HMRC STARTER CHECKLIST

Instructions for employers

This Starter Checklist can be used to gather information about your new employee. You can use this information to help fill in your first Full Payment Submission (FPS) for this employee. You need to keep the information recorded on the Starter Checklist record for the current and previous 3 tax years. Do not send this form to HM Revenue and Customs (HMRC).

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. Do not send this form to HMRC.

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. For help filling in this form watch our short youtube video, go to www.youtube.com/hmrcgovuk
Employee's personal details
1. Last name*
2. First names*
Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth
3. Are you male or female?*

MaleFemale
4. Date of Birth (DD MM YYYY)
D * D*
M* M*
Y* Y* Y* Y*
5. Home Address*

Street Address

Street Address Line 2

CityPostcode

Country
Doy you have your National Insurance Number ?*

YESNO
6. National Insurance Number
A*    B*
1*   2*  3*
4*   5*   6*
C*
7. Employment start date (DD MM YYYY)
D * D*
M* M*
Y* Y* Y* Y*
Employee statement
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 have 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
8. Choose which applies to you :*

Statement A applies to meStatement B applies to meStatement C applies to me
Student Loans
9. Tell us if any of the following statements apply to you :
- you do not have any Student or Postgraduate Loans
- you're still studying full-time on a course that your Student Loan relates to
- you completed or left your full-time course after the start of the current tax year, which started on 6 April
- you're already making regular direct debit repayments from your bank, as agreed with the Student Loans Company
Choose one that applies to you :*

If No, tick this box and go to question 10If Yes, tick this box and go straight to the declaration
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 Plan 2 if :
- you lived in England or Wales and started your course on or after 1 September 2012.
You have Plan 4 if :
- you lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started course.
You have 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
10. To avoid repaying more than you need to, tick the correct Student Loans that you have - use the guidance to help you. Please tick all that apply.*

Plan 1Plan 2Plan 4Postgraduate Loan (England and Wales only)
Employees, for more information about the type of loan you have, go to www.gov.uk/sign-in-to-manage-your-student-loan-balance

Employers, for guidance go to www.gov.uk/guidance/special-rules-for-student-loans
Declaration

I confirm that the information I've given on this form is correct.
Signature*

Clear
Full name*
Email*
Date (DD MM YYYY)
D * D*
M* M*
Y* Y* Y* Y*
Should be Empty:

Employee's personal details

Employee statement

Student Loans

Types of Student Loan

Declaration