2015/16
Assessment
of Financial
Circumstances
For parents and partners of students SFE/PFF2/1516/B
/SF_England
/SFEngland
Who should complete this form?
Complete this form if you are:
• The student’s natural or adoptive parent
• The student’s step-parent
• The husband, wife, civil partner or cohabiting partner of one of the student’s parents
• The student’s husband, wife or civil partner
• The student’s cohabiting partner, if the student is over 25 and entered higher education in 2000/01 or later What details do I need to provide?
You need to tell us some personal details and what your financial income was for the tax year 2013-14.
You must tell us your 2013-14 income details as we cannot accept amounts from any other tax year. We need your income amounts so we can work out what the student(s) you are supporting are entitled to.
How do I complete this form?
This form is made up of 6 sections: section 1 - personal details section 2 - data sharing and you section 3 - your financial information for tax year 2013-14 section 4 - other income section 5 - income deductions section 6 - your dependants
• Start by checking the details in section 1 and then work your way through the form.
(Depending on your circumstances you may not need to complete every section)
• Please refer to the Support notes at the back of this form each time you see
n
What if I have further questions?
If you have further questions you can:
• visit www.gov.uk/studentfinance
• call us on 0300 100 0607
Where do I send my form?
Once you have completed this form and signed and dated the declaration, please return it to Student
Finance England, PO Box 210, Darlington, DL1 9HJ
Please remember to pay the correct postage.
What happens if my household income has dropped since tax year
2013-14?
If your household income has dropped by 15% since tax year 2013-14 you can apply for a ‘Current Year
Income Assessment’. This means we would use your expected income for tax year 2015-16 instead of your actual income from tax year 2013-14 when calculating the student’s entitlement. However, there must be at least a 15% drop in the overall household income (not just your own income) between these two tax years for us to do this and we will ask for evidence of your 2015-16 income at the end of that tax year.
Please refer to the support notes at the back of this form for more information.
2
SFE/PFF2/1516
Section 1
Personal details
a Student’s details
Customer Reference Number
6
7
9
7
9
8
8
4
8
7
9
Forename(s) Idil
Surname
Xassan Libane
DAY
Date of birth
3 1
MONTH
1 0
YEAR
1 9 9 5
b Your personal details
Person 1
Your Customer Reference Number
(If you have one)
Person 2
Your Customer Reference Number
(If you have one)
Relationship to the student
Relationship to the student
Title
Title
Forename(s)
Forename(s)
Surname
Surname
Sex Male
Sex Male
Female
Female
What is your current marital status?
Single
What is your current marital status?
Single
Married/civil partnership
Married/civil partnership
Divorced/dissolved civil partnership
Living with a partner
Separated
e
Widowed/surviving civil partner
SFE/PFF2/1516
e
Divorced/dissolved civil partnership
e
Living with a partner
Separated
e
Widowed/surviving civil partner
3
Section 1
Date of birth
Personal details
Date of birth
/
/
/
/
Place of birth
(name of town or village exactly as it appears on your birth certificate or passport)
Place of birth
(name of town or village exactly as it appears on your birth certificate or passport)
Home address
Home address
Postcode
Postcode
Home telephone number
Home telephone number
Email address
Email address
!
You do not have to disclose your financial information to your partner. If you would like to provide your information separately you can download another copy of this form.
Section 2
data sharing and you
We will share and check the details you give us with HM Revenue & Customs, allowing us to gain the most accurate financial information possible. This can only be done if you have a valid National Insurance (NI) number. n
Person 1
I have an NI number
Person 2
I have an NI number
Tick
Please provide your NI number below:
You are now ready to provide your financial information.
I do not have an NI number
-
Tick
Please provide your NI number below:
-
go to section 3
Tick
You are now ready to provide your financial information.
I do not have an NI number
-
go to section 3
Tick
If you do not have a NI number because you receive non-UK taxable income, please provide the equivalent financial information in pounds sterling. You are now ready to provide your financial information.
4
If you do not have a NI number because you receive non-UK taxable income, please provide the equivalent financial information in pounds sterling. You are now ready to provide your financial information.
go to section 3
go to section 3
SFE/PFF2/1516
Section 3 Your financial information for tax year 2013-14
Instructions
• Please give your financial details for the tax year from 6 April 2013 to 5 April 2014.
• Answer ‘Yes’ or ‘No’ to every question, if you answer ‘Yes’ please provide the income amount.
• If you answer ‘No’ to a question, this means you are telling us that you did not receive any income from that particular income type in tax year 2013-14.
• If any questions are left blank we will not be able to process this application.
!
You do not need to send us any evidence. However, you should keep all of your 2013-14 financial evidence as we may ask for it at a later date to verify the details you have provided.
Financial details
Person 1
Q1 Did you receive any income from salary, wages, taxable state benefits or from occupational or private pensions?
n
Yes
Person 2
No
Yes
Yes
£
c Total income from occupational pension(s)
£
£
d Total income from private pension(s)
£
No
£
£
No
Yes
£
No
£
a Total income from salary/wages
b Total income from taxable state benefits
n
Q2 Did you receive any income from a state retirement pension? n
Yes
No
a Total non-lump sum amount received
£
£
b Total lump sum amount received
£
£
Q3 Did you receive any income from savings and investments? n
Yes
No
a Total interest from UK banks, building societies and unit trusts
£
£
b Total income from UK life insurance gains, securities and partnerships
£
£
c Total income from UK investments and dividends
£
£
£
£
£
£
d Total income from foreign investment and dividends
Total income received
SFE/PFF2/1516
5
Section 3 Your financial information for tax year 2013-14
Person 2
Person 1
Q4 Did you receive any taxable benefits in kind?
n
Yes
Any other income
Q5 Did you receive any other income during the
2013-14 tax year that you haven’t yet told us about? No
£
£
Total income received
Section 4
Yes
No
Yes
No
Go to section 4
Go to section 5
Yes
No
Go to section 4
Go to section 5
Other income
Instructions
• Complete section 4 in the same way you completed section 3 giving financial details for the tax year from 6 April 2013 to 5 April 2014.
The notes contain a breakdown of what we want you to include for each question as well as where to find individual amounts on some of the financial documents you might have.
Person 2
Person 1
Q1 Did you receive any income from self-employment?
n
Yes
Yes
Total taxable income minus expenses that are not included on your P60 or P11D?
Yes
No
Yes
No
£
Q3 Did you receive any other taxable income or lump sums? n
No
£
Yes
No
£
Total income received
No
£
Q2 Did you receive any income as a Minister of religion? n
6
Yes
£
£
Total income received
No
£
£
b Total taxable profit from partnerships
Total income received
Yes
£
a Total taxable profit from businesses
Q4 Did you receive any income from property lettings?
No
n
£
Yes
£
No
£
SFE/PFF2/1516
Section 4
Other income
Person 2
Person 1
Q5 Did you receive any income from UK trusts?
n
Yes
£
Total income received
Q6 Did you receive any foreign income?
n
Yes
Q7 Did you receive any income from an overseas pension? n
Yes
No
Yes
No
No
£
Yes
No
£
Total income received
No
£
Yes
Q8 Did you receive any other overseas income and gains? n
No
Yes
No
£
Total income received
Yes
£
£
Total income received
Section 5
No
£
Income deduction
Instructions
• Complete section 5 in the same way you completed section 3 giving financial details for the tax year from 6 April 2013 to 5 April 2014.
Person 2
Person 1
Q1 Did you pay any private pension contributions?
Total amount you paid
Yes
£
Q2 Did you pay any Additional Voluntary Contributions
(AVCs)?
Total amount you paid
SFE/PFF2/1516
No
Yes
No
Yes
No
£
No
£
Yes
£
Yes
£
Yes
Q3 Did you have any allowable expenses on which you claimed tax relief? n
Total amount on which you claimed tax relief
No
No
£
7
Section 6
Your dependants
n
Tell us about any person who will be wholly or mainly financially dependent on you.
Q1 Child dependants not in further or higher education in academic year 2015/16
n
Include any unearned income for all dependants.
Only include earned income details for persons aged 16 and over.
Do not count casual earnings of persons aged under 16.
Date of birth
(DD MM YYYY)
Full name
Income for the year
(£)
Q2 Child dependants in further or higher education in academic year 2015/16
Do not include the student when completing this question.
If the student is your partner, please include any children they named in their application for Student
Finance if the children have applied for student finance.
Full name
Date of birth
School, college or university Course
Are they receiving financial support?
If so, from which authority or organisation? (DD MM YYYY)
8
SFE/PFF2/1516
Declaration
n
This application for financial support may be delayed unless you sign and date this declaration.
• I confirm that to the best of my knowledge and belief, the information I have provided is true and complete. If it is not I understand the student(s) I am supporting may have their financial support withdrawn and I could be prosecuted.
• I agree to supply any further information in relation to the applicant’s application for financial support that the Student Loans Company (SLC) may ask for and agree to tell them immediately if my circumstances change in any way that might affect this application for financial support.
Your decision about bursary and scholarship data sharing consent will not affect the student’s entitlement to any other financial support available.
Your decision about bursary and scholarship data sharing consent will not affect the student’s entitlement to any other financial support available.
If the student started their course in academic year
2006/07 or after they may be eligible for a bursary or scholarship. In order for a university or college to determine and pay any bursary or scholarship to which the student(s) you are supporting may be entitled, we will share some of your personal and financial details with them. n
If the student started their course in academic year
2006/07 or after they may be eligible for a bursary or scholarship. In order for a university or college to determine and pay any bursary or scholarship to which the student(s) you are supporting may be entitled, we will share some of your personal and financial details with them. n
If you do not wish your details to be shared for this purpose, please tick this box.
If you do not wish your details to be shared for this purpose, please tick this box.
Person 1
Person 2
Your full name (in BLOCK CAPITALS)
Your full name (in BLOCK CAPITALS)
Your signature
Your signature
X
X
Today’s date
Today’s date
/
!
/
/
/
Make sure you sign the declaration in ink. Digital signatures won’t be accepted.
SFE/PFF2/1516
9
Support Notes
n
Notes n
What happens if my household income has changed since tax year 2013-14?
If your total household income (before tax) for the tax year 2015-16 will be at least 15% less than it was in tax year 2013-14, still complete this section as well as completing a ‘Current Year Income Assessment
Form’.
You can download the form at www.gov.uk/studentfinance and return it with this application or contact us on 0300 100 0607 to have one sent to you.
!
Please note that a current year income assessment cannot be carried out unless you provide your financial details for the 2013-14 tax year.
Section 1
Personal details
Marital Status
Send a copy of one of the following evidence items. If we have already accepted evidence you sent in support of a previous application for this student you do not need to send any further documents. You will only need to provide evidence if you haven’t done so previously or if your circumstances have changed.
•
•
•
•
•
•
Decree absolute
Decree nisi
Dissolution order
Most recent council tax bill showing a 25% single occupancy discount
A letter from your solicitor confirming your status
Original death certificate
Section 2
data sharing and you
We will check the financial information that you provide with HM Revenue & Customs. This information will be kept securely and held strictly under the provisions of the Data Protection Act.
If you fail to provide your National Insurance (NI) number on the application form we will ask you to provide copies of your financial documents.
If your NI number is shown on any documents you send us in support of an application, we will use this information and share and check it with HM Revenue & Customs in order to obtain accurate financial information about you.
Section 3 Your financial information for tax year 2013-14
Please give financial information for tax year 2013-14. Normally, this is the year ending 5 April 2014, but may differ if your employer or business has a tax year which does not end in April.
For any income paid in a foreign currency, please state the equivalent in pounds sterling.
Q1 Income from salary, wages, taxable state benefits or from occupational or private pensions
If as part of your salary or wages for tax year 2013-14 you received tips and other payments that did not show on your P60, you still need to include this figure when providing your total income amount earned from employment. If you declared this type of income to HM Revenue & Customs you would have done so by completing Box 3 on Page E1 for the 2013-14 SA102 (Employment) Form.
10
SFE/PFF2/1516
b Taxable state benefits
Only include income received for the following benefits:
• Bereavement Allowance
• Carer’s Allowance
• Contribution based Employment and Support
Allowance
• Graduated retirement benefit
• Incapacity Benefit (only include the amount received after 28 weeks of incapacity)
• Industrial Death Benefit
• Jobseekers Allowance
• Statutory Adoption Pay
• Statutory Maternity Pay
• Statutory Paternity Pay
• Statutory Sick Pay
• Widowed Parent’s Allowance
Don’t include income from any other benefits, including Universal Credit.
Q2 Income from a state retirement pension
If you are Self Assessed
Online tax return
You would have been asked what your state retirement pension income amounts were as part of your self-assessment. You should refer to your saved online tax return for these income figures.
Paper tax return
The locations of where to find these income types on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 4.1 (non-lump sum amount only – if you completed an SA200 you would not have had a lump sum pension payment)
Full paper tax return -
SA100 TR3 Box 7, SA100 TR3 Box 8
Q3 Income from savings and investments
To make this question easier to answer, we have split it up into 4 separate parts. You may or may not have received income from every part, just tell us about the ones you did.
!
Only tell us about the amount of interest/income you gained from savings and investments during the 2013-14 tax year, not the actual amount of savings or invested sums you had.
a Income from UK banks, building societies and unit trusts
Tell us about the amount of interest/income you received from the following savings and investment income type(s): Gross UK interest (before tax has been deducted)
You must include interest you receive on bank, building society and other savings accounts unless specifically non-taxable, for example, a non-taxable Individual Savings Account (ISA) etc.
If you did not declare any savings and investment income to HMRC
Please refer to your bank or building society statements for these figures.
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 5.2
Full paper tax return SFE/PFF2/1516
SA100 TR3 Box 2
11
Section 3 Your financial information for tax year 2013-14
b Income from UK life insurance gains, securities and partnerships
Tell us about the amount of interest/income you received from the following savings and investment income type(s):
Interest from gilt edged and other UK securities – gross amount before tax
UK life insurance policy etc. gains on which tax was treated as paid
UK life insurance policy etc. gains on where no tax was treated as paid
UK life insurance policy etc. gains from voided ISA’s
Your share of taxed interest etc.
Total untaxed savings income taxable at 20%
Taxed income taxable at 10%
Taxed income taxable at 20%
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income from UK life insurance gains, securities and unit trusts.
Full paper tax return -
c Income from UK investments and dividends
Tell us about the amount of interest/income you received from the following savings and investment income type(s):
Dividends from UK companies
Other dividends
Stock Dividends
Non-qualifying distributions and close company loans written off or released
Share schemes – taxable amount
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 5.3
Full paper tax return 12
d Income from foreign investment and dividends
Tell us about the amount of interest/income you received from the following savings and investment income type(s): Foreign dividends (up to £300)
Interest and other income from overseas savings
Dividends from foreign companies
Dividend income received by a person overseas
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income from foreign investment and dividends.
Full paper tax return SA100 TR3 Box 5, SA106 Box 4, SA106 F3 Box 6, SA106 F3 Box 11
Q4 Income from taxable benefits in kind
Original P11D
The following table provides a breakdown of what we want you to include as part of your total income from
‘taxable benefits in kind’ during the 2013-14 tax year. Add together all the benefits in kind you received and write your total figure on the form.
Benefit in kind
Where to find amount on your P11D
Assets transferred or placed at employees disposal (cars, property, goods or other assets)
(Section A) Box 13
Payments made on behalf of employee
(Section B) Box 15
(Total sum of both boxes)
Vouchers and credit cards
(Section C) Box 12
Living accommodation
(Section D) Box 14
Mileage allowance and passenger payments
(Section E) Box 12
Total cash equivalent of all cars/vans made available
(Section F) Box 9 plus
(Section G) Box 9
Total cash equivalent of fuel for all cars/vans made available
(Section F) Box 10 plus
(Section G) Box 10
Cash equivalent of loans after deducting any interest paid by (Section H) Box 15 the borrower
Private medical treatment or insurance
(Section I) Box 11
Qualifying relocation expenses payments and benefits
(Section J) Box 15
Services supplied
(Section K) Box 15
Assets placed at employees disposal
(Section L) Box 13
Other items (including subscriptions and professional fees)
(Section M) Box 15
(Total sum of all boxes)
Expenses payments made to, or on behalf of, the employee
(Section N) Box 16
(Total sum of all boxes)
SFE/PFF2/1516
13
Section 4
Other income
Q1 Income from self-employment
To make this question easier to answer, we have split it up into 2 parts. You may or may not have received self-employment income from both parts, just tell us about the ones you did.
a Total taxable profit for businesses
You should include the income type below as your answer for the total amount of taxable profits you received from self-employment during the 2013-14 tax year.
Total taxable profits from this business (aggregated for multiple self employments)
If you are Self Assessed
Online tax return
You would have been asked this question as part of your assessment. You should refer to your saved online tax return for these figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) and how to work this amount out are detailed below:
Short paper tax return - SA200 Box 3.7 plus Box 3.11
Full paper tax return -
SA103F (Box 73 plus Box 75) or SA103S (Box 28 plus Box 30) or SA103L
(Box 49 minus Box 50)
b Total taxable profit from partnerships
You should include the income type(s) below as your answer for the total profit you received from partnerships during the 2013-14 tax year.
Share of total taxed and untaxed income other than that taxable at 10% and 20%
Your share of total taxable profit from the partnerships
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) and how to work this amount out are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any self-employment income from partnerships.
Full paper tax return -
14
SA104F (Box 16 plus Box 19 plus Box 67 plus Box 74 minus Box 75),
SA104S (Box 16 plus Box 19)
SFE/PFF2/1516
Section 4
Other income
Q2 Minister of religion
Tell us about the amount of income you received from the following income type during the 2013-14 tax year: Taxable income minus expenses (Ministers of religion) that are not included in your P60 or P11D
If you are Self Assessed
Online tax return
You would have been asked this question as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA102M tax form and how to work this amount out are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income from working as a Minister of religion.
Full paper tax return -
SA102M (Box 4 plus Box 8 plus Box 10 minus (Box 26 plus Box 35)
Q3 Other income and lump sums
You should include the income type(s) below as your answer for the amount of income you received from other income and lump sums.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Other taxable income - before expenses and tax taken off
Foreign earnings not taxable in the UK
Taxable lump sums
Any redundancy payments or compensation for loss of job
Lump sums or benefits received from an Employer Financed Retirements Benefit
Scheme excluding pensions
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 7.1
Full paper tax return -
Q4 Income from property lettings
You should include the income type(s) below as your answer for the amount of income you received from property lettings.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Income from UK property
Income from foreign property or land
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 6.3
Full paper tax return -
SA105 Box 13 and 38, SA106 Box 25
Q5 Income from UK trusts
You should include the income type(s) below as your answer for the amount of income you received from
UK trusts.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Discretionary income payment from a UK resident trust - net amount
Discretionary income payment from a UK resident trust - total payments from settlor-interested trusts
Non-discretionary income entitlement from a trust – net amount of non-savings income
Non-discretionary income entitlement from a trust – net amount of savings income
Non-discretionary income entitlement from a trust – net amount of dividend income
Income chargeable on settlors
Income from UK estates
Foreign estate income
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA107 tax form and how to work out these amounts are detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income from UK trusts.
Full paper tax return -
16
SA107 Box 1, SA107 Box 2, SA107 Box 3, SA107 Box 4, SA107 Box 5
SA107 total sum of (Boxes 7 to 14), SA107 total sum of (Boxes 16 to 21),
SA107 Box 22
SFE/PFF2/1516
Section 4
Other income
Q6 Foreign income
You should include the income type(s) below as your answer for the amount of income you received from foreign income.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Total taxable amount of overseas pensions, social security benefits and royalties etc.
Total taxable amount of all other income received by a person abroad and any remitted ‘ring fenced’ foreign income
Gains on disposals of holdings offshore funds and discretionary income from non-resident trusts
Benefit received from an overseas trust, company or other person
Gains on foreign life policies (amount of gain)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA106 tax form are detailed below: Short paper tax return - If you completed a short paper return you would not have had any foreign income. Full paper tax return -
Q7 Income from an overseas pension
You should include the income type(s) below as your answer for the amount of income you received from an overseas pension.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Value of pension benefits in excess of your Available Lifetime Allowance, taken by you as a lump sum
Amount of unauthorised payment from a pension scheme, not subject to surcharge
Total amount of unauthorised payment from a pension scheme, subject to surcharge
Taxable short service refund of contribution (overseas pension schemes only)
Taxable lump sum death benefit payment (overseas pensions only)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed SA101 tax form are detailed below: Short paper tax return - If you completed a short paper return you would not have had any income from an overseas pension.
Full paper tax return -
Q8 Other overseas income and gains
You should include the income type below as your answer for the amount of income you received from other overseas income and gains.
Add together the income types below that you received during the 2013-14 tax year and tell us your total figure on the form. You may not have received income from every income type listed, just tell us about the ones you did.
Amount of omissions (exemptions under transfer of foreign assets)
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The location of where to find this figure on your completed SA106 tax form is detailed below:
Short paper tax return - If you completed a short paper return you would not have had any income from other overseas income and gains.
Full paper tax return -
SA106 F6 Box 46
Section 5
income deduction
Q3 Allowable expenses on which you claimed tax relief
The list below is a breakdown of what we want you to include in your answer for the amount of allowable expenses you had on which you claimed tax relief.
Add together all allowable expenses below which you had during the 2013-14 tax year and tell us your total figure on the form. You may not have had all the allowable expenses listed, just tell us about the ones you did. Total amount of allowable expenses
Seafarers’ Earnings Deduction
Foreign tax for which tax credit relief not claimed
Business travel and subsistence expenses
Fixed deductions for expenses
Professional fees and subscriptions
Other expenses and capital allowances
If you are Self Assessed
Online tax return
You would have been asked these questions as part of your assessment. You should refer to your saved online tax return for these individual figures.
Paper tax return
The locations of where to find these individual figures on your completed tax form(s) are detailed below:
Short paper tax return - SA200 Box 2.5
Full paper tax return -
Academic year
You should provide the child dependant’s income for the academic year. The academic year is determined by when the student begins their study.
Student’s study begins between
Academic year
•
•
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•
• 1 September 2015 to 31 August 2016
• 1 January 2016 to 31 December 2016
• 1 April 2016 to 31 March 2017
• 1 July 2016 to 30 June 2017
1 August 2015 and 31 December 2015 inclusive
1 January 2016 and 31 March 2016 inclusive
1 April 2016 and 30 June 2016 inclusive
1 July 2016 and 31 July 2016 inclusive
Q1 The child dependant’s income is required to assess the eligibility for the deductions in the calculation of household income for each child that is wholly or mainly financially dependent on the student, the student’s husband, wife or partner or the student’s parents or step-parents.
You can find out more information about how household information is calculated by visiting www.gov.uk/studentfinance Please do not include income from sources such as the Government Child Trust, State Child Benefit,
Child Tax Credit, the child element of Universal Credit or minimal sums of money from other sources when entering a child dependant’s income.
Declaration
If you cannot sign this form, it must be signed on your behalf by your Power of Attorney. The Power of
Attorney letter must be sent with this form before a signature from that Power of Attorney will be accepted.
Our Data Protection Statement sets out who will use the information provided on this form and what they will use it for. Before signing this form please read our statement online at www.gov.uk/studentfinance You must notify Student Finance England about any change in your circumstances, which may affect the student’s entitlement to financial support.
The most common change of circumstances would be if:
• your household income changes; or
• your marital status changes.
Information about data sharing for bursary and scholarship purposes
Universities and colleges will be offering financial awards such as bursaries or scholarships to their students. To help them administer these awards (i.e. to determine eligibility and entitlement to, and if relevant pay, a bursary or scholarship - ‘bursary administration purposes’) they will ask the Secretary of
State or Student Loans Company for access to information you provide in connection with any application for student finance for academic year 2015/16 (whether on this form or at a later date).
We will share the relevant information with them, unless you indicate that you do not wish us to do so by ticking the box on the declaration. If you do not give consent for us to share this information, the payment of any bursary or scholarship to which the student(s) you are supporting may be entitled will be delayed.
