payroll administration service application form administration service application form please...

Payroll administration service application form Please complete in BLOCK CAPITALS, using BLACK INK. Use a separate sheet if more space is required.

A. Employer details

Name of church/Christian charity:

Address:

Postcode:

Website address:

Operating name (if different from organisation name):

Charity number (if applicable): Company number (if applicable):

Chair of the Trustees/PCC: Email address:

NI number (of Chair of the Trustees/PCC as listed above)*:

*HMRC requirement for new PAYE schemes.

Nominated church warden:

Church treasurer:

Other key officials:

NAME POSITION

B. Bank details

Bank name and branch: Account name:

Sort code:

Account number:

Please provide the names of the bank signatories signing the direct debit mandate, together with a note of their position within the Church / charity:

NAME POSITION

C. Existing employer

If you are an existing employer, please provide current details regarding the following:

Employer PAYE reference number: PAYE collectors reference number:

Date of last full payment submission:

D D M M Y Y Y Y

Amount paid over to HMRC in this tax year:

Please also provide copies of the following information (tick to confirm documents enclosed):

P11 working papers for all individuals employed during the year

Details of payments to HMRC for this tax year

Copy of last payslips

D. Contact details

Please provide contact information for all individuals authorised to provide us with details of any changes to the payroll and with whom we can discuss any payroll matters. To maintain confidentiality, please ensure that any email addresses noted are not 'shared' but are solely accessible to the named contact.

Primary contact

Name:

Position held:

Daytime telephone:

Email

Address:

Postcode:

Please tick where you would like us to send your payroll reports and other confidential payroll correspondence:

Address shown above Employer’s address

In the event that we are unable to get hold of the main contact, please provide details of a secondary contact whom we can contact to discuss confidential payroll matters.

Secondary contact

Name:

Position held:

Daytime telephone: Email:

Additional contact (if required)

Name:

Position held:

Daytime telephone: Email:

Please note that where one of the payroll contacts is also an employee, any changes to his/her remuneration will need to be independently confirmed by the other payroll contact.

E. Employee and processing information

Number of employees: Processing to start from: M M Y Y Y Y

F. Absence pay

To help us process your payroll records in accordance with your conditions of employment, please provide details of your Absence and Sickness policy.

Statutory sick pay Unless otherwise instructed by you, where you have given us details of an employee's absence through illness and there is a legal requirement to pay a minimum amount of pay (Statutory Sick Pay), we will offset this against the employee's gross pay and reclaim any SSP you are entitled to.

Maternity pay Where an employee is entitled to statutory maternity pay, we will assume that no further payments are to be made to her unless you advise us otherwise.

Adoption and Paternity pay Where an employee is entitled to either of these payments, we will assume that this is to be offset against their gross pay in the same way as SSP unless you advise us otherwise.

Please also note that where we need to record absence information and calculate statutory absence payments, you will need to provide us with details of each employees working pattern

G. Additional information

Please enter below any additional information that you feel we should be aware of:

H. Important notes

1. Thank you for completing this form. The details that you have provided will be used during the setup and ongoing provision of this service to you.

2. We will only share your details with third party agencies where necessary in providing this service. This includes verifying the identify of each

individual applicant by checking the details supplied above against those held on any databases our trusted agencies have access to. This includes

information from the Electoral Register and from fraud prevention agencies. A record of these searches will be kept, and may be used to help other

companies to verify your identity. The third party agency may also pass information to financial and other organisations involved in fraud prevention

in order to detect and prevent fraud. If you give false or inaccurate information and fraud is suspected, they will record this and share this

information with other organisations.

3. This service is for registered charities or church organisations that, although not registered, are charities under UK law. For charities that are not

registered with the relevant charity regulator in England and Wales, Scotland or Northern Ireland, we will exercise our sole discretion in deciding

whether or not to accept an application for this service.

4. From time to time we may contact you about other relevant stewardship services we think may be of interest to you. Please tick here if you do not

wish to receive these communications

I. Confirmation

I/we confirm that I/we have read, understood and agree to the important notes listed on this form.

Primary contact signature: Date:

Secondary contact signature: Date:

Additional contact signature (if required): Date:

Please return completed forms to: Stewardship, 1 Lamb’s Passage, London EC1Y 8AB.

The Direct Debit Guaranteec This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debitsc If there are any changes to the amount, date or frequency of your Direct Debit, Stewardship will notify you 5 working days in advance of your account being debited or as

otherwise agreed. If you request Stewardship to collect a payment, confirmation of the amount and date will be given to you at the time of the requestc If an error is made in the payment of your Direct Debit by Stewardship or your bank or building society you are entitled to a full and immediate refund of the amount paid

from your bank or building societyc If you receive a refund you are not entitled to, you must pay it back when Stewardship asks you toc You can cancel a Direct Debit at any time by simply contacting your bank or building society. Written confirmation may be required. Please also notify us.

Please complete in BLOCK CAPITALS, using BLACK INK.

This is not part of the instruction to your bank. Please fill in as much as possible.

Name(s) of account holder(s):

Service user number:

19 8 2 1 7

Reference number (Office use only):

Instruction to your bank or building societyPlease pay Stewardship (Stewardship services (UKET) Limited) Direct Debits from the account detailed in this instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that this instruction may remain with Stewardship and, if so, details will be passed electronically to my bank/building society

Date:

Signature(s):

Print name(s):

This Guarantee should be detached and retained by the payer

DD

/005

/C

Instruction to your bank or building society to pay by Direct Debit

Your Stewardship account no. (if known): Your postcode:

Bank/building society number: Branch sort code:

Banks and Building Societies may not accept Direct Debit Instructions for some types of account

Stewardship, 1 Lamb’s Passage, London EC1Y 8AB

ONCE COMPLETED PLEASE RETURN TO:

STEWARDSHIP, 1 LAMB’S PASSAGE, LONDON EC1Y 8AB

DO NOT SEND TO YOUR BANK/BUILDING SOCIETY

Bank/Building Society:

Address:

Postcode:

Name and full postal address of your bank or building society

FOR STEWARDSHIP OFFICIAL USE ONLY.

Authorising your agent to usePAYE/CIS Online services (Internet)

Please read the notes below and on page 2 before completing this authority

Employer’s PAYE reference(see Note 1 on Page 2)g

Accounts Office reference(see Note 1 on Page 2)g

I, (please print your name)

authorise my agent

(please print your agent’s name)to use PAYE Online and/or CIS Online services to receive information over the internet from HM Revenue & Customs on my behalf. Tick one or both as appropriate

PAYE Online

CIS Online

Signature Date

Full name

Address

Postcode

And, if you are willing for us to contact you by phone or e-mail:

Telephone number

Email address

Yes NoAre you registered as an organisation on the Government Gateway? ( please � )

If you are registered, you can complete yourAgent Authorisation at the Government Gateway instead of using this paper form. We can update your recordsmore speedily if you use this method.

Agent’s name

Address

Postcode

Contact name

Telephone number

Fax number

Agent’s email address

Agent’s Government Gateway Identifier(You need to get this from your agent)

Important notes

FBI 2 Page 1 HMRC 03/07

P

Please give your agent’s details here

• If your agent is registered, they can use the Online Agent Authorisation service to complete this authorisation online. It can save time and reduce the chances of error.

• Please use form 64-8 if you wish to authorise an agent to act on your behalf generally, in connection with Self Assessment or other HM Revenue & Customs matters.

• For more information about our Online services go to www.hmrc.gov.uk/online

• Please also read the Notes on Page 2.

Employer’s/Contractor’s details

• This form FBI 2 can only be used to authorise the accepting of information over the internet.Please send the completed form to

HM Revenue & Customs CAA (Central Agent Authorisation) TeamLongbentonNewcastle upon TyneNE98 1ZZ

STEWARDSHIP SERVICES (UKET) LIMITED

✔

STEWARDSHIP SERVICES

(UKET) LIMITED

1 LAMB'S PASSAGE

LONDON

ESSEX

EC1Y 8AB

020 8418 8181

020 8502 5333

s t e w a r d s h i p

Q Q 7 P H J 8 3 B A H S

bethan.walker

Typewritten Text

bethan.walker

Typewritten Text

bethan.walker

Typewritten Text

[email protected]

bethan.walker

Typewritten Text

1 ReferencesEmployer’s PAYE reference – This can be found on correspondence you receive from your

HM Revenue & Customs office, for example P6, P9, P35.

Accounts Office reference – This can be found on the yellow payslip booklet P30BC sent to you by your HM Revenue & Customs Accounts Office.

2 Who should sign the formIt depends what type of employer you are. See the table below.

3 How we use your informationHM Revenue & Customs is a Data Controller under the Data Protection Act 1998. We hold information for the purposes specified in our notification to the Information Commissioner, including the assessment and collection of tax and duties, the payment of benefits and the prevention and detection of crime, and may use this information for any of them.

We may get information about you from others, or we may give information to them. If we do, it will only be as the law permits to

• check the accuracy of information• prevent or detect crime• protect public funds.

We may check information we receive about you with what is already in our records. This can include information provided by you, as well as by others, such as other government departments or agencies and overseas tax and customs authorities. We will not give information to anyone outside HM Revenue & Customs unless the law permits us to do so. For more information go towww.hmrc.gov.uk and look for Data Protection Act within the Search facility.

Type of employer/contractor Who signs the form

Individual

Companies

Partnerships

Trusts

You

The secretary or other responsible officer of the company

The partner responsible for the partnership’s affairs.It applies only to the partnership. Individual partners need to sign a separate authority for their own affairs

One or more of the trustees

Notes

Page 2

- |||P|||||||||

64-8 HMRC 02/09

Please read the notes on the back before completing thisauthority. This authority allows us to exchange and discloseinformation about you with your agent and to deal withthem on matters within the responsibility of HM Revenue &Customs (HMRC), as specified on this form. This overrides anyearlier authority given to HMRC. We will hold this authorityuntil you tell us that the details have changed.

Corporation Tax

Company Registration number

Company’s Unique Taxpayer Reference

NOTE: Do not complete this section if you are anemployee. Only tick the box if you are an employeroperating PAYE

Employer PAYE Scheme

Employer PAYE reference

VAT (see notes 2 and 5 overleaf)

VAT registration number

Give your agent’s details here

Give your personal details or Company registered office here

If not yetregistered tick here

For official use only

SA

NIRS

COP

NTC

COTAX

EBS

VAT

COP link

/

/

/

/

/

/

/

/

Authorising your agent

Please tick the box(es) and provide the reference(s)requested only for those matters for which you want HMRC to deal with your agent.

Address

Postcode

Telephone number

I, (print your name)

of (name of your business, company or trust if applicable)

authorise HMRC to disclose information to

(agent’s business name)

I agree that the nominated agent has agreed to act on my/ourbehalf, and the information is correct and complete. The authorisation is limited to the matters shown on the right-hand side of this form.

Signature see note 1 overleaf before signing

Date

Address

Postcode

Telephone number

Agent codes (SA/CT/PAYE)

Client reference

/

/

/

/

/

/

/

/

Tax Credits

Your National Insurance number (only if not entered above)

If you have a joint Tax Credit claim and the other claimant wants HMRC to deal with this agent, they should sign hereName

Signature

Joint claimant’s National Insurance number

Individual*/Partnership*/Trust* Tax Affairs *delete as appropriate (including National Insurance)

Your National Insurance number (individuals only)

Unique Taxpayer Reference (if applicable)

If you are a Self Assessment taxpayer, we will send your Statement of Account to you, but if you would like us to send it to your agent instead, please tick here

If UTR not yet issued tick here

If you are self employed

tick here

STEWARDSHIP SERVICES (UKET) LIMITED

1 LAMB'S PASSAGELONDON

EC1Y 8AB

020 8418 8181

✔

bethan.walker

Typewritten Text

2 What this authority means• For matters other than VAT or Tax Credits

We will start sending letters and forms to your agent andgive them access to your account information online.Sometimes we need to correspond with you as well as, orinstead of, your agent.

For example, the latest information on what SA forms wesend automatically can be found on our website, go towww.hmrc.gov.uk/sa/agentlist.htmor phone the SA Helpdesk on 0845 9 000 444.You will not receive your Self Assessment Statements ofAccount if you authorise your agent to receive theminstead, but paying any amount due is yourresponsibility.

We do not send National Insurance statements and requests for payment to your agent unless you have asked us if you can defer payment.

Companies do not receive Statements of Account.

• For VAT and Tax Credits

We will continue to send correspondence to you ratherthan to your agent but we can deal with your agent inwriting or by phone on specific matters. If your agent isable to submit VAT returns online on your behalf, you will need to authorise them to do so through ourwebsite. For joint Tax Credit claims, we need bothclaimants to sign this authority to enable HM Revenue & Customs to deal with your agent.

3 How we use your information HM Revenue & Customs is a Data Controller under theData Protection Act 1998. We hold information for thepurposes specified in our notification to the InformationCommissioner, including the assessment and collection oftax and duties, the payment of benefits and theprevention and detection of crime, and may use thisinformation for any of them. We may get informationabout you from others, or we may give information tothem. If we do, it will only be as the law permits.

We may check information we receive about you with whatis already in our records. This can include informationprovided by you, as well as by others, such as othergovernment departments or agencies and overseas taxand customs authorities. We will not give information toanyone outside HM Revenue & Customs unless the lawpermits us to do so.

This authority does not allow your agent to requestpersonal information held about you under the subjectaccess provisions of the Data Protection Act 1998.

Further information can be found on our website,www.hmrc.gov.uk

4 Multiple agentsIf you have more than one agent (for example, one actingfor the PAYE scheme and another for Corporation Tax),please sign one of these forms for each.

5 Where to send this formWhen you have completed this form please send it to:HM Revenue & Customs, Central Agent Authorisation Team, Longbenton, Newcastle upon Tyne, NE98 1ZZ. There are some exceptions to this to help speed the handling of your details in certain circumstances. If this form:• accompanies other correspondence, send it to the appropriate HM Revenue & Customs (HMRC) office• is solely for Corporation Tax affairs, send it to the HMRC office that deals with the company • is for a Complex Personal Return or Expatriate customer, send it to the appropriate CPR team or Expat team• accompanies a VAT Registration application, send it to the appropriate VAT Registration Unit• has been specifically requested by an HMRC office, send it back to that office.

1 Who should sign the form

If the authority is for Who signs the form

You, as an individual You, for your personal tax affairs

A Company The secretary or other responsible officer of the company

A Partnership The partner responsible for the partnership's tax affairs. It applies only to the partnership. Individual partners need to sign a separate authority for their own tax affairs

A trust One or more of the trustees

Form 1 of 4, to be completed by:

Chair of the Trustees/PCC

Personal identification check authority form Please complete in BLOCK CAPITALS, using BLACK INK. Use a separate sheet if more space is required.

A. Organisation details

Name of church/charity:

B. Personal details

Bank signatory: Yes No

Full name: Title: Mr/Mrs/Miss/Dr/Rev:

Date of birth: D D M M Y Y Y Y

Male Female

Telephone number: Email address:

Current address

Address:

Postcode:

Time at this address: Years Months

If you have lived at this address for less than five years, please provide previous address details below.

Previous address

Address:

Postcode:


Previous address

Address:

Postcode:


Please continue on a separate sheet if necessary

C. Important notes

Thank you for completing this form. The details that you have provided will be used during the setup and ongoing provision of this service to you.

We will only share your details with third party agencies where necessary in providing this service. This includes verifying the identify of each individual

applicant by checking the details supplied above against those held on any databases our trusted agencies have access to. This includes information from

the Electoral Register and from fraud prevention agencies. A record of these searches will be kept, and may be used to help other companies to verify your

identity. The third party agency may also pass information to financial and other organisations involved in fraud prevention in order to detect and prevent

fraud. If you give false or inaccurate information and fraud is suspected, they will record this and share this information with other organisations.

D. Confirmation

I confirm that I have read and understood the important notes listed on this form and agree that Stewardship may undertake a search with an external agency, for the purposes of confirming my identity.

Signed: Date:

Please complete and return to: Stewardship, 1 Lamb’s Passage, London EC1Y 8AB.


Primary payroll contact




B. Personal details




Male Female


Current address

Address:

Postcode:



Previous address

Address:

Postcode:


Previous address

Address:

Postcode:



C. Important notes







D. Confirmation


Signed: Date:



Secondary payroll contact




B. Personal details




Male Female


Current address

Address:

Postcode:



Previous address

Address:

Postcode:


Previous address

Address:

Postcode:



C. Important notes







D. Confirmation


Signed: Date:



Bank signatory/additional payroll contact




B. Personal details




Male Female


Current address

Address:

Postcode:



Previous address

Address:

Postcode:


Previous address

Address:

Postcode:



C. Important notes







D. Confirmation


Signed: Date:


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