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 click submit. Connex will do the rest and ensure your information is processed correctly.

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

For more guidance about repaying 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

By signing this form, I confirm that the information I've given is correct.