New starter forms

New 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.

Employer Company Name(Required)

Please enter the name of the company that you work for. If the company has more than one location, please also enter the name of the location that you are working at.

Your Name(Required)

Prefix First Middle Last

Email(Required)

Bank details

Please provide the name of your bank, your sort code, and your account number.

Hourly rate/ salary(Required)

What is your sex?(Required)

Female

Male

As shown on your birth certificate or gender recognition certificate.

Date of Birth(Required)

Address

Street Address Address Line 2 City ZIP / Postal Code Country

National Insurance Number

Employment Start Date(Required)

Do you have another job?(Required)

Yes (Put an ‘X’ in the statement C box below)

No (Go to question 9)

Do you receive payments from a State, workplace or private pension?(Required)

Yes (Put an ‘X’ in the statement C box below)

No (Go to next question)

Since 6 April have you received payments from:(Required)

Yes (Put an ‘X’ in the statement B box below)

No (Put an ‘X’ in the statement A box below )

• another job which has ended • or any of the following taxable benefits • Jobseeker’s Allowance (JSA) • Employment and Support Allowance (ESA) • Incapacity Benefit

Please select one of the following

Statement A (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 (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 (I have another job and/or I am in receipt of a State, workplace or private pension).

Do you have a student or postgraduate loan?

Yes (go to next question)

No (Submit the form)

Do any of the following statements apply:

Yes (Submit the form)

No (go to next question)

• 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

To avoid repaying more than you need to, tick the correct student loan or loans that you have.

Plan 1

Plan 2

Plan 4

Postgraduate loan (England and Wales only)

Please tick all that apply. 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

New Starter Form

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