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:

2. First Names
Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth

3. Are You Male or Female?

4. Date of Birth     DD MM YYYY

/   /  

 

5. Home Address

, , ,  

6. National Insurance Number    if Known

7. Employment Start Date     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
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

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

Choose this statement if:

  • you have another job and/or
  • you’re in receipt of a State, Works
    or Private Pension


Student Loans

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

10. To avoid repaying more than you need to, tick the correct Student Loans that you have - use the guidance on the right to help you.

Please tick all that apply

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

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

Declaration

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

Leave this empty:

Signature arrow sign here


Signature Certificate
Document name: New Starter Declaration Form
lock iconUnique Document ID: fdeb841e61e959b6a3a665050eb0def5be6e0f28
Timestamp Audit
5 October 2022 14:58 BSTNew Starter Declaration Form Uploaded by Take Quadrant On Limited - info@quadrant.london IP 188.39.51.18