Student FInance form

Assessment of financial circumstances2013/14For parents and partners of students

This form is also available from www.direct.gov.uk/studentfinance

the student finance expertsSFE/PFF2/1314/C

SFE/PFF2/13142

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

• Thestudent’snaturaloradoptiveparent

• Thestudent’sstep-parent

• Thehusband,wife,civilpartnerorcohabitingpartnerofoneofthestudent’sparents

• Thestudent’shusband,wifeorcivilpartner

• Thestudent’scohabitingpartner,ifthestudentisover25andenteredhighereducationin2000/01 or later

What details do I need to provide?Youneedtotellussomepersonaldetailsandwhatyourfinancialincomewasforthetaxyear2011-12. You musttellusyour2011-12incomedetailsaswecannotacceptamountsfromanyothertaxyear.Weneedyourincomeamountssowecanworkoutwhatthestudent(s)youaresupportingareentitled to.

How do I complete this form?Thisformismadeupof6sections:

section 1-personaldetails

section 2 -datasharingandyou

section 3-yourfinancialinformationforthetaxyear2011-12

section 4-otherincome

section 5-incomedeductions

section 6-yourdependants

• PleaserefertotheSupportnotesatthebackofthisformeachtimeyouseethisicon. n

What if I have further questions?Ifyouhavefurtherquestionsyoucan:

• visitwww.direct.gov.uk/studentfinance

• calluson0845 300 5090

Where do I send my form?Once you have completed this form and signed and dated the declaration,pleasereturnitto 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 2011-12?Ifyourhouseholdincomehasdroppedby15%sincetaxyear2011-12youcanapplyfora‘CurrentYearIncomeAssessment’.Thismeanswewoulduseyourexpectedincomefortaxyear2013-14insteadofyouractualincomefromtaxyear2011-12whencalculatingthestudent’sentitlement.However,theremustbeatleasta15%dropintheoverallhouseholdincome(notjustyourownincome)betweenthesetwotaxyearsforustodothisandwewillaskforevidenceofyour2013-14incomeattheendofthattaxyear.Pleaserefertothesupportnotesatthebackofthisformformore information.

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section 1 personal detailsa Student’s details

CustomerReferenceNumber

Full name

Dateofbirth

b Your details

CustomerReferenceNumber

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Title

Mr Mrs Miss Ms

Full Name

Home Address

Postcode

Sex Male Female

Pleasecompletethissectionwiththedetails exactly astheyappearonyourbirthcertificateorpassport.

Dateofbirth

Placeofbirth(nameofthetownorvillage)

Relationship to student

Contacttelephonenumber

Email address

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c Marital status

PleasetickoneboxSingle

Livingwithapartner

Married/civilpartnership

Separated eDivorced/dissolvedcivilpartnership eWidowed/survivingcivilpartner

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£

£

£

£

- -

Tick Tick

section 2 data sharing and youWe 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

I have an NI Number

PleaseprovideyourNINumberbelow:

Person 1

Youarenowreadytoprovideyour financial information. go to section 3

I do not have an NI Number

IfyoudonothaveaNINumberbecauseyoureceivenon-UKtaxableincome,pleaseprovidetheequivalentfinancialinformationinpoundssterling.

Youarenowreadytoprovideyour financial information. go to section 3

section 3 your financial information for tax year 2011-12

Instructions•Pleasegiveyourfinancialdetailsforthetaxyearfrom6 April 2011 to 5 April 2012.

•Answer‘Yes’or‘No’toeveryquestion,ifyouanswer‘Yes’pleaseprovidetheincomeamount.

•Ifyouanswer‘No’toaquestion,thismeansyouaretellingusthatyoudid notreceiveanyincomefromthatparticularincometypeintaxyear2011-12.

•Ifyouneedhelpwithanyquestionsyoushouldrefertotheguidancenoteseachtimeyou see this icon. n

•Ifanyquestionsareleftblankwewillnotbeabletoprocessthisapplication.

! You do not need to send us any evidence.However,youshouldkeepallofyour2011-12financialevidenceaswemayaskforitatalaterdatetoverifythedetailsyouhaveprovided.

Financial detailsQ1 DidyoureceiveWorkingTaxCreditsorChildTaxCredits? Yes No

Q2 DidyoureceiveIncomeSupport? Yes No

Q3 Didyoureceiveanyincomefromsalary,wages,taxablestatebenefitsorfromoccupationalorprivatepensions? Yes No

aTotalincomefromsalary/wages n

b Totalincomefromtaxablestatebenefits n

c Totalincomefromoccupationalpension(s)

dTotalincomefromprivatepension(s)

section 3 your financial information for tax year 2011-12

Q4 Didyoureceiveanyincomefromastateretirementpension?

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£

£

£

n

£

£

£

£

£

£

£

£

Yes No

aTotalnon-lumpsumamountreceived

bTotallumpsumamountreceived

Q5 Didyoureceiveanyincomefromsavingsandinvestments? n Yes No

aTotalinterestfromUKbanks,buildingsocietiesandunittrusts

b TotalincomefromUKlifeinsurancegains,securitiesand partnerships

c TotalincomefromUKinvestmentsanddividends

dTotalincomefromforeigninvestmentanddividends

Totalincomereceivedfromsavingsandinvestments

Q6 Didyoureceiveanytaxablebenefitsinkind? n Yes No

Totalincomereceivedfromtaxablebenefitsinkind

Any other income

Q7 Didyoureceiveanyotherincomeduringthe2011-12taxyearthat you haven’tyettoldusabout?

Yes Go to section 4

No Go to section 5

section 4 other income

Instructions•Completesection4inthesamewayyoucompletedsection3givingfinancialdetailsforthe

tax year from 6 April 2011 to 5 April 2012.

•Ifyouneedhelpwithanyquestionsyoushouldrefertotheguidancenoteseachtimeyousee this icon. n

Thenotescontainabreakdownofwhatwewantyoutoincludeforeachquestionaswellaswheretofindindividualamountsonsomeofthefinancialdocumentsyoumighthave.

Q1 Didyoureceiveanyincomefromself-employment?Yes No

aTotaltaxableprofitfrombusinesses

b Totaltaxableprofitfrompartnerships

Totalincomereceivedfromself-employment

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n

£

£

£

£

£

£

£

section 4 other incomeQ2 DidyoureceiveanyincomeasaMinisterofreligion? n

Yes No Totaltaxableincomeminusexpensesthatarenotincludedon

yourP60orP11D?

Q3 Didyoureceiveanyothertaxableincomeorlumpsums? nYes No

Totalincomereceivedfromanyothertaxableincomeorlumpsums

Q4 Didyoureceiveanyincomefrompropertylettings? nYes No

Totalincomereceivedfrompropertylettings

Q5 DidyoureceiveanyincomefromUKtrusts? n

Yes No

TotalincomereceivedfromUKtrusts

Q6 Didyoureceiveanyforeignincome? n Yes No

Totalforeignincomereceived

Q7 Didyoureceiveanyincomefromanoverseaspension? n Yes No

Totalincomereceivedfromanoverseaspension

Q8 Didyoureceiveanyotheroverseasincomeandgains? Yes No

Totalincomereceivedfromanyotheroverseasincomeandgains

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(£)

£

£

£

section 5 income deductions

Instructions•Completesection5inthesamewayyoucompletedsection3givingfinancialdetailsforthe

tax year from 6 April 2011 to 5 April 2012.

•Ifyouneedhelpwithanyquestionsyoushouldrefertotheguidancenoteseachtimeyousee this icon. n

Q1 Didyoupayanyprivatepensioncontributions? Yes No

Totalamountofprivatepensioncontributionsyoupaid

Q2 DidyoupayanyAdditionalVoluntaryContributions(AVCs)? Yes No

TotalamountofAVCsyoupaid

Q3 Didyouhaveanyallowableexpensesonwhichyouclaimedtaxrelief? n Yes No

Totalamountonwhichyouclaimedtaxrelief

section 6 your dependants n

Identifyanypersonwhowillbewhollyormainlyfinanciallydependentonyou.

Q1 Child dependants not in further or higher education in academic year 2013/14 n Include any unearned income for all dependants.

Onlyincludeearnedincomedetailsforpersonsaged16andover.

Donotcountcasualearningsofpersonsagedunder16.

Full name Dateofbirth(DD MM YYYY)

Income for the year

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Q2 Child dependants in further or higher education in academic year 2013/14

Donotincludethestudentwhencompletingthisquestion.

Ifthestudentisyourpartner,pleaseincludeanychildrentheynamedintheirapplicationforStudentFinanceifthechildrenhaveappliedforstudentfinance.

anday

ly

/ /X

(DD MM YYYY)

Full name DateofbirthSchool,collegeoruniversity Course

Aretheyreceivingfinancialsupport?Ifso,fromwhichauthority or organisation?

Declaration nThisapplicationforfinancialsupportmaybedelayedunlessyousignanddatethisdeclaration.

• Iconfirmthattothebestofmyknowledgeandbelief,theinformationIhaveprovidedistruecomplete.IfitisnotIunderstandImightbeprosecutedandthestudent(s)Iamsupportingmhavetheirfinancialsupportwithdrawn.

• Iagreetosupplyanyfurtherinformationinrelationtotheapplicant’sapplicationforfinanciasupportthattheStudentLoansCompany(SLC)mayaskforandagreetotellthemimmediatelifmycircumstanceschangeinanywaythatmightaffectthisapplicationforfinancialsupport.

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

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

If you do notwishyourdetailstobesharedforthispurpose,pleasetickthisbox.

Yourfullname(inBLOCKCAPITALS)

Yoursignature Date

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•WidowedParent’sAllowance

Support notesNotes n

What happens if my household income has changed since tax year 2011-12?Ifyourtotalhouseholdincome(beforetax)forthetaxyear2013-14willbeatleast15%lessthanitwasintaxyear2011-12,stillcompletethissectionaswellascompletinga‘CurrentYearIncomeAssessmentForm’.Youcandownloadthisformatwww.direct.gov.uk/studentfinanceandreturnitwiththisapplicationorcontactuson08453005090tohaveonesenttoyou.

! Pleasenotethatacurrentyearincomeassessmentcannotbecarriedoutunlessyouprovideyourfinancialdetailsforthe2011-12taxyear.

section 1 - personal details c Marital Status Sendacopyofoneofthefollowingevidenceitems.Ifwehavealreadyacceptedevidenceyousentinsupportofapreviousapplicationforthisstudentyoudonotneedtosendanyfurtherdocuments.Youwillonlyneedtoprovideevidenceifyouhaven’tdonesopreviouslyorifyourcircumstanceshavechanged.•Decreeabsolute •Decreenisi •Dissolutionorder •Mostrecentcounciltaxbillshowinga25%singleoccupancydiscount •Aletterfromyoursolicitorconfirmingyourstatus •Originaldeathcertificate

section 2 - data sharing and you WewillcheckthefinancialinformationthatyouprovidewithHMRevenue&Customs.ThisinformationwillbekeptsecurelyandheldstrictlyundertheprovisionsoftheDataProtectionAct.

IfyoufailtoprovideyourNationalInsurance(NI)Numberontheapplicationformwewillaskyoutoprovidecopiesofyourfinancialdocuments.

IfyourNINumberisshownonanydocumentsyousendusinsupportofanapplication,wewillusethisinformationandshareandcheckitwithHMRevenue&Customsinordertoobtainaccuratefinancialinformationaboutyou.

section 3 - your financial information for the tax year 2011-12Pleasegivefinancialinformationforthetaxyear2011-12.Normally,thisistheyearending5April2012,butmaydifferifyouremployerorbusinesshasataxyearwhichdoesnotendinApril.

Foranyincomepaidinaforeigncurrency,pleasestatetheequivalentinpoundssterling.

Q3 Income from salary, wages, taxable state benefits or from occupational or private pensions

a Total income from salary/wagesIfaspartofyoursalaryorwagesforthetaxyear2011-12youreceivedtips and other payments that didnotshowonyourP60,youstillneedtoincludethisfigurewhenprovidingyourtotalincomeamountearnedfromemployment.IfyoudeclaredthistypeofincometoHMRevenue&CustomsyouwouldhavedonesobycompletingBox3onPageE1forthe2011-12SA102(Employment)Form.

b Taxable state benefitsOnlyincludeincomereceivedforthefollowingbenefits:

•BereavementAllowance •IndustrialDeathBenefit•Carer’sAllowance •JobseekersAllowance•ContributionbasedEmploymentandSupport •StatutoryAdoptionPayAllowance •StatutoryMaternityPay

•Graduatedretirementbenefit •StatutoryPaternityPay•IncapacityBenefit(onlyincludetheamount •StatutorySickPayreceivedafter28weeksofincapacity)

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section 3 - your financial information for the tax year 2011-12

Q4 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-lumpsumamountonly–ifyoucompletedanSA200 youwouldnothavehadalumpsumpensionpayment)

Fullpapertaxreturn- SA100TR3Box7,SA100TR3Box8

Q5 Income from savings and investments

Tomakethisquestioneasiertoanswer,wehavesplititupinto4separateparts.Youmayormaynothavereceivedincomefromeverypart,justtellusabouttheonesyoudid.

! Onlytellusabouttheamountofinterest/incomeyougainedfromsavingsandinvestmentsduringthe2011-12taxyear,nottheactualamountofsavingsorinvestedsumsyouhad.

a Income from UK banks, building societies and unit trusts

Tellusabouttheamountofinterest/incomeyoureceivedfromthefollowingsavingsandinvestmentincometype(s):

GrossUKinterest(beforetaxhasbeendeducted) Youmustincludeinterestyoureceiveonbank,buildingsocietyandothersavingsaccountsunless

specificallynon-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

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section 3 - your financial information for the tax year 2011-12

b Income from UK life insurance gains, securities and partnerships


InterestfromgiltedgedandotherUKsecurities–grossamountbeforetax

UKlifeinsurancepolicyetc.gainsonwhichtaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsonwherenotaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsfromvoidedISA’s

Your share of taxed interest etc.

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

Shareschemes–taxableamount





Fullpapertaxreturn- SA100TR3Box3,SA100TR3Box4,SA101Ai1Box12,SA101Ai1Box13, SA101Ai2Box1

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section 3 - your financial information for the tax year 2011-12d Income from foreign investment and dividendsTellusabouttheamountofinterest/incomeyoureceivedfromthefollowingsavingsandinvestmentincometype(s):

Foreigndividends(upto£300)Interestandotherincomefromoverseassavings

DividendsfromforeigncompaniesDividendincomereceivedbyapersonoverseas


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

Q6 Income from taxable benefits in kindOriginal P11DThefollowingtableprovidesabreakdownofwhatwewantyoutoincludeaspartofyourtotalincomefrom‘taxablebenefitsinkind’duringthe2011-12taxyear.Addtogetherallthebenefitsinkindyoureceivedandwriteyourtotalfigureontheform.

Benefit in kind Where to find amount on your P11D

Assetstransferredorplacedatemployeesdisposal(cars, (SectionA)Box13property,goodsorotherassets)

Paymentsmadeonbehalfofemployee (SectionB)Box15 (Totalsumofbothboxes)

Vouchers and credit cards (SectionC)Box12

Livingaccommodation (SectionD)Box14

Mileageallowanceandpassengerpayments (SectionE)Box12

Totalcashequivalentofallcars/vansmadeavailable (SectionF)Box9plus (SectionG)Box9

Totalcashequivalentoffuelforallcars/vansmade (SectionF)Box10plus available (SectionG)Box10

Cashequivalentofloansafterdeductinganyinterestpaid (SectionH)Box15bytheborrower

Privatemedicaltreatmentorinsurance (SectionI)Box11

Qualifyingrelocationexpensespaymentsandbenefits (SectionJ)Box15

Servicessupplied (SectionK)Box15

Assets placed at employees disposal (SectionL)Box13

Otheritems(includingsubscriptionsandprofessional (SectionM)Box15 fees) (Totalsumofallboxes)

Expensespaymentsmadeto,oronbehalfof,the (SectionN)Box16 employee (Totalsumofallboxes)

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section 4 - other incomeQ1 Income from self-employment

Tomakethisquestioneasiertoanswer,wehavesplititupinto2parts.Youmayormaynothavereceivedself-employmentincomefrombothparts,justtellusabouttheonesyoudid.

a Total taxable profit for businesses

Youshouldincludetheincometypebelowasyouranswerforthetotalamountoftaxableprofitsyoureceivedfromself-employmentduringthe2011-12taxyear.

Totaltaxableprofitsfromthisbusiness(aggregatedformultipleselfemployments)


Online tax returnYouwouldhavebeenaskedthisquestionaspartofyourassessment.Youshouldrefertoyoursavedonlinetaxreturnforthesefigures.

Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)andhowtoworkthisamountoutaredetailedbelow:

Shortpapertaxreturn-SA200Box3.6plusBox3.10

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

b Total taxable profit from partnerships

Youshouldincludetheincometype(s)belowasyouranswerforthetotalprofityoureceivedfrompartnershipsduringthe2011-12taxyear.

Shareoftotaltaxedanduntaxedincomeotherthanthattaxableat10%and20%

Yourshareoftotaltaxableprofitfromthepartnerships



Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedtaxform(s)andhowtoworkthisamountoutaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany self-employmentincomefrompartnerships.

Fullpapertaxreturn- SA104F(Box14plusBox17plusBox66plusBox73minusBox74), SA104S(Box14plusBox17)

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section 4 - other incomeQ2 Minister of religion

Tellusabouttheamountofincomeyoureceivedfromthefollowingincometypeduringthe2011-12tax year:

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)belowasyouranswerfortheamountofincomeyoureceivedfrom other income and lump sums.

Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Othertaxableincome-beforeexpensesandtaxtakenoff

ForeignearningsnottaxableintheUK

Taxablelumpsums,excludingredundancyandcompensationforlossofjob

LumpsumsorbenefitsreceivedfromanEmployerFinancedRetirementsBenefitSchemeexcludingpensions

Redundancy and other lump sums and compensation payments





Fullpapertaxreturn- SA100TR3Box16,SA101Ai2Box12,SA101Ai2Box3,SA101Ai2Box4, SA101Ai2Box5

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section 4 - other incomeQ4 Income from property lettingsYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfrompropertylettings.Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

IncomefromUKpropertyIncomefromforeignpropertyorland




Fullpapertaxreturn- SA105Box38,SA106Box25

Q5 Income from UK trustsYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromUKtrusts.Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

DiscretionaryincomepaymentfromaUKresidenttrust-netamount

DiscretionaryincomepaymentfromaUKresidenttrust-totalpaymentsfromsettlor-interestedtrusts

Non-discretionaryincomeentitlementfromatrust–netamountofnon-savingsincome

Non-discretionaryincomeentitlementfromatrust–netamountofsavingsincome

Non-discretionaryincomeentitlementfromatrust–netamountofdividendincome

Incomechargeableonsettlors

IncomefromUKestates

Foreignestateincome


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA107taxformandhowtoworkouttheseamountsaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany incomefromUKtrusts.

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

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section 4 - other incomeQ6 Foreign incomeYoushouldincludetheincometype(s)belowasyouranswerfortheamountofincomeyoureceivedfromforeignincome.Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Totaltaxableamountofoverseaspensions,socialsecuritybenefitsandroyaltiesetc.

Totaltaxableamountofallotherincomereceivedbyapersonabroadandanyremitted‘ringfenced’foreignincome

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.Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

ValueofpensionbenefitsinexcessofyourAvailableLifetimeAllowance,takenbyyouasalumpsum

Amountofunauthorisedpaymentfromapensionscheme,notsubjecttosurcharge

Totalamountofunauthorisedpaymentfromapensionscheme,subjecttosurcharge

Taxableshortservicerefundofcontribution(overseaspensionschemesonly)

Taxablelumpsumdeathbenefitpayment(overseaspensionsonly)


Paper tax returnThelocationsofwheretofindtheseindividualfiguresonyourcompletedSA101taxformaredetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadanyincome fromanoverseaspension.

Fullpapertaxreturn- SA101Ai4Box5,SA101Ai4Box11,SA101Ai4Box12,SA101Ai4Box14, SA101Ai4Box15

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section 4 - other incomeQ8 Other overseas income and gainsYoushouldincludetheincometypebelowasyouranswerfortheamountofincomeyoureceivedfromotheroverseasincomeandgains.Addtogethertheincometypesbelowthatyoureceivedduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavereceivedincomefromeveryincometypelisted,justtellusabouttheonesyoudid.

Amountofomissions(exemptionsundertransferofforeignassets)


Paper tax returnThelocationofwheretofindthisfigureonyourcompletedSA106taxformisdetailedbelow:

Shortpapertaxreturn-Ifyoucompletedashortpaperreturnyouwouldnothavehadany incomefromotheroverseasincomeandgains.

Fullpapertaxreturn- SA106F6Box46

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

Addtogetherallallowableexpensesbelowwhichyouhadduringthe2011-12taxyearandtellusyourtotalfigureontheform.Youmaynothavehadalltheallowableexpenseslisted,justtellusabouttheones you did.

Totalamountofallowableexpenses

Seafarers’EarningsDeduction

Foreigntaxforwhichtaxcreditreliefnotclaimed

Businesstravelandsubsistenceexpenses

Fixed deductions for expenses

Professionalfeesandsubscriptions

Otherexpensesandcapitalallowances





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

section 6 - your dependants Academic yearYoushouldprovidethechilddependant’sincomefortheacademicyear.Theacademicyearisdeterminedbywhenthestudentbeginstheirstudy.

Student’s study begins between Academic year •1August2013and31December2013inclusive •1September2013to31August2014 •1January2014and31March2014inclusive •1January2014to31December2014 •1April2014and30June2014inclusive •1April2014to31March2015 •1July2014and31July2014inclusive •1July2014to30June2015

Q1Thechilddependant’sincomeisrequiredtoassesstheeligibilityforthedeductionsinthecalculationofhouseholdincomeforeachchildthatiswhollyormainlyfinanciallydependentonthestudent,thestudent’shusband,wifeorpartnerorthestudent’sparentsorstep-parents. Youcanfindoutmoreinformationabouthowhouseholdinformationiscalculatedinthebooklet‘Highereducationstudentfinance-Howyouareassessedandpaid’whichyoucandownloadfrom www.direct.gov.uk/studentfinance

PleasedonotincludeincomefromsourcessuchastheGovernmentChildTrust,StateChildBenefitorminimalsumsofmoneyfromothersourceswhenenteringachilddependant’sincome.

DeclarationIfyoucannotsignthisform,itmustbesignedonyourbehalfbyyourPowerofAttorney.ThePowerofAttorneylettermustbesentwiththisformbeforeasignaturefromthatPowerofAttorneywillbeaccepted.

OurDataProtectionStatementsetsoutwhowillusetheinformationprovidedonthisformandwhattheywilluseitfor.Beforesigningthisformpleasereadourstatementonlineatwww.direct.gov.uk/studentfinance-dataprotection

Change of circumstances

YoumustnotifyStudentFinanceEnglandaboutanychangeinyourcircumstances,whichmayaffectthestudent’sentitlementtofinancialsupport.

Themostcommonchangeofcircumstanceswouldbeif:

•yourhouseholdincomechanges;or•yourmaritalstatuschanges.

Information about data sharing for bursary and scholarship purposes

Universitiesandcollegeswillbeofferingfinancialawardssuchasbursariesorscholarshipstotheirstudents.Tohelpthemadministertheseawards(i.e.todetermineeligibilityandentitlementto,andifrelevantpay,abursaryorscholarship-‘bursaryadministrationpurposes’)theywillasktheSecretaryofStateorStudentLoansCompanyforaccesstoinformationyouprovideinconnectionwithanyapplicationforstudentfinanceforacademicyear2013/14(whetheronthisformoratalaterdate).

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

SFE/PFF2/131418

Documents

Student FInance form