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.

Employee's personal details

Do not enter initials or shortened names such as Jim for James or Liz for Elizabeth
3. Are you male or female? *
5. Home address *
5. Home address
Address Line 1
Address Line 2
Please leave this blank if you have not been given a start date yet.

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 6 April? *