sfe_pff2_1415_d

SFE/PFF2/1415/A

This form is also available

from www.gov.uk/sTudenTfinance

/SF_England /SFEngland

PFF2ASSESSMENT OF FINANCIAL CIRCUMSTANCES 2014/15FOR PARENTS AND PARTNERS OF STUDENTS

SFE/PFF2/14152

Who should complete this form?Complete this form if you are:

Thestudentsnaturaloradoptiveparent

Thestudentsstep-parent

Thehusband,wife,civilpartnerorcohabitingpartnerofoneofthestudentsparents

Thestudentshusband,wifeorcivilpartner

Thestudentscohabitingpartner,ifthestudentisover25andenteredhighereducationin2000/01 or later

What details do I need to provide?Youneedtotellussomepersonaldetailsandwhatyourfinancialincomewasforthetaxyear2012-13.Youmusttellusyour2012-13incomedetailsaswecannotacceptamountsfromanyothertaxyear.Weneedyourincomeamountssowecanworkoutwhatthestudent(s)youaresupportingareentitledto.

How do I complete this form?Thisformismadeupof6sections:

section 1-personaldetails

section 2 -datasharingandyou

section 3-yourfinancialinformationfortaxyear2012-13

section 4-otherincome

section 5-incomedeductions

section 6-yourdependants

Startbycheckingthedetailsinsection1andthenworkyourwaythroughtheform. (Dependingonyourcircumstancesyoumaynotneedtocompleteeverysection)

PleaserefertotheSupportnotesatthebackofthisformeachtimeyousee n

What if I have further questions?Ifyouhavefurtherquestionsyoucan:

visitwww.gov.uk/studentfinance

calluson0300 100 0607

Where do I send my form?Onceyouhavecompletedthisformandsignedanddatedthedeclaration,pleasereturnittoStudent 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 2012-13?Ifyourhouseholdincomehasdroppedby15%sincetaxyear2012-13youcanapplyforaCurrentYearIncomeAssessment.Thismeanswewoulduseyourexpectedincomefortaxyear2014-15insteadofyouractualincomefromtaxyear2012-13whencalculatingthestudentsentitlement.However,theremustbeatleasta15%dropintheoverallhouseholdincome(notjustyourownincome)betweenthesetwotaxyearsforustodothisandwewillaskforevidenceofyour2014-15incomeattheendofthattaxyear.Pleaserefertothesupportnotesatthebackofthisformformoreinformation.

SFE/PFF2/1415 3

section 1 personal details

CustomerReferenceNumber

Forename(s)

Surname Dateofbirth

Relationship to the student Title Forename(s)

Surname

Relationship to the student Title Forename(s) Surname

YEARMONTHDAY

a Students details

b Your personal detailsPerson 1YourCustomerReferenceNumber (Ifyouhaveone)

Whatisyourcurrentmaritalstatus?Single

Married/civilpartnership

Divorced/dissolvedcivilpartnership

Livingwithapartner

Separated

Widowed/survivingcivilpartner

SexMaleFemale

Whatisyourcurrentmaritalstatus?Single

Married/civilpartnership

Divorced/dissolvedcivilpartnership

Livingwithapartner

Separated

Widowed/survivingcivilpartner

SexMaleFemale

ee

ee

Person 2YourCustomerReferenceNumber(Ifyouhaveone)

section 1 personal details

SFE/PFF2/14154

- -

I have an NI number Tick

Tick

- -

I have an NI number Tick

Tick

Home address

Hometelephonenumber

Email address

/ / / /DateofbirthPlaceofbirth (nameoftownorvillageexactlyasitappearsonyourbirthcertificateorpassport) Home address

Postcode

Hometelephonenumber

Email address

Postcode

Dateofbirth

Placeofbirthnameoftownorvillageexactlyasitappearsonyourbirthcertificateorpassport) (

! You do not have to disclose your financial information to your partner. If you wouldliketoprovideyourinformationseparatelyyoucandownloadanothercopyofthisform.

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

PleaseprovideyourNInumberbelow:

Youarenowreadytoprovideyourfinancialinformation.

go to section 3

I do not have an NI number

IfyoudonothaveaNInumberbecauseyoureceivenon-UKtaxableincome,pleaseprovidetheequivalentfinancialinformationinpoundssterling.


go to section 3

Person 2

PleaseprovideyourNInumberbelow:


go to section 3

I do not have an NI number

IfyoudonothaveaNInumberbecauseyoureceivenon-UKtaxableincome,pleaseprovidetheequivalentfinancialinformationinpoundssterling.


go to section 3

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Person 1 Person 2

SFE/PFF2/1415 5

section 3 your financial information for tax year 2012-13

InstructionsPleasegiveyourfinancialdetailsforthetaxyearfrom6 April 2012 to 5 April 2013.

AnswerYesorNotoeveryquestion,ifyouanswerYespleaseprovidetheincomeamount.

IfyouanswerNotoaquestion,thismeansyouaretellingusthatyoudid notreceiveanyincomefromthatparticularincometypeintaxyear2012-13.

Ifanyquestionsareleftblankwewillnotbeabletoprocessthisapplication.

! You do not need to send us any evidence.However,youshouldkeepallofyour 2012-13financialevidenceaswemayaskforitatalaterdatetoverifythedetailsyouhaveprovided.

Financial details

Q1 Didyoureceiveanyincomefromsalary,wages,taxablestatebenefitsorfromoccupationalorprivatepensions?

aTotalincomefromsalary/wages n

b Totalincomefromtaxablestatebenefits n

c Totalincomefromoccupationalpension(s)

dTotalincomefromprivatepension(s)

Q2 Didyoureceiveanyincomefromastateretirementpension? n

aTotalnon-lumpsumamountreceived

bTotallumpsumamountreceived

Q3 Didyoureceiveanyincomefromsavingsandinvestments? n

aTotalinterestfromUKbanks,buildingsocietiesand unit trusts

b TotalincomefromUKlifeinsurancegains,securities and partnerships

c TotalincomefromUKinvestmentsanddividends

dTotalincomefromforeigninvestmentanddividends

Totalincomereceived

Yes

No

Go to section 4Go to section 5

Yes No

section 3 your financial information for tax year 2012-13

section 4 other income

InstructionsCompletesection4inthesamewayyoucompletedsection3givingfinancialdetailsforthetaxyearfrom6 April 2012 to 5 April 2013.

Thenotescontainabreakdownofwhatwewantyoutoincludeforeachquestionaswellaswheretofindindividualamountsonsomeofthefinancialdocumentsyoumighthave.

Yes

No

Go to section 4Go to section 5

Yes No

Yes No

Person 1 Person 2

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Person 1 Person 2

SFE/PFF2/14156

Q4 Didyoureceiveanytaxablebenefitsinkind?

Totalincomereceived

Any other income

Q5 Didyoureceiveanyotherincomeduringthe2012-13taxyearthatyouhavent yet told us about?

n

Q1 Didyoureceiveanyincomefromself-employment?

aTotaltaxableprofitfrombusinesses

b Totaltaxableprofitfrompartnerships

Totalincomereceived

Q2 DidyoureceiveanyincomeasaMinisterofreligion?

TotaltaxableincomeminusexpensesthatarenotincludedonyourP60orP11D?

Q3 Didyoureceiveanyothertaxableincomeorlumpsums?

Totalincomereceived

Q4 Didyoureceiveanyincomefrompropertylettings?

Totalincomereceived

n

n

n

n

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Person 1 Person 2

Yes No

Yes No

Yes No

Yes No

Yes No

Yes No

Person 1 Person 2

SFE/PFF2/1415 7

section 4 other income

Q5 DidyoureceiveanyincomefromUKtrusts? n

Totalincomereceived

Q6 Didyoureceiveanyforeignincome? n

Totalincomereceived

Q7 Didyoureceiveanyincomefromanoverseaspension? n

Totalincomereceived

Q8 Didyoureceiveanyotheroverseasincomeandgains? n

Totalincomereceived

section 5 income deductions

InstructionsCompletesection5inthesamewayyoucompletedsection3givingfinancialdetailsforthetaxyearfrom6 April 2012 to 5 April 2013.

Q1 Didyoupayanyprivatepensioncontributions?

Totalamountyoupaid

Q2 DidyoupayanyAdditionalVoluntaryContributions(AVCs)?

Totalamountyoupaid

Q3 Didyouhaveanyallowableexpensesonwhichyouclaimedtaxrelief? n

Totalamountonwhichyouclaimedtaxrelief

IncomefortheyearDateofbirth

Full nameSchool,collegeoruniversity CourseDateofbirth

Aretheyreceivingfinancialsupport?Ifso,fromwhichauthority or organisation?

Full name(DD MM YYYY) ()

(DD MM YYYY)

SFE/PFF2/14158

Q2 Child dependants in further or higher education in academic year 2014/15

Donotincludethestudentwhencompletingthisquestion.

Ifthestudentisyourpartner,pleaseincludeanychildrentheynamedintheirapplicationforStudentFinanceifthechildrenhaveappliedforstudentfinance.

section 6 your dependants n

Tellusaboutanypersonwhowillbewhollyormainlyfinanciallydependentonyou.

Q1 Child dependants not in further or higher education in academic year 2014/15 n Includeanyunearnedincomeforalldependants.

Onlyincludeearnedincomedetailsforpersonsaged16andover.

Donotcountcasualearningsofpersonsagedunder16.

/ /

X

/ /

X

SFE/PFF2/1415 9

Declaration n

Thisapplicationforfinancialsupportmaybedelayedunlessyousignanddatethisdeclaration.

Iconfirmthattothebestofmyknowledgeandbelief,theinformationIhaveprovidedistrueandcomplete.IfitisnotIunderstandthestudent(s)IamsupportingmayhavetheirfinancialsupportwithdrawnandIcouldbeprosecuted.

IagreetosupplyanyfurtherinformationinrelationtotheapplicantsapplicationforfinancialsupportthattheStudentLoansCompany(SLC)mayaskforandagreetotellthemimmediately ifmycircumstanceschangeinanywaythatmightaffectthisapplicationforfinancialsupport.

Your decision about bursary and scholarship data sharing consent will not affect the students entitlement to any other financial support available.

Ifthestudentstartedtheircourseinacademicyear2006/07oraftertheymaybeeligibleforabursaryorscholarship.Inorderforauniversityorcollegetodetermineandpayanybursaryorscholarshiptowhichthestudent(s)youaresupportingmaybeentitled,wewillsharesomeofyourpersonalandfinancialdetailswith them. n

If you do notwishyourdetailstobesharedforthispurpose,pleasetickthisbox.

Your decision about bursary and scholarship data sharing consent will not affect the students entitlement to any other financial support available.

Ifthestudentstartedtheircourseinacademicyear2006/07oraftertheymaybeeligibleforabursaryorscholarship.Inorderforauniversityorcollegetodetermineandpayanybursaryorscholarshiptowhichthestudent(s)youaresupportingmaybeentitled,wewillsharesomeofyourpersonalandfinancialdetailswith them. n

If you do notwishyourdetailstobesharedforthispurpose,pleasetickthisbox.

Person 1

Yourfullname(inBLOCKCAPITALS)

Your signature

Todaysdate

Person 2

Yourfullname(inBLOCKCAPITALS)

Your signature

Todaysdate

! Make sure you sign the declaration in ink. Digital signatures wont be accepted.

SFE/PFF2/141510

Support notes

Notes nWhat happens if my household income has changed since tax year 2012-13?Ifyourtotalhouseholdincome(beforetax)forthetaxyear2014-15willbeatleast15%lessthanitwasintaxyear2012-13,stillcompletethissectionaswellascompletingaCurrentYearIncomeAssessmentForm.

Youcandownloadtheformatwww.gov.uk/studentfinanceandreturnitwiththisapplicationorcontactuson03001000607tohaveonesenttoyou.

! Pleasenotethatacurrentyearincomeassessmentcannotbecarriedoutunlessyouprovideyourfinancialdetailsforthe2012-13taxyear.section 1 - personal detailsMarital Status

Sendacopyofoneofthefollowingevidenceitems.Ifwehavealreadyacceptedevidenceyousentinsupportofapreviousapplicationforthisstudentyoudonotneedtosendanyfurtherdocuments.Youwillonlyneedtoprovideevidenceifyouhaventdonesopreviouslyorifyourcircumstanceshavechanged.

Decreeabsolute Decreenisi Dissolutionorder Mostrecentcounciltaxbillshowinga25%singleoccupancydiscount Aletterfromyoursolicitorconfirmingyourstatus Originaldeathcertificate

section 2 - data sharing and youWewillcheckthefinancialinformationthatyouprovidewithHMRevenue&Customs.ThisinformationwillbekeptsecurelyandheldstrictlyundertheprovisionsoftheDataProtectionAct.

IfyoufailtoprovideyourNationalInsurance(NI)numberontheapplicationformwewillaskyoutoprovidecopiesofyourfinancialdocuments.

IfyourNInumberisshownonanydocumentsyousendusinsupportofanapplication,wewillusethisinformationandshareandcheckitwithHMRevenue&Customsinordertoobtainaccuratefinancialinformationaboutyou.

section 3 - your financial information for tax year 2012-13Pleasegivefinancialinformationfortaxyear2012-13.Normally,thisistheyearending5April2013,butmaydifferifyouremployerorbusinesshasataxyearwhichdoesnotendinApril.

Foranyincomepaidinaforeigncurrency,pleasestatetheequivalentinpoundssterling.

Q1 Income from salary, wages, taxable state benefits or from occupational or private pensions

a Total income from salary/wages

Ifaspartofyoursalaryorwagesfortaxyear2012-13youreceivedtips and other payments that did notshowonyourP60,youstillneedtoincludethisfigurewhenprovidingyourtotalincomeamountearnedfromemployment.IfyoudeclaredthistypeofincometoHMRevenue&CustomsyouwouldhavedonesobycompletingBox3onPageE1forthe2012-13SA102(Employment)Form.

section 3 - your financial information for tax year 2012-13b Taxable state benefitsOnlyincludeincomereceivedforthefollowingbenefits:

-

BereavementAllowanceCarersAllowanceContributionbasedEmploymentandSupportAllowance

GraduatedretirementbenefitIncapacityBenefit(onlyincludetheamountreceivedafter28weeksofincapacity)

IndustrialDeathBenefitJobseekersAllowanceStatutoryAdoptionPayStatutoryMaternityPayStatutoryPaternityPayStatutorySickPayWidowedParentsAllowance

SFE/PFF2/1415 11

Dontincludeincomefromanyotherbenefits,includingUniversalCredit.

Q2 Income from a state retirement pension

If you are Self Assessed

Online tax returnYouwouldhavebeenaskedwhatyourstateretirementpensionincomeamountswereaspartofyourself-assessment.Youshouldrefertoyoursavedonlinetaxreturnfortheseincomefigures.

Paper tax returnThelocationsofwheretofindtheseincometypesonyourcompletedtaxform(s)aredetailedbelow:

Shortpapertaxreturn SA200Box4.1(non-lumpsumamountonlyifyoucompletedanSA200youwouldnothavehadalumpsumpensionpayment)

Fullpapertaxreturn- SA100TR3Box7,SA100TR3Box8

Q3 Income from savings and investments

Tomakethisquestioneasiertoanswer,wehavesplititupinto4separateparts.Youmayormaynothavereceivedincomefromeverypart,justtellusabouttheonesyoudid.

Onlytellusabouttheamountofinterest/incomeyougainedfromsavingsandinvestmentsduringthe2012-13taxyear,nottheactualamountofsavingsorinvestedsumsyouhad.

a Income from UK banks, building societies and unit trusts

Tellusabouttheamountofinterest/incomeyoureceivedfromthefollowingsavingsandinvestmentincometype(s):

GrossUKinterest(beforetaxhasbeendeducted)

Youmustincludeinterestyoureceiveonbank,buildingsocietyandothersavingsaccountsunlessspecificallynon-taxable,forexample,anon-taxableIndividualSavingsAccount(ISA)etc.

If you did not declare any savings and investment income to HMRCPleaserefertoyourbankorbuildingsocietystatementsforthesefigures.


Online tax returnYouwouldhavebeenaskedthesequestionsaspartofyourassessment.Youshouldrefertoyoursavedonlinetaxreturnfortheseindividualfigures.

Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)aredetailedbelow:

Shortpapertaxreturn-SA200Box5.2

Fullpapertaxreturn- SA100TR3Box2

!

SFE/PFF2/141512

section 3 - your financial information for tax year 2012-13b Income from UK life insurance gains, securities and partnerships


InterestfromgiltedgedandotherUKsecuritiesgrossamountbeforetax

UKlifeinsurancepolicyetc.gainsonwhichtaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsonwherenotaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsfromvoidedISAs

Yourshareoftaxedinterestetc.

Totaluntaxedsavingsincometaxableat20%

Taxedincometaxableat10%

Taxedincometaxableat20%

If you are Self AssessedOnline tax returnYouwouldhavebeenaskedthesequestionsaspartofyourassessment.Youshouldrefertoyoursavedonlinetaxreturnfortheseindividualfigures.


Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyincome fromUKlifeinsurancegains,securitiesandunittrusts.

Fullpapertaxreturn- SA101Ai1Box3,SA101Ai1Box4,SA101Ai1Box6,SA101Ai1Box8, SA104SBox26,SA104FBox33,SA104FBox69,SA104FBox72

c Income from UK investments and dividends


DividendsfromUKcompanies

Otherdividends

StockDividends

Non-qualifyingdistributionsandclosecompanyloanswrittenofforreleased

Shareschemestaxableamount





Fullpapertaxreturn- SA100TR3Box3,SA100TR3Box4,SA101Ai1Box12,SA101Ai1Box13, SA101Ai2Box1

section 3 - your financial information for tax year 2012-13d Income from foreign investment and dividendsTellusabouttheamountofinterest/incomeyoureceivedfromthefollowingsavingsandinvestmentincometype(s):

Foreigndividends(upto300)Interestandotherincomefromoverseassavings

DividendsfromforeigncompaniesDividendincomereceivedbyapersonoverseas


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)aredetailedbelow:Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyincome fromforeigninvestmentanddividends.Fullpapertaxreturn- SA100TR3Box5,SA106F3Box4,SA106F3Box6,SA106F3Box11

SFE/PFF2/1415 13

Q4 Income from taxable benefits in kindOriginal P11DThefollowingtableprovidesabreakdownofwhatwewantyoutoincludeaspartofyourtotalincomefromtaxablebenefitsinkindduringthe2012-13taxyear.Addtogetherallthebenefitsinkindyoureceivedandwriteyourtotalfigureontheform.

Benefit in kind

Assetstransferredorplacedatemployeesdisposal(cars,property,goodsorotherassets)

Paymentsmadeonbehalfofemployee

Vouchersandcreditcards

Livingaccommodation

Mileageallowanceandpassengerpayments

Totalcashequivalentofallcars/vansmadeavailable

Totalcashequivalentoffuelforallcars/vansmadeavailable

Cashequivalentofloansafterdeductinganyinterestpaidbytheborrower

Privatemedicaltreatmentorinsurance

Qualifyingrelocationexpensespaymentsandbenefits

Servicessupplied

Assetsplacedatemployeesdisposal

Otheritems(includingsubscriptionsandprofessionalfees)

Expensespaymentsmadeto,oronbehalfof,theemployee

Where to find amount on your P11D

(SectionA)Box13

(SectionB)Box15 (Totalsumofbothboxes)

(SectionC)Box12

(SectionD)Box14

(SectionE)Box12

(SectionF)Box9plus (SectionG)Box9

(SectionF)Box10plus (SectionG)Box10

(SectionH)Box15

(SectionI)Box11

(SectionJ)Box15

(SectionK)Box15

(SectionL)Box13

(SectionM)Box15 (Totalsumofallboxes)

(SectionN)Box16 (Totalsumofallboxes)

section 4 - other income

SFE/PFF2/141514

Q1 Income from self-employment

Tomakethisquestioneasiertoanswer,wehavesplititupinto2parts.Youmayormaynothavereceivedself-employmentincomefrombothparts,justtellusabouttheonesyoudid.

a Total taxable profit for businesses

Youshouldincludetheincometypebelowasyouranswerforthetotalamountoftaxableprofitsyoureceivedfromself-employmentduringthe2012-13taxyear.

Totaltaxableprofitsfromthisbusiness(aggregatedformultipleselfemployments)

b Total taxable profit from partnerships

Youshouldincludetheincometype(s)belowasyouranswerforthetotalprofityoureceivedfrompartnershipsduringthe2012-13taxyear.

Shareoftotaltaxedanduntaxedincomeotherthanthattaxableat10%and20%

Yourshareoftotaltaxableprofitfromthepartnerships



Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)andhowtoworkthisamountoutaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany self-employmentincomefrompartnerships.

Fullpapertaxreturn- SA104F(Box14plusBox17plusBox66plusBox73minusBox74), SA104S(Box14plusBox17)


Online tax returnYouwouldhavebeenaskedthisquestionaspartofyourassessment.Youshouldrefertoyoursavedonlinetaxreturnforthesefigures.

Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)andhowtoworkthisamountoutaredetailedbelow:

Shortpapertaxreturn-SA200Box3.6plusBox3.10

Fullpapertaxreturn- SA103F(Box72plusBox74)orSA103S(Box27plusBox29)orSA103L (Box49minusBox50)

section 4 - other incomeQ2 Minister of religion

Tellusabouttheamountofincomeyoureceivedfromthefollowingincometypeduringthe2012-13taxyear:

Taxableincomeminusexpenses(Ministersofreligion)thatarenotincludedinyourP60orP11D


Online tax returnYouwouldhavebeenaskedthisquestionaspartofyourassessment.Youshouldrefertoyoursavedonlinetaxreturnfortheseindividualfigures.

Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA102Mtaxformandhowtoworkthisamountoutaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyincome fromworkingasaMinisterofreligion.

Fullpapertaxreturn- SA102M(Box4plusBox8plusBox10minus(Box26plusBox35)

Q3 Other income and lump sums

Youshouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromotherincomeandlumpsums.

Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Othertaxableincome-beforeexpensesandtaxtakenoff

ForeignearningsnottaxableintheUK

Taxablelumpsums,excludingredundancyandcompensationforlossofjob

LumpsumsorbenefitsreceivedfromanEmployerFinancedRetirementsBenefitSchemeexcludingpensions

Redundancyandotherlumpsumsandcompensationpayments





Fullpapertaxreturn- SA100TR3Box16,SA101Ai2Box12,SA101Ai2Box3,SA101Ai2Box4, SA101Ai2Box5

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SFE/PFF2/141516

section 4 - other incomeQ4 Income from property lettingsYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfrompropertylettings.Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

IncomefromUKpropertyIncomefromforeignpropertyorland




Fullpapertaxreturn- SA105Box13and38,SA106Box25

Q5 Income from UK trustsYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromUKtrusts.Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

DiscretionaryincomepaymentfromaUKresidenttrust-netamount

DiscretionaryincomepaymentfromaUKresidenttrust-totalpaymentsfromsettlor-interestedtrusts

Non-discretionaryincomeentitlementfromatrustnetamountofnon-savingsincome

Non-discretionaryincomeentitlementfromatrustnetamountofsavingsincome

Non-discretionaryincomeentitlementfromatrustnetamountofdividendincome

Incomechargeableonsettlors

IncomefromUKestates

Foreignestateincome


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA107taxformandhowtoworkouttheseamountsaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany incomefromUKtrusts.

Fullpapertaxreturn- SA107Box1,SA107Box2,SA107Box3,SA107Box4,SA107Box5 SA107totalsumof(Boxes7to14),SA107totalsumof(Boxes16to21), SA107Box22

section 4 - other incomeQ6 Foreign incomeYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromforeignincome.Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Totaltaxableamountofoverseaspensions,socialsecuritybenefitsandroyaltiesetc.

Totaltaxableamountofallotherincomereceivedbyapersonabroadandanyremittedringfencedforeignincome

Gainsondisposalsofholdingsoffshorefundsanddiscretionaryincomefromnon-residenttrusts

Benefitreceivedfromanoverseastrust,companyorotherperson

Gainsonforeignlifepolicies(amountofgain)


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA106taxformaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyforeign income.

Fullpapertaxreturn- SA106F3Box9,SA106F3Box13,SA106F6Box41,SA106F6Box42, SA106F6Box43

Q7 Income from an overseas pensionYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromanoverseaspension.Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

ValueofpensionbenefitsinexcessofyourAvailableLifetimeAllowance,takenbyyouasalumpsum

Amountofunauthorisedpaymentfromapensionscheme,notsubjecttosurcharge

Totalamountofunauthorisedpaymentfromapensionscheme,subjecttosurcharge

Taxableshortservicerefundofcontribution(overseaspensionschemesonly)

Taxablelumpsumdeathbenefitpayment(overseaspensionsonly)


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA101taxformaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyincome fromanoverseaspension.

Fullpapertaxreturn- SA101Ai4Box5,SA101Ai4Box11,SA101Ai4Box12,SA101Ai4Box14, SA101Ai4Box15

SFE/PFF2/1415 17

SFE/PFF2/141518

section 4 - other incomeQ8 Other overseas income and gainsYoushouldincludetheincometypebelowasyouranswerfortheamountofincomeyoureceivedfromotheroverseasincomeandgains.Addtogethertheincometypesbelowthatyoureceivedduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Amountofomissions(exemptionsundertransferofforeignassets)


Paper tax returnThelocationofwheretofindthisfigureonyourcompletedSA106taxformisdetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany incomefromotheroverseasincomeandgains.

Fullpapertaxreturn- SA106F6Box46

section 5 - income deductionsQ3 Allowable expenses on which you claimed tax reliefThelistbelowisabreakdownofwhatwewantyoutoincludeinyouranswerfortheamountofallowableexpensesyouhadonwhichyouclaimedtaxrelief.

Addtogetherallallowableexpensesbelowwhichyouhadduringthe2012-13taxyearandtellusyourtotalfigureontheform.Youmaynothavehadalltheallowableexpenseslisted,justtellusabouttheonesyoudid.

Totalamountofallowableexpenses

SeafarersEarningsDeduction

Foreigntaxforwhichtaxcreditreliefnotclaimed

Businesstravelandsubsistenceexpenses

Fixeddeductionsforexpenses

Professionalfeesandsubscriptions

Otherexpensesandcapitalallowances





Fullpapertaxreturn- SA100TR3Box17,SA101Ai2Box11,SA101Ai2Box13, SA102E1Box17,SA102E1Box18,SA102E1Box19,SA102E1Box20

section 6 - your dependants Academic yearYoushouldprovidethechilddependantsincomefortheacademicyear.Theacademicyearisdeterminedbywhenthestudentbeginstheirstudy.

Students study begins between 1August2014and31December2014inclusive 1January2015and31March2015inclusive 1April2015and30June2015inclusive 1July2015and31July2015inclusive

Academic year

1September2014to31August2015 1January2015to31December2015 1April2015to31March2016 1July2015to30June2016

Q1Thechilddependantsincomeisrequiredtoassesstheeligibilityforthedeductionsinthecalculationofhouseholdincomeforeachchildthatiswhollyormainlyfinanciallydependentonthestudent,thestudentshusband,wifeorpartnerorthestudentsparentsorstep-parents. Youcanfindoutmoreinformationabouthowhouseholdinformationiscalculatedbyvisitingwww.gov.uk/studentfinance

PleasedonotincludeincomefromsourcessuchastheGovernmentChildTrust,StateChildBenefit,ChildTaxCredit,thechildelementofUniversalCreditorminimalsumsofmoneyfromothersourceswhenenteringachilddependantsincome.

DeclarationIfyoucannotsignthisform,itmustbesignedonyourbehalfbyyourPowerofAttorney.ThePowerofAttorneylettermustbesentwiththisformbeforeasignaturefromthatPowerofAttorneywillbeaccepted.

OurDataProtectionStatementsetsoutwhowillusetheinformationprovidedonthisformandwhattheywilluseitfor.Beforesigningthisformpleasereadourstatementonlineat www.gov.uk/studentfinance

YoumustnotifyStudentFinanceEnglandaboutanychangeinyourcircumstances,whichmayaffectthestudentsentitlementtofinancialsupport.

Themostcommonchangeofcircumstanceswouldbeif:

yourhouseholdincomechanges;oryourmaritalstatuschanges.

Information about data sharing for bursary and scholarship purposes

Universitiesandcollegeswillbeofferingfinancialawardssuchasbursariesorscholarshipstotheirstudents.Tohelpthemadministertheseawards(i.e.todetermineeligibilityandentitlementto,andifrelevantpay,abursaryorscholarship-bursaryadministrationpurposes)theywillasktheSecretaryofStateorStudentLoansCompanyforaccesstoinformationyouprovideinconnectionwithanyapplicationforstudentfinanceforacademicyear2014/15(whetheronthisformoratalaterdate).

Wewillsharetherelevantinformationwiththem,unlessyouindicatethatyoudonotwishustodosobytickingtheboxonthedeclaration.Ifyoudo notgiveconsentforustosharethisinformation,thepaymentofanybursaryorscholarshiptowhichthestudent(s)youaresupportingmaybeentitledwillbedelayed.

SFE/PFF2/1415 19

crn: forename: surname: dob1: dob2: dob3: p1crn: p1rel: p1rel2: p1rel3: p1rel4: p1male: p1female: p1single: p1single2: p1single3: p1single4: p1single5: p1single6: p2crn: p2rel2: p2rel: p2rel3: p2rel4: p2male: p2female: p2single: p2single2: p2single3: p2single4: p2single5: p2single6: sec1dob: sec1pob: home address1: postcode1: telephone1: email1: sec1dob2: sec1pob2: home address1 2: postcode1 2: telephone1 2: email1 2: ninumber1: ninumber1 2: ni2: ni2 3: ni2 2: ni3: ni2 3 2: ni3 2: ni2 2 2: ni2 2 8: pg9: pg92: person1 name: person2 name: person1date: person2date: financialp2 5: financialp2 6: financialp2: financialp2 2: financialp2 3: financialp2 4: financialp1 7: financialp1 8: financialp1 9: financialp1 10: financialp2 7: financialp2 8: financialp2 9: financialp2 10: financialp1: financialp1 2: financialp1 3: financialp1 4: financialp1 5: financialp1 6: financialp1 16: financialp1 17: financialp2 11: financialp2 12: financialp2 13: financialp2 14: financialp2 15: financialp2 16: financialp2 17: sec61: sec62: sec63: sec64: sec65: sec66: sec67: sec68: sec3 2: sec3 1: sec3 3: sec3 4: sec3 5: sec3 6: sec3 7: sec3 8: sec3 9: sec3 10: financialp1 11: financialp1 12: financialp1 13: financialp1 14: financialp1 15: section3 4: section3 5: section3 1 2: section3 2 2: section3 3 2: section3 4 2: section3 5 2: section3 1: section3 2: section3 3: q2 1: q2 2: q2 3: q2 4: q2 5: q2 6: q2 7: q2 8: q2 9: q2 1 1: q2 2 1: q2 3 1: q2 4 1: q2 5 1: q2 6 1: q2 7 1: q2 8 1: q2 9 1: q5 1: q5 2: q5 3: q5 4: q5 6: q5 7: q5 8: q5 9: q5 10: q5 11: q5 12: q5 13: q5 1 2: q5 2 2: q5 3 2: q5 4 2: q5 6 2: q5 7 2: q5 8 2: q5 9 2: q5 10 2: q5 11 2: q5 12 2: q5 13 2: sec5 1: sec5 2: sec5 3: sec5 4: sec5 5: sec5 6: sec5 7: sec5 8: sec5 9: sec5 1 2: sec5 2 2: sec5 3 2: sec5 4 2: sec5 5 2: sec5 6 2: sec5 7 2: sec5 8 2: sec5 9 2:

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