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HMRC Starter Form
HMRC Starter Form
Zoe Fuller avatar
Written by Zoe Fuller
Updated over a week ago

The statements in the starter form from HMRC can be complicated to understand. You might think a statement applies to you at first, but later parts can confuse you. This article tries to explain each statement clearly to help you understand them better.

First of all, if you have your P45 (The P45 must be within the current tax year) you can upload it instead of filling out the form using the grey button highlighted below:

Statement A:

This statement may apply to you if you do NOT receive a state, work, or private pension.

This must be your first job since the 6th of April.

Also since the 6th of April, you must NOT have received any of the following:

Job seekers allowance, Employment and Support Allowance, or Incapacity Benefits.

If this is your first job since the 6th of April and you have not received any of the above since the 6th of April, nor in receipt of any of the above pensions then statement A applies to you.

Statement B:

This statement may apply to you if you do NOT receive a state, work, or private pension.

You have had another job since the 6th of April BUT do NOT have a P45 and/or you have received payments from any of the following:

Job seekers allowance, Employment and Support Allowance, or Incapacity Benefits.

If you do not receive any of the pensions above, have had a job since the 6th of April but do not have a P45, or/and have received payment from any of the above, then Statement B applies to you.

Statement C:

This statement may apply If you have had another job and/ or you are in receipt of a state, work, or private pension.

Student Loans:

If you have never had a student loan or do not currently need to pay back a student loan then this does not apply to you, you will need to press yes.

If you have an outstanding student loan then you will press no, and then select the student loan plan that applies to you

You’re on Plan 1:

  • If you started your course before 1 September 2012

You’ll be on Plan 2:

  • you’re studying an undergraduate course

  • you’re studying for a Postgraduate Certificate of Education (PGCE)

  • you take out an Advanced Learner Loan

  • you take out a Higher Education Short Course Loan

You’ll be on a Postgraduate Loan plan if you’re studying a postgraduate master’s or doctoral course.

You’re on Plan 4:

  • If you applied to Student Awards Agency Scotland (whether you studied an undergraduate course or a postgraduate course.)

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