• HMRC Starter Checklist

  • 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.
  • Employee Personal Details

  • 3. Are You male or female?*
  • 4. Date of Birth*
     - -
  • 7. Employment Start Date*
     - -
  • Employee Statement

  • 8. You need to select only one of the following statements; A, B or C*
  • 9. Do you have one of the Student Loan Plans described below which is not fully repaid?*
  • 10. Did you complete or leave your studies before the 6th April?
  • 11. Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?
  • 12. What type of Student Loan do you have?
  • 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.

    • Your loan is a Part Time Maintenance Loan
    • Your loan is an Advanced Learner Loan
    • Your loan is a Postgraduate Healthcare Loan

  • 13. Do you have a Postgraduate Loan which is not fully repaid?
  • Postgraduate Loan

    You will have a Postgraduat 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 the last 6th April*
  • 14. Are you repaying your Postgraduate Loan direct to the Student Loans Company by Direct Debit?
  • Fill in the declaration.

    for more information about repaying your student loan you can go to:

    www.gov.uk/new-employee/student-loans

  • Declaration

  • Date*
     - -
  • Should be Empty: