least
20 years, or at least half of your life?
Yes No
If you answered ‘No’ to all the residency and nationality questions in this section you are not
eligible for student finance from Student Finance England. Do not continue with this application.
Residence history
c1 In the three years prior to the start of the
first academic year of your course, did
you live outside the UK and Islands at
any time?
Yes No
if no go to c3
c2 Give details of your residence for the
three years before the start of the first
academic year of your course. There
should be no gaps in the dates you
give us.
Full address
From
To
Why were you there?
Full address
From
To
Why were you there?
9
SFE/PN1F/2021
Residence – continued
Section 3
c3 At any time since 1 September 2017 has:
• either of your parents, step-parents,
guardians; or
• your husband, wife, civil partner
lived or worked outside the UK and
Islands or, in the case of an EU, EEA
or Swiss national, outside the EEA or
Switzerland?
If ‘Yes’ please give details.
Yes No
if no go to section 4
Full address
From
To
Why were they there?
Full address
From
To
Why were they there?
go to section 4
10
SFE/PN1F/2021
Residence – continued
Section 3
c4 Give details of your residence for the
five years before the start of the first
academic year of your course.
To
To
To
Full address
From
To
Why were you there?
Full address
From
To
Why were you there?
Full address
From
To
Why were you there?
If you require further space to provide your answer, please give the details requested
above on the additional notes section at the back of this form.
11
SFE/PN1F/2021
£
Section 4
About your course and university or college
In this section, please give details of your first choice university or college and course.
University or college details
a University or college name and address
Postcode
UCAS personal identification number
UCAS university/college code
UCAS campus code (if applicable)
Course details
b1 Course name
If you are following a combined studies or modular
course, please list all subjects being studied
UCAS course code
Qualification you expect to gain
(for example, BSc Physics)
Course start date (month and year)
Course end date (month and year)
Course length (years)
Year of course
Foundation year
go to b2
First year
go to b2
Second year Third year Fourth year
Other (give details)
Is this an accelerated degree course?
Yes
No
Are you a direct entrant?
Yes
No
b2 Full tuition fee amount for this academic
year
If the course is franchised to another
university or college, give the address of
the other university or college
Postcode
12
SFE/PN1F/2021
d
About your course and university or
college – continued
Section 4
Course type (tick one box)
c Full-time undergraduate
Full-time Initial Teacher Training (ITT)
courses of up to 2 years in length
Full-time foundation degree
Full-time distance learning
Do you have a disability which prevents you
from attending your university or college in
person?
Yes No
Full-time involving a placement
(sandwich course)
Pre-registration postgraduate
healthcare course
Term details
Where will you be living during term
time?
We need to know about your living
situation for each term as this can
affect how much student finance you
can get.
Term 1
Living with parent(s)
Elsewhere or own home
Term 2
Living with parent(s)
Elsewhere or own home
Term 3
Living with parent(s)
Elsewhere or own home
e Where will you spend the most
time during the academic year?
Term 1
University or college
Study abroad
Work placement
Term 2
University or college
Study abroad
Work placement
Term 3
University or college
Study abroad
Work placement
if you have ticked ‘University or college’ for all 3
terms go to section 5
13
SFE/PN1F/2021
About your course and university or
college – continued
Section 4
f Have you been accepted onto the
Erasmus exchange scheme?
Yes No
if yes or you’ll be studying
abroad go to section 5
Placement details
g Where will your placement be?
Abroad
UK Don’t know
Placement name and address if known
Postcode
Is the placement paid or unpaid?
Paid
Unpaid
If ‘unpaid’ please tick which type
a hospital, Public Health Service Laboratory or
with a Clinical Commissioning group in the UK;
a Special Health Authority, the National Health
Service Commissioning Board, the National
Institute for Health and Care Excellence, the
Health and Social Care Information Centre,
Local Health Board, Health Board, Special
Health Board or Health and Social Services
Board in the UK;
a Local Authority carrying out its duties
relating to health, welfare or caring for children
and young people, a voluntary organisation
providing facilities or carrying out similar
activities or a Local Authority acting in the
exercise of public health functions in the UK;
the prison or probation sector or after-care
services in the UK;
unpaid research in a UK or overseas institution;
an unpaid placement in the Houses of
Parliament; or
an unpaid placement that is not listed
above.
14
SFE/PN1F/2021
Section 5
Previous study and other information
Previous study
Courses of higher education are those of Higher National Certificate (HNC) level or above. Where
course details are requested, you should not include A Level/AS Level examinations or equivalent.
a1 Have you started an undergraduate
or postgraduate course of higher
education in any country since leaving
school? Tick ‘Yes’ even if you did not
complete the course.
Yes No
if no go to b1
a2 Did you achieve a qualification? Yes No
if no go to a4
a3 Please tick the relevant box(es) to
show which qualifications you have
achieved.
Degree with Honours e.g. BA (Hons),
BSc (Hons);
Degree without Honours e.g. BA, BSc
Foundation Degree/Diploma of Higher
Education/Higher National Diploma (HND);
Higher National Certicate (HNC)/Certicate
of Higher Education (CertHE);
Postgraduate Certicate in Education (PGCE);
Graduate Diploma/Certicate;
Master’s Degree;
Postgraduate diploma/certicate;
Other (including all qualications achieved
abroad)
Give details:
15
SFE/PN1F/2021
.
Previous study and other information –
continued
Section 5
a4 Give details of previous courses studied below. Do not mention any course that you studied part-
time where you did not achieve a qualification; or any course that was entirely self-funded at a
private institution where you did not achieve a qualification
Title of course
and qualificatio
Full-time, Part-
n time or Full-
time distance
learning
Name of
university or
college
Town and
country of
university or
college
Date
started
(MM YYYY)
Date
left
(MM YYYY)
Did you
achieve a
qualification
Yes No
Yes No
Yes No
Yes No
a5 If you did not achieve a qualification for
any course listed in a4, why was this?
Other information
b1 In this academic year, are you eligible to
apply for a bursary (excluding social work
bursary) from any of the following?
• National Health Service (NHS)
• Department of Health (DoH) for Northern
Ireland
• Student Awards Agency Scotland (SAAS)
Yes No
b2 If ‘Yes’, is this bursary or award income
assessed or non-income assessed?
Income assessed
Non-income assessed
16
SFE/PN1F/2021
- -
Section 6
Your UK bank or building society
account details
This account must be in your own name and be able to accept direct credits.
Please note that missing or incorrect bank or building society details will result in your Maintenance Loan,
Special Support Loan, bursary (if applicable) or any grant payments being delayed.
You do not need to provide your bank or building society account details if you are only applying for a
Tuition Fee Loan because this will be paid directly to your university or college and not to you.
Sort code
Account number
Building society roll number (if applicable)
17
SFE/PN1F/2021
£
£
£
Loan request section
If you are applying for a Maintenance Loan, a Special Support Loan or a Tuition Fee Loan, please
complete this section to tell us how much you want to apply for.
Maintenance Loan
This loan is paid in instalments directly to you and is to help cover your living costs throughout the
academic year.
Amount of Maintenance Loan you would like
to apply for:
Maximum available to you
If you wish to apply for less than
the maximum available to you,
please state the amount
Tick
Special Support Loan
The Special Support Loan is awarded instead of the Maintenance Loan for students who are aged 60 and
over on the rst day of the rst academic year of their course.
Amount of Special Support Loan you would like
to apply for:
Maximum available to you
Tick
If you want to apply for less than
the maximum available to you,
please state the amount
Tuition Fee Loan
Your tuition fee is set by the university or college you go to. Any Tuition Fee Loan you borrow will be
paid directly to your university or college.
I want to apply for a loan to pay the full tuition fee charged by my university
or college.
Tick
If you want to apply for less than the maximum available to you, please state
the amount
18
SFE/PN1F/2021
Contact details
We need you to give the name and address of two additional contacts. We’ll only contact them if we
can’t get in touch with you, for example if you move address and forget to tell us.
By entering these details, you’re confirming you’ve told your additional contacts about this and they’re
happy for SLC to contact them if necessary.
Contact 1
Forename(s)
Surname
Relationship to you
Address
Postcode
Phone number
Contact 2 (Contact 2 must live at a different
address from contact 1)
Forename(s)
Surname
Relationship to you
Address
Postcode
Phone number
Loan request section – continued
19
SFE/PN1F/2021
Section 7
Dependent and independent students
This section determines whether you are a dependent or an independent student. This is
important as it establishes whose income we need to take into account from your household
before we calculate your entitlement.
a1 Will you be aged 25 or over on the first
day of the academic year?
Yes No
if yes you are an independent
student, go to section 8
a2 Have you been married or in a civil
partnership at any time before the first
day of the academic year?
Yes No
if yes you are an independent
student, go to section 8
a3 Will you have care of a person under
the age of 18 on the first day of the
academic year?
Yes No
if yes, you may be
If ‘Yes’, you may be
considered an independent
considered an independent
student,
student,
go to section 8
go to section 8
b Please tick the relevant box if any of the
following apply to you
Your parents cannot be found or it is not
reasonably practicable to get in touch with them.
You are irreconcilably estranged (have no
contact with) from your parents and this will not
change.
For any three month period ending after your
16th birthday and before the first day of the first
academic year of your course you have been
in the custody of, in legal care of, or have been
given accommodation by a local authority but
you have not been under the legal care of your
parents.
Both your parents are deceased.
You have applied for student finance before, and
the parent who provided their income details is
deceased.
Your parents are living outside the European
Union and the assessment of their financial
circumstances would place them in jeopardy.
Your parents are living outside the European
Union and it would not be reasonably
practicable or possible for them to send you
money.
If you have ticked any of the boxes above,
you will be contacted for evidence and,
subject to this, you may be considered
independent.
if you have ticked any of the
boxes above, go to section 8
20
SFE/PN1F/2021
MM YYYY)
Dependent and independent students –
continued
Section 7
c Have you supported yourself financially
for a total of three years or more before
the start of the first academic year of
your course?
Yes No
if no you are a dependent
student go to section 8
If ‘Yes’, you may be considered an independent student. Please give details below.
Name and address of
your employer or your
benefit office
Did you work full or
part-time
From
(MM YYYY) (
To
Amount of salary
wages or benefit
you have received
(state whether it
was weekly, monthly
or yearly)
21
SFE/PN1F/2021
(£)
£
£
£
Section 8
Student nancial questions
The academic year is determined by when you begin your study. Please see page 23 of the guidance
notes for academic year dates.
If you leave any question in this section blank we will not be able to process your application.
If a question does not apply to you, please enter ‘None’ or ‘N/A’ as the answer.
Unearned income
a Taxable unearned income is any income you receive from the following sources:
• Bank or building society gross interest
• Property, lettings or rent
• Dividends or investments
• Trusts or sponsorships
• Any other payment received for attending the course
Estimate the total taxable unearned
income, before deductions, that
you expect to receive in academic
year 2020/21.
What is the source of this income?
Payments from an employer
b1 Will your employer be releasing you to
attend your course this academic year?
Yes No
if no go to c
If ‘Yes’, how much will your employer
pay you for time spent attending your
course during this period?
b2 During this academic year, will you or
your employer pay any money into a
pension fund on your behalf?
Yes No
If ‘Yes’, how much during this period?
Dependent children
c Give details of any children who will be wholly or mainly financially dependent on you during this
academic year.
Your child’s income includes their income from all sources after Income Tax and National Insurance
contributions for tax year 2018-19.
Child’s full name
Date of birth
(DD MM YYYY)
Relationship
to you
Who will they
live with?
Child’s income
22
SFE/PN1F/2021
Section 9
Special Support
If one of the categories below applies, you may qualify for additional loan for your living costs.
Tick any of the boxes below that are relevant to you. You must send supporting evidence with your
application. Read the notes to find out what evidence to send.
If none of the boxes apply to you, go straight to section 10.
I’m a lone parent or lone foster parent with a child or young person under 20 who is in
full-time education below higher education level or on an approved training course.
I have a partner who is also a student, and one or both of us are responsible for a child,
or young person under 20 who is in full-time education below higher education level or on
an approved training course.
I have a disability and qualify for the Disability Premium or Severe Disability Premium.
I’m deaf and qualify for Disabled Students’ Allowances.
I have been treated as incapable of work for a continuous period of at least 28 weeks.
I have a disability and qualify for income-related Employment and Support Allowance
.
I’m waiting to go back to a course having taken agreed time out from that course due to
an illness or caring responsibility that has now ended.
I’m entitled to Personal Independence Payment (PIP).
I’m entitled to Disability Living Allowance (DLA).
I’m entitled to Armed Forces Independence Payment (AFIP).
23
SFE/PN1F/2021
Section 10
Parents’ Learning Allowance, Childcare
Grant and Adult Dependants’ Grant
Only complete this section if you want to apply for Parents’ Learning Allowance, Childcare Grant or
Adult Dependants’ Grant. You can find out more about these at www.gov.uk/studentfinance
a Are you under 25, living with a partner and
applying for Childcare Grant or Parents’
Learning Allowance?
Yes No
£ £
£
£
if no go to c1
b Give the total estimated income after
Income Tax and National Insurance
deductions in this academic year for:
You
Your partner
How much of this will be Child Tax Credit
or the childcare element of Universal
Credit for this academic year?
You
Your partner
c1 Do you want to apply for
Childcare Grant?
Yes No
if no go to d1
c2 During the academic year, do you or
your partner expect to receive:
• the childcare element of Working Tax
Credit or Universal Credit; or
• Tax-Free Childcare from HM
Revenue and Customs (HMRC); or
• Childcare Allowance from the
National Health Service (NHS) as part
of a student finance package.
Yes No
If ‘Yes’, you can’t currently apply for
Childcare Grant. You can only apply for
Childcare Grant if you stop claiming support
from any of these sources.
c3 Give details of the children you need
Childcare Grant for during this
academic year
Child 1
Forename(s)
Surname
Date of birth
(DDMMYYYY)
Child 2
Forename(s)
Surname
Date of birth
(DDMMYYYY)
If you need more space for additional children, give the details above on the additional
notes at the back of this form.
24
SFE/PN1F/2021
Parents’ Learning Allowance, Childcare Grant
and Adult Dependants’ Grant – continued
Section 10
d1 Are you applying for Adult
Dependants’ Grant?
Yes No
if no go to section 11
d2 Who is your adult dependant?
husband,
wife,
civil partner,
or partner
(if you are aged 25 or over)
go to section 11
other adult dependant
d3 Will your ‘other adult dependant’s’
income be more than £3,796 in this
academic year?
Yes No
If ‘Yes’ you won’t be able to receive
Adult Dependants’ Grant.
if yes go to section 11
d4 Give your adult dependant’s income for tax year 2018-19.
Income
All salary, wages and self-employed income
(including income from property)
All pensions (including private, occupational
and state)
If you receive a lump sum pension, only declare the amount
you received that you paid tax on.
All gross taxable income and interest from
savings, investments and dividends
Taxable state benefits
All other taxable income
Deductions
Private pension contributions and
Additional Voluntary Contributions (AVCs)
Allowable expenses on which tax relief
is claimed
25
SFE/PN1F/2021
Section 11
About your family
If you are a dependent student go to question a.
If you are an independent student with a partner, please read and sign the terms and conditions
on pages 26 and 27 and then pass this form to your partner to complete section 12.
If you are a single independent student, go to the terms and conditions on pages 26 and 27.
a Which parent do you normally live with, or have more contact with?
Mother Father
b
What is the current relationship status of
this parent?
Single
Living with a partner
Married/civil partnership
Separated
Divorced/dissolved civil partnership
Widowed/surviving civil partner
or
Both parents N/A
What you need to do next
Read and sign the terms and
conditions on pages 26 and 27 and
then pass this form to your parent(s).
What your parent(s) need to do next
The parent(s) you normally live with
should complete section 12.
If the parent indicated in ‘a’ is married,
in a civil partnership or living with a
partner, their partner must also complete
section 12.
26
SFE/PN1F/2021
Terms and Conditions
These terms and conditions (“terms”) and applicable
legislation apply to all of the student finance available
to students for the academic year 2020/21.
I understand that I must read the specific terms about
the student finance products available because they
will affect me if I apply for them at any time in this
academic year.
I understand that my application for student
finance may be delayed unless I sign and date
these terms.
Loan Contract
1. I confirm I have read and understood these
terms and A Guide to Terms and Conditions
available at www.gov.uk/studentfinance
2. 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 that I
may not receive student finance, any support
I have had may be withdrawn and I could be
prosecuted.
3. I understand that student finance is provided
to me by the Secretary of State for Education
(the “Lender”) which includes any persons
acting on his/her behalf and any replacement(s)
11. I agree that I will repay the Lender any loan(s),
together with all and any interest, penalties
and charges which apply. I understand that
this repayment will be due by me to the Lender
as a debt. If I breach any of the terms of my
loan, I agree to pay any charges and penalties
which apply under the Act and the regulations.
I understand that I will repay my loan(s) through
the United Kingdom (“UK”) tax system and/or
I may repay SLC directly. If I live abroad, I will
repay my loan(s) to SLC directly.
under section 23(4) of the Teaching and Higher
Education Act 1998 as amended or replaced
from time to time (the “Act”).
4. I understand these terms, the Act and the
regulations made under section 22 of the Act
will apply to any student finance provided to
me by the Lender.
5. I understand that “student finance” in these
terms means financial support by way of
grant(s) and/or loan(s) made by the Lender
under the regulations.
6. I understand that the Student Loans Company
Limited (“SLC”) carries out certain functions on
behalf of the Lender.
My Obligations
7. I understand that if I have:
(i) reached the age of 18 years; and
(ii) have entered into agreement(s) for a loan
under section 22 of the Act before I reached
the age of 18 years,
I am agreeing to “ratify” any and all such
student loans by signing these terms.
This means that I confirm I entered into
agreement(s) with the Lender and agree to
the terms of any such previous agreement(s).
If I have reached the age of 18 and refuse to
“ratify” any previous agreement(s), I understand
that I will not be eligible to get any further
student finance under the regulations.
8. I agree to give SLC any information they
need in support of this application for student
finance and to seek repayment.
9. I agree to tell SLC immediately if my
circumstances change in any way that might
affect my entitlement to student finance. I
understand that if I do not do this I may not get
any further payments and I may have to repay
the student finance I have already received. I
agree that from the date I submit my student
finance application until my loan(s), together
with all and any interest, penalties and charges
which apply, is fully repaid I must tell SLC
about any changes in my personal details
(including my National Insurance number) and
contact details I have provided.
10. I agree that if I get an overpayment of student
finance, I need to repay this in full and that any
overpayment may be taken from any future
entitlement to student finance.
12. I agree that any loan(s) made to me in
accordance with the regulations once my
application is accepted by the Lender is a/
are contract(s) between me and the Lender. I
understand that I am liable for my loan(s) and
will be charged interest from the first payment
of the loan advance by the Lender.
13. I agree to tell SLC if I leave the UK to live
outside the UK or if for any other reason I am
outside the UK tax system for more than three
months.
27
SFE/PN1F/2021
Legal Action and Applicable Law
14. In the event of any legal action, I agree that
the laws of England and Wales will apply and
that the courts of that part of the UK will hear
any legal action. If my address is outside the
UK the laws of the part of the UK where my
education provider is situated will apply and
the courts of that part of the UK will hear any
legal action. I agree that the Lender has the
right to take legal action against me in any
other court with jurisdiction.
Sharing Information
15. If I am in breach of these terms and/or the
regulations I agree that the Lender may share
information held about me and my account
with third parties, including the government or
a government agency of another country, who
may help to locate me and/or help take action
to recover any payments I owe.
16. I confirm where I have provided any personal
information about any other person in my
student finance application, I have done so
with their consent.
17. I understand that SLC will process my personal
data in line with the Privacy Notice available
at www.sfengland.slc.co.uk/privacy-notice
which may be updated from time to time.
Disabled Students’ Allowances (“DSAs”)
This section applies if I apply for DSAs this
academic year.
18. I understand that any equipment I receive
through DSAs must be used for my course of
study and that I am responsible for paying any
repair costs.
19. I understand SLC reserves the right to pay
the suppliers of any approved equipment and
support directly. I will be notified if SLC will
make payments directly to suppliers on my
behalf.
Childcare Grant (“CCG”)
This section applies if I apply for CCG this
academic year.
20. I understand and agree that in order to
receive any CCG, SLC may share my personal
details and my children’s details with a
contracted third party who will be handling the
administration of CCG on behalf of SLC.
21. I understand that if I do not take up my
childcare, or if I change to a childcare provider
who is not registered or approved, I will have to
pay back any overpayment.
22. I confirm that neither I nor my husband, wife,
civil partner or cohabiting partner have chosen
to receive support for childcare from:
(i) the childcare element of Working Tax Credit;
(ii) the childcare element of Universal Credit;
(iii) Tax-Free Childcare; and/or
(iv) the NHS Bursary Childcare Allowance;
and I agree to tell SLC immediately if I or my
husband, wife, civil partner or cohabiting
partner does receive this support. I understand
that SLC may share my personal data with
HMRC to check whether I get childcare
support.
Customer Reference Number
Your full name (in BLOCK CAPITALS)
Your signature (in ink)
X
Today’s date (DDMMYYYY)
The relevant person(s) you indicated in section 11 must complete section 12 as well as the declaration(s)
on page 36. Please pass this form to them now.
If you are a single independent student, please turn to page 39.
28
SFE/PN1F/2021
.
Section 12
Financial details for tax year 2018-19
for parents and partners
Who needs to complete this section?
Section 11 of this form tells you who needs to complete this section.
What details do I need to provide in this section?
You need to tell us some personal details and what your financial income was for tax year 2018-19. You
must tell us your 2018-19 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 is entitled to.
About this section
Section 12 is split into six parts:
Part A - Tell us your name and address and some other personal information.
Part B - Tell us your National Insurance number.
Parts C and D - Answer every question.
Part E - Answer every question and tell us about any income deductions for tax year
2018-19 where appropriate.
Part F - Tell us about any children who are financially dependent on you.
How to complete this section
If you are a single parent of the student
Enter your information as Person 1, leave Person 2 blank.
If there are two parents in the student’s household
Complete this section with information for both Person 1 and Person 2.
If you are an independent student with a partner
Your partner needs to enter their information as Person 1, leave Person 2 blank
If you’re self assessed – read page 18 of the notes for more information.
If you’re not self assessed – you can use your P60 to complete this section.
What happens if my household income has dropped since tax year 2018-19?
If your household income will be at least 15% less than it was in tax year 2018-19 you can apply for
a Current Year Income (CYI) assessment.
This means we would use your expected income for tax year 2020-21 instead of your actual income
from tax year 2018-19 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 2020-21 income at the end of that tax year.
Before completing this form, you should read the Privacy Notice on page 23 of the
accompanying notes.
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.
29
SFE/PN1F/2021
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
/ /
/ /
Part A – Your personal details
Person 1
Your Customer Reference Number
(If you have one)
Relationship to the student
Title
Forename(s)
Surname
Any other names you may be known by
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
Person 2
Your Customer Reference Number
(If you have one)
Relationship to the student
Title
Forename(s)
Surname
Any other names you may be known by
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 the student.
If you would like to provide your financial information separately, you can download a form at
www.gov.uk/studentfinance or alternatively, you can have the form sent to you by ticking the
box below:
Person 1
Send me a separate form
Person 2
Send me a separate form
30
SFE/PN1F/2021
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
-
-
-
-
Part B – 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 information possible. This can only be done if you have a valid
National Insurance (NI) number.
Person 1
I have an NI number
Please provide your NI number below:
You are now ready to provide
your financial information.
go to Part C
I do not have an NI number
If you do not have an 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 Part C
Person 2
I have an NI number
Please provide your NI number below:
You are now ready to provide
your financial information.
go to Part C
I do not have an NI number
If you do not have an 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 Part C
31
SFE/PN1F/2021
£
£
£
£
£
£
£
£
£
£
£
£
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
Part C - Your financial information for tax year 2018-19
Instructions
• Please give gross financial details for tax year from 6 April 2018 to 5 April 2019.
• Answer ‘Yes’ or ‘No’ to every question. If you answer ‘Yes’ please provide the income amount.
• 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
2018-19 financial evidence as we may ask for it at a later date to verify the details you have
provided.
Q1 Did you receive any income from salary, wages,
taxable state benefits or from occupational or private
pensions?
Person 1
Yes No
Person 2
Yes No
a Total income from salary/wages
b Total income from taxable state benefits
c Total income from occupational pension(s)
If you receive a lump sum pension, only declare the amount you
received that you paid tax on.
d Total income from private pension(s)
If you receive a lump sum pension, only declare the amount you
received that you paid tax on.
Q2
Did you receive any income from a state retirement
pension?
Person 1
Yes No
Yes
Person 2
No
a Total lump sum amount received
b Total non-lump sum amount received
32
SFE/PN1F/2021
£
£
£
£
£
£
£
£
£
£
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
Q3 Did you receive any income from savings and
investments?
Person 1
Yes No
Person 2
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
Q4 Did you receive any taxable benefits in kind?
Person 1
Yes No
Person 2
Yes No
Total income received from taxable benefits in kind
Q5 Did you receive any other income during tax year 2018-19 that you haven’t yet told us about?
Person 1
Yes
go to Part D
go to Part E
No
Person 2
Yes
go to Part D
go to Part E
No
33
SFE/PN1F/2021
Part D - Other income
Instructions
• Complete Part D in the same way you completed Part C giving gross financial details for the tax
year from 6 April 2018 to 5 April 2019.
Q1 Did you receive any income from self-employment?
Person 1
Yes No
Person 2
Yes No
a Total adjusted profit from businesses
b Total adjusted profit from partnerships
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
Q5 Did you receive any income from UK trusts?
£
£
£
£
£
£
£
£
£
£
Yes No
Yes No
£
£
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
Total income received
34
SFE/PN1F/2021
£
£
£
£
£
£
£
£
£
£
£
£
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
Q6 Did you receive any foreign income?
Person 1
Yes No
Person 2
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
Part E – Income deductions
Instructions
• Complete Part E in the same way you completed Part C giving gross financial details for the tax
year from 6 April 2018 to 5 April 2019.
Q1 Did you pay any private pension contributions?
Person 1
Yes No
Person 2
Yes No
Total amount you paid
Q2 Did you pay any Additional Voluntary
Contributions (AVCs)?
Person 1
Yes No
Person 2
Yes No
Total amount you paid
Q3 Did you have any allowable expenses on which
you claimed tax relief?
Person 1
Yes No
Person 2
Yes No
Total amount on which you claimed tax relief
35
SFE/PN1F/2021
Financial details for tax year 2018-19
for parents and partners – continued
Section 12
Part F – 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 2020/21
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 37.
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 2020/21
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 pages 37.
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
36
SFE/PN1F/2021
X X
Declaration for parents and partners
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 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 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)
Deadline
To make sure the student receives their first payment at the start of term, this form must be returned with
all of the evidence we need by 22 May 2020.
We will do our best to process the application as soon as possible, however if the deadline date has
passed, the first payment may not be ready for the start of term.
Now pass this form back to the student.
37
SFE/PN1F/2021
Additional notes
If you are providing extra information please clearly mark what section and question the information is
about.
38
SFE/PN1F/2021
Additional notes
If you are providing extra information please clearly mark what section and question the information is
about.
39
SFE/PN1F/2021
Voluntary questions
The following questions are voluntary - you do not have to answer them. Whether or not you answer will
not affect our assessment of your entitlement to financial support. If you answer both questions a and
b, the information will be used to help the Department for Education develop their policies in the future.
Student Finance England will also use your answer to question b to improve their ability to deliver suitable
and accessible educational services that meet the varied needs of their communities in the future.
a Your parents’ education (this includes your natural parents, your adoptive parents, your
step-parents, partners of your parents, and your guardians).
Do any of your parents (as defined
above) have any higher education
qualifications, for example degrees
and diplomas or certificates of higher
education?
Yes No Don’t know
b How would you describe your ethnic
origin?
White
British
Irish
Any other white background
Black or Black British
African
Caribbean
Any other black background
Mixed
White and black Caribbean
White and black African
White and Asian
Any other mixed background
Chinese or other ethnic group
Chinese
Any other
Asian or Asian British
Indian
Pakistani
Bangladeshi
Any other Asian background
40
SFE/PN1F/2021
Checklist
Before you return this form please make sure that:
You have answered all the questions that apply to you
The terms and conditions are signed and dated
You have included all the evidence we need with this form
If you don’t send all the evidence we need, your application may be delayed and you may
end up getting less student finance than you are entitled to.
Remember, you don’t need to send your UK passport as proof of your identity. You only
need to complete your UK passport details in section 2. If you send your passport it
may take several weeks before we can return it to you.
What happens next
It can take at least 6 weeks to assess your application and all the relevant evidence. We’ll then send you
a letter showing the amount of financial support you’ll receive.
You must return your completed form to the address shown below.
Student Finance England
PO Box 210
Darlington
DL1 9HJ
Deadline
To make sure you receive your first payment at the start of term, you must return this form and all of the
evidence we need by 22 May 2020. We will do our best to process your application as soon as possible,
however if the deadline date has passed, your first payment may not be ready for the start of term.
If your application form is returned more than 9 months from the start of your academic year it won’t be
processed, and you may lose your full entitlement to student finance.
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