Starter Checklist - DegreeSix

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.

It’s important that you choose the correct statement. If you do not choose the correct statement you may pay too much or too little tax. For help filling in this form watch our short youtube video, go to www.youtube.com/hmrcgovuk

Employee’s personal details

Name*

First Middle Last

Are you male or female?*

Male
Female

Date of birth*

Address*

Street Address Address Line 2 City County / State / Region Country

National Insurance number if known

Employment start date

Employee statement

Choose the statement that applies to you, either A, B or C, and tick the appropriate box.*

Statement A

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following:

Jobseeker’s Allowance
Employment and Support Allowance
Incapacity Benefit

Statement B

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following:

Jobseeker’s Allowance
Employment and Support Allowance
Incapacity Benefit

Statement C

Choose this statement if:

you have another job and/or
you’re in receipt of a State, Works or Private Pension

Statement A applies to me
Statement B applies to me
Statement C applies to me

Student Loan

For more guidance about repaying, go to www.gov.uk/repaying-your-student-loan

Do you have one of the Student Loan Plans described below which is not fully repaid?*

Yes
No

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

Did you complete or leave your studies before 6th April?*

Yes
No

Are you repaying your Student Loan directly to the Student Loans Company by direct debit?*

Yes
No

What type of Student Loan do you have?*

Plan 1
Plan 2
Plan 3

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

Do you have a Postgraduate Loan which is not fully repaid?*

Yes
No

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

Did you complete or leave your Postgraduate studies before 6th April?*

Yes
No

Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit?*

Yes
No

Declaration

I confirm that the information I’ve given on this form is correct.*

Consent*

I agree to the privacy policy.

Employee’s personal details

Employee statement

Student Loan

Postgraduate Loan

Declaration

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