his uestion as s you to tell us who contributed to your family s income in 2 1. our family income may come from:
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1 Section 7 Family Financial Circumstances his uestion as s you to tell us who contributed to your family s income in 2 1. our family income may come from: Employment Rental Property Social Welfare Farming Pensions 7.1 Who contributed to your family s income in 2015? Fill in section 7 with your parent(s)/guardian(s). Entering inaccurate information in this section will affect the outcome of your HEAR Application. ic who contributed financially to your family s income in 2 1. If your parent(s)/ guardian(s) are separated/ di orced only fill in the income of the parent that you li e with most of the time. Section 7. Family Financial Circumstances Please note this section relates to the year 2 1 only. Clic here for help. Warning: Complete Section with your parents or guardians. Entering incorrect information or failure to answer all uestions in this section will a ect the assessment of your HEAR application. Select who contributes to your family s income. Mother Father Guardian 1 Guardian 2 Enter your other s ull Name: Enter your ather s ull Name: (click to save your details and continue on to complete the form) Save PAGE 20
2 7.2 Family Financial Cirumstances Please list all sources of income your parent(s)/guardian(s) recei ed in 2 1 excluding child benefit. ou must tic yes or no to all types of income. Type of Income Mother Father Guardian 1 Guardian 2 Document Required Was your parent/ guardian in paid employment in 2 1 on a full, part time or temporary basis See Page 24 Was your parent/ guardian self employed, engaged in farming, or recei ing rent from rental properties in 2 1 See Page 24 Did your parent/ guardian recei e any social welfare payments in 2 1 other than child benefit See Page 27 Did your parent/ guardian recei e any lump sum payments in 2 1 from his/her former employer as a result of being made redundant See Page 28 Was your parent/ guardian retired in 2 1 Page 24 and/or Page 27 and/or Page 28 PAGE 21
3 Supporting Document Checklist ou can use this page to wor out what types of documents you need to supply. Re iew each uestion and answer es/ to each. Where you answer es, chec the Document Re uired column. his tells you what documents you must send to the CAO by 1 April 2 1. If you ha e indicated income from both parents you must submit documents detailing both their incomes. HEAR requires evidence of a full year s income for 2015 (i.e. 52 weeks) Type of Income Was your parent/guardian in paid employment in 2 1 on a full, part time or temporary basis Document Required P21 for 2015 from Revenue Commissioners. See Page 24 Was your parent/guardian self employed, engaged in farming, or recei ing rent from rental properties in 2 1 Did your parent/guardian recei e any social welfare payments in 2 1 other than child benefit Self-Assessment - Chapter 4 for 2015 from Re enue Commissioners or ax Exemption etter. See Page 24 Department of Social Protection (DSP) Form or DSP Statement for See Page 27 Did your parent/guardian recei e any lump sum payments in 2 1 from his/her former employer as a result of being made redundant Form RP50 tification of Redundancy. See Page 28 Was your parent/guardian retired in 2 1 Retirement Lump Sum Letter from Employer (Page 2 ) and/or P21 for 2015 / Self-Assessment - Chapter 4 for 2015 (Page 24) and or Department of Social Protection Form for 2015 signed and stamped. (Page 27) HEAR requires evidence of a full year s income for 2015 (i.e. 52 weeks). Some applicants, depending on their parent(s) /guardian(s) circumstances in 2 1, may need to submit Re enue Commissioner s documents and/ or e idence of other income as well as e idence of Department of Social Protection income. If more than one family member is ma ing an application to HEAR ensure you send full documents for each family member. ou must submit all supporting documents before 1 April 2 1. PAGE 23
4 Supporting Document Section How to request supporting documents from the Revenue Commissioners If your parent(s)/guardian(s) recei ed income from employment, self employment, land, farming or rent from rental properties: ou must submit your parent(s)/guardian(s) P21 or a Self Assessment Chapter for 2 1. If they are exempt from paying tax pro ide a tax exemption letter from Re enue. Supply documents for both parent(s)/guardian(s). If they are ointly assessed one document is su cient. Submit both pages of a P21 including front and bac. If only one page is submitted, it cannot be assessed. In all cases where you are submitting a Self Assessment Chapter or tice of Assessment all pages are re uired. What is a P21? A P21 is a statement of total income, tax credit and tax paid for a particular tax year for people in paid employment who pay all of their income tax under PA E (Pay As ou Earn). ou do not automatically recei e a P21 statement from Re enue you must re uest this document. our P will not be accepted. What is a Self-Assessment - Chapter 4? A Self Assessment Chapter is a statement of total income or profits, tax chargeable and tax paid for a particular tax year for people who are: self employed, directors, and/or recei ing income of any ind where some or all of the tax cannot be collected under the PA E system. Do not submit orm 11 as this is not a re uired document and will not be accepted. How do I request a P21 for 2015? he uic est and easiest way for your parent(s)/guardian(s) to get their P21 is by clic ing on the PA E Anytime lin on the Re enue website at enue.ie. here is a simple registration process and a PIN will be issued by post in wor ing days. hey should log in using this PIN and re uest the P21. If your parent(s)/guardian(s) ha e chosen to recei e correspondence electronically, the P21 will be a ailable by clic ing on the Re uests History tab, which is their own personal mailbox, otherwise the P21 will be posted to them. our parent(s)/guardian(s) may also re uest a P21 by forwarding their P (s) for 2 1 to their local Re enue o ce and as ing for a P21. How do I request a Self-Assessment - Chapter 4 for 2015? A Self Assessment Chapter will be in your parent(s)/guardian(s) Re enue On ine Ser ice (ROS) inbox after they ha e completed their return and self assessment for 2 1. PAGE 24
5 What if parent(s) / guardian(s) cannot get a Self-Assessment - Chapter 4 document? A tice of Assessment Chapter will be issued by Re enue to parent(s)/guardian(s) who file a paper tax return to Re enue and who do not complete a self assessment on that return. he ma ority of self employed Re enue customers recei e a Self Assessment Chapter. What if my parent(s) / guardian(s) have a tice of Amended Assessment (Chapter 4) or tice of Amended Assessment (Chapter 5) for 2015? If your parent(s)/guardian(s) ha e a tice of Amended Assessment Chapter or tice of Amended Assessment Chapter for 2 1 from Re enue you should send this document to the CAO. Where a tice of Amended Assessment Chapter or tice of Amended Assessment Chapter for 2 1 is recei ed HEAR will not re uire a Self Assessment Chapter or tice of Assessment Chapter. How long will it take for Revenue to issue a P21 or Self-Assessment - Chapter 4? It is essential that you apply for a P21 early. P21s can ta e se eral wee s to issue. If your parent(s)/guardian(s) do not ha e a Self Assessment Chapter (or a tice of Assessment) for 2 1 they need to complete their ax Return and Self Assessment for 2 1 on ROS as soon as possible. If one parent / guardian was PAYE and one parent / guardian was selfemployed what document do I submit? A Self Assessment Chapter for 2 1 if parent(s)/guardian(s) are ointly assessed by Re enue. OR A P21 for 2 1 and a Self Assessment Chapter for 2 1 is re uired if parent(s)/guardian(s) are separately assessed by Re enue. What if my parent(s) / guardian(s) earned income from outside the Republic of Ireland in 2015? HEAR re uests that you pro ide the Re enue e ui alent of supporting documents for the tax year 1 anuary 2 1 to 1 December 2 1. See accesscollege.ie for details. ou can also contact a member of the HEAR team for further information. Contact details are listed on page. What if my parent / guardian is self-employed and is also in receipt of a Social Welfare payment? Submit a copy of a Self Assessment Chapter for 2 1, plus a Department of Social Protection form or statement for 2 1 as outlined on page 2. PAGE 25
6 Please do not submit original documents. Documents will not be returned by CAO. Send good quality photocopies including front and back of all pages. Sample P21 for 2015 Sample Self-Assessment Letter Chapter 4 for 2015 Sample tice of Assessment (Chapter 4) for 2015 Sample tice of Amended Assessment (Chapter 5) for 2015 PAGE 26
7 How do I complete the Department of Social Protection (DSP) form or statement? If your parent(s)/guardian(s) recei ed income from the DSP in year ending 1 December 2 1 you must pro ide the following four pieces of information from the DSP: he total amount of social welfare income recei ed in 2 1. he name of the person(s) recei ing the payment. he name of the payment(s) recei ed. he date the payment started and the date the payment stopped (if applicable). he DSP form is included at the bac of this handboo or you can download it from your online HEAR Application. As your ocal DSP O ce to Complete, Sign and Stamp your DSP Form. ou can submit the DSP form or a statement from DSP. Remember HEAR re uires e idence of a full year s income for 2 1 (i.e. 2 wee s). Some applicants depending on their parent(s) /guardian(s) circumstances in 2 1 may need to submit Re enue documents and/or e idence of other income as well as e idence of DSP income. You can find your local Social Welfare Office at or LoCall Request for Information from the Department of Social Protection CAO Office Use Only Keep photocopy and proof of postage. Submit all documents to CAO by 1 April It is the responsibility of every applicant to ensure both pages of this form are filled in correctly. If you misplace your form you can download it again from your online HEAR application or find it at It is your responsibility to make sure all forms have been signed, stamped and completed with the correct information by the Department of Social Protection Part 1: To be completed by HEAR Applicant HEAR Applicant s Name: Address: CAO Number: Date of Birth: D D M M Y Y Y Y PPS Number: Part 2: To be completed by applicant s Parent(s)/Guardian(s) I authorise the release of information outlined below for the purposes of assessing a HEAR application. Parent 1/Guardian 1 Signature Parent 2/Guardian 2 Signature Part 3: To be completed by DSP Official in Local Social Welfare Office Parent 1/Guardian 1 Name: PPS Number: Please do not alter the year for which information is required on this form. Total Social Welfare Income on all social welfare schemes* previously paid to this PPS number in the year 2015? 2014? In receipt of means-tested social assistance payment(s) for at least 26 weeks or 6 months in the year 2014? 2015? Name of Payment(s): Payment 1: Payment 2: YES NO *Excluding Child Benefit, Early Childcare Supplement and Supplements paid under the Supplementary Welfare Allowance schemes. This is page 1 of a 2 page form. Page 2 must be completed, signed and stamped. PAGE 27
8 Lump Sum Redundancy/Retirement Payments If your parent(s)/guardian(s) recei ed any lump sum payments in 2 1 from his/her former employer as a result of being made redundant or retiring from employment, you must submit: All pages of orm RP tification of Redundancy OR A letter from your parent(s) /guardian(s) last employer or body administering pension showing: Date employment ceased. Gross amount of lump sum recei ed in year ending 1 December 2 1. Number of years in that employment. Gross annual pension. Sample Form RP50 Sample retirement Lump Sum Letter PAGE 28
SECTION 7 Family Financial Circumstances
SECTION 7 Family Financial Circumstances This question asks you to tell us who contributed to your family s income in 2014. Your family income may come from: Employment Rental Property Social Welfare Farming
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