New starter checklist

Name of your Employer(Required)

Enter the name of the company employing you

Employee details

Title(Required)

First name(Required)

Last name(Required)

Gender(Required)

Address 1(Required)

Address 2(Required)

Address 3

Address 4

Post code(Required)

Country(Required)

Email address (if payroll agent send e-payslips)

Date of birth(Required)

Start date(Required)

Do you have a NI number?

Yes

NI number

Passport number

Department (if relevant)

Branch (if relevant)

Employee statement

Choose the statement that applies to you, either A, B or C(Required)

A) This is my first job since 6 April and I have not received payments from Employment, Jobseeker’s Allowance, Support Allowance or Incapacity Benefit

B) I have had another job since 6 April or I have received payments from Employment, Jobseeker’s Allowance, Support Allowance or Incapacity Benefit

C) As well as this job, I have another job or I receive a state or other private pension

NET wages paid by BACS

Will the payroll agent be sending your wages via BACS? (if unsure ask your employer)

Yes

Bank name

Branch

Account name

Sort code

Account number

Student loan

Do you have a student loan or postgraduate loan?

Yes (go to next question)

No (go straight to the declaration)

Do any of the following statements apply to you? (if 'yes' go straight to the declaration)

Yes

• you’re still studying full-time on a course that your Student Loan relates to

• you completed or left your full-time course after the start of the current tax year, which started on 6 April

• you've fully repaid your loan in full

• you’re already making regular direct debit repayments from your bank, as agreed with the Student Loans Company

Select the Student Loan plan

Do you have a Postgraduate loan?

Yes

PLAN 1 - You have Plan 1 if you lived in Northern Ireland when you started your course or you lived in England or Wales and started your course before 1 September 2012

PLAN 2 - You have Plan 2 if you lived in England or Wales and started your course on or after 1 September 2012

PLAN 4 - You have Plan 4 if you lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course.

PG - You have a PG Plan if you lived in England and started your Postgraduate Master’s course on or after 1 August 2016, you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017, you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

Employer email address(Required)

Provide an email address of the relevant person at the employer to receive a copy of this form

Declaration

Name(Required)

Date(Required)

Sectors

Services

Tax

Our Feature Stories

Our early careers growth: driving ahead in 2024/25

BKL in Spear’s Accountants & Tax Advisers Index 2024

Our Feature Stories

BKL Spotlight – January 2025

Our new and improved family friendly policies

Our Feature Stories

Autumn Budget 2024: our tax summary

Accountants in business: ignore ESG at your peril

New starter checklist