Starter checklist
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 5 Home address
2 First names
Do not enter initials or shortened names such as Jim for
Postcode
James or Liz for Elizabeth
Country
6 National Insurance number if known
3 Are you male or female?
Male Female 7 Employment start date DD MM YYYY
4 Date of birth DD MM YYYY
Employee statement
8 Choose the statement that applies to you, either A, B or C, and tick the appropriate box.
Statement A Statement B Statement C
Do not choose this statement if Do not choose this statement if Choose this statement if:
you’re in receipt of a State, Works you’re in receipt of a State, Works • you have another job and/or
or Private Pension. or Private Pension. • you’re in receipt of a State, Works
Choose this statement if the Choose this statement if the or Private Pension
following applies. following applies.
This is my first job since 6 April and Since 6 April I have had another job
since the 6 April I’ve not received but I do not have a P45. And/or since
payments from any of the following: the 6 April I have received payments
• Jobseeker’s Allowance from any of the following:
• Employment and Support Allowance • Jobseeker’s Allowance
• Incapacity Benefit • Employment and Support Allowance
• Incapacity Benefit
Statement A applies to me Statement B applies to me Statement C applies to me
Starter checklist Page 1 HMRC 02/21
Student loans
Tell us if any of the following statements apply
9 Types of Student Loan
to you:
• you do not have any Student or Postgraduate Loans You have Plan 1 if any of the following apply:
• you’re still studying full-time on a course that
•y
ou lived in Northern Ireland when you started
your Student Loan relates to
your course
• you completed or left your full-time course after
•y
ou lived in England or Wales and started your course
the start of the current tax year, which started on
before 1 September 2012
6 April
• you’re already making regular direct debit You have a Plan 2 if:
repayments from your bank, as agreed with You lived in England or Wales and started your course on or
the Student Loans Company after 1 September 2012.
If No, tick this box and go to question 10 You have a Plan 4 if:
You lived in Scotland and applied through the
If Yes, tick this box and go straight to Students Award Agency Scotland (SAAS) when you started
the Declaration your course.
10 To avoid repaying more than you need to, tick the You have a Postgraduate Loan if any of the
correct Student Loans that you have - use the guidance following apply:
on the right to help you. •y ou lived in England and started your Postgraduate
Please tick all that apply Master’s course on or after 1 August 2016
•y ou lived in Wales and started your Postgraduate Master’s
Plan 1 course on or after 1 August 2017
•y ou lived in England or Wales and started your
Plan 2 Postgraduate Doctoral course on or after 1 August 2018
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
Declaration
I confirm that the information I’ve given on this form is correct.
Signature Full name
Date DD MM YYYY
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