Application Form. Welsh Government Learning Grant for Further Education 2014/15. student finance wales

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1 student finance wales Welsh Government Learning Grant for Further Education 2014/15 Application Form sound advice on STUDENT FINANCE

2 How to complete this application form All students need to complete sections 1 to 6, these ask about you and your course. You ll need to have your bank or building society details to hand. Sections 7 and 8 will ask about your household financial details. Depending on your situation, either you (and your partner, if you have one) or your parent(s) will need to complete just one of these sections. We ll tell you which sections you need to complete as you go through the form. Follow the instructions. If you don t complete a section you ve been asked to, this could delay your grant payments. If you re a third party completing this form on the student s behalf you need to also complete section 11. Use the notes iwhere you see this you should check the notes for specific information to help you complete a question or section. e Where you see this you need to send us documents to support your application. Use the notes to find out exactly what you need to send. All documents you send must be originals, we can t accept copies. We send your originals back to you. What if I can t send the documents you need now? Return your application without them. By doing this we can make a start on your application, but we won t be able to pay you until we see the documents we ve asked for. We ll write to you to confirm what documents we still need to see. 2014/15 Calendar for courses with a September start date March April May June July August September Application forms now available Return your completed form with all required evidence before 30 June 2014 to make sure your grant is agreed and ready for your first term. September courses start October November December 2015 January February March April May June July August The final deadline date for applications for academic year 2014/15 is 31 May 2015 (9 months after your course start date). Applications received after this date will not be accepted. The final deadline date for sending supporting documentation for academic year 2014/15 is 31 August 2015 (12 months after your course start date). If you don t submit your documents before this date your application will be rejected. 2 /A

3 Section 1 Your personal details INTERNAL REFERENCE NUMBER: (For internal use only) Customer Reference Number: (if you have one) 1.1 Personal Details e Complete these details exactly as stated on your birth certificate, passport or deed poll Title Mr Mrs Miss Ms Forename(s) Surname Gender Male Female Date of birth - - Place of birth (the name of the town or village) 1.2 Contact Details e Give your current home address, not your term time address (if this will be different) Home address Postcode Home phone number Mobile phone number address 3

4 Section 1 Your personal details (continued) 1.3 Marital Status Tick the box that best describes your status Single Living with partner Married/Civil Partnership e Separated e Divorced or dissolved civil partnership e Widowed or surviving civil partner e 1.4 What was the name of your first school? We ll use this answer as a security check if you call us. You ll need to repeat the answer just as you ve given it here 4

5 Section 2 Your school or college details 2.1 School or college details If you plan to study at more than one school or college, give details of the school or college where you ll spend most of your time. School or college name Campus (if applicable) Address Postcode 2.2 Have you received the Assembly Learning Grant for Further Education in the past? The Assembly Learning Grant for Further Education was the previous name for the Welsh Government Learning Grant for Further Education For what academic year did you get the Assembly Learning Grant for Further Education? (YYYY YYYY) No go to 2.3 Yes What course were you studying? For example: NVQ1 Business Studies 2.3 What type of course will you study in 2014/15? For example: GCSE, NVQ1, NVQ2, A Level 2.4 When does your course start? (MM YYYY) When does your course end? (MM YYYY) Are you getting an allowance for the course you re about to study? For example: Education Maintenance Allowance or Work Based Learning Allowance No go to Section 3 Yes You re not eligible for this grant, don t complete the rest of this form 5

6 Section 3 Your nationality details e i Read pages 5-7 of the notes to find out what original documents you need to send us. 3.1 Are you a UK national? No Yes go to Are you an EU national? No Yes go to Do you have Settled Status or Indefinite Leave to Enter or Remain in the UK? No Yes go to Are you the child of a Turkish national who is working or has worked in the UK? No Yes go to Are you the child of a Swiss national? No Yes Will your Swiss national parent be living in the UK on the first day of the academic year? No you are not eligible for this grant. e Yes send evidence go to Are you or a family member an EEA or Swiss national who is working/has worked or is looking for work in the UK? Your family member must be either your husband, wife, civil partner, parent, step-parent, children or step-children. No Yes go to Do you or your family have Refugee status in the UK? Your family member must be either your husband, wife, civil partner, parent, step parent, children or step-children No Yes Have you been ordinarily resident in the UK since this status was awarded? No go to 4.4 Yes go to Have you or a family member been granted Leave to Enter or Remain for Humanitarian Protection or Discretionary Leave? Your family member must be either your husband, wife, civil partner, parent, step-parent, children or stepchildren No Yes Have you been ordinarily resident in the UK since this status was awarded? No go to 4.4 Yes go to 4.5! If you answered No to all of the questions above you won t be eligible for WGLG FE. Don t complete the rest of the form. 6

7 Section 4 Your residency details e i Read pages 5-7 of the notes to find out what original documents you need to send us. 4.1 Have you been ordinarily resident in the UK, the EU/EEA or Switzerland for the three years prior to the first day of your course? 4.2 Have you been ordinarily resident in the UK for the three years prior to the first day of your course? No go to 4.4 Yes send documents e go to 4.5 No you are not eligible for this grant Yes send documents e go to Have you been ordinarily resident in the UK, EU/EEA or Turkey for the three years prior to the first day of your course? No you are not eligible for this grant Yes send documents e go to Tell us your address details for the last three years before the start of the first academic year of your course(s) If you need more space, attach additional pieces of paper to this form Home address Postcode From (MM YYYY) To (MM YYYY) - - Home address Postcode From (MM YYYY) To (MM YYYY) - - go to 4.5 7

8 Section 4 Your residency details (continued) 4.5 Have you moved to Wales from an address outside of Wales? No go to 5.1 Yes give details of your previous address if different from 4.4 Home address Postcode 4.6 Why did you move to Wales? Select one of the following options For work related reasons For family related reasons For education purposes If none of the above, give details of why you moved to Wales 8

9 Section 5 Your independence details 5.1 On the first day of your course, will you: be aged 25 or over? be responsible for a child? e have financially supported yourself for more than three years? e be living under the care of a Local Authority? e be, or have been, married or in a civil partnership e be either estranged from your parents or both your parents are deceased? e By estranged we mean that you ve had no contact with your parents for at least 12 months! If you ticked any of the boxes you will be an independent student. If you haven t ticked any of the boxes you will be a dependent student. 9

10 Section 6 Bank/building society details This account must be in your own name and be able to accept direct credits. You need to provide your bank or building society details, or we won t be able to pay you. If these change at any time you need to tell us immediately. If there are exceptional circumstances which mean your payments would be made to someone else s account, tick here This section should be completed with the bank or building society details of someone who is authorised to hold funds on your behalf. This third party will also need to complete section Account details If you leave this section blank, we won t be able to pay you Sort code Account number Building society roll number (if applicable) 10

11 Your household financial details In section 5 you worked out if you re a dependent student or an independent student. We use this information to work out whose financial details we need to calculate your grant entitlement. If you re an independent student You (and your partner, if you have one) need to go to section 7 If you re a dependent student Get your parent(s) to go to section 8 You need to go to section 9 11

12 Section 7 Household financial details for independent students i As you re an independent student you (and your partner, if you have one) need to complete this section. By partner we mean either your husband, wife, civil partner or co-habitant. You need to give your expected income details for academic year (AY) 2014/15. Your partner (if applicable) needs to give actual income details for tax year (TY) They ll need to provide details and supporting documents to prove their household income for tax year Where you see i there ll be additional information in the notes to help you complete this form. e Where you see your partner will need to provide supporting documents for each amount stated in this section, see the notes for more information. You (the student) don t need to send anything at this time, but we might ask to see your supporting documents later in the year. 7.1 Do you have a partner? See description above No go to 7.2 Yes go to What is your partner s full name? What is their relationship to you (the student)? For example, husband, wife, civil partner Benefit Income 7.2 Do either you or your partner receive a taxable income? No go to 7.3 Yes go to 7.5 Student Partner 7.3 Do you get Income Support or Income Based Employment and Support Allowance? No go to 7.4 Yes go to Section 9 No go to 7.4 Yes send documents go to Section 12 e 7.4 Do you get Universal Credit? No go to 7.5 Yes go to Section 9 No go to 7.5 Yes send documents e go to Section 12 12

13 Section 7 Household financial details for independent students (continued) Household Income 7.5 Gross salaries and wages e Student Estimated AY 14/15 income Partner TY income 7.6 Self-employment income e 7.7 Taxable social security benefits e 7.8 Other taxable income Specify each type in the boxes below e 7.9 Total household income Deductions 7.10 Private pension contributions e 7.11 Additional Voluntary Contributions (AVCs) e 7.12 Wages for domestic help because of incapacity e 7.13 Any other employment related expenses e 7.14 Total deductions Add each of the deductions stated above to give your total deductions. Total income 7.15 Total income This is your total household income (7.9) minus your total deductions (7.14)! If you re providing details for both you and a partner, we ll use the higher of the two incomes as your final income. The final income is used to calculate how much grant you ll receive. 13

14 Section 8 Household financial details for dependent studentsi The parent(s) of a dependent student should complete this section. By parent(s) we mean either your natural or adoptive parent(s). You (the parent(s)) need to give actual income details for tax year You need to provide details and supporting documents to prove your household income for tax year Where you see i there ll be additional information in the notes to help you complete this section. Where you see e you ll need to provide supporting documents to show your income, see the notes for more information. All supporting documents must be originals, we can t accept copies. 8.1 Personal details Parent 1 First name Parent 2 First name Surname Surname Relationship to the student Relationship to the student Benefit income 8.2 Has your household received a Tax Credit Award Notification (TCAN) for tax year ? i No Go to 8.4 Yes send documents e Go to Enter your total annual household income as it appears on your TCAN Go to section Is either parent 1 or parent 2 in receipt of a taxable household income? 8.5 Is either parent 1 or parent 2 in receipt of Income Support or Income Based Employment and Support Allowance? No Go to 8.5 Yes Go to 8.7 No Go to 8.6 Yes send documents Go to section 9 e 8.6 Is either parent 1 or parent 2 in receipt of Universal Credit? No Go to 8.7 e Yes send documents Go to section 9 14

15 Section 8 Household financial details for dependent studentsi Household income 8.7 Gross salaries and wages e 8.8 Self-employment income e Parent 1 Parent Taxable social security benefits e 8.10 Other income Specify each type in the boxes below 8.11 Total household income e Add each income stated above to give your total household income. Deductions 8.12 Private pension contributions e 8.13 Additional Voluntary Contributions (AVCs) e 8.14 Wages for domestic help because of incapacity e 8.15 Any other employment related expenses e 8.16 Total deductions Add each deduction stated above to give your total household deductions. Final income 8.17 Total income i This is your total household income (8.11) minus your total deductions (8.16) 8.18 Final income Add the two total income amounts (8.17) above together to give your final income! The final income figure in question 8.18 is used to calculate how much grant you ll receive. Parent(s) Go to section 12 15

16 Section 9 Consent to share The information you provide on this form will be provided to the Welsh Government, Student Loans Company (SLC) or any other institutions used by the Welsh Government for the purposes of administering your application and monitoring the performance of the student finance system. These bodies may use this information for market research purposes. If you do not consent to your information being used for market research tick here. Important information if you live with your parent(s) or a partner i It is important that we know if you will let us talk about your application and award with your parent(s) or partner. We cannot give out information about your application or award to anyone without your agreement. I consent to the Welsh Government Learning Grant for Further Education Customer Services Team providing details of the progress of my application and award to the person named as my partner in section 7. No Yes I consent to the Welsh Government Learning Grant for Further Education Customer Services Team providing details of the progress of my application and award to the person named as a parent 1 in section 8. No Yes and/or I consent to the Welsh Government Learning Grant for Further Education Customer Services Team providing details of the progress of my application and award to the person named as parent 2 in section 8. No Yes Section 10 Student declaration!! Read the following declaration. We will not be able to process your application for your Welsh Government Learning Grant for Further Education unless you sign and date this declaration. If you are a third party completing this form on behalf of a student who is unable to sign the declaration, you should leave this declaration blank and complete section 11 instead. Before signing and returning the completed form, you need to read the Data Protection Statement, on page 13 of the notes that accompany this form. This statement sets out who will use the information provided on this application form and what they will use it for. I confirm that I have read and understood the Data Protection Statement. I confirm that the information I have given on this form is correct and complete to the best of my knowledge and belief. I confirm that I have submitted supporting documentation. I confirm that I have not been in receipt of any other funding from the Welsh Government for this level of study or course. (Please note, this does not apply if you have previously received an Education Maintenance Allowance.) I confirm that if I withdraw from my course, I will repay all or part of my grant allowance for all or part of the year. I understand that any attempt to dishonestly obtain funding shall be treated as fraud and may result in criminal and/or civil proceedings against me. Your full name (in BLOCK CAPITALS) Your signature x Today s date

17 Section 11 Third party declaration i! This section must be fully completed if someone will be: acting on the student s behalf to manage their application and continuing participation in the Welsh Government Learning Grant for Further Education; or holding and managing the student s payments; or both Read both options carefully and tick one or both options depending on your situation then complete the contact details below. Option 1 Third party has completed/signed the form on the student s behalf. Option 2 Third party is authorised to hold funds on the student s behalf. The student named in section 1 is unable to complete/ The student named in section 1 is unable to have a sign this form by themselves and I have done so on bank account in his/her own name, I am authorised to their behalf. hold funds on the student s behalf and have provided I confirm that the information I have given on this form my bank or building society details in section 6 for this is correct and complete to the best of my knowledge reason. and belief. I will hold any payments made as a result of this I confirm that I have submitted supporting evidence for application on behalf of the student and use them in the student s application. accordance with the student s instructions. I confirm that the student named in section 1 has not I have enclosed appropriate documentation to confirm been in receipt of any other funding from the Welsh that I am authorised to accept payments on the Government for this level of study or course. student s behalf. Note this does not apply if the student has previously I have provided my contact details below. received an Education Maintenance Allowance. I will contact the Welsh Government Learning Grant I have provided my contact details below. for Further Education Customer Services Team about I have enclosed appropriate documentation to confirm any changes to my contact details. that I am authorised to act on the student s behalf. I ll contact the Welsh Government Learning Grant for If option 2 applies tick here. Further Education Customer Services Team about the progression of the student s application and to advise on any changes to any of the information contained in this form. If option 1 applies tick here. Contact details Complete the following then sign and date where instructed. Note If any of the fields below are left blank this could delay payments. Your full name (in BLOCK CAPITALS) Your signature Address X Date Postcode Home telephone number Mobile telephone number address Password (make this something you ll remember) 17 9

18 Section 12 Partner/Parent declaration Read the following declaration then sign and date where instructed.! We will not be able to process this application for the Welsh Government Learning Grant for Further Education unless you sign and date this declaration. Before signing and returning the completed form, you need to read the Data Protection Statement on page 13 of the notes that accompany this form. This statement sets out who will use the information provided on this application form and what they will use it for. I confirm that I have read and understood the Data Protection Statement. I confirm that the information I have given on this form is correct and complete to the best of my knowledge and belief. I confirm that I will provide any additional supporting documentation. I understand that any attempt to dishonestly obtain funding shall be treated as fraud and may result in criminal and/or civil proceedings against me. If you are the student s partner, complete the following: Your full name (in BLOCK CAPITALS) Your signature x Today s date - - If you are the student s parent(s), complete the following: Parent 1 Full name Parent 2 Full name Signature x Signature x Today s date Today s date

19 Section 13 Voluntary questions These questions help the Welsh Government develop its future policies, they do not need to be completed. If you choose to complete this section, your answers won t affect your eligibility for the Welsh Government Learning Grant for Further Education Do you consider yourself to have a disability? Yes No 12.2 What do you consider your nationality to be? tick all that you think apply to you Welsh Irish English British Scottish Other 12.3 Choose the one option below that indicates your ethnic group, then tick one (or more) boxes in that option to give further details White British Any other white background Mixed White and Black Caribbean White and Black African White and Asian Any other mixed background Asian or Asian British Indian Pakistani Bangladeshi Any other Asian background Black or Black British Caribbean African Any other black background Chinese or other ethnic group Chinese Any other Chinese background 19

20 Checklist Before you return your application, make sure: All sections of the form are completed as instructed You ve provided current bank/building society details All the original documentation we need is included The declaration(s) is/are signed and dated, if you re a third party completing this form on behalf of the student remember to complete section 11 If you ve ticked all the above you re now ready to return your form. Make sure you return the form to the following address Student Finance Wales FE Customer Services PO Box 5597 Glasgow G52 9BS Remember to pay the correct postage and get proof of postage/send by recorded delivery. We ll write to you to confirm we ve got your application, if you haven t heard from us within 3 weeks call us on ! If your course starts in September You must return your completed form with all supporting documents before 30th June 2014 to have your grant agreed and ready for the start of your course. 20