student finance wales EMA Education Maintenance Allowance Application Notes for 2014/15 SFW/EMA/N/1314

Transcription

1 studnt financ wals EMA Education Maintnanc Allowanc Application Nots for 2014/15 SFW/EMA/N/1314

2 How to us ths nots Ths nots ar split into sctions in th sam way as th application form, so you can find th right information fastr. You should kp ths nots, thr s a lot of usful information in hr that might com in handy throughout th yar. Whr you s n in th application form, thr will b xtra information or guidanc in ths nots to hlp you. At som points in th form, it ll tll you to look in ths nots to s xactly what vidnc you ll nd to snd so w can procss your application. Whr you nd to snd vidnc, you ll s. You must snd original documntary vidnc. If you snd photocopis it will caus a dlay with procssing your application. W ll rturn original documnts to you as soon as possibl. Who should complt th application form? Studnts who: ar usually living in Wals ar agd btwn 16 to 18 ar staying on full-tim at school or minimum of 12 hours at a collg that is approvd by th Dpartmnt for Education and Skills on an ligibl cours mt th nationality and rsidncy ruls st out by th EMA Schm liv in a houshold that has an annual incom of 20,817 or lss pr yar ( 23,077 if mor than on young prson in houshold) If all of th abov apply to you thn you ll b ntitld to 30 pr wk, which is paid vry two wks whn you r attnding school or collg.! If non of th abov apply to you thn you shouldn t complt this form, you will not b ligibl to rciv EMA. Additional hlp and information For th most up to dat information go to: If you nd to spak to somon about EMA you can call us on You can gt copis of any of our forms or guids in Braill, larg print format or audio. If you nd this, you can rqust ths by mailling your nam, addrss and dtails of th format you nd to: braillandlargfonts@slc.co.uk or call If thr s somon who s authorisd to act on your bhalf and/or hold funds on your bhalf, this third party must complt sction 12 of th form. If any of your circumstancs chang during th acadmic yar, you nd to call and lt us know. Whr do I snd my form? You should snd your compltd form and all vidnc to th addrss blow: EMA Wals Customr Srvics PO Box 5596 Glasgow G52 9BR 2 SFW/EMA/N/V1415/B

3 Studnt Sction 1 Your dtails If any of your dtails chang during th acadmic yar, you nd to call us and lt us know. You must b rsidnt in Wals, this mans if you usually or normally liv in Wals but don t study in a school or collg in Wals (for xampl, you study in othr parts of th UK) you ar still ligibl to apply. Studnt Sction 3 Your nationality and rsidncy dtails To b ligibl for EMA, you must mt th rsidnc and nationality ruls st out for th EMA Wals Schm. A full and up to dat list of all EU and EEA mmbr countris is availabl at: Ordinarily rsidnt mans that you normally and lawfully liv in th UK, EU/EEA or Switzrland through choic. If you hav movd to th UK for ducation purposs, you must hav bn ordinarily rsidnt in th EU/EEA or Switzrland prior to bcoming ordinarily rsidnt in th UK. Don t tak into account any tmporary absncs totalling six months or lss ovr thr yars. Plas not, you must also b rsidnt in Wals on th first day of your cours to b ligibl for EMA. You will not b ligibl for EMA if you ar an asylum skr. If you hav any quris about rsidnc and nationality you should call us. Armd Forcs If you, your parnt(s) or partnr ar srving in th armd forcs, you must apply for studnt financ in th UK country whr you wr ordinarily rsidnt whn you/thy nlistd unlss you ar prmanntly living in anothr ara of th UK. SFW/EMA/N/V1415 3

4 Studnt Sction 3 Your nationality and rsidncy dtails (continud) Dpnding on what option you chos on th form follow th arrow to find out what vidnc w nd. You must snd original documntary vidnc. If you snd photocopis it will caus a dlay with procssing your application. W ll rturn original documnts to you as soon as possibl. 3.1 UK national or Sttld Status in th UK or Indfinit Lav to Entr or Rmain in th UK Studnt If you r a UK national: Your birth crtificat; or Your valid passport. If you r not a UK national: Your Hom Offic lttr and ithr Your immigration status documnt; or Your Biomtric Rsidnc Prmit 3.2 EU national Studnt Your valid passport; or Your National Idntity Card 3.3 Lav to ntr or rmain for; Your Hom Offic Lttr Humanitarian Protction or Studnt and Discrtionary Lav. Your immigration status documnt; or Your Biomtric Rsidnc Prmit Family Mmbr If this status applid to a family mmbr w nd proof of your rlationship at th tim of thir application to th Hom Offic 3.4 Rfug status or EU Studnt tmporary protction status in th UK Your Hom Offic Lttr and Your immigration status documnt; or Your Biomtric Rsidnc Prmit Family Mmbr If rfug status applid to your family mmbr w also nd proof of your rlationship at th tim of thir application to th Hom Offic 4 SFW/EMA/N/V1415

5 Studnt Sction 3 Your nationality and rsidncy dtails (continud) 3.5 Child of a Swiss national Studnt Family Mmbr Your valid passport; or Your National Idntity Card and Your birth crtificat (as proof of your rlationship) Your parnt s valid passport; or National Idntity Card As proof of rsidncy snd us a signd lttr to confirm you ar/wr living in th UK on th first day of th acadmic yar and on of th following: Latst bank statmnt (papr copis only) Latst payslip (showing hom addrss) Tnancy Agrmnt/Mortgag Statmnt Utility bill (datd within last 3 months) Local Authority corrspondnc (on hadd papr) Govrnmnt Dpartmnt corrspondnc 3.6 EEA or Swiss national who is working/ has workd or is looking for work in th UK Studnt Family Mmbr Your valid passport; or Your National Idntity Card From th prson with EEA or Swiss national status w also nd on of th following: P60 P45 A lttr from thir mployr on hadd papr Auditd accounts Tax rturn Dtails of thir incom or Proof that thy ar activly sking mploymnt in th UK If this status applid to your family mmbr w also nd: Thir valid passport; or National Idntity Card; Proof of your rlationship! If you/your family mmbr stop activly looking for work or if you/thy stop working and and ar not activly looking for work in th UK you nd contact us on and lt us know. 3.7 Child of a Turkish national who is working/ has workd in th UK Studnt Family Mmbr Your valid passport; or Your National Idntity Card W also nd on of th following from your parnt or stp-parnt: P60 P45 A lttr from thir mployr on hadd papr Auditd accounts Tax rturn Dtails of thir incom If this status applid to your family mmbr w also nd; Thir valid passport; or National Idntity Card; and Proof of your rlationship 3.8 Non of ths Studnt SFW/EMA/N/V1415 Contact us by calling to s if you ar ligibl for EMA 5

6 Studnt Sction 5 Your indpndnc dtails 5.1 By no contact with your parnt(s)/guardian(s) w man you v gon at last 1 yar without any contact. Evidnc You must snd original documntary vidnc. If you snd photocopis it will caus a dlay with procssing your application. W ll rturn original documnts to you as soon as possibl. Evidnc of You must snd 5.2 Living undr Local Authority car A lttr on hadd papr from your Local Authority which: confirms you ar living undr thir car or with fostr parnts; confirms your currnt addrss; and is signd by an official from your Local Authority and includ an official stamp 5.3 In rcipt of Incom Support, Incom Basd Employmnt and Support Allowanc or Univrsal Crdit your currnt bnfits statmnt for 6 April 2013 to 5 April 2014; or your Tax Crdit Award Notification for 6 April 2013 to 5 April 2014 ; or your currnt Univrsal Crdit Award Notification Lttr for 6 April 2013 to 5 April Car of a child your most rcnt Child Bnfit statmnt; or your child s birth crtificat; and confirmation of your currnt addrss 5.5 Currntly a young prson in custody/dtntion within th Youth Justic Systm This could b in a Young Offndrs Institution (YOI), Scur Training Cntr (STC) and/or Scur Childrn s Hom (SCH). You must snd a lttr on hadd papr from your ky workr which must: confirm your priod and plac of dtntion; confirm your nationality/rsidnc dtails; confirm that you consnt to your ky workr to act on your bhalf for th purposs of EMA; and b signd and datd by both you and your ky workr.! If you hav answrd No to all th qustions in Sction 5 but still bliv yourslf to b an Indpndnt studnt i.. you ar not financially dpndnt on parnt(s) or guardian(s) call us to discuss your situation. Studnt Sction 7 Consnt to shar If you agr to lt us talk to your parnt(s)/guardian(s) or partnr, thy must quot th uniqu Customr Rfrnc Numbr that appars on all corrspondnc w snd to you rgarding your application. W ll also ask thm furthr qustions about th dtails you supply on your application form as an xtra scurity masur. 6 SFW/EMA/N/V1415

7 Parnt/Guardian/Partnr Sction 9 Financial dtails Financial dtails of parnts or stp-parnts who liv prmanntly outsid th studnt s houshold should not b includd.! What happns if my houshold incom has droppd sinc tax yar ? You can b assssd on your currnt houshold incom. Howvr you still nd to complt this form giving your tax yar information and vidnc. You should snd a lttr with your compltd form asking to b assssd on your currnt yar incom with vidnc of your nw incom and dtails of whn th chang took plac. 9.1 If you ar an indpndnt studnt complting this sction with your own dtails, ntr studnt in th rlationship to applicant fild for prson 1. If you hav a partnr thy should ntr thir dtails in th prson 2 column. You must snd original documntary vidnc. If you snd photocopis it will caus a dlay with procssing your application. W ll rturn original documnts to you as soon as possibl. Bnfit Incom Bnfit typ You must snd Information Tax Crdits Incom Support, Incom Basd Employmnt and Support Allowanc or Univrsal Crdit Tax Crdit Award Notification for tax yar April 6th 2013 to April 5th Your most rcnt bnfits statmnt or Univrsal Crdit Award Lttr. This is a lttr from HM Rvnu & Customs that dtails your houshold incom and your Tax Crdit ntitlmnt This is a lttr from Jobcntr Plus or your Social Scurity Offic Houshold Incom Incom typ You must snd Information Salaris and wags Slf-Employmnt Incom P60; or Month 12 or wk 53 payslip; and P9D or P11D if you rcivd bnfits or paymnts in kind; and P45 if you had mor than on mployr in tax yar Your SA302 Form; or Tax Crdit Award Notification*; or Accountant s lttr on hadd papr. Do not includ any Tax Crdit or Working Tax Crdit lmnt that you rciv sparatly or as part of your wags. This is th incom you had from slf-mploymnt ithr on your own or from a partnrship. Taxabl social scurity bnfits A statmnt of paid bnfits from Jobcntr Plus or your Social Scurity Offic. Do not includ Incom Support, Incom Basd Employmnt and Support Allowanc or Univrsal Crdit. * Slf Assssd only If you don t hav your SA302 Form or Tax Crdit Award Notification for 2013/14, w will accpt SFW/EMA/N/V1415 7

8 Parnt/Guardian/Partnr Sction 9 Financial dtails (continud) Th typs of incom in th following tabl ar considrd as Othr Incom. If th total of ths for both prson 1 and prson 2 is lss than 300 you don t nd to tll us about it or snd vidnc. Incom typ You must snd Information Savings and Invstmnts Trust Incom Forign Incom Proprty or Rntal Incom Pnsion Incom Notional Incom Bank or Building Socity statmnts; or Annual statmnts of intrst; or Dividnd Vouchrs Annual statmnts; or Crtificats of Trust Forign Tax Offic vidnc; or Forign Social Scurity, Pnsion or othr incom statmnts or crtificats Rntal Book Pnsion Book; or Slf Assssd Tax Rturn; or Confirmation from DWP or Bnfits Agncy; or Original BR735 form No vidnc rquird. Just tll us about your notional incom and mak sur you sign th Parnt/Partnr Agrmnt Do not includ incom from tax fr accounts such as ISAs or PEPs Includ incom hr from Trusts, Sttlmnts and Transfrs of Assts This should includ incom arnd, bfor tax, from work or invstmnts abroad. All amounts must b givn in pounds strling This should not includ incom from th Rnt-a-Room schm Pnsion incom should includ Stat Rtirmnt Pnsion, Prsonal Pnsions, Statutory Pnsion and Rtirmnt Annuitis Notional incom is incom that is tratd as rcivd vn if it wasn t physically rcivd. For xampl, incom from a pnsion or bank account that you transfrrd to anothr prson 8 SFW/EMA/N/V1415

9 Parnt/Guardian/Partnr Sction 9 Financial dtails (continud) 9.5 Dduction typ You must snd Information Privat Pnsion Contributions Pnsion Company Lttr; or P60 pnsion statmnt; or Annual statmnt of contributions Do not includ pnsions you pay into through your work Additional Voluntary Contributions (AVCs) Wags for domstic hlp Pnsion Company Lttr; or P60 pnsion statmnt Bnfits Statmnt or lttr AVCs ar additional contributions you pay into a pnsion plan This is mony you rcivd spcifically to pay for domstic hlp Expnss P2; or incurrd on which HMRC statmnt you claimd tax xmption Ths ar mploymnt rlatd xpnss that you wr allowd to claim tax xmption for 9.6 You should dduct your 9.5 Total Dductions figur from your 9.4 Total Houshold Incom Figur to giv you your Total Incom amount. For xampl 10,000 (9.4 Total Houshold Incom) - 2,000 (9.5 Total Dductions) = 8,000 (9.6 Total Incom) You must provid supporting vidnc for all th houshold incom and dductions rcordd in this sction. SFW/EMA/N/V1415 9

10 Exampl of a Tax Crdit Award Notification (TCAN) Your nam should b hr. This is th dat for which tax crdits hav bn awardd. W rquir you to submit th prvious yar s tax crdit i.. for acadmic yar 2014/15 you nd to submit a TCAN for 6 April 2013 to 5 April This is your tax crdit summary NOT your annual houshold incom. Your annual houshold incom is statd on pag 2 of your TCAN.! Your annual houshold incom is statd on pag 2, rturn all th pags of your TCAN with your application. 10 SFW/EMA/N/V1415

11 Parnt/Guardian/Partnr Sction 10 Family dtails 10.1 If your houshold incom is 20,817 or lss thn you do not nd to complt th family dtails sction. You must complt th family dtails sction if: Thr ar childrn (othr than th applicant) in your houshold, undr th ag of 16 who ar ligibl for child bnfit and/or Thr ar childrn (othr than th applicant) in your houshold who ar agd 16 to 20* in full-tim furthr ducation or training and ar ligibl for child bnfit. * Ag 20 or undr on 1 Sptmbr Houshold incom Numbr of dpndnt childrn in houshold Award 0 20,817 n/a 30 20, ,077 2 or mor 30 If your houshold incom is 23,078 or mor you won t b ligibl for EMA. Evidnc Evidnc of You must snd Dpndnt childrn living with you undr th ag of 16 your houshold s Tax Crdit Award Notification; or your houshold s most rcnt Child Bnfit statmnt Dpndnt childrn living with you agd btwn and in full-tim furthr ducation or training your houshold s Tax Crdit Award Notification; or your houshold s most rcnt Child Bnfit statmnt Parnt/Guardian/Partnr Sction 12 Third party dclaration If you ar acting on bhalf of a studnt who cannot complt or sign th application form for thmslvs tick Option 1. If you ar acting on bhalf of a studnt who cannot hav a bank or building socity account in thir own nam tick Option 2. If both of ths circumstancs apply tick both Option 1 and Option 2.! You must nclos documntation from a Local Authority or a Powr of Attorny confirming that you ar authorisd to act and/or accpt paymnts on th studnt s bhalf. You must contact us if th studnt s contact dtails chang during acadmic yar 2014/15 or if th studnt s nominatd third party changs during acadmic yar 2014/15. Th nw third party will nd to complt a form providing contact dtails and nclosing th rquird official documntation. All corrspondnc will continu to b addrssd to th studnt. SFW/EMA/N/V

12 ! Data protction Th information providd on this form will b usd for th procssing of th EMA application and any subsqunt administration. To nabl th application to b procssd and administrd, your information will b shard with th Studnt Loans Company (SLC) who administrs th EMA Wals Schm. SLC is undr a duty to protct public funds, and may also us this information to dtct and prvnt fraud. SLC may also shar th information with othr bodis for this purpos and may shar information with such othr bodis as may b ncssary to nabl thm to administr th EMA Wals Schm and monitor th prformanc of th studnt financ systm. SLC may also us this information to contact you about othr studnt financ products that may b of intrst to you. SLC may also rtain your information to assist in th procssing of any futur application you may mak for furthr ducation and/or highr ducation funding. 12 SFW/EMA/N/V1415