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 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.

    Employee’s personal details

    1. Last name

    2. First name(s)

    Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth

    3. Are you male or female?

    4. Date of birth

    5. Home address

    6. National Insurance number (if known)

    7. Employment start date

    Employee statement

    8. You need to select only one of the following statements A, B or C

    Student Loan

    For more guidance about repaying go to www.gov.uk/repaying-your-student-loan

    9. Do you have one of the Student Loan Plans described below which is not fully repaid?

    10. Did you complete or leave your studies before 6th April?

    11. Are you repaying your Student Loan directly to the Student Loans Company by direct debit?

    12. What type of Student Loan do you have?

    Student Loan Plans

    You’ll have a Plan 1 Student Loan if:

    • you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)

    • you lived in England or Wales and started your undergraduate course before 1 September 2012

    You’ll have a Plan 2 Student Loan if:

    • you lived in England or Wales and started your undergraduate course on or after 1 September 2012

    • your loan is a Part Time Maintenance Loan

    • your loan is an Advanced Learner Loan

    • your loan is a Postgraduate Healthcare Loan

    Postgraduate Loan

    For more guidance about funding and repaying go towww.gov.uk/funding-for-postgraduate-study

    For more guidance for employers go towww.gov.uk/guidance/special-rules-for-student-loans

    13. Do you have a Postgraduate Loan which is not fully repaid?

    Student Loan Plans

    You’ll have a Postgraduate Loan if:

    • 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

    14. Did you complete or leave your Postgraduate studies before 6th April?

    14. Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit?

    Full name

    Signed

    Date