student fnance wales cylld myfyrwyr cymru Welsh Government Learnng Grant Further Educaton 2017/18 Fnancal Detals Form www.studentfnancewales.co.uk/wglgfe sound advce on STUDENT FINANCE /A
How to complete the Fnancal Detals Form Follow the nstructons we ll tell you what questons you need to answer and what ones you can skp. Secton 1 asks about you and who you lve wth t wll also tell you who needs to complete the rest of the form. Secton 2 and Secton 3 ask about your household ncome and dependng on your stuaton ether you (and your partner f you have one) or your parent(s) wll complete these. To complete Secton 3 your parent(s) or partner wll need to have ther Natonal Insurance number to hand. Secton 4 contans your declaratons whch must be sgned. You need to complete all of the questons you re asked to. Any mssng nformaton wll delay your applcaton. Where we ask for supportng documents we wll need t before your applcaton can be fully processed. Any mssng documents wll delay your applcaton. Use the notes Where you see ths you should check the notes for specfc nformaton to help you complete a queston or secton. Where you see ths you need to send us supportng documents. Use the notes to fnd out exactly what you need to send. All documents you send must be orgnals we can t accept copes. We wll send your orgnals back to you. Addtonal Help and Informaton If you need any help to complete ths form please call us on 0300 200 4050 (Mncom: 0300 100 1693). Our webste also has lots of helpful nformaton about Welsh Government Learnng Grant Further Educaton: www.studentfnancewales.co.uk/wglgfe You can get forms and gudes n Bralle large prnt or audo. Send your name and address along wth a message tellng us what format you requre to: bralleandlargefonts@slc.co.uk or you can telephone us on 0141 243 3686. Note: ths emal address and telephone number can only deal wth requests for alternatve formats of forms and gudes. 2
Secton 1 Personal detals 1.1 Student detals Forename Surname 1.2 Has your name changed from the one shown above? No go to 1.3 Yes you need to send supportng documents read the notes to see what to send. Go to 1.3 1.3 Has your martal status changed snce your orgnal applcaton for ths grant? No go to 1.5 Yes go to 1.4 1.4 What s your new martal status? Tck the box that best descrbes your status I m now sngle. I m now separated. You need to send supportng documents read the notes to see what to send. I m now dvorced. You need to send supportng documents read the notes to see what to send. My cvl partnershp has been dssolved. You need to send supportng documents read the notes to see what to send. I m now a wdow/survvng cvl partner. I m now marred. You need to send supportng documents read the notes to see what to send. I m now n a cvl partnershp. You need to send supportng documents read the notes to see what to send. 3
Secton 1 Personal detals (contnued) 1.5 Tck any of the followng statements that wll apply to you on the frst day of your course I ll be responsble for a chld. I ll have supported myself fnancally for more than 3 years. I ll be lvng under the care of a Local Authorty. I'll be or wll have been marred or n a cvl partnershp. I wll have been estranged from both my parents for more than 12 months. Both my parents are deceased. If you tcked any of the above. Have you already sent supportng documents to prove each statement tcked? No Read the notes to see what you need to send then go to Secton 2. You are an ndependent student. Yes You are an ndependent student. Go to Secton 2. If you have not tcked any of the above. You are a dependent student. Your parent(s) need(s) to complete Secton 3 then both of you need to complete Secton 4. 4
Secton 2 Independent student fnancal detals Part A Fnancal nformaton for tax year 2017-18 2.1 Do you currently receve Income Support or Income-related Employment and Support Allowance? No Yes 2.2 Do you currently receve Unversal Credt? No Yes Part B Household ncome How to complete Part B Gve an estmated amount for each ncome type lsted below. If you wll not receve ncome from any type lsted below wrte n/a. Estmates are for the tax year startng 6 Aprl 2017 and endng 5 Aprl 2018. If you leave any queston blank n Part B we wll not be able to process ths applcaton. 2.3 Estmated ncome from gross salares and wages 2.4 Estmated ncome from self-employment 2.5 Estmated ncome from taxable socal securty benefts 2.6 Estmated taxable ncome from any other source Specfy each source below. 2.7 Gve your total estmated household ncome Add the estmates from questons 2.3 2.4 2.5 and 2.6 to gve your total estmated household ncome. 5
Secton 2 Independent student fnancal detals (contnued) Part C Household deductons How to complete Part C Gve an estmated amount for each deducton type lsted below. If you wll not pay a specfc type of deducton lsted n a queston wrte `n/a. Estmates for the tax year startng 6 Aprl 2017 and endng 5 Aprl 2018. If you leave any queston blank n Part C we wll not be able to process ths applcaton. 2.8 Estmated deductons towards prvate penson contrbutons 2.9 Estmated deductons towards Addtonal Voluntary Contrbutons (AVCs) 2.10 Estmated deductons towards wages for domestc help due to ncapacty 2.11 Estmated deductons towards any other employment related expenses 2.12 Gve your total estmated household deductons Add the estmates from questons 2.8 2.9 2.10 and 2.11 to gve your total estmated household ncome. 2.13 Gve your overall estmated household ncome Ths s your total estmated household ncome (2.7) mnus your total estmated household deductons (2.12). 2.14 Do you have a partner? By partner we mean your wfe husband cvl partner or co-habtant partner. No go to Secton 4 and sgn your declaraton. Yes Your partner needs to complete Secton 3 then both of you need to complete Secton 4. 66
Secton 3 Fnancal detals Secton 3 s dvded nto four parts. Read the followng for a quck summary of each part. Part A Tell us your name and some other personal nformaton ncludng your Natonal Insurance number. Part B Answer every queston. Part C Only complete f nstructed. Part D Answer every queston. How to complete ths secton If you are a sngle parent of the student. Enter your nformaton as Parent 1 leave Parent 2/student s partner blank. If there are two parents n the student s household. Complete ths secton wth nformaton for both Parent 1 and Parent 2/student s partner. Remember to tck the correct Relatonshp to student box. If you re the student s partner. Enter your nformaton as Parent 2/student s partner. Remember to tck the correct Relatonshp to student box leave Parent 1 blank. If you re self assessed read page 5 of the notes for more nformaton. If you re not self assessed you can use your P60 to complete ths secton. Data Sharng We wll share and check the detals you gve us wth HM Revenue & Customs allowng us to gan the most accurate nformaton possble. Ths can only be done f you have a vald Natonal Insurance (NI) number. Part A 3.1 Personal detals Parent 1 Frst name Parent 2/student s partner Frst name Famly name Famly name Date of brth DAY MONTH YEAR - - Date of brth DAY MONTH YEAR - - Relatonshp to student (tck the box that s relevant to you) Parent 2 Partner Natonal Insurance number Natonal Insurance number - - go to Part B - - go to Part B 7
Secton 3 Fnancal detals (contnued) Part B Fnancal nformaton for tax year 2015-16 How to complete Part B Answer every queston. Where you answer Yes to a queston you must gve gross ncome amounts. Any amounts gven must be for the tax year startng 6 Aprl 2015 and endng 5 Aprl 2016. If you leave any queston blank n Part B we wll not be able to process ths applcaton. If you don t receve a specfc type of ncome lsted n a queston wrte n/a. Do I need to send any evdence of fnancal detals wth ths applcaton? No you don t need to send any evdence of your fnancal detals now but we may wrte out to request ths at a later date. What f my ncome has dropped snce 15-16? If your household ncome has permanently changed snce tax year 2015-16 refer to page 5 of the notes for more nformaton. 3.2 Were you n recept of Income Support or Income-related Employment and Support Allowance? Parent 1 No Yes Parent 2/student s partner No Yes 3.3 Were you n recept of Unversal Credts? No No Yes Yes 3.4 Dd you receve any ncome from salary wages taxable state benefts or from occupatonal or prvate pensons? No go to 3.5 No go to 3.5 Total ncome from salary/wages Total ncome from taxable state benefts Total ncome from occupatonal penson(s) Total ncome from prvate penson(s) 8
Secton 3 Fnancal detals (contnued) Parent 1 Parent 2/student s partner 3.5 Dd you receve any ncome from a state retrement penson? No go to 3.6 No go to 3.6 Total non-lump sum amount receved Total lump sum amount receved 3.6 Dd you receve any ncome from savngs and nvestments? No go to 3.7 No go to 3.7 Total nterest from UK banks buldng socetes and unt trusts Total ncome from UK lfe nsurance gans securtes and partnershps Total ncome from UK nvestments and dvdends Total ncome from foregn nvestment and dvdends 3.7 Dd you receve any taxable benefts n knd? Total ncome from taxable benefts n knd No go to 3.8 No go to 3.8 3.8 Dd you receve any other ncome durng tax year 2015-16 that you have not told us about n Part B? No go to Part D Yes go to Part C No go to Part D Yes go to Part C 9
Secton 3 Fnancal detals (contnued) Part C Any other ncome How to complete Part C Answer every queston. Where you answer Yes to a queston you must gve gross ncome amounts. Any amounts gven must be for the tax year startng 6 Aprl 2015 and endng 5 Aprl 2016. If you leave any queston blank we wll not be able to process ths applcaton. If you don t receve a specfc type of ncome lsted n a queston wrte n/a. 3.9 Dd you receve any ncome from self-employment? Parent 1 Parent 2/student s partner No go to 3.10 No go to 3.10 Total taxable proft from busnesses Total taxable proft from partnershps 3.10 Dd you receve any ncome as a Mnster of relgon? No go to 3.11 No go to 3.11 Total taxable ncome mnus expenses that are not ncluded on your P60 or P11D 3.11 Dd you receve any other taxable ncome or lump sums? No go to 3.12 No go to 3.12 Total ncome receved 3.12 Dd you receve any ncome from property lettngs? No go to 3.13 No go to 3.13 Total ncome receved 10
Secton 3 Fnancal detals (contnued) Parent 1 Parent 2/student s partner 3.13 Dd you receve any ncome from UK trusts? No go to 3.14 No go to 3.14 Total ncome receved 3.14 Dd you receve any foregn ncome? Total ncome receved No go to 3.15 No go to 3.15 3.15 Dd you receve any ncome from an overseas penson? Total ncome receved No go to 3.16 No go to 3.16 3.16 Dd you receve any other overseas ncome and gans? No go to Part D No go to Part D Total ncome receved go to Part D go to Part D 11
Secton 3 Fnancal detals (contnued) Part D Deductons How to complete Part D Answer every queston. Where you answer Yes to a queston you must gve gross deducton amounts. Any amounts gven must be for the tax year startng 6 Aprl 2015 and endng 5 Aprl 2016. If you leave any queston blank n Part D we wll not be able to process ths applcaton. If you don t receve a specfc type of deducton lsted n a queston wrte n/a. Parent 1 Parent 2/student s partner 3.17 Dd you pay any prvate penson contrbutons? No go to 3.18 No go to 3.18 Total amount you pad 3.18 Dd you pay any Addtonal Voluntary Contrbutons (AVCs)? No go to 3.19 No go to 3.19 Total amount you pad 3.19 Dd you have any allowable expenses on whch you clamed tax relef? Total amount on whch you clamed tax relef No go to Secton 4 No go to Secton 4 go to Secton 4 go to Secton 4 12
Secton 4 Declaratons How to complete Secton 4. If you are an ndependent student wth no partner. Complete the Student Declaraton below leave the Parent/Partner Declaraton blank. If you are an ndependent student wth a partner. You complete the Student Declaraton your partner needs to complete the Parent 2/student s partner Declaraton below. If you are a dependent student n a sngle parent household. You complete the Student Declaraton the parent who completed Secton 3 needs to complete the Parent 1 Declaraton. If you are a dependent student n a two parent household. You complete the Student Declaraton the parent who completed Secton 3 as Parent 1 needs to complete the Parent 1 Declaraton and the parent who completed Secton 3 as Parent 2 needs to complete the Parent 2/student s partner Declaraton. Student Declaraton By sgnng ths declaraton you are confrmng that: the nformaton you wll gve on ths form s correct and complete to the best of your knowledge and belef; you wll submt supportng evdence n accordance wth the accompanyng notes; you understand that any attempt to dshonestly obtan ths grant shall be treated as fraud and may result n crmnal and/or cvl proceedngs aganst you; you have read and understood the Data Protecton Statement ncluded on page 11 of the accompanyng notes; and you have read and understood these statements. Student full name (n BLOCK CAPITALS) Student sgnature Today s date DAY MONTH YEAR - - Parent/Partner Declaraton By sgnng and datng ths declaraton you confrm that: the nformaton gven on ths form s correct and complete to the best of your knowledge and belef; you understand that any attempt to dshonestly obtan ths grant shall be treated as fraud and may result n crmnal and/or cvl proceedngs aganst you; you have read and understood the Data Protecton Statement ncluded on page 11 of the accompanyng notes; and you have read and understood these statements. Parent 1 Full name (n BLOCK CAPITALS) Parent 2/student s partner Full name (n BLOCK CAPITALS) Sgnature Sgnature Today s date DAY MONTH YEAR Today s date DAY MONTH YEAR - - - - 13
Where do I send my completed form and documents? Make sure you ve fully completed the form sgned and dated the declaraton(s) and ncluded all of the documents we need and send t to: Student Fnance Wales FE Customer Servces PO Box 5597 Glasgow G52 9BS Check the postage Make sure that your completed applcaton and all evdence are weghed and the postage costs are fully pad. Remember to ask for proof of postage! 14