Payroll Information Form

Payroll Information Form
As a new employee, as your employer we need the information on this form before your first payday in order to ensure swift payment of your wages and to inform HMRC about you and help them use the correct tax code.

Fill in this form to allow us to do this. 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.

Should you have any queries, please do get in contact with us.
Personal Details
Full name(s):

First Name and Middle Name(s) if applicableLast Name
Date of Birth:

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
National Insurance Number:
Bank Account Number:
Must be 8 digits, e.g. 12345678
Bank Account Sort Code:
Must be 6 digits, e.g. 12-34-56
Bank Account Name:
Name of the Account Holder
Email Address for Payslips:
example@example.com
Telephone Number
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
Select the statement which applies to you
Student Loans
Please read the statements below:

• I do not have any Student or Postgraduate Loans

• I am still studying full-time on a course that your Student Loan relates to

• I completed or left my full-time course after the start of the current tax year, which started on 6 April

• I am already making regular direct debit repayments from your bank, as agreed with the Student Loans Company
Did any of the statements above apply to you?
Types of student loans

To avoid repaying more than you need to, tick the correct Student Loans that you have - use the guidance below to help you.
Types of Student Loan

You have Plan 1 if any of the following apply:
• you lived in Northern Ireland when you started
your course
• you lived in England or Wales and started your course
before 1 September 2012

You have a Plan 2 if:
You lived in England or Wales and started your course on or
after 1 September 2012.

You have a Plan 4 if:
You lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course.

You have a Postgraduate Loan if any of the following apply:
• 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
Select the plan that applies to you
Declaration

I confirm that the information I’ve given on this form is correct:
Name

First NameLast Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate this form was completed
Should be Empty:

Payroll Information Form

Personal Details

Employee Statement

Statement A

Statement B

Statement C

Student Loans

Types of student loans

Declaration