About these notes These notes should be read with your part-time Tuition Fee Loan and Course Grant application form.

Transcription

1 PTLC Nots Tuition F Loan and Cours Grant application nots for continuing part-tim studnts 2017/18 About ths nots Ths nots should b rad with your part-tim Tuition F Loan and Cours Grant application form. Rturning your form Snd your compltd form and any documnts to: Studnt Financ Wals PO Box 211 Llandudno Junction LL30 9FU Timscal for rturning your form Your form should b rturnd within 9 months of th start of your acadmic yar, othrwis you may los your ntitlmnt to studnt financ. Mak sur you pay th corrct postag. Find out mor You can find out mor information about part-tim studnt financ by: going to: rading our part-tim guids spaking to your univrsity or collg calling us on Othr information Altrnativ formats You can ordr forms and guids in Braill, larg print or audio by mailing your nam, addrss and Customr Rfrnc Numbr, if you hav on, along with what form and format you rquir to: braillandlargfonts@slc.co.uk or you can call us on Plas not th mail addrss and tlphon numbr can only dal with rqusts for altrnativ formats of forms and guids. SFW/PTLCN/1718/A 1 of 12

2 1 Your prsonal dtails 1.1 Customr Rfrnc Numbr i Your Customr Rfrnc Numbr is your prsonal rfrnc numbr and is 11 digits long. You ll hav on of ths if you v prviously had a studnt loan or any othr studnt financ from th Studnt Loans Company (SLC). You may also hav on if you v givn financial information for anothr studnt s application. If you don t hav on, or don t know what your Customr Rfrnc Numbr is, lav this blank. 1.2 Prsonal dtails You nd to snd your: Chang of nam dd, if appropriat. Marriag/divorc crtificat, if appropriat. Civil partnrship/dissolution ordr, if appropriat. 2 of 12 SFW/PTLCN/1718

3 1 Your prsonal dtails - continud 1.4 & 1.5 Armd Forcs i You may b ligibl for support to study a distanc larning cours outsid of th UK if you or your family mmbr (who you liv with) is currntly srving ovrsas in on of th following: Th Naval Srvic (Royal Navy and Royal Marins) Th Army Th Royal Air Forc Th Royal Military Polic Th Ghurkas Th following family mmbrs will b ligibl studnts: A spous or civil partnr living with a mmbr of th UK Armd Forcs srving ovrsas A child, stp-child or adoptiv child living with a mmbr of th UK Armd Forcs srving ovrsas A dpndant parnt living with ithr; - A child who is a mmbr of th UK Armd Forcs srving ovrsas - Th child s spous or civil partnr who is a mmbr of th UK Armd Forcs srving ovrsas. What you nd to snd: You nd to snd a lttr confirming your nam and your addrss (or BFPO addrss). If your family mmbr is in th Armd Forcs, you nd to snd a lttr confirming th following: thir nam thir addrss (or BFPO addrss) your nam thir rlationship to you Th lttr you snd must b signd, stampd and datd by th Armd Forcs Unit Rcords Offic. SFW/PTLCN/ of 12

4 2 About your univrsity or collg and cours 2.1 Tuition F amount chargd i If you r not sur how much you r bing chargd for tuition fs, spak to your univrsity or collg to find out. You must spcify an amount for your form to b accptd. 3 Your loan rqust 3.1 Loan paymnts i W ll pay your Tuition F Loan dirctly to your univrsity or collg in thr instalmnts within th acadmic yar. Th first paymnt of th Tuition F Loan is mad aftr w rciv confirmation from your univrsity or collg that you r in attndanc on your cours. Th maximum loan you can borrow dpnds on whr you r studying. Loan liability i You ll b liabl for your Tuition F Loan 2 wks aftr th first day of trm 1, and at th start of trms 2 and 3, not th dats th instalmnts ar paid to your univrsity or collg. Liability % of total Tuition F Loan that you ll b liabl for Trm 1 25% Trm 2 50% Trm 3 100% Intrst i Intrst is addd to your loan balanc from th day th first loan paymnt is mad to your univrsity or collg. You can find out mor about this and th currnt intrst rat at: Changing your loan amount i You can chang th amount of loan you originally rqustd by complting a Tuition F Loan Rqust form. Th Tuition F Loan Rqust form is availabl to download at: or call us on to rqust a copy. 4 of 12 SFW/PTLCN/1718

5 4 About your husband, wif, civil partnr or partnr 4.1 Marital status i Your partnr is dfind as follows: your husband/wif your civil partnr your opposit sx partnr if you liv with your partnr as though you wr marrid or your sam sx partnr if you liv with your partnr as though you wr in a civil partnrship. If you v ntrd into an ovrsas civil partnrship or an quivalnt lgal rlationship with a sam sx partnr, w will contact you to lt you know whthr this will b rcognisd for studnt financ purposs. Sparatd, divorcd or dissolvd civil partnrship You nd to snd: Dcr Absolut or Dissolution ordr or A lttr from your solicitor confirming your status Widowd or surviving civil partnr Original dath crtificat 5 Financial dtails 5.1 Stat bnfits i If you r not marrid or in a civil partnrship, but ar living with a partnr, w ll tak your partnr s incom into account, if you hav a partnr as xplaind at 6.1 of ths nots. If your husband, wif, civil partnr or partnr wishs to provid incom information sparatly thy can download a copy of this form at: or call us on to rqust a copy. You nd to snd: a photocopy of th original documnt you rcivd from th agncy or authority tlling you about th bnfit, or a compltd Confirmation of bnfits (CB1) form along with this application. Download a CB1 form at: or call us on to rqust a copy or a lttr from your local Council Tax Offic confirming your Council Tax rduction. SFW/PTLCN/ of 12

6 5 Financial dtails continud 5.2 Gross incom from salary or wags i Your gross incom mans incom bfor dductions from: salary/wags ovrtim bonuss and/or commission. W rquir ths figurs for tax yar , normally this will b th yar nding 5 April 2017, but this may diffr if your mployr or businss has a tax yar which dosn t nd in April, or you start your cours in July. Also includ any incom you rcivd in from mploymnt ovrsas or any othr incom you gt from abroad which is not covrd by UK tax as wll as any of th bnfits askd for. Don t includ any of th following: any prsonal tax rlif paymnts undr covnant or non-taxabl incom. Evidnc of your arnings can b: a photocopy of P60 for or photocopis of payslips for month 12 or wk 53 showing Total paid to dat for arnings in th priod 6 April 2016 to 5 April 2017 or a signd lttr from your mployr confirming your arnings. Th lttr should b on company hadd papr and also confirm your tax cod or a statmnt of arnings from HM Rvnu & Customs (HMRC) and/or writtn dtails of all bnfits in kind you rciv. 6 of 12 SFW/PTLCN/1718

7 5 Financial dtails continud 5.3 Incom from slf-mploymnt i Giv th dtails shown on your slf-assssmnt form for your trading yar which nds during th priod from 6 April 2016 to 5 April If you can t giv us th amounts, you should giv an stimat and writ E bsid th amount on th form. 5.4 Bank and building socity gross intrst i Evidnc of your incom from slf mploymnt can b: a photocopy of your slf assssd tax rturn or a lttr from your accountant confirming your incom If you r a company dirctor snd: a photocopy of your P60 and/or a photocopy of your P11D or indpndnt confirmation of your arnings and dirctors fs from a chartrd or crtifid accountant or HMRC. You only nd to snd vidnc for bank/building socity gross intrst if it s th only sourc of houshold incom. Evidnc of your incom from bank/building socity gross intrst can b: bank or building socity statmnts 5.5 Othr invstmnt incom i You only nd to snd vidnc of incom from othr invstmnts if it s th only sourc of houshold incom Evidnc of your incom from othr invstmnts can b: bank or building socity statmnts or annual statmnt of intrst or dividnd vouchrs SFW/PTLCN/ of 12

8 5 Financial dtails continud 5.6 Incom from proprty lttings or rnt Evidnc of your incom from proprty, lttings or rnt can b: a photocopy of your slf assssd tax rturn or a lttr from your accountant confirming your incom Rnt a Room schm i W nd to know how much of your incom from proprty, lttings or rnt is through th Rnt a Room schm as any incom from this schm up to 4,250 pr yar is tax-fr. This mans any incom from th Rnt a Room schm undr this thrshold won t count as incom for your studnt financ assssmnt. a photocopy of your slf assssd tax rturn or a lttr from your accountant 5.7 Othr incom typs i Includ hr any othr incom you v rcivd, for xampl: scholarships, studntships, xhibitions, bursaris, awards, grants and allowancs not alrady givn prviously othr paymnts you rciv for attnding your cours during th acadmic yar any paymnts from an mployr rlasing you for your study during th acadmic yar. any salary or wags that you ll rciv from your mployr whil you r studying for your cours. This includs work you finish bfor th cours bgins, or work you r paid for in advanc which you ll do aftr your cours nds rdundancy paymnts or compnsation for loss of job. You must includ th full amount of your rdundancy paymnt, vn if you don t xpct to pay tax on it. fostring or boarding-out allowancs whr ths ar rgular paymnts that fostr carrs rciv to mt th cost of kping a child or for taxabl bnfits in kind plas snd your P11D. If you pay any portion of a pnsion to a formr partnr du to an ordr mad undr th Matrimonial Causs Act 1973 or th Civil Partnrship Act 2004, don t includ this amount as part of your pnsion incom. If you rciv any portion of a formr partnr s pnsion du to an ordr mad undr th Matrimonial Causs Act 1973 or th Civil Partnrship Act 2004, you must includ this amount as part of your pnsion incom. 8 of 12 SFW/PTLCN/1718

9 5 Financial dtails continud 5.7 Othr incom typs If you v dclard any othr incom typs, you nd to snd us photocopis of vidnc to confirm th total amount rcivd during th tax yar. 5.8 Dpndnt childrn i You must includ any incom th child rcivs from working, from intrst arnd on savings, from invstmnts and from any maintnanc paymnts you xpct to rciv for your childrn as part of thir incom in this qustion. Don t includ incom from sourcs such as Child Bnfit, Child Tax Crdit, child lmnt of Univrsal Crdit, Govrnmnt Child Trust or minimal sums of mony from othr sourcs whn ntring a child dpndant s incom. You nd to snd: your child s/childrn s original birth crtificat(s) and photocopis of vidnc showing th child s incom from all sourcs aftr tax and social scurity contributions in tax yar SFW/PTLCN/ of 12

10 7 Dclarations Powr of Attorny i If you can t sign th form it must b signd on your bhalf by your attorny. To grant a prson Powr of Attorny, you nd to fill in a lgal form giving thir nam, th spcific priod for which thy can act on your bhalf, and th spcific tasks that thy can prform. Th Powr of Attorny lttr must b snt with th application bfor a signatur from that attorny will b accptd. Data Protction Act i Th Studnt Loans Company (SLC) and th Wlsh Govrnmnt ar joint Data Controllrs undr th Data Protction Act W hold information for th purposs spcifid in our notification to th Information Commissionr including dtrmining ligibility for studnt financ, assssing th maximum amount of financial support availabl, paymnt of studnt financ and th dtction and prvntion of fraud, and may us this information for any of ths. If fals or inaccurat information is providd and fraud is idntifid, dtails may b passd to fraud prvntion agncis to prvnt fraud and mony laundring. W may shar th information you hav givn us with othr organisations including HMRC, Hr Majsty s Passport Offic (HMPO), othr Govrnmnt bodis and your univrsity or collg for ths purposs. W may also gt information about you from othr organisations. If so, it will only b for th purposs dscribd and as th law prmits us to do for th purposs of vrifying ligibility for studnt financ, procssing your application and managing our rpaymnt functions. For furthr dtails about whom w shar your information with and for what purpos, go to: 10 of 12 SFW/PTLCN/1718

11 Nxt stps in your studnt financ journy 1 You complt and rturn your application form to us, along with any vidnc, as soon as possibl. You r hr 2 W procss your application. If any information is missing or incorrct w ll gt in touch. Onc w hav all th information w nd, w ll snd you a Studnt Financ Entitlmnt lttr. 3 You show your Studnt Financ Entitlmnt lttr to your univrsity or collg (if thy ask to s it). 4 W pay your Tuition F Loan dirctly to your univrsity or collg aftr thy tll us that you r attnding your cours (if applicabl). W pay your Cours Grant, in on instalmnt, dirctly to your bank account using th dtails you gav us (if applicabl). SFW/PTLCN/ of 12

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