Form PFF2 "Assessment of Financial Circumstances for Parents and Partners of Students" - United Kingdom

What Is PFF2 Form?

Form PFF2, Assessment of Financial Circumstances for Parents and Partners of Students, is a document that individuals can use when they want to apply for an income assessment if their partner or child is a student. The purpose of the document is to give individuals whose income has dropped the opportunity to assess their household income and assess the student finance (which is based on the household income).

Alternate Name:

  • Student Finance Form PFF2.

The form was issued by the United Kingdom Department for Education, and it was last revised on . A PFF2 Form is available for download below.

Student Finance Form PFF2 collects information about the amount of income in the household and provides it to Student Finance England. After the information is received, they analyze it and work out how much the supported student is entitled to receive.

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How to Fill Out PFF2 Form?

PFF2 Form can be completed by one or two individuals, depending on the circumstances of the situation (for example, if filled out by the parents of the student). It consists of several parts, which include the following:

  1. Personal Details. In the first part of the document, Individuals are supposed to designate the student's personal details and the details of the applying individual. The student's details include their name, date of birth, and customer reference number. The applying individual's details include their name, customer reference number, sex, marital status, contact details, etc. Additionally, the individual must indicate their relationship to the student.
  2. Data Sharing. Here individuals are provided with an explanation on how the information they present on the form will be disclosed. Since individuals are required to provide their financial details later in the form, they will be verified by the United Kingdom HM Revenue and Customs. However, to make it happen individuals must provide their national insurance number here.
  3. Financial Information. Individuals must use this part to state their financial details. It includes designating their income from salary, wages, taxable state benefits, private pensions, etc. In addition to this, they must state whether they received any income from a state retirement pension, from their savings and investments, taxable benefits, and other types of income. The individual must state the total amount of each type of income they have received.
  4. Other Income. This section is supposed to be completed if the individual has received types of income that has not been stated in the previous part. It includes information about the income received from self-employment, United Kingdom trusts, foreign income, overseas pensions, etc.
  5. Declaration. Here individuals are provided with a statement that if the information provided on the form is invalid or not full they could be prosecuted. They also must agree that if the Student Loans Company Ltd (SLC) needs any further information to make a decision they will provide it. To express their consent with everything mentioned here, the individual must sign and date the document.

In addition to the parts described above, the PFF2 Form contains other parts as well. They require individuals to provide details about their income from self-employment, dependants, income deductions, and other kinds of information. This form also includes instructions where individuals can find guidelines on how to fill in the form, who can apply for the assessment, what to do if their income has dropped, and where to find more information.

Where to Send PFF2 Form?

After the individual has completed their Form PFF2 and attached all the applicable documents, they are supposed to post it to Student Finance England, PO Box 210, Darlington, DL1 9HJ.

Besides posting it, individuals can submit the form online on the official website of the government of the United Kingdom. Here individuals can find more details on how to get access to student finance online, who must register there, and how to provide the appropriate information.

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PFF2
Assessment of Financial Circumstances
For parents and partners of students
2020/21
SFE/PFF2/2021/A
facebook.com/SFEngland
twitter.com/sf_england
PFF2
Assessment of Financial Circumstances
For parents and partners of students
2020/21
SFE/PFF2/2021/A
facebook.com/SFEngland
twitter.com/sf_england
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 partner, if the student is over 25 and you live with them as though you are married or in
a civil partnership.
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 2018-19.
You must tell us your 2018-19 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.
To find out how we’ll use the information you provide go to www.gov.uk/studentfinance to read our
Privacy Notice before completing this form.
The student may be eligible for a bursary or scholarship. In order for a university or college to determine
and pay any bursary or scholarship to which the student(s) you are supporting may be entitled, we will
share some of your personal and financial details with them. For more information about this, read our
Privacy Notice.
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 2018-19
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
• You need to send evidence whenever you see this icon
What if I have further questions?
If you have further questions you can:
• visit www.gov.uk/studentfinance
• call us on 0300 100 0607
What happens if my household income has dropped since tax year
2018-19?
If your household income has dropped by 15% since tax year 2018-19 you can apply for a ‘Current Year
Income Assessment’. This means we would use your expected income for tax year 2020-21 instead of
your actual income from tax year 2018-19 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 2020-21 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/PFF2/2021
Section 1
Personal details
a
Student’s details
Customer Reference Number
Forename(s)
Surname
Date of birth (DDMMYYYY)
b
Your personal details
Person 1
Person 2
Your Customer Reference Number
Your Customer Reference Number
(If you have one)
(If you have one)
Relationship to the student
Relationship to the student
Title
Title
Forename(s)
Forename(s)
Surname
Surname
Sex Male
Female
Sex Male
Female
What is your current marital status?
What is your current marital status?
Single
Single
Married/civil partnership
Married/civil partnership
Divorced/dissolved civil partnership
Divorced/dissolved civil partnership
Living with a partner
Living with a partner
Separated
Separated
Widowed/surviving civil partner
Widowed/surviving civil partner
3
SFE/PFF2/2021
Section 1
Personal details
Date of birth
/
/
/
/
Date of birth
Place of birth
Place of birth
(name of town or village exactly as it appears
(name of town or village exactly as it appears
on your birth certificate or passport)
on your birth certificate or passport)
Home address
Home address
Postcode
Postcode
Home telephone number
Home telephone number
Email address
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.
Person 1
Person 2
I have an NI number
I have an NI number
Tick
Tick
Please provide your NI number below:
Please provide your NI number below:
-
-
-
-
You are now ready to provide
You are now ready to provide
your financial information.
your financial information.
go to section 3
go to section 3
I do not have an NI number
I do not have an NI number
Tick
Tick
If you do not have a NI number because you
If you do not have a NI number because you
receive non-UK taxable income, please provide
receive non-UK taxable income, please provide
the equivalent financial information in pounds
the equivalent financial information in pounds
sterling.
sterling.
You are now ready to provide
You are now ready to provide
your financial information.
your financial information.
go to section 3
go to section 3
4
SFE/PFF2/2021
Section 3
Your financial information for tax year 2018-19
Instructions
• Please give your financial details for the tax year from 6 April 2018 to 5 April 2019.
• 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 2018-19.
• If any questions are left blank we will not be able to process this application.
You do not need to send us any evidence. However, you should keep all of your 2018-19
financial evidence as we may ask for it at a later date to verify the details you have provided.
Financial details
Person 1
Person 2
Q1
Did you receive any income from salary, wages, taxable
state benefits or from occupational or private pensions?
Yes
No
Yes
No
a
Total income from salary/wages
b
Total income from taxable state benefits
c
Total income from occupational pension(s)
If you receive a lump sum pension, only declare the amount you
received that you paid tax on.
d
Total income from private pension(s)
If you receive a lump sum pension, only declare the amount you
received that you paid tax on.
Q2
Did you receive any income from a state retirement
Yes
No
Yes
No
pension?
a
Total lump sum amount received
b
Total non-lump sum amount received
Q3
Did you receive any income from savings and
investments?
Yes
No
Yes
No
a
Total interest from UK banks, building societies and
unit trusts
b
Total 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
5
SFE/PFF2/2021