New Starter Checklist

HMRC Starter Checklist
Instructions for Employees

Fill in this form if you do not have a P45 (a document you get from your employer when you stop working for them). You should also fill in this form if you have a student loan (whether or not you’ve a P45). Give the completed form to your employer as soon as possible. They need this information to tell HMRC about you and help them to use the right tax code. Make sure you answer the questions correctly. If you do not, you may pay the wrong amount of tax or student loan deductions.
Employee's Personal Details
1. Last Name*
2a First Name *
Do not enter initials or shortened names for example, Jim for James or Liz for Elizabeth
2b Middle Names
3. What is your sex? (As shown on your birth certificate or gender recognition certificate)*

MaleFemale
4 Date of Birth*

DayMonthYear
Date
5. Home Address*

Street Address

Street Address Line 2

City/CountyCounty

PostcodeCountry
6. National Insurance Number (if known)
Please write in the following format: AA123456 A
7. Employment Start Date

DayMonthYear
Date

Employee Statement

These questions will help you to choose the statement that matches your circumstances. The statement you choose helps your employer to apply the correct tax code.
8. Do you have another job?

Yes (Tick Statement C below)No (Go to question 9)
9. Do you receive payments from a State, workplace or private pension?

Yes (Tick Statement C below)No (Go to question 10)
10. Since 6 April have you received payments from:• another job which has ended or any of the following taxable benefits • Jobseeker’s Allowance (JSA)• Employment and Support Allowance (ESA)• Incapacity Benefit

Yes (Tick Statement B below)No (Tick Statement A below)
Statement A. This is my first job since 6 April and since the 6 April I have not received payments from any of the following: Jobseeker’s Allowance, Employment and Support Allowance, taxable Incapacity Benefit.Statement B. Since 6 April I 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 or taxable Incapacity Benefit.Statement C. I have another job and/or I am in receipt of a State, workplace or private pension.

Student Loans
11. 1 Do you have a student or postgraduate loan?*

Yes (Go to Question 12)No (Go straight to the Declaration)
12. Do any of the following statements apply:
- you’re still studying on a course that your student loan relates to
- you completed or left your course after the start of the current tax year, which started on 6 April
- you’ve already repaid your loan in full
- you’re paying the Student Loans Company by Direct Debit from your bank to manage your end of loan repayments.
Yes (Go straight to the Declaration)No (Go to question 13)
Student Loan Plans

You have Plan 1 if:

• You lived in Northern Ireland when you started your course, or

• You lived in England or Wales and started your course before September 2012

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

You have Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course if you live 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
13. What type of Student Loan do you have?

Plan 1Plan 2Plan 4Postgraduate Loan (England and Wales only)
Employees, for more information about the type of loan you have or to check your balance, go to

www.gov.uk/sign-in-to-manage-your-student-loan-balance
Declaration
Signature*

Clear
Full Name*

First NameLast Name
Date DD MM YYYY*

DayMonthYear
Date
Should be Empty:

HMRC Starter Checklist

Instructions for Employees

Employee's Personal Details

Employee Statement

Student Loans

Declaration