Financial information form

Personal information

Title(Required)

Name(Required)

Email(Required)

NI number(Required)

Employee statement

Please read the following three statements and select which one applies to you.

Statement A

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following:

Jobseeker’s Allowance
Employment and Support Allowance
Incapacity Benefit

Statement B

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following:

Jobseeker’s Allowance
Employment and Support Allowance
Incapacity Benefit

Statement C

Choose this statement if:

you have another job and/or
you’re in receipt of a State, Works or Private Pension

Please select which employee statement applies to you.

Statement A applies to me

Statement B applies to me

Statement C applies to me

Student Loans

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

Do you have one of the Student Loan Plans described above, which is not fully repaid?(Required)

Yes

Did you leave or complete your studies before 6th April?(Required)

Yes

Are you repaying your Student Loan directly to the Student Loans Company by direct debit?(Required)

Yes

What type of Student Loan do you have?(Required)

Plan 1

Plan 2

Both

Postgraduate Loans

For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study

For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans

Do you have a Postgraduate Loan which is not fully repaid?(Required)

Yes

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

Did you complete or leave your Postgraduate studies before 6th April?(Required)

Yes

Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit?(Required)

Yes

Banking information

Bank name(Required)

Account name(Required)

Bank address

Sort code(Required)

Account number(Required)

Declaration

Signature(Required)

Phone

This field is for validation purposes and should be left unchanged.