Jax HMRC Starter Checklist

HMRC 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.
Employee Personal Details
1. Last Name
2. First Name
Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth
2b. Middle Names
3. Are You male or female?
4. Date of Birth
DayMonthYear
Date
5. Home Address
Street Address
Street Address Line 2
CityCounty
Post CodeCountry
6. National Insurance Number
Please write in the following format: AA123456 A
7. Employment Start Date
DayMonthYear
Date

Employee Statement
8. You need to select only one of the following statements; A, B or C
9. Do you have a Student Loan which is not fully repaid?
10. Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?
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 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.
11. What type of Student Loan do you have?
12. Did you finish your studies before the last 6th April
for more information about repaying your student loan you can go to:
www.gov.uk/new-employee/student-loans

Declaration
SIgnature
Clear
Full Name
First NameMiddle NameLast Name
Date
DayMonthYear
Date
Should be Empty: