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Starter Checklist

About this form

This form is designed to be filled in on screen. You must answer all the questions except those marked 'optional'. You can’t save the form but once you’ve completed it you’ll be able to print a copy and post it.

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 three 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 you can print it and send it or give it to your employer. Do not send this form to HMRC.

Employee's personal details

First Name:
Your First Name
Field is required!
Field is required!
Last Name:
Your Last Name
Field is required!
Field is required!
Are you male or female?
Field is required!
Field is required!
Date of Birth:
Field is required!
Field is required!

Address

Is this address in the UK?
Field is required!
Field is required!
Full Address:
Field is required!
Field is required!
Do you have a National Insurance number?
Field is required!
Field is required!
National Insurance Number:
Field is required!
Field is required!
Employment start date:
Select a date
Field is required!
Field is required!

Employee statement

Which of the following statements applies to you
Field is required!
Field is required!

Student Loan

Do you have a Student Loan which is not fully repaid?
Field is required!
Field is required!
Are you repaying your Student Loan direct to the Student Loan Company by agreed monthly payments?
Field is required!
Field is required!

Student Loan Plans

You will have a Plan 1 Student Loan if:

• You lived in Scotland or Northern Ireland when you started your course, or

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

You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.
What type of Student Loan do you have?
Field is required!
Field is required!
Did you finish your studies before the last 6 April?
Field is required!
Field is required!

Declaration

Field is required!
Field is required!
Signature:
Field is required!
Field is required!
Date:
Field is required!
Field is required!

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