Skip to main content

New Starter: HM Revenue & Customs Starter Checklist

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

Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth
5. Address(Required)

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 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 C

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

(Required)

Student Loan

For more guidance about repaying, go to www.gov.uk/repaying-your-student-loan

9. Do you have one of the Student Loan Plans described below which is not fully repaid?
If Yes, go to question 10. If No, go to question 13
10. Did you complete or leave your studies before 6th April?
If Yes, go to question 11. If No, go to question 13
11. Are you repaying your Student Loan directly to the Student Loans Company by direct debit?
If Yes, go to question 13. If No, go to question 12
12. What type of Student Loan do you have?

Student Loan Plans

You’ll have a Plan 1 Student Loan if:
• you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)
• you lived in England or Wales and started your undergraduate course before 1 September 2012

You’ll have a Plan 2 Student Loan if:
• 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

Postgraduate Loan

For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study
For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans

13. Do you have a Postgraduate Loan which is not fully repaid?
If Yes, go to question 14. If No, go to the Declaration

You’ll have a Postgraduate Loan if:
• 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

14. Did you complete or leave your Postgraduate studies before 6th April?
If Yes, go to question 15. If No, go to the Declaration
15. Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit?
Fill in the declaration.

Declaration


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