HM Revenue
& Customs Starter checklist
Instructions for employers
This Starter Checst canbe used to gather information about your new employee. You cn use this
information to help fillin your frst Full Payment Submision (FS) fortis employee. You need to keep
the information recorded on the Starter Checks record forthe current and previous 3 tax years
Do not send this form to HMRC
Instructions for employees
‘As anew employee your employer needs the infermation on this form before your ist payday to tll HMRC
about you and ep ther ue the cotect ax cod. Fl nti form then give to your employe.
Donat send tis form to HAC
Employee's personal details
1) Lastname 5! Home address
2) First name(s)
Do not enter initials or shortened names such asim for
James or iz For Blzabeth
65 National insurance number (f known
“| :
i ll
3) Are you mate or female?
7, Employment start date 0D MM VY
,- 7
mate Female
4 Date of birth D0 AIM YYYY
Employee statement
8 You need to select only one of the Following statements A, Bar C
id ‘This is my fst Job since 6 Apri an fve not been receiving ravable Jobseekers Alowance,
Employment and Support Alowanve, taxable Incapacity Benefit
State oF Occupational Pension.
: ‘This s now my only job but since 6 April Tve had another jb, or receved taxable
Jobseoker's Allowance, Employmen: and Suppart Allowance or taxable incapacity Benet.
1 60 not receve a State ar Occupational Pension,
‘As well as my new jt, | have another job o receive a State or Occupational Pension,
Please turn over >
Starter checks Page! Hane 02/19Student Loan
For more guidance about repaying go to
‘wn govuk/repaying-your-studentioan
Dp you have one ofthe Student Loan Plans described
Ca
below which isnot fully repaid?
Yes IF Yes. goto question 19,
No IFN. go to question 13,
Did you complete or leave your studies before
sth Apri
yes | Irves.go te question 11
No No, go to question 13
‘Are you repaying your Student Loan directly to the
‘Student Loans Company by direct debit?
Yes Fes go to question 13
No IF No, go to question 12
‘what eype of Student Loan do you have?
Punt Plan 2 Bath
Student Loan Plans
Youll have a Plan 1 Student Loan if:
+ you lived in Scotland or Northern ireland when you started
‘your course (undergraduate or postaraduate)
+ you lived in England or Wales and started your
indergraduate course before 1 September 2012
You'l have a Plan 2 Student Loan if:
+ you lived in England or Wates and started your
Undergraduate course on or after 1 September 2912
+ your loan is aPart Time Maintenance Loan
+ your laan isan Advanced Learner Loan
+ your loan sa Postgraduate Healthcare Loan
Postgraduate Loan
For more guidance about funding and repaying go to
vrongoualitandngforpostraduatestidy
For mare guidance fr emplayers goto
su govalguldancelspedabrutsfocstdentoans
13) Bo you have a Postgraduate Loan which is not
fully repaic?
Yes. Yes go to question 14
No | No. gota the Declaration
YoulU have a Postgraduate Loan if
+ you lived in England and started your Postgraduate Master's
‘outse on or after 1 August 2018
+ you lived in Wales and started your Postgraduate Masters
‘course on or after 1 August 2017
+ you lived in England or Wales and started your
Postgraduate Doctoral caurse on or after 1 August 2018
|W Did you complete or leave your Postyraduate studies
‘before 6th Apritr
Yes ves go ta question 15
No HfNo, goto the Dedaration
(1S! are you repaying your Postgraduate Loan direct tothe
Student Loans Company by direct debit?
No
Goto the Declaration
Declaration
| confirm that the information fve given on this form is corre
Signature
ct
Full ame
Date 00 Mi ey
Page?