Starter Checklist amendments for Student Loan plan types

23 November 2015

The Starter Checklist for 2016/2017 is to be amended to allow for the Plan 1 and 2 student loan repayment types coming into effect in April 2016.

HMRC’s Software Developers Support Team (SDST) has supplied the following text which will replace the student loan question in the current starter checklist.

1. I have a Student Loan which is not fully repaid

Yes X    No X

If you answer yes to statement 1, please go on to statement 2.

2. I am repaying my Student Loan direct to the Student Loan Company by agreed monthly payments and my employer shouldn't deduct loan repayments from my pay.

Yes X    No X

If you answered yes to statement 2, you do not need to answer statements 3 or 4.

3. I have a Plan 1 Student Loan

Yes X    No X

You will have a Plan 1 Student Loan if:

You lived in Scotland or Northern Ireland when you started your course, or

You lived in England or Wales and started your course before 1 Sept 2012.

4. I have a Plan 2 Student Loan

Yes X    No X

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.

5. I finished my studies before the last 6 April

Yes X    No X

 

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