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 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. 

Employee’s personal details 

Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth 

Employee statement 

Student Loan 

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

Declaration 

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