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 three tax years.
Do not send this form to HM Revenue and Customs (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
1
Last name
2
First name(s)
Do not enter initials or shortened names such as Jim for
James or Liz for Elizabeth
3
Are you male or female?
Male Female
4
Date of birth DD MM YYYY
5
Home address
Postcode
Country
6
National Insurance number (if known)
7
Employment start date DD MM YYYY
Starter checklist Page 1 HMRC 04/16
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A
This is my first job since last 6 April and I have not been receiving taxable Jobseeker’s
Allowance, Employment and Support Allowance, taxable Incapacity Benefit,
State or Occupational Pension.
B
This is now my only job but since last 6 April I have had another job, or received taxable
Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit.
I do not receive a State or Occupational Pension.
C
As well as my new job, I have another job or receive a State or Occupational Pension.
Employee statement
8
You need to select only one of the following statements A, B or C
Signature
Name
Date DD MM YYYY
Student Loan
9
Do you have a Student Loan which is not fully repaid?
Yes If yes, go to question 10
No If no, go to question 12
10
Are you repaying your Student Loan direct to the
Student Loans Company by agreed monthly payments?
Yes If yes, go to question 12
No If no, go to question 11
Student Loan Plans
You will have a Plan 1 Student Loan if:
You lived in Scotland or Northern Ireland when you started
your course, or
You lived in England or Wales and started your course
before September 2012
You will have a Plan 2 Student Loan if you lived in England or
Wales and started your course on or after 1 September 2012.
11
What type of Student Loan do you have?
Plan 1
Plan 2
12
Did you finish your studies before the last 6 April?
Yes
No
For further guidance about repaying Student Loans go to
www.gov.uk/new-employee/student-loans
Page 2
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signature
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