Get Assessment Of Financial Circumstances For Parents And Partners Of ...

Filling out the Assessment Of Financial Circumstances form is an important step for parents and partners supporting students in their educational endeavors. This guide provides clear, step-by-step instructions to help you complete the form online effectively.

Follow the steps to complete the form smoothly.

1. Click the ‘Get Form’ button to access the Assessment Of Financial Circumstances form and open it in your preferred online document editor.
2. Begin by filling out Section 1, which includes personal details for both the student and the individual completing the form. Ensure that names, dates of birth, and relationships to the student are accurately recorded.
3. Proceed to Section 2 to provide your National Insurance (NI) number. This information will be used to verify financial details with HM Revenue & Customs.
4. In Section 3, enter your financial information for the tax year 2021-22. Carefully respond to each question, indicating whether you received income from various sources such as salary, pensions, or benefits. Be precise and ensure that amounts are reported accurately.
5. Continue to Section 4 and provide any additional income not previously reported in Section 3, such as self-employment income, rental income, or income from trusts. Again, be thorough with your responses.
6. In Section 5, list any allowable income deductions, including private pension contributions and any legitimate business expenses for which tax relief was claimed.
7. Move to Section 6 to identify any dependants who are financially dependent on you. Include necessary details about their educational status and financial support received.
8. Review all sections to ensure the accuracy and completeness of the information provided. If everything is satisfactory, sign and date the declaration acknowledging the truthfulness of the information.
9. Once the form is completed and signed, you can save your changes, download a copy for your records, print it, or share it as required.

Complete your forms online to ensure timely processing and support for the student.