HMRC Starter Declaration HMRC Starter Checklist Employee Personal Details Please enter your details as shown on your official documents. Do not use initials or shortened names. Last name * First names * What is your sex? * Please select the sex shown on your birth certificate or gender recognition certificate. MaleFemale Date of birth * National Insurance number (if known) Home address * Postcode * Country * Section 1 – Employment and Tax Status Since 6 April, have you had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or Incapacity Benefit? A – This is my first job since last 6 April and I have not received taxable Jobseeker's Allowance, Employment and Support Allowance or Incapacity BenefitB – This is now my only job, but since last 6 April I have had another job, or received taxable Jobseeker's Allowance, Employment and Support Allowance or Incapacity BenefitC – I have another job or receive a State Pension Do you receive a State Pension? YesNo Section 2 – Student and Postgraduate Loans Do you have a student loan which is not fully repaid? YesNo Did you complete or leave your studies before 6th April? YesNo Are you repaying your Loan direct to the Student Loans Company by direct debit? YesNo Which student loan repayment plan are you on? Please select the one student loan plan that applies to you. Plan Use this plan if... Plan 1 Student Finance England: your course started before 1 September 2012. Student Finance Wales: your course started before 1 September 2012. Student Finance Northern Ireland: you have a student loan from Student Finance Northern Ireland. Plan 2 Student Finance England: your course started between 1 September 2012 and 31 July 2023. Student Finance Wales: your course started on or after 1 September 2012. This can include eligible undergraduate courses, PGCE courses and certain other qualifying loans. Plan 4 You received student finance from the Student Awards Agency Scotland (SAAS). Plan 4 applies to eligible borrowers with student finance from Scotland. Plan 5 You applied for Student Finance England and your qualifying course started on or after 1 August 2023. Not sure which plan you have? You can check your current repayment plan by signing in to your student loan account. Your account will show your current plan type. If you have more than one student loan, you should check which plan you are due to repay through your employer. Plan 1Plan 2Plan 4Plan 5 Postgraduate Loan A Postgraduate Loan is separate from your student loan repayment plan. You can have a Postgraduate Loan as well as a student loan. Do you have a Postgraduate Loan which is not fully repaid? YesNo Did you complete or leave your Postgraduate studies before 6th April? YesNo Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit? YesNo Declaration I confirm that the information I have provided is correct and complete to the best of my knowledge and belief. I understand that the information provided will be used by my employer for PAYE purposes and, where applicable, for student loan and Postgraduate Loan deductions. I understand that I must tell my employer if my circumstances change and further information is required. I confirm that I have read, understood and truthfully completed this Starter Checklist Declaration. Employee Confirmation Full name * Date * Employee Signature * Please sign after checking all information provided above.
