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

  • 3. What is your sex? (As shown on your birth certificate or gender recognition certificate)*
  • 4 Date of Birth*
     / /
  • 7. Employment Start 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?
  • 9. Do you receive payments from a State, workplace or private pension?
  • 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
  • *

  • Student Loans

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

  • 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.

  • 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?

  • 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

  • Date DD MM YYYY*
     / /
  • Should be Empty: