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 three tax years.
Do not send this form to HM Revenue and Customs (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
1 Last name
5 Home address
2 First name(s)
Do not enter initials or shortened names such as Jim for
James or Liz for Elizabeth
Postcode
Country
6 National Insurance number (if known)
3 Are you male or female?
Male Female
7 Employment start date DD MM YYYY
4 Date of birth DD MM YYYY
Employee statement
8 You need to select only one of the following statements A, B or C
A This is my first job since last 6 April and I have not been receiving taxable Jobseeker’s
Allowance, Employment and Support Allowance, taxable Incapacity Benefit,
State or Occupational Pension.
B This is now my only job but since last 6 April I have had another job, or received taxable
Jobseeker’s Allowance, Employment and Support Allowance or taxable Incapacity Benefit.
I do not receive a State or Occupational Pension.
C As well as my new job, I have another job or receive a State or Occupational Pension.
Please turn over >
Starter checklist Page 1 HMRC 04/16
Student Loan Student Loan Plans
You will have a Plan 1 Student Loan if:
9 Do you have a Student Loan which is not fully repaid? • You lived in Scotland or Northern Ireland when you started
your course, or
Yes If yes, go to question 10 • You lived in England or Wales and started your course
before September 2012
No If no, go to question 12 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.
10 Are you repaying your Student Loan direct to the
Student Loans Company by agreed monthly payments? 11 What type of Student Loan do you have?
Yes If yes, go to question 12 Plan 1
No If no, go to question 11 Plan 2
12 Did you finish your studies before the last 6 April?
Yes
No
For further guidance about repaying Student Loans go to
[Link]/new-employee/student-loans
Signature Name
Date DD MM YYYY
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NEW STARTER PAYROLL FORM
PERSONAL DETAILS
Surname First name(s)
Title Mobile telephone number
Email Address Home telephone number
BANK DETAILS – this bank account will be used for all payments made to you
Name of Bank/Building Society
Address
Bank account number Sort code
DOCUMENTS – Copies to be provided
Passport/ID
Proof of Address
National Insurance Card
Biometric Visa Card (Non EEA Citizen only)
DECLARATION
I declare that to the best of my knowledge the information given above is correct.
Signature ……………………………………………….. Date ………………………………………………………
INTERNAL USE ONLY
Approved by: …………………………...
Signature: …………………………..
Please forward all completed forms and supporting documents to hr@[Link]
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