New Starter Form – Acorn

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– Step 1 of 8

Section 1: Personal & Contact Details

Name *

First

Last

Gender *

Date of Birth *

Phone *

Email *

Confirm Email

Home Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Emergency Contact Details: Name, Telephone Number and Relationship *

Section 2: Employment Details

Job Title *

Start Date *

Salary/Wage *

Please specify your wage per annum.

Was Any Guarantee Included in the Job Offer? *

How Much is the Guaranteed Salary? *

Please specify the guaranteed salary per annum.

And For How Long? *

Section 3: HMRC Starter Checklist

We need this information to make sure we report your details to HMRC correctly and apply the right tax code from the start. It’s important that you select the correct tax statement, as this will help avoid paying too much or too little tax. If you’re unsure which option applies to you, you can watch a short video guide from HMRC at: www.youtube.com/hmrcgovuk

Employee Statement

Choose the statement that applies to you, either A, B or C, and tick the appropriate box.

Statement A – Do not choose this statement if you’re in receipt of a State, Works or Private Pension. Choose this statement if the following applies. This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following: • Jobseeker’s Allowance • Employment and Support Allowance • Incapacity Benefit

This applies to me

Statement B – Do not choose this statement if you’re in receipt of a State, Works or Private Pension. Choose this statement if the following applies. Since 6 April I have had another jobbut I do not have a P45. And/or since the 6 April I have received payments from any of the following: • Jobseeker’s Allowance • Employment and Support Allowance • Incapacity Benefit

This applies to me

Statement C – Choose this statement if: • you have another job and/or • you’re in receipt of a State, Works or Private Pension

This applies to me

Student Loan

For more guidance about repaying, go to www.gov.uk/repaying-your-student-loan

Do you have one of the Student Loan Plans described below which is not fully repaid? *

Did you complete or leave your studies before 6th April? *

Are you repaying your Student Loan directly to the Student Loans Company by direct debit? *

What type of Student Loan do you have? *

Plan 1
Plan 2
Both

Student Loan Plans

You’ll have a Plan 1 Student Loan if:

• you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)

• you lived in England or Wales and started your undergraduate course before 1 September 2012

You’ll have a Plan 2 Student Loan if:

• you lived in England or Wales and started your undergraduate course on or after 1 September 2012

• your loan is a Part Time Maintenance Loan

• your loan is an Advanced Learner Loan

• your loan is a Postgraduate Healthcare Loan

Postgraduate Loan

For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study

For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans

Do you have a Postgraduate Loan which is not fully repaid? *

You’ll have a Postgraduate Loan if:

• you lived in England and started your Postgraduate Master’s course on or after 1 August 2016

• you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017

Did you complete or leave your Postgraduate studies before 6th April? *

Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit? *

Section 4: Salary Details

National Insurance Number *

Name and Address of Bank/Building Society *

Account Number *

Sort Code *

Section 5: Right to Work

Do you have a British/Irish Passport? *

Please Upload a Copy of Your British Passport *

Drag & Drop Files, Choose Files to Upload

Please Upload a Copy of Your Passport and Biometric Residence Permit – if Non EEA or Swiss Worker *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

If You Have Pre-Settled/Settled Status under the EU Settlement Scheme Please Enter Your Share Code

Do You Have a Valid UK Drivers License? *

Driving License Number *

Please Upload a Copy of Your Drivers License (Front) *

Drag & Drop Files, Choose Files to Upload

Please Upload a Copy of Your Drivers License (Back) *

Drag & Drop Files, Choose Files to Upload

Does Your Job Require You to Travel for Business Purposes? E.G. – Between offices/sites/to appointments/viewings, etc. *

If your role requires you to drive to appointments, it’s important that you have valid business insurance in place to ensure you’re properly covered in the event of an accident. If you don’t already have this, please make sure you arrange it before continuing with this form.

Please Upload a Copy of Your Business Car Insurance *

Drag & Drop Files, Choose Files to Upload

Please Upload All Relevant and Required Qualifications:

Drag & Drop Files, Choose Files to Upload

Only if we asked for this at the job offer or induction stage

Please Upload Any Other Relevent Documentation: eg. P45, P60, etc.

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Section 6: References

Please provide the details of two referees from your previous employer that we can contact (ideally one line manager and one HR). Please notify your referees so that they are aware of our incoming request. You can leave this section blank if we haven’t requested references at the formal job offer or induction stage. However, if we did request them and you have not yet provided them, we may be unable to proceed with your onboarding until this is completed.

Reference One:

Name

Company

Position in Company

Scheme direct leave

Phone Number

Reference Two:

Name

Company

Position in Company

Phone Number

I confirm that Oakmans Estate Agents may contact my referees for the purpose of employment checks. *

Section 7: Declaration

I confirm that the information I’ve given on this form is correct.

Name *

First

Last

Date *

Signature *

Clear Signature