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:

• 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?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%sincetaxyear2012-13youcanapplyfora‘CurrentYearIncomeAssessment’.Thismeanswewoulduseyourexpectedincomefortaxyear2014-15insteadofyouractualincomefromtaxyear2012-13whencalculatingthestudent’sentitlement.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 Student’s details

b Your personal details

Person 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

/ / / /Dateofbirth

Placeofbirth (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

Instructions•Pleasegiveyourfinancialdetailsforthetaxyearfrom6 April 2012 to 5 April 2013.

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

•Ifyouanswer‘No’toaquestion,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

Instructions•Completesection4inthesamewayyoucompletedsection3givingfinancialdetailsforthetaxyearfrom6 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 Didyoureceiveanyotherincomeduringthe2012-13taxyearthatyouhaven’t 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

Instructions•Completesection5inthesamewayyoucompletedsection3givingfinancialdetailsforthetaxyearfrom6 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.

• Iagreetosupplyanyfurtherinformationinrelationtotheapplicant’sapplicationforfinancialsupportthattheStudentLoansCompany(SLC)mayaskforandagreetotellthemimmediately ifmycircumstanceschangeinanywaythatmightaffectthisapplicationforfinancialsupport.

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,wewillsharesomeofyourpersonalandfinancialdetailswith them. n

If you do notwishyourdetailstobesharedforthispurpose,pleasetickthisbox.

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,wewillsharesomeofyourpersonalandfinancialdetailswith them. n

If you do notwishyourdetailstobesharedforthispurpose,pleasetickthisbox.

Person 1

Yourfullname(inBLOCKCAPITALS)

Your signature

Today’sdate

Person 2

Yourfullname(inBLOCKCAPITALS)

Your signature

Today’sdate

! Make sure you sign the declaration in ink. Digital signatures won’t 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,stillcompletethissectionaswellascompletinga‘CurrentYearIncomeAssessmentForm’.

Youcandownloadtheformatwww.gov.uk/studentfinanceandreturnitwiththisapplicationorcontactuson03001000607tohaveonesenttoyou.

! Pleasenotethatacurrentyearincomeassessmentcannotbecarriedoutunlessyouprovideyourfinancialdetailsforthe2012-13taxyear.

section 1 - personal detailsMarital Status

Sendacopyofoneofthefollowingevidenceitems.Ifwehavealreadyacceptedevidenceyousentinsupportofapreviousapplicationforthisstudentyoudonotneedtosendanyfurtherdocuments.Youwillonlyneedtoprovideevidenceifyouhaven’tdonesopreviouslyorifyourcircumstanceshavechanged.

•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:

-

•BereavementAllowance•Carer’sAllowance•ContributionbasedEmploymentandSupportAllowance

•Graduatedretirementbenefit•IncapacityBenefit(onlyincludetheamountreceivedafter28weeksofincapacity)

•IndustrialDeathBenefit•JobseekersAllowance•StatutoryAdoptionPay•StatutoryMaternityPay•StatutoryPaternityPay•StatutorySickPay•WidowedParent’sAllowance

SFE/PFF2/1415 11

Don’tincludeincomefromanyotherbenefits,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-lumpsumamountonly–ifyoucompletedanSA200youwouldnothavehadalumpsumpensionpayment)

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


InterestfromgiltedgedandotherUKsecurities–grossamountbeforetax

UKlifeinsurancepolicyetc.gainsonwhichtaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsonwherenotaxwastreatedaspaid

UKlifeinsurancepolicyetc.gainsfromvoidedISA’s

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

Shareschemes–taxableamount





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(upto£300)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 P11DThefollowingtableprovidesabreakdownofwhatwewantyoutoincludeaspartofyourtotalincomefrom‘taxablebenefitsinkind’duringthe2012-13taxyear.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-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

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

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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

Seafarers’EarningsDeduction

Foreigntaxforwhichtaxcreditreliefnotclaimed

Businesstravelandsubsistenceexpenses

Fixeddeductionsforexpenses

Professionalfeesandsubscriptions

Otherexpensesandcapitalallowances





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

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

Student’s study begins between •1August2014and31December2014inclusive •1January2015and31March2015inclusive •1April2015and30June2015inclusive •1July2015and31July2015inclusive

Academic year

•1September2014to31August2015 •1January2015to31December2015 •1April2015to31March2016 •1July2015to30June2016

Q1Thechilddependant’sincomeisrequiredtoassesstheeligibilityforthedeductionsinthecalculationofhouseholdincomeforeachchildthatiswhollyormainlyfinanciallydependentonthestudent,thestudent’shusband,wifeorpartnerorthestudent’sparentsorstep-parents. Youcanfindoutmoreinformationabouthowhouseholdinformationiscalculatedbyvisitingwww.gov.uk/studentfinance

PleasedonotincludeincomefromsourcessuchastheGovernmentChildTrust,StateChildBenefit,ChildTaxCredit,thechildelementofUniversalCreditorminimalsumsofmoneyfromothersourceswhenenteringachilddependant’sincome.

DeclarationIfyoucannotsignthisform,itmustbesignedonyourbehalfbyyourPowerofAttorney.ThePowerofAttorneylettermustbesentwiththisformbeforeasignaturefromthatPowerofAttorneywillbeaccepted.

OurDataProtectionStatementsetsoutwhowillusetheinformationprovidedonthisformandwhattheywilluseitfor.Beforesigningthisformpleasereadourstatementonlineat www.gov.uk/studentfinance

YoumustnotifyStudentFinanceEnglandaboutanychangeinyourcircumstances,whichmayaffectthestudent’sentitlementtofinancialsupport.

Themostcommonchangeofcircumstanceswouldbeif:

•yourhouseholdincomechanges;or•yourmaritalstatuschanges.

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

sfe_pff2_1415_d

Documents

sfepff21415athis form

personal detailsperson

laterwhat details

personal detailssfepff214154

financial informatio

po box

tax year

household income