HMRC Starter Checklist with bank details

Starter Checklist – HMRC information

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(Required)

2. First Names(Required)

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

3. Are you male or female?(Required)

Male

Female

4. Date of birth(Required)

5. Home Address(Required)

Street Address Address Line 2 City County Postcode Country

6. National Insurance Number (if known)

7. Employment start date(Required)

Employee statement

8. Choose the statement that applies to you, either A, B or C, and tick the appropriate box

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’ve not received payments from any of the following:
– Jobseeker’s Allowance
– Employment and Support Allowance
– Incapacity Benefit

Statement A

Statement A applies to me

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 B

Statement B applies to me

Statement C

Choose this statement if:
– you have another job and/or
– you’re in receipt of a State, Works or Private PensionStatement

Statement C

Statement C applies to me

Student Loans

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 a Plan 2 if: You lived in England or Wales and started your course on or after 1 September 2012.
You have a 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

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

Tick a box below(Required)

If No, tick this box and go to next section below

If Yes, tick this box and go straight to the Declaration

10. To avoid repaying more than you need to, tick the correct Student Loans that you have – use the guidance under 'Types of Student Loan' to help you. Please tick all that apply

Plan 1

Plan 2

Plan 4

Postgraduate 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

Payment Details

Bank Details(Required)

Account Holder(Required)

Sort Code(Required)

Account number(Required)

Building Society Roll no. (if applicable)

Declaration

I confirm that the information I’ve given on this form is correct.

Signature(Required)

Full Name(Required)

Email(Required)

Date(Required)

CAPTCHA

Starter Checklist

Starter Checklist – HMRC information

Instructions for employers

Instructions for employees

Employee's personal details

Employee statement

Statement A

Statement B

Statement C

Student Loans

Types of Student Loan

Payment Details

Declaration

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