Get Income Assessment

Completing the Income Assessment online is a straightforward process that ensures your estimated income is accurately reported for student finance assessment. This guide will provide you with the necessary steps to successfully fill out the form and provide the required information.

Follow the steps to complete your Income Assessment online.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin with Section A, where you will need to fill out your personal details, including the names and dates of birth for both Person 1 and Person 2, as well as the corresponding Customer Reference Numbers.
3. In Section A, answer the questions regarding your tax credits and income support. Provide your tax year end date and confirm if you received Working Tax Credits or Child Tax Credits, as well as whether you will receive Income Support.
4. Move on to Section B: your financial information. Answer the questions about expected income. Make sure to provide total expected amounts for salary, wages, taxable state benefits, occupational pensions, and private pensions.
5. Continue to fill out additional income sources in Section B, such as UK interest, savings and investments, and any taxable benefits in kind. If applicable, include your self-employment income and income from any taxable income sources, as indicated in Section C.
6. In Section D, specify any income deductions you expect to have, including private pension contributions, Additional Voluntary Contributions (AVCs), and allowable expenses for tax relief.
7. Once you have completed all the relevant sections, review your information to ensure accuracy. Finally, remember to sign the Declaration at the end of the form in ink, as digital signatures are not accepted.
8. After completing the form, you can save changes, download, print, or share your Income Assessment form according to your needs.

Complete your Income Assessment online today and ensure your financial support is accurately calculated.