Assessment of Financial Circumstances For parents and ...

1 Student finance england PFF2 Assessment of Financial Circumstances For parents and partners of students 2021/22. SFE/PFF2/2122/A. 11 Who should complete this form? Complete this form if you are: The student's natural or adoptive parent The student's step-parent The husband, wife, civil partner or cohabiting partner of one of the student's parents The student's husband, wife or civil partner The student's partner, if the student is over 25 and you live with them as though you are married or in a civil partnership. What details do I need to provide? You need to tell us some personal details and what your Financial income was for the tax year 2019-20. You must tell us your 2019-20 income details as we cannot accept amounts from any other tax year. We need your income amounts so we can work out what the student(s) you are supporting are entitled to. To find out how we'll use the information you provide go to to read our Privacy Notice before completing this form.

2 The student may be eligible for a bursary or scholarship. In order for a university or college to determine and pay any bursary or scholarship to which the student(s) you are supporting may be entitled, we will share some of your personal and Financial details with them. For more information about this, read our Privacy Notice. How do I complete this form? This form is made up of 6 sections: section 1 - personal details section 2 - data sharing and you section 3 - your Financial information for tax year 2019-20. section 4 - other income section 5 - income deductions section 6 - your dependants Start by checking the details in section 1 and then work your way through the form. (Depending on your Circumstances you may not need to complete every section). Please refer to the support notes at the back of this form each time you see [j]. You need to send evidence whenever you see this icon What if I have further questions?

3 If you have further questions you can: visit call us on 0300 100 0607. What happens if my household income has dropped since tax year 2019-20? If your household income has dropped by 15% since tax year 2019-20 you can apply for a Current Year Income Assessment '. This means we would use your expected income for tax year 2021-22 instead of your actual income from tax year 2019-20 when calculating the student's entitlement. However, there must be at least a 15% drop in the overall household income (not just your own income) between these two tax years for us to do this and we will ask for evidence of your 2021-22 income at the end of that tax year. Please refer to the support notes at the back of this form for more information. 2 SFE/PFF2/2122. Section 1 Personal details a Student's details Customer Reference Number . Forename(s). Surname Date of birth (DDMMYYYY).. b Your personal details Person 1 Person 2.

4 Your Customer Reference Number Your Customer Reference Number (If you have one) (If you have one).. Relationship to the student . Relationship to the student Title Title Forename(s) Forename(s). Surname Surname Sex Male Female Sex Male Female . What is your current marital status? What is your current marital status? Single Single . Married/civil partnership Married/civil partnership . Divorced/dissolved civil partnership m Divorced/dissolved civil partnership m . Living with a partner Living with a partner . Separated m Separated m . Widowed/surviving civil partner m Widowed/surviving civil partner m . SFE/PFF2/2122 3. Section 1 Personal details Date of birth / /. Date of birth Place of birth /. /. Place of birth . (name of town or village exactly as it appears (name of town or village exactly as it appears on your birth certificate or passport) on your birth certificate or passport).

5 Home address Home address Postcode Postcode Home telephone number Home telephone number Email address Email address m You do not have to disclose your Financial information to your partner. If you would like to provide your information separately you can download another copy of this form. 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. [i]. Person 1 Person 2. I have an NI number Tick I have an NI number Tick Please provide your NI number below: Please provide your NI number below: - - . - - You are now ready to provide You are now ready to provide your Financial information. your Financial information. go to section 3 go to section 3. I do not have an NI number Tick I do not have an NI number Tick If you do not have a NI number because you If you do not have a NI number because you receive non-UK taxable income, please provide receive non-UK taxable income, please provide the equivalent Financial information in pounds the equivalent Financial information in pounds sterling.

6 Sterling. You are now ready to provide You are now ready to provide your Financial information. your Financial information. go to section 3 go to section 3. 4 SFE/PFF2/2122. Section 3 Your fnancial information for tax year 2019-20. Instructions Please give your Financial details for the tax year from 6 April 2019 to 5 April 2020. Answer Yes' or No' to every question, if you answer Yes' please provide the income amount. If you answer No' to a question, this means you are telling us that you did not receive any income from that particular income type in tax year 2019-20. If any questions are left blank we will not be able to process this application. m You do not need to send us any evidence. However, you should keep all of your 2019-20. Financial evidence as we may ask for it at a later date to verify the details you have provided. Financial details Person 1 Person 2. Q1 Did you receive any income from salary, wages, taxable state benefits or from occupational or private pensions?

7 [i]. I Yes No I Yes No a Total income from salary/wages 1 1 . b Total income from taxable state benefits 1 1 . c Total income from occupational pension(s) 1 1 . If you receive a lump sum pension, only declare the amount you received that you paid tax on. d Total income from private pension(s) 1 1 . If you receive a lump sum pension, only declare the amount you received that you paid tax on. Q2 Did you receive any income from a state retirement pension? [i] Yes No Yes No I I. a Total lump sum amount received b Total non-lump sum amount received Q3 Did you receive any income from savings and investments? [i]. Yes No Yes No a Total interest from UK banks, building societies and unit trusts I I. 1 1 . b Total income from UK life insurance gains, securities and partnerships . 1 I. c Total income from UK investments and dividends 1 I 1 . d Total income from foreign investment and dividends 1.

8 I. I 1 . I. Total income received 1 1 . SFE/PFF2/2122 5. Section 3 Your fnancial information for tax year 2019-20. Person 1 Person 2. Q4 Did you receive any taxable benefits in kind? [j].. I. Yes No . I. Yes No Total income received I I . Any other income Q5 Did you receive any other income during the 2019-20 tax year that you haven't yet told us Yes - Go to section 4 Yes - Go to section 4. about? No - Go to section 5 No - Go to section 5. Section 4 Other income Instructions Complete section 4 in the same way you completed section 3 giving gross Financial details for the tax year from 6 April 2019 to 5 April 2020. The notes contain a breakdown of what we want you to include for each question as well as where to find individual amounts on some of the Financial documents you might have. Person 1 Person 2. Q1 Did you receive any income from self-employment? [j] Yes No Yes No a Total adjusted profit from businesses I I.

9 B Total adjusted profit from partnerships I.. Total income received Q2 Did you receive any income as a Minister of religion? [j]. I Yes No I Yes No Total taxable income minus expenses that are not included on your P60 or P11D? . Q3 Did you receive any other taxable income or lump sums? [j]. I Yes No I Yes No Total income received I I . Q4 Did you receive any income from property lettings? [j]. I Yes No I Yes No Total income received I I . 6 SFE/PFF2/2122. Section 4 Other income Person 1 Person 2. Q5 Did you receive any income from UK trusts? [i]. I Yes No I Yes No Total income received I I . Q6 Did you receive any foreign income? [i]. I Yes No I Yes No Total income received I I . Q7 Did you receive any income from an overseas pension? [i]. I Yes No I Yes No Total income received I I . Q8 Did you receive any other overseas income and gains? [i]. I Yes No I Yes No Total income received I I.

10 Section 5 Income deductions Instructions Complete section 5 in the same way you completed section 3 giving gross Financial details for the tax year from 6 April 2019 to 5 April 2020. Person 1 Person 2. Q1 Did you pay any private pension contributions? I Yes No I Yes No Total amount you paid I I . Q2 Did you pay any Additional Voluntary Contributions (AVCs)? I Yes No I Yes No Total amount you paid I I . Q3 Did you have any allowable expenses on which you claimed tax relief? [i]. I Yes No I Yes No Total amount on which you claimed tax relief I I . SFE/PFF2/2122 7. Section 6 Your dependants Identify any children who will be wholly or mainly financially dependent on you. Q1 Child dependants not in further or higher education in academic year 2021/22 n Include unearned income for all dependants. Only include earned income details for persons aged 16 and over. Do not count casual earnings of persons under 16.