PFF2 2015/16. Assessment of Financial Circumstances For parents and partners of students. /SFEngland. /SF_England SFE/PFF2/1516/B

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1 PFF2 2015/16 Assessmet of Fiacial Circumstaces For parets ad parters of studets SFE/PFF2/1516/B /SF_Eglad /SFEglad

2 Who should complete this form? Complete this form if you are: The studet s atural or adoptive paret The studet s step-paret The husbad, wife, civil parter or cohabitig parter of oe of the studet s parets The studet s husbad, wife or civil parter The studet s cohabitig parter, if the studet is over 25 ad etered higher educatio i 2000/01 or later What details do I eed to provide? You eed to tell us some persoal details ad what your fiacial icome was for the tax year You must tell us your icome details as we caot accept amouts from ay other tax year. We eed your icome amouts so we ca work out what the studet(s) you are supportig are etitled to. How do I complete this form? This form is made up of 6 sectios: sectio 1 - persoal details sectio 2 - data sharig ad you sectio 3 - your fiacial iformatio for tax year sectio 4 - other icome sectio 5 - icome deductios sectio 6 - your depedats Start by checkig the details i sectio 1 ad the work your way through the form. (Depedig o your circumstaces you may ot eed to complete every sectio) Please refer to the Support otes at the back of this form each time you see What if I have further questios? If you have further questios you ca: visit call us o Where do I sed my form? Oce you have completed this form ad siged ad dated the declaratio, please retur it to Studet Fiace Eglad, PO Box 210, Darligto, DL1 9HJ Please remember to pay the correct postage. What happes if my household icome has dropped sice tax year ? If your household icome has dropped by 15% sice tax year you ca apply for a Curret Year Icome Assessmet. This meas we would use your expected icome for tax year istead of your actual icome from tax year whe calculatig the studet s etitlemet. However, there must be at least a 15% drop i the overall household icome (ot just your ow icome) betwee these two tax years for us to do this ad we will ask for evidece of your icome at the ed of that tax year. Please refer to the support otes at the back of this form for more iformatio. 2 SFE/PFF2/1516

3 Sectio 1 Persoal details a Studet s details Customer Referece Number Foreame(s) Surame Date of birth DAY MONTH YEAR b Your persoal details Perso 1 Your Customer Referece Number (If you have oe) Perso 2 Your Customer Referece Number (If you have oe) Relatioship to the studet Relatioship to the studet Title Title Foreame(s) Foreame(s) Surame Surame Sex Male Female Sex Male Female What is your curret marital status? Sigle Married/civil partership Divorced/dissolved civil partership Livig with a parter Separated e Widowed/survivig civil parter e What is your curret marital status? Sigle Married/civil partership Divorced/dissolved civil partership Livig with a parter Separated e Widowed/survivig civil parter e SFE/PFF2/1516 3

4 Date of birth Sectio 1 Persoal details / / Date of birth / / Place of birth (ame of tow or village exactly as it appears o your birth certificate or passport) Place of birth (ame of tow or village exactly as it appears o your birth certificate or passport) Home address Home address Postcode Home telephoe umber Postcode Home telephoe umber address address! You do ot have to disclose your fiacial iformatio to your parter. If you would like to provide your iformatio separately you ca dowload aother copy of this form. Sectio 2 data sharig ad you We will share ad check the details you give us with HM Reveue & Customs, allowig us to gai the most accurate fiacial iformatio possible. This ca oly be doe if you have a valid Natioal Isurace (NI) umber. Perso 1 Perso 2 I have a NI umber Tick I have a NI umber Tick Please provide your NI umber below: - - Please provide your NI umber below: - - You are ow ready to provide your fiacial iformatio. go to sectio 3 You are ow ready to provide your fiacial iformatio. go to sectio 3 I do ot have a NI umber Tick I do ot have a NI umber Tick If you do ot have a NI umber because you receive o-uk taxable icome, please provide the equivalet fiacial iformatio i pouds sterlig. If you do ot have a NI umber because you receive o-uk taxable icome, please provide the equivalet fiacial iformatio i pouds sterlig. You are ow ready to provide your fiacial iformatio. You are ow ready to provide go to sectio 3 your fiacial iformatio. go to sectio 3 4 SFE/PFF2/1516

5 Sectio 3 Your fiacial iformatio for tax year Istructios Please give your fiacial details for the tax year from 6 April 2013 to 5 April Aswer or to every questio, if you aswer please provide the icome amout. If you aswer to a questio, this meas you are tellig us that you did ot receive ay icome from that particular icome type i tax year If ay questios are left blak we will ot be able to process this applicatio.! You do ot eed to sed us ay evidece. However, you should keep all of your fiacial evidece as we may ask for it at a later date to verify the details you have provided. Fiacial details Perso 1 Perso 2 Q1 Did you receive ay icome from salary, wages, taxable state beefits or from occupatioal or private pesios? a Total icome from salary/wages b Total icome from taxable state beefits c Total icome from occupatioal pesio(s) d Total icome from private pesio(s) Q2 Did you receive ay icome from a state retiremet pesio? a Total o-lump sum amout received b Total lump sum amout received Q3 Did you receive ay icome from savigs ad ivestmets? a Total iterest from UK baks, buildig societies ad uit trusts b Total icome from UK life isurace gais, securities ad parterships c Total icome from UK ivestmets ad divideds d Total icome from foreig ivestmet ad divideds Total icome received SFE/PFF2/1516 5

6 Sectio 3 Your fiacial iformatio for tax year Perso 1 Perso 2 Q4 Did you receive ay taxable beefits i kid? Total icome received Ay other icome Q5 Did you receive ay other icome durig the tax year that you have t yet told us about? Go to sectio 4 Go to sectio 5 Go to sectio 4 Go to sectio 5 Sectio 4 Other icome Istructios Complete sectio 4 i the same way you completed sectio 3 givig fiacial details for the tax year from 6 April 2013 to 5 April The otes cotai a breakdow of what we wat you to iclude for each questio as well as where to fid idividual amouts o some of the fiacial documets you might have. Perso 1 Perso 2 Q1 Did you receive ay icome from self-employmet? a Total taxable profit from busiesses b Total taxable profit from parterships Total icome received Q2 Did you receive ay icome as a Miister of religio? Total taxable icome mius expeses that are ot icluded o your P60 or P11D? Q3 Did you receive ay other taxable icome or lump sums? Total icome received Q4 Did you receive ay icome from property lettigs? Total icome received 6 SFE/PFF2/1516

7 Sectio 4 Other icome Perso 1 Perso 2 Q5 Did you receive ay icome from UK trusts? Total icome received Q6 Did you receive ay foreig icome? Total icome received Q7 Did you receive ay icome from a overseas pesio? Total icome received Q8 Did you receive ay other overseas icome ad gais? Total icome received Sectio 5 Icome deductio Istructios Complete sectio 5 i the same way you completed sectio 3 givig fiacial details for the tax year from 6 April 2013 to 5 April Perso 1 Perso 2 Q1 Did you pay ay private pesio cotributios? Total amout you paid Q2 Did you pay ay Additioal Volutary Cotributios (AVCs)? Total amout you paid Q3 Did you have ay allowable expeses o which you claimed tax relief? Total amout o which you claimed tax relief SFE/PFF2/1516 7

8 Sectio 6 Your depedats Tell us about ay perso who will be wholly or maily fiacially depedet o you. Q1 Child depedats ot i further or higher educatio i academic year 2015/16 Iclude ay ueared icome for all depedats. Oly iclude eared icome details for persos aged 16 ad over. Do ot cout casual earigs of persos aged uder 16. Full ame Date of birth Icome for the year (DD MM YYYY) ( ) Q2 Child depedats i further or higher educatio i academic year 2015/16 Do ot iclude the studet whe completig this questio. If the studet is your parter, please iclude ay childre they amed i their applicatio for Studet Fiace if the childre have applied for studet fiace. Full ame Date of birth (DD MM YYYY) School, college or uiversity Course Are they receivig fiacial support? If so, from which authority or orgaisatio? 8 SFE/PFF2/1516

9 Declaratio This applicatio for fiacial support may be delayed uless you sig ad date this declaratio. I cofirm that to the best of my kowledge ad belief, the iformatio I have provided is true ad complete. If it is ot I uderstad the studet(s) I am supportig may have their fiacial support withdraw ad I could be prosecuted. I agree to supply ay further iformatio i relatio to the applicat s applicatio for fiacial support that the Studet Loas Compay (SLC) may ask for ad agree to tell them immediately if my circumstaces chage i ay way that might affect this applicatio for fiacial support. Your decisio about bursary ad scholarship data sharig coset will ot affect the studet s etitlemet to ay other fiacial support available. If the studet started their course i academic year 2006/07 or after they may be eligible for a bursary or scholarship. I order for a uiversity or college to determie ad pay ay bursary or scholarship to which the studet(s) you are supportig may be etitled, we will share some of your persoal ad fiacial details with them. If you do ot wish your details to be shared for this purpose, please tick this box. Your decisio about bursary ad scholarship data sharig coset will ot affect the studet s etitlemet to ay other fiacial support available. If the studet started their course i academic year 2006/07 or after they may be eligible for a bursary or scholarship. I order for a uiversity or college to determie ad pay ay bursary or scholarship to which the studet(s) you are supportig may be etitled, we will share some of your persoal ad fiacial details with them. If you do ot wish your details to be shared for this purpose, please tick this box. Perso 1 Your full ame (i BLOCK CAPITALS) Perso 2 Your full ame (i BLOCK CAPITALS) Your sigature X Today s date / / Your sigature X Today s date / /! Make sure you sig the declaratio i ik. Digital sigatures wo t be accepted. SFE/PFF2/1516 9

10 Support tes tes What happes if my household icome has chaged sice tax year ? If your total household icome (before tax) for the tax year will be at least 15% less tha it was i tax year , still complete this sectio as well as completig a Curret Year Icome Assessmet Form. You ca dowload the form at ad retur it with this applicatio or cotact us o to have oe set to you.! Please ote that a curret year icome assessmet caot be carried out uless you provide your fiacial details for the tax year. Sectio 1 Persoal details Marital Status Sed a copy of oe of the followig evidece items. If we have already accepted evidece you set i support of a previous applicatio for this studet you do ot eed to sed ay further documets. You will oly eed to provide evidece if you have t doe so previously or if your circumstaces have chaged. Decree absolute Decree isi Dissolutio order Most recet coucil tax bill showig a 25% sigle occupacy discout A letter from your solicitor cofirmig your status Origial death certificate Sectio 2 data sharig ad you We will check the fiacial iformatio that you provide with HM Reveue & Customs. This iformatio will be kept securely ad held strictly uder the provisios of the Data Protectio Act. If you fail to provide your Natioal Isurace (NI) umber o the applicatio form we will ask you to provide copies of your fiacial documets. If your NI umber is show o ay documets you sed us i support of a applicatio, we will use this iformatio ad share ad check it with HM Reveue & Customs i order to obtai accurate fiacial iformatio about you. Sectio 3 Your fiacial iformatio for tax year Please give fiacial iformatio for tax year rmally, this is the year edig 5 April 2014, but may differ if your employer or busiess has a tax year which does ot ed i April. For ay icome paid i a foreig currecy, please state the equivalet i pouds sterlig. Q1 Icome from salary, wages, taxable state beefits or from occupatioal or private pesios If as part of your salary or wages for tax year you received tips ad other paymets that did ot show o your P60, you still eed to iclude this figure whe providig your total icome amout eared from employmet. If you declared this type of icome to HM Reveue & Customs you would have doe so by completig Box 3 o Page E1 for the SA102 (Employmet) Form. 10 SFE/PFF2/1516

11 b Taxable state beefits Oly iclude icome received for the followig beefits: Bereavemet Allowace Idustrial Death Beefit Carer s Allowace Jobseekers Allowace Cotributio based Employmet ad Support Statutory Adoptio Pay Allowace Statutory Materity Pay Graduated retiremet beefit Statutory Paterity Pay Icapacity Beefit (oly iclude the amout Statutory Sick Pay received after 28 weeks of icapacity) Widowed Paret s Allowace Do t iclude icome from ay other beefits, icludig Uiversal Credit. Q2 Icome from a state retiremet pesio Olie tax retur You would have bee asked what your state retiremet pesio icome amouts were as part of your self-assessmet. You should refer to your saved olie tax retur for these icome figures. Paper tax retur The locatios of where to fid these icome types o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 4.1 (o-lump sum amout oly if you completed a SA200 you would ot have had a lump sum pesio paymet) Full paper tax retur - SA100 TR3 Box 7, SA100 TR3 Box 8 Q3 Icome from savigs ad ivestmets To make this questio easier to aswer, we have split it up ito 4 separate parts. You may or may ot have received icome from every part, just tell us about the oes you did.! Oly tell us about the amout of iterest/icome you gaied from savigs ad ivestmets durig the tax year, ot the actual amout of savigs or ivested sums you had. a Icome from UK baks, buildig societies ad uit trusts Tell us about the amout of iterest/icome you received from the followig savigs ad ivestmet icome type(s): Gross UK iterest (before tax has bee deducted) You must iclude iterest you receive o bak, buildig society ad other savigs accouts uless specifically o-taxable, for example, a o-taxable Idividual Savigs Accout (ISA) etc. If you did ot declare ay savigs ad ivestmet icome to HMRC Please refer to your bak or buildig society statemets for these figures. Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 5.2 Full paper tax retur - SA100 TR3 Box 2 SFE/PFF2/

12 Sectio 3 Your fiacial iformatio for tax year b Icome from UK life isurace gais, securities ad parterships Tell us about the amout of iterest/icome you received from the followig savigs ad ivestmet icome type(s): Iterest from gilt edged ad other UK securities gross amout before tax UK life isurace policy etc. gais o which tax was treated as paid UK life isurace policy etc. gais o where o tax was treated as paid UK life isurace policy etc. gais from voided ISA s Your share of taxed iterest etc. Total utaxed savigs icome taxable at 20% Taxed icome taxable at 10% Taxed icome taxable at 20% Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from UK life isurace gais, securities ad uit trusts. Full paper tax retur - SA101 Ai1 Box 3, SA101 Ai1 Box 4, SA101 Ai1 Box 6, SA101 Ai1 Box 8, SA104S Box 28, SA104F Box 35, SA104F Box 70, SA104F Box 73 c Icome from UK ivestmets ad divideds Tell us about the amout of iterest/icome you received from the followig savigs ad ivestmet icome type(s): Divideds from UK compaies Other divideds Stock Divideds -qualifyig distributios ad close compay loas writte off or released Share schemes taxable amout Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 5.3 Full paper tax retur - SA100 TR3 Box 3, SA100 TR3 Box 4, SA101 Ai1 Box 12, SA101 Ai1 Box 13, SA101 Ai2 Box 1 12 SFE/PFF2/1516

13 d Icome from foreig ivestmet ad divideds Tell us about the amout of iterest/icome you received from the followig savigs ad ivestmet icome type(s): Foreig divideds (up to 300) Iterest ad other icome from overseas savigs Divideds from foreig compaies Divided icome received by a perso overseas Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from foreig ivestmet ad divideds. Full paper tax retur - SA100 TR3 Box 5, SA106 Box 4, SA106 F3 Box 6, SA106 F3 Box 11 Q4 Icome from taxable beefits i kid Origial P11D The followig table provides a breakdow of what we wat you to iclude as part of your total icome from taxable beefits i kid durig the tax year. Add together all the beefits i kid you received ad write your total figure o the form. Beefit i kid Where to fid amout o your P11D Assets trasferred or placed at employees disposal (cars, property, goods or other assets) (Sectio A) Box 13 Paymets made o behalf of employee (Sectio B) Box 15 (Total sum of both boxes) Vouchers ad credit cards (Sectio C) Box 12 Livig accommodatio (Sectio D) Box 14 Mileage allowace ad passeger paymets (Sectio E) Box 12 Total cash equivalet of all cars/vas made available Total cash equivalet of fuel for all cars/vas made available Cash equivalet of loas after deductig ay iterest paid by the borrower (Sectio F) Box 9 plus (Sectio G) Box 9 (Sectio F) Box 10 plus (Sectio G) Box 10 (Sectio H) Box 15 Private medical treatmet or isurace (Sectio I) Box 11 Qualifyig relocatio expeses paymets ad beefits (Sectio J) Box 15 Services supplied (Sectio K) Box 15 Assets placed at employees disposal (Sectio L) Box 13 Other items (icludig subscriptios ad professioal fees) (Sectio M) Box 15 (Total sum of all boxes) Expeses paymets made to, or o behalf of, the employee (Sectio N) Box 16 (Total sum of all boxes) SFE/PFF2/

14 Sectio 4 Other icome Q1 Icome from self-employmet To make this questio easier to aswer, we have split it up ito 2 parts. You may or may ot have received self-employmet icome from both parts, just tell us about the oes you did. a Total taxable profit for busiesses You should iclude the icome type below as your aswer for the total amout of taxable profits you received from self-employmet durig the tax year. Total taxable profits from this busiess (aggregated for multiple self employmets) Olie tax retur You would have bee asked this questio as part of your assessmet. You should refer to your saved olie tax retur for these figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) ad how to work this amout out are detailed below: Short paper tax retur - SA200 Box 3.7 plus Box 3.11 Full paper tax retur - SA103F (Box 73 plus Box 75) or SA103S (Box 28 plus Box 30) or SA103L (Box 49 mius Box 50) b Total taxable profit from parterships You should iclude the icome type(s) below as your aswer for the total profit you received from parterships durig the tax year. Share of total taxed ad utaxed icome other tha that taxable at 10% ad 20% Your share of total taxable profit from the parterships Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) ad how to work this amout out are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay self-employmet icome from parterships. Full paper tax retur - SA104F (Box 16 plus Box 19 plus Box 67 plus Box 74 mius Box 75), SA104S (Box 16 plus Box 19) 14 SFE/PFF2/1516

15 Sectio 4 Other icome Q2 Miister of religio Tell us about the amout of icome you received from the followig icome type durig the tax year: Taxable icome mius expeses (Miisters of religio) that are ot icluded i your P60 or P11D Olie tax retur You would have bee asked this questio as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed SA102M tax form ad how to work this amout out are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from workig as a Miister of religio. Full paper tax retur - SA102M (Box 4 plus Box 8 plus Box 10 mius (Box 26 plus Box 35) Q3 Other icome ad lump sums You should iclude the icome type(s) below as your aswer for the amout of icome you received from other icome ad lump sums. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Other taxable icome - before expeses ad tax take off Foreig earigs ot taxable i the UK Taxable lump sums Ay redudacy paymets or compesatio for loss of job Lump sums or beefits received from a Employer Fiaced Retiremets Beefit Scheme excludig pesios Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 7.1 Full paper tax retur - SA100 TR3 Box 16, SA101 Ai2 Box 12, SA101 Ai2 Box 3, SA101 Ai2 Box 4, SA101 Ai2 Box 5 SFE/PFF2/

16 Sectio 4 Other icome Q4 Icome from property lettigs You should iclude the icome type(s) below as your aswer for the amout of icome you received from property lettigs. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Icome from UK property Icome from foreig property or lad Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 6.3 Full paper tax retur - SA105 Box 13 ad 38, SA106 Box 25 Q5 Icome from UK trusts You should iclude the icome type(s) below as your aswer for the amout of icome you received from UK trusts. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Discretioary icome paymet from a UK residet trust - et amout Discretioary icome paymet from a UK residet trust - total paymets from settlor-iterested trusts -discretioary icome etitlemet from a trust et amout of o-savigs icome -discretioary icome etitlemet from a trust et amout of savigs icome -discretioary icome etitlemet from a trust et amout of divided icome Icome chargeable o settlors Icome from UK estates Foreig estate icome Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed SA107 tax form ad how to work out these amouts are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from UK trusts. Full paper tax retur - SA107 Box 1, SA107 Box 2, SA107 Box 3, SA107 Box 4, SA107 Box 5 SA107 total sum of (Boxes 7 to 14), SA107 total sum of (Boxes 16 to 21), SA107 Box SFE/PFF2/1516

17 Sectio 4 Other icome Q6 Foreig icome You should iclude the icome type(s) below as your aswer for the amout of icome you received from foreig icome. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Total taxable amout of overseas pesios, social security beefits ad royalties etc. Total taxable amout of all other icome received by a perso abroad ad ay remitted rig feced foreig icome Gais o disposals of holdigs offshore fuds ad discretioary icome from o-residet trusts Beefit received from a overseas trust, compay or other perso Gais o foreig life policies (amout of gai) Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed SA106 tax form are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay foreig icome. Full paper tax retur - SA106 F3 Box 9, SA106 F3 Box 13, SA106 F6 Box 41, SA106 F6 Box 42, SA106 F6 Box 43 Q7 Icome from a overseas pesio You should iclude the icome type(s) below as your aswer for the amout of icome you received from a overseas pesio. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Value of pesio beefits i excess of your Available Lifetime Allowace, take by you as a lump sum Amout of uauthorised paymet from a pesio scheme, ot subject to surcharge Total amout of uauthorised paymet from a pesio scheme, subject to surcharge Taxable short service refud of cotributio (overseas pesio schemes oly) Taxable lump sum death beefit paymet (overseas pesios oly) Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed SA101 tax form are detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from a overseas pesio. Full paper tax retur - SA101 Ai4 Box 7, SA101 Ai4 Box 13, SA101 Ai4 Box 14, SA101 Ai4 Box 16, SA101 Ai4 Box 17 SFE/PFF2/

18 Sectio 4 Other icome Q8 Other overseas icome ad gais You should iclude the icome type below as your aswer for the amout of icome you received from other overseas icome ad gais. Add together the icome types below that you received durig the tax year ad tell us your total figure o the form. You may ot have received icome from every icome type listed, just tell us about the oes you did. Amout of omissios (exemptios uder trasfer of foreig assets) Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatio of where to fid this figure o your completed SA106 tax form is detailed below: Short paper tax retur - If you completed a short paper retur you would ot have had ay icome from other overseas icome ad gais. Full paper tax retur - SA106 F6 Box 46 Sectio 5 icome deductio Q3 Allowable expeses o which you claimed tax relief The list below is a breakdow of what we wat you to iclude i your aswer for the amout of allowable expeses you had o which you claimed tax relief. Add together all allowable expeses below which you had durig the tax year ad tell us your total figure o the form. You may ot have had all the allowable expeses listed, just tell us about the oes you did. Total amout of allowable expeses Seafarers Earigs Deductio Foreig tax for which tax credit relief ot claimed Busiess travel ad subsistece expeses Fixed deductios for expeses Professioal fees ad subscriptios Other expeses ad capital allowaces Olie tax retur You would have bee asked these questios as part of your assessmet. You should refer to your saved olie tax retur for these idividual figures. Paper tax retur The locatios of where to fid these idividual figures o your completed tax form(s) are detailed below: Short paper tax retur - SA200 Box 2.5 Full paper tax retur - SA100 TR3 Box 17, SA101 Ai2 Box 11, SA101 Ai2 Box 13, SA102 E1 Box 17, SA102 E1 Box 18, SA102 E1 Box 19, SA102 E1 Box SFE/PFF2/1516

19 Sectio 6 Your depedats Academic year You should provide the child depedat s icome for the academic year. The academic year is determied by whe the studet begis their study. Studet s study begis betwee Academic year 1 August 2015 ad 31 December 2015 iclusive 1 September 2015 to 31 August Jauary 2016 ad 31 March 2016 iclusive 1 Jauary 2016 to 31 December April 2016 ad 30 Jue 2016 iclusive 1 April 2016 to 31 March July 2016 ad 31 July 2016 iclusive 1 July 2016 to 30 Jue 2017 Q1 The child depedat s icome is required to assess the eligibility for the deductios i the calculatio of household icome for each child that is wholly or maily fiacially depedet o the studet, the studet s husbad, wife or parter or the studet s parets or step-parets. You ca fid out more iformatio about how household iformatio is calculated by visitig Please do ot iclude icome from sources such as the Govermet Child Trust, State Child Beefit, Child Tax Credit, the child elemet of Uiversal Credit or miimal sums of moey from other sources whe eterig a child depedat s icome. Declaratio If you caot sig this form, it must be siged o your behalf by your Power of Attorey. The Power of Attorey letter must be set with this form before a sigature from that Power of Attorey will be accepted. Our Data Protectio Statemet sets out who will use the iformatio provided o this form ad what they will use it for. Before sigig this form please read our statemet olie at You must otify Studet Fiace Eglad about ay chage i your circumstaces, which may affect the studet s etitlemet to fiacial support. The most commo chage of circumstaces would be if: your household icome chages; or your marital status chages. Iformatio about data sharig for bursary ad scholarship purposes Uiversities ad colleges will be offerig fiacial awards such as bursaries or scholarships to their studets. To help them admiister these awards (i.e. to determie eligibility ad etitlemet to, ad if relevat pay, a bursary or scholarship - bursary admiistratio purposes ) they will ask the Secretary of State or Studet Loas Compay for access to iformatio you provide i coectio with ay applicatio for studet fiace for academic year 2015/16 (whether o this form or at a later date). We will share the relevat iformatio with them, uless you idicate that you do ot wish us to do so by tickig the box o the declaratio. If you do ot give coset for us to share this iformatio, the paymet of ay bursary or scholarship to which the studet(s) you are supportig may be etitled will be delayed. SFE/PFF2/

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