Hmrc Starter Checklist

[chamois]

I wonder of anyone can provide any advice regarding completion of the above form for my father in law as he nor I cannot begin to understand part of it.
Part of the form asks the applicant to select one of three statements that are written on the form regarding receipt of pension, work and specified benefits received. I simply don't know which one to select for him.
His circumstances are that his employer terminated his employment in 1993 and his sole income since then has been ESA with DLA added during the last few years. He's not worked since 1993 and his state pension is payable from two weeks time as is his company pension. The company has sent him the starter checklist to complete in order to assess the right tax code. He has no other pensions.
I can't list the details of each of the three categories on AB so I'd very grateful for any advice based on the above. I just don't know which box to tick for him! Thank you.

[Maydup]

I'd ring them up to be honest and talk to them. They need to know that his state pension starts soon as they will have to manage his tax threshold. Its not straightforward, nothing ever is is it!!

[Buenchico]

The Starter Checklist, which replaces the old P46, is only about telling HMRC (through the employer's wages department) what taxable income has been received since the start of the current tax year. i.e. it only looks backwards in time, not forwards. So, as far as the form is concerned, the fact that your FIL will start to receive two pensions in the near future is irrelevant.

So the correct answer to Q.9 is 'No'.

As your FIL has been receiving ESA, the answer to Q.10 is 'Yes', meaning that he then needs to put a cross under 'Statement B'. (It's the 'and/or' bit there which applies to him).

That will satisfactorily comply with the requirements of the form but, when submitting it, it might be best to enclose a covering letter to advise the employer that there will be a further change in your FIL's tax status in the very near future (due to the commencement of both pensions).

[bobbinwales]

The new starter form is for his pension I assume... so does he need to enter that as his not getting it yet and the pension provider knows he will soon. As for work he isnt working (they should of been a p60 form back in 1993) so thats easy to fill in as no/not applicable. As for state pension if it just asks yes or no my guess is you say no for now, and then advise them again once it comes. But it really depends exactly what them question's say. There will be a helpline but there might be a wait of at least half-hour

[bobbinwales]

crossed posts with benchico. He knows the actual questions and knows he's stuff so that answer is the one to go with not mine

[chamois]

Thank you all for your help.

Buenchico, the starter checklist he has seems to have different question numbers to those that you mention. The employee statement question is Question 8.

When you say Q.9 should be answered "no", I can't find a question before the employee statement that would take such an answer. Q.9 on my form refers to student loans.

Many thanks for putting me right that Statement B applies to my fil.

The other question we don't understand is Q7 which needs him to enter the "Employment Start Date". I take it that means the date he joins the payroll again? But, the company hasn't yet said when it will make the first payment to him but has provided a pocket calendar that shows that it pays all employees their pension on the 11th this month. Surely it can't be asking for the date when he first began work for the company? If not, what do I enter in the date boxes?
Thank you. I'm sorry to be a pain over this.

[chelle7272]

It will be statement B as he has received benefits and not worked since 6 april. Nor has he yet received pension