Student Finance Pff2 Form PDF Details

Navigating the maze of student finance can be daunting for both students and their families. Recognizing this challenge, the UK government provides various forms and resources, one of which is the PFF2 form, designed to assess the financial circumstances of parents and partners associated with students seeking financial aid for the academic year 2014/2015. This particular form, accessible via the government’s official website, plays a crucial role in the determination of a student's financial support entitlement. Targeted at a specific group including natural or adoptive parents, step-parents, and spouses or partners of the student, the PFF2 form demands detailed reporting of income for the tax year 2012-13 as a baseline to ensure accurate financial assessment.

Completing the form requires a step-by-step approach, beginning with personal identification and moving through sections that cover income details, data sharing consents, and information on dependants, among others. Notably, the process is not just a matter of filling in blanks; it involves consenting to data sharing with HM Revenue & Customs for the verification of provided financial information, with the caveat that income details from tax years other than 2012-13 are inadmissible. Moreover, the form offers a pathway for reassessment under the 'Current Year Income Assessment' should there be a significant drop in household income, thus acknowledging the fluidity of financial situations. With clear instructions, support notes, and an emphasis on data privacy and accuracy, the PFF2 form embodies a critical component of the student finance application process, aiming to tailor financial support offerings to the nuanced realities of students’ familial financial contexts.

QuestionAnswer
Form NameStudent Finance Pff2 Form
Form Length19 pages
Fillable?No
Fillable fields0
Avg. time to fill out4 min 45 sec
Other namespff2 form 2020 21, pff2 form 2021, student finance pff2 form 2020 21, sfe pff2 form

Form Preview Example

PFF2

ASSESSMENT OF FINANCIAL CIRCUMSTANCES 2014/15

FOR PARENTS AND PARTNERS

OF STUDENTS

THIS FORM IS ALSO AVAILABLE

FROM WWW.GOV.UK/STUDENTFINANCE

SFE/PFF2/1415/A

/SF_England

/SFEngland

Who should complete this form?

Complete this form if you are:

•The student’s natural or adoptive parent

•The student’s step-parent

•The husband, wife, civil partner or cohabiting partner of one of the student’s parents

•The student’s husband, wife or civil partner

•The student’s cohabiting partner, if the student is over 25 and entered higher education in

2000/01 or later

What details do I need to provide?

You need to tell us some personal details and what your financial income was for the tax year

2012-13. You must tell us your 2012-13 income details as we cannot accept amounts from any other tax year. We need your income amounts so we can work out what the student(s) you are supporting are entitled to.

How do I complete this form?

This form is made up of 6 sections: section 1 - personal details section 2 - data sharing and you

section 3 - your financial information for tax year 2012-13 section 4 - other income

section 5 - income deductions section 6 - your dependants

•Start by checking the details in section 1 and then work your way through the form. (Depending on your circumstances you may not need to complete every section)

•Please refer to the Support notes at the back of this form each time you see n

What if I have further questions?

If you have further questions you can:

•visit www.gov.uk/studentfinance

•call us on 0300 100 0607

Where do I send my form?

Once you have completed this form and signed and dated the declaration, please return it to

Student Finance England, PO Box 210, Darlington, DL1 9HJ

Please remember to pay the correct postage.

What happens if my household income has dropped since tax year 2012-13?

If your household income has dropped by 15% since tax year 2012-13 you can apply for a ‘Current Year Income Assessment’. This means we would use your expected income for tax year 2014-15 instead of your actual income from tax year 2012-13 when calculating the student’s entitlement. However, there must be at least a 15% drop in the overall household income (not just your own income) between these two tax years for us to do this and we will ask for evidence of your 2014-15 income at the end of that tax year. Please refer to the support notes at the back of this form for more information.

2

SFE/PFF2/1415

section 1 personal details

a Student’s details

Customer Reference Number

Forename(s)

Surname

DAY MONTH YEAR

Date of birth

b Your personal details

Person 1

Your Customer Reference Number (If you have one)

Relationship to the student

Title

Forename(s)

Surname

Sex Male

Female

What is your current marital status? Single

Married/civil partnership Divorced/dissolved civil partnership e Living with a partner

Separated e

Widowed/surviving civil partner

Person 2

Your Customer Reference Number (If you have one)

Relationship to the student

Title

Forename(s)

Surname

Sex Male

 

Female

 

What is your current marital status? Single

Married/civil partnership Divorced/dissolved civil partnership e Living with a partner

Separated e

Widowed/surviving civil partner

SFE/PFF2/1415

3

section 1 personal details

Date of birth

 

 

 

/

 

 

 

/

Place of birth

(name of town or village exactly as it appears on your birth certificate or passport)

Home address

Postcode

Home telephone number

Email address

Date of birth / /

Place of birth

(name of town or village exactly as it appears on your birth certificate or passport)

Home address

Postcode

Home telephone number

Email address

!You do not have to disclose your financial information to your partner. If you would like to provide your information separately you can download another copy of this form.

section 2 data sharing and you

We will share and check the details you give us with HM Revenue & Customs, allowing us to gain the most accurate financial information possible. This can only be done if you have a valid National Insurance (NI) number. n

Person 1

I have an NI number Tick

Please provide your NI number below:

-

 

 

 

 

 

 

 

 

 

 

 

-

 

You are now ready to provide your financial information.

go to section 3

I do not have an NI number Tick

Person 2

I have an NI number Tick

Please provide your NI number below:

- -

You are now ready to provide your financial information.

go to section 3

I do not have an NI number Tick

If you do not have a NI number because you receive non-UK taxable income, please provide the equivalent financial information in pounds sterling.

You are now ready to provide your financial information.

go to section 3

If you do not have a NI number because you receive non-UK taxable income, please provide the equivalent financial information in pounds sterling.

You are now ready to provide your financial information.

go to section 3

4

SFE/PFF2/1415

section 3 your financial information for tax year 2012-13

Instructions

•Please give your financial details for the tax year from 6 April 2012 to 5 April 2013.

•Answer ‘Yes’ or ‘No’ to every question, if you answer ‘Yes’ please provide the income amount.

•If you answer ‘No’ to a question, this means you are telling us that you did not receive any income from that particular income type in tax year 2012-13.

•If any questions are left blank we will not be able to process this application.

. However, you should keep all of your

!2012-13 financial evidence as we may ask for it at a later date to verify the details you have provided.You do not need to send us any evidence

Financial details

Q1 Did you receive any income from salary, wages, taxable state benefits or from occupational or private pensions?

a Total income from salary/wages n

bTotal income from taxable state benefits n

c Total income from occupational pension(s)

dTotal income from private pension(s)

Person 1

Yes No

£

£

£

£

Person 2

Yes No

£

£

£

£

Q2 Did you receive any income from a state retirement pension? n

aTotal non-lump sum amount received

bTotal lump sum amount received

Yes No

£

£

Yes No

£

£

Q3 Did you receive any income from savings and investments? n

a Total interest from UK banks, building societies and

unit trusts

bTotal income from UK life insurance gains, securities

and partnerships

c Total income from UK investments and dividends

d Total income from foreign investment and dividends

Total income received

Yes

£

£

£

£

£

No Yes No

£

£

£

£

£

SFE/PFF2/1415

5

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1. It is very important fill out the student finance pff2 form properly, hence be mindful when filling out the parts including these specific blank fields:

student finance pff2 form 2020 21 writing process detailed (step 1)

2. After finishing the previous part, go to the next step and fill in the essential particulars in these blank fields - Relationship to the student Title, Relationship to the student Title, Surname, Sex Male Female, Sex Male Female, What is your current marital, Separated Widowedsurviving civil, What is your current marital, and Separated Widowedsurviving civil.

What is your current marital, What is your current marital, and Relationship to the student Title of student finance pff2 form 2020 21

3. This subsequent segment should be relatively straightforward, section personal details, Date of birth, Date of birth, Place of birth name of town or, Place of birth name of town or, Home address, Postcode Home telephone number, Postcode Home telephone number, Email address, Email address, You do not have to disclose your, and would like to provide your - each one of these fields needs to be completed here.

The way to fill out student finance pff2 form 2020 21 portion 3

4. The fourth section comes with these empty form fields to complete: Person, Person, I have an NI number, Tick, I have an NI number, Tick, Please provide your NI number below, Please provide your NI number below, You are now ready to provide your, go to section, You are now ready to provide your, go to section, I do not have an NI number, Tick, and I do not have an NI number.

Step no. 4 for completing student finance pff2 form 2020 21

It's very easy to make errors when filling out your You are now ready to provide your, thus make sure to take another look before you decide to finalize the form.

5. The form must be concluded by going through this segment. Further you can find an extensive list of blank fields that need to be filled out with accurate details in order for your document submission to be complete: Person, Q Did you receive any income from, Yes No, Yes No, a Total income from salarywages n, c Total income from occupational, d Total income from private, Q Did you receive any income from, pension n, aTotal nonlump sum amount received, bTotal lump sum amount received, Yes No, and Yes No.

Filling out segment 5 of student finance pff2 form 2020 21

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