Form – Starter Checklist

Starter Checklist

Instructions for employee

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

Name
Name
First
Middle
Last
Address
Address
Town/City
County
Postcode
What is your sex?

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
For more information about tax codes, go to www.gov.uk/tax-codes

Statement A

Key
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

Key
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

Key
I have another job and/or I am in receipt
of a State, workplace or private pension.
Key
Jobseeker’s Allowance (JSA) is an unemployment benefit which can be claimed while looking for work. Employment and Support Allowance (ESA) is a benefit which can be claimed if you have a disability or health condition that affects how much you can work. Incapacity Benefit is help if you could not work because of an illness or disability before 31 January 2011. State Pension is a pension paid when you reach State Pension age. Workplace pension is a pension which was arranged by your employer and is being paid to you. Private pension is a pension arranged by you and is being paid to you. Please note that no other Government or HMRC paid benefits need to be considered when completing this form.

Student loans

[11] 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
[13] To avoid repaying more than you need to, tick the correct student loan or loans that you have – use the guidance on the right to help you.
Please tick all that apply

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

Employers, for guidance on student loans and which plan or loan type to use if your employee has selected more than one, go to www.gov.uk/guidance/special-rules-for-student-loans

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
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

Declaration