HMRC Starter Checklist
HMRC Starter Checklist
HMRC Starter Checklist
2 First names
Do not enter initials or shortened names such as Jim for
Postcode
James or Liz for Elizabeth
Country
Employee statement
8 Choose the statement that applies to you, either A, B or C, and tick the appropriate box.
10 Did you complete or leave your studies before No If No, go to the Declaration
6th April?
You’ll have a Postgraduate Loan if:
Yes If Yes, go to question 11 • you lived in England and started your Postgraduate Master’s
course on or after 1 August 2016
No If No, go to question 13 • you lived in Wales and started your Postgraduate Master’s
course on or after 1 August 2017
11 Are you repaying your Student Loan directly to the • you lived in England or Wales and started your
Student Loans Company by direct debit? Postgraduate Doctoral course on or after 1 August 2018
Yes If Yes, go to question 13 14 Did you complete or leave your Postgraduate studies
before 6th April?
No If No, go to question 12
Yes If Yes, go to question 15
12 What type of Student Loan do you have?
No If No, go to the Declaration
Plan 1 Plan 2 Both
15 Are you repaying your Postgraduate Loan direct to the
Student Loan Plans Student Loans Company by direct debit?
You’ll have a Plan 1 Student Loan if:
• you lived in Scotland or Northern Ireland when you started Yes
your course (undergraduate or postgraduate)
• you lived in England or Wales and started your No
undergraduate course before 1 September 2012
You’ll have a Plan 2 Student Loan if: Fill in the declaration.
• 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
Declaration
I confirm that the information I’ve given on this form is correct.
Date DD MM YYYY
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