student finance wales ALG FE Assembly Learning Grant Application Form for academic year 2013/14 SFW/ALG/F/V1314/A

Transcription

1 student finance wales ALG FE Assembly Learning Grant Application Form for academic year 2013/14 /A

2 It s time to apply for ALG FE for academic year 2013/14 Applying is as easy as 1, 2, 3! 1 Complete the form ALG Use this form to apply for ALG FE for academic year 2013/14 if you are new to ALG FE and you intend to study at a school or college in the UK from September If you are not sure if you will continue studying, or where you will study, you can still apply. Do not complete this form if you will receive a training allowance or will be in receipt of EMA for your 2013 course. You need to: Complete sections A to F and then sections H and I of the form. Make sure your parent(s)/guardian(s) or husband, wife, civil partner or partner complete sections G and J if they need to. Depending on your answers in section E you may also have to complete section G. Send original evidence to support your application. Any evidence needed is indicated by this icon and details about the evidence can be found in the guidance notes. Sign the Student Declaration on page 14.! Remember: To tell us your bank details in section F. We can t pay you if we don t know them. Read the guidance notes if you need help with the questions on the form. Call us on or visit our website at if you need any further help. We can only work out your ALG FE entitlement if you complete all relevant parts of the application form, send the evidence we need and sign the Student Declaration on page Return the form You need to: Send your completed form to us with all the evidence we need by July 2013 to make sure your ALG FE entitlement is agreed and ready for your first 2013/14 term. Pay the correct postage. We recommend you also get proof of postage in case there are any delivery problems. Remember: To get the envelope weighed before you return it so that you pay the correct postage. If you don t your ALG FE payments may be delayed.! Application forms must be received within 9 months of your course start date and all information and evidence must be received within 12 months of your course start date. If you miss either of these final deadlines you will not get any ALG FE payments for academic year 2013/14. For example, if your course starts in September 2013 we must receive your application form by 31 May 2014 and all information and evidence by 31 August Receive 3your award letters We will: Initially send you a Provisional Award letter telling you how much your weekly ALG FE entitlement is expected to be for academic year 2013/14. As long as your college confirms your course eligibility to us we will send you a Final Award letter which will tell you how much your ALG FE payments are each term. Remember: To keep your award letters in a safe place as they are important documents.! We will only send you an award letter when your application is fully complete. This means we must have all of the information and evidence required. If we need any further information or evidence to complete our assessment, we will contact you. 2

3 INTERNAL REFERENCE NUMBER: (For internal use only) SEcTiON A YoUR PERSoNAL DETAILS If you are an existing ALG FE student, please provide your Customer Reference Number Q1. Title Mr Mrs Miss other First name(s) Surname/ Family name Sex Date of birth Male Female In which town or city were you born? Q2. Home address Postcode Home telephone number Mobile telephone number address Q3. Marital status Single Separated Living with partner Divorced or dissolved from a civil partnership Married or in a civil partnership Widowed or a surviving civil partner Q4a. Please provide a Secret Answer. it is important you make your Secret Answer easy to remember as we will ask you to confirm this whenever you call us. b. Please provide a hint question to remind you of your Secret Answer. For example, if you chose Superman as your Secret Answer then your hint question could be What is the name of my favourite superhero? if you ever forget your Secret Answer we will ask you this hint question to help you remember it. 3

4 SECTION B YoUR SCHooL or CoLLEGE DETAILS Q1. If you intend to study at more than one school or college, please enter the name of the school or college where you intend to spend the most time. If you are unsure where you will be studying, please enter the details of the school or college you are currently attending. As soon as you know where you will be studying, you should call the ALG FE Customer Services Team so they can update your application. Please enter details of the school or college where you intend to study. Name of school or college Campus Street Town/City County Postcode Q2. Have you previously received ALG FE? If go to Q3 Academic year in which you previously received ALG FE / Name of course(s) (for example, NVQ1 Business Studies) Q3. Please give an indication of the course type you are planning on studying, for example, GCSE, NVQ1, NVQ2, NVQ3, GNVQ, AS Level, A Level, AVCE, Basic Skills, BTEC or Entry Level 4

5 Q4. When does your course start? When does your course end? Q5. Are you in receipt of an allowance, such as an Education Maintenance Allowance (EMA) or a Work Based Learning or New Deal Training Allowance for the course you are applying for? Courses that offer training allowances include Modern Apprenticeships, Skill Build and CITB-ConstructionSkills.! If you are in receipt of an allowance you are not eligible for ALG FE. 5

6 SECTION C YoUR NATIoNALITY AND RESIDENCY DETAILS Q1. Which best describes you? one box from a to h. once you have ticked a box, follow the arrows, answer any relevant questions and read the instructions on what to do next. a. I am a UK national or I have Settled Status or 'Indefinite Leave to Enter or Remain' in the UK b. I am an EU national c. I have, or my family member* has, been granted Leave to enter or remain for; Humanitarian Protection, Discretionary Leave or Exceptional Leave to enter or remain in the UK I have been ordinarily resident in: the UK the EU/EEA Switzerland for 3 years prior to the first day of my course I have been ordinarily resident in: the UK for 3 years prior to the first day of my course I have been ordinarily resident in the UK since this status was awarded go to section D Q2 go to section D Q1 go to section D Q2 You are not eligible for ALG FE go to section D Q2 Go to page 8 of the notes go to section D Q1 * your family member means your husband, wife, civil partner, parent or step-parent, children or step-children. SECTION D YoUR RESIDENCE HISToRY Q1. Details of your residence for the three years before the start of the first academic year of your course(s). First address From To Why were you there 6

7 SECTION C YoUR NATIoNALITY AND RESIDENCY DETAILS (CoNTINUED) d. I am a child of a Swiss national e. I am, or my family member* is, an EEA or Swiss national who is working/ has worked or is looking for work in the UK f. I am a child of a Turkish national who is working/has worked in the UK g. I have, or my family member* has, refugee status in the UK h. ne of these Will your Swiss national parent be living in the UK on the first day of the academic year? You are not eligible for ALG FE I have been ordinarily resident in either the UK the EU/EEA Switzerland for 3 years prior to the first day of my course I have been ordinarily resident in either the UK the EU/EEA Turkey for 3 years prior to the first day of my course go to section D Q2 You are not eligible for ALG FE go to section D Q2 You are not eligible for ALG FE go to section D Q2 You are not eligible for ALG FE SECTION D YoUR RESIDENCE HISToRY (CoNTINUED) Second address From To Why were you there 7

8 SECTION D YoUR RESIDENCE HISToRY (CoNTINUED) Q2. Have you moved to Wales from an address outside Wales? If, please provide your previous address details below. If go to section E Address Postcode Q3. a. Was the reason for your move to Wales work-related? b. Did you move to Wales because of family circumstances? c. Did you move to Wales for education purposes? If none of the above, what was your reason for moving to Wales? SECTION E YoUR INDEPENDENCE DETAILS Please indicate the independence category that applies to you by ticking one box from Q1 or Q2. If you tick any of the questions below and provide supporting evidence, you will be considered Independent. If you do not tick any of the questions below you will be considered Dependent. Q1. on the first day of your course, will you: a. be aged 25 or over? b. have a child under your care whom you are responsible for? c. have financially supported yourself for more than 3 years? d. be living under the care of a Local Authority? e. be, or have been, married or in a civil partnership? Q2. Have both your parents died or are you estranged from your parent(s)? 8

9 SECTION F YoUR BANK or BUILDING SoCIETY ACCoUNT DETAILS This account must be in your own name and be able to accept direct credits. You can find your sort code and account number on your bank or building society statements. Please make sure you put the correct account details on this form because your payments will be delayed if they are not correct. Account holder's name Name of bank or building society Sort code - - Account number Building society roll number (if applicable) How to complete section G: Independent Student If you are an Independent student you and your partner, if applicable, should complete Q1 - Q4 in section G. Dependent Student If you are a Dependent student your parent(s)/guardian(s) should complete Q5 - Q9 in section G. 9

10 SECTION G HoUSEHoLD FINANCIAL DETAILS If you ticked any of the questions in section E you are Independent and should complete Q1 Q4 with estimates of your expected income for academic year 2013/14. Your husband, wife, civil partner or partner, if applicable, should also complete Q1 Q4 providing details of their income for tax year If you did not tick any of the questions in section E you are Dependent and should ask your parent(s)/guardian(s) to complete Q5 Q9 of this section. Parent(s)/guardian(s) must provide details of their income for tax year Independent students do not need to provide evidence of their income at this time. However, they should keep all information and evidence to support the financial information provided in section G as they may be asked to provide these at a later date. INDEPENDENT STUDENT Q1. Name of husband, wife, civil partner or partner Relationship to student Q2a. Benefit Income Are you in receipt of Income Support or Income Based Employment and Support Allowance? Student Partner b. Employment Income Student Partner Salaries & wages Self-employment income Student Partner Student Partner Taxable social security benefits Student Partner other income (please specify) Student Student Student Partner Partner Partner TOTAL EMPLOYMENT INCOME Student Partner 10

11 Q3. Deductions Student Partner Private pension contributions Additional Voluntary Contributions (AVCs) Student Student Partner Partner Wages for domestic help because of incapacity Student Partner Any other expenses connected with employment Student Partner TOTAL DEDUCTIONS Student Partner Q4. TOTAL INCOME Student Partner (This is your Q2b TOTAL EMPLOYMENT INCOME minus Q3 TOTAL DEDUCTIONS)! Please note, the final income is the higher of the two figures above. 11

12 DEPENDENT STUDENT Parent/Guardian 1 Parent/Guardian 2 Q5. First name Parent/Guardian 1 Parent/Guardian 2 Surname/Family name Parent/Guardian 1 Parent/Guardian 2 Relationship to student Parent/Guardian 1 Parent/Guardian 2 Benefit Income Q6a. Has your household received a Tax Credit Award tification for tax year other than an 'R' version? Enter your total annual household income as it appears on your Tax Credit Award tification if '' go to section H b. Are you in receipt of Income Support or Income Based Employment and Support Allowance? Parent/Guardian 1 Parent/Guardian 2 Q7. Employment Income Parent/Guardian 1 Parent/Guardian 2 Salaries & wages Parent/Guardian 1 Parent/Guardian 2 Self-employment income Parent/Guardian 1 Parent/Guardian 2 Taxable social security benefits Parent/Guardian 1 Parent/Guardian 2 other income (please specify) Parent/Guardian 1 Parent/Guardian 2 Parent/Guardian 1 Parent/Guardian 2 Parent/Guardian 1 Parent/Guardian 2 TOTAL EMPLOYMENT INCOME Parent/Guardian 1 Parent/Guardian 2 12

13 Q8. Deductions Private pension contributions Additional Voluntary Contributions (AVCs) Parent/Guardian 1 Parent/Guardian 2 Parent/Guardian 1 Parent/Guardian 2 Parent/Guardian 1 Parent/Guardian 2 Wages for domestic help because of incapacity Parent/Guardian 1 Parent/Guardian 2 Any other expenses connected with employment Parent/Guardian 1 Parent/Guardian 2 TOTAL DEDUCTIONS Parent/Guardian 1 Parent/Guardian 2 Parent/Guardian 1 Parent/Guardian 2 TOTAL INCOME (This is your Q7 TOTAL EMPLOYMENT INCOME minus Q8 TOTAL DEDUCTIONS) Q9. FINAL INCOME - please add the two TOTAL INCOME figures above together. 13

14 SECTION H CoNSENT To SHARE The information you provide on this form will be provided to the Welsh Government, Student Loans Company (SLC) or any other institutions used by the Welsh Government for the purposes of administering your ALG FE application. These bodies may use this information for market research purposes If you do not consent to your information being used for market research tick here. Important information if you live with your parent(s)/guardian(s) or a partner: It is important that we know if you will let us talk about your application and award with your parent(s)/guardian(s) or partner. We cannot give out information about your application or award to anyone without your agreement. I consent to the ALG FE Customer Services Team providing details of the progress of my application and award to the person named as Partner in section G. I consent to the ALG FE Customer Services Team providing details of the progress of my application and award to the person named as Parent/ Guardian 1 in section G. and/or I consent to the ALG FE Customer Services Team providing details of the progress of my application and award to the person named as Parent/ Guardian 2 in section G. SECTION I STUDENT DECLARATIoN Please read the following declaration. We will not be able to process your application for ALG FE unless you sign and date this declaration. Before signing and returning the completed form, you should read the Data Protection Statement, on page 15, of the guidance notes that accompany this form. This statement sets out who will use the information provided on this application form and what they will use it for. I confirm that the information I have given on this form is correct and complete to the best of my knowledge and belief. I confirm that I have submitted supporting evidence documentation. I confirm that I have not been in receipt of any other funding from the Welsh Government for this level of study or course. (Please note, this does not apply if you have previously received an Education Maintenance Allowance.) I confirm that if I withdraw from my course, I will repay all or part of my ALG FE allowance for all or part of the year. I understand that any attempt to dishonestly obtain ALG FE shall be treated as fraud and may result in criminal and/or civil proceedings against me. Student's full name (in BLoCK CAPITALS) Student's signature r Date If you are a third party acting on behalf of a student with an incapacity, please sign the third party declaration overleaf. 14

15 THIRD PARTY DECLARATION OPTIONS If Option 1 and Option 2 both apply please tick both options. Option 1 Third party has completed/signed the form on the student's behalf. Please read the following carefully: The student named in section A is unable to complete/sign the application form him/herself. I have completed the ALG FE Application Form on the student s behalf. I confirm that the information I have given on this form is correct and complete to the best of my knowledge and belief. I confirm that I have submitted supporting evidence documentation in accordance with the guidance notes. I confirm that the student named in section A has not been in receipt of any other funding from the Welsh Government for this level of study or course. (Please note, this does not apply if the student has previously received an Education Maintenance Allowance.) I have provided my contact details below. I have enclosed appropriate evidence documentation to confirm that I am authorised to act on the student s behalf. If required, I will contact the ALG FE Customer Services Team about the progression of the student s ALG FE application and to advise on any changes to any of the information contained in this form. If Option 1 applies please tick here. Option 2 Third party is authorised to hold funds on the students behalf. Please read the following carefully: The student named in section A is unable to have a bank account in his/her own name and I am authorised to hold funds on the student s behalf. I have provided bank or building society account details in section F. I will hold any payments made as a result of this application on behalf of the student and use them in accordance with the student s instructions. I have enclosed appropriate evidence documentation to confirm that I am authorised to accept payments on the student s behalf. I will not contact the ALG FE Customer Services Team with regards to the progression of the student s ALG FE application (unless option 1 also applies). The student has signed the student declaration (unless option 1 also applies). I have provided my contact details below. If required, I will contact the ALG FE Customer Services Team about any changes to my contact details. If Option 2 applies please tick here. Your full name (in BLoCK CAPITALS) Your signature r Date CONTACT DETAILS Address Postcode Home telephone number Mobile telephone number address Password 15

16 SECTION J PARTNER AND PARENT/GUARDIAN DECLARATIoN Please read the following declaration. We will not be able to process this application for ALG FE unless you sign and date this declaration. Before signing and returning the completed form, you should read the Data Protection Statement, on page 15, of the guidance notes that accompany this form. This statement sets out who will use the information provided on this application form and what they will use it for. I confirm that the information I have given on this form is correct and complete to the best of my knowledge and belief. I confirm that I will provide any additional supporting documentation. I understand that any attempt to dishonestly obtain ALG FE shall be treated as fraud and may result in criminal and/or civil proceedings against me. PARTNER Your full name (in BLoCK CAPITALS) Your signature r Date PARENT/GUARDIAN 1 Your full name (in BLoCK CAPITALS) PARENT/GUARDIAN 2 Your full name (in BLoCK CAPITALS) Your signature r Your signature r Date Date 16

17 EQUAL OPPORTUNITIES MONITORING - VoLUNTARY QUESTIoNNAIRE The following questions are voluntary you do not have to answer them. Whether you answer them or not will not affect your application for ALG FE. If you do answer, the information may be used to help the Welsh Government develop its policies in the future. Q1. Do you consider yourself to have a disability? Q2. What do you consider your nationality to be? Welsh Irish English (choose as many or as few as apply) British Scottish other Q3. Choose one section from A to E, then tick the appropriate box to indicate your ethnic group.(choose as many or as few as apply) A White British Any other white background D Black or Black British Caribbean African Any other black background B Mixed White and Black Caribbean White and Black African E Chinese or other ethnic group Chinese Any other Chinese background White and Asian Any other mixed background C Asian or Asian British Indian Pakistani Bangladeshi Any other Asian background Return this completed questionnaire along with your application form. 17

18 USE THE CHECKLIST BELOW TO MAKE SURE YOU HAvE CORRECTLY COMPLETED YOUR FORM BEFORE YOU SEND IT TO US! Have you: Completed and checked the questions relevant to you in sections A to F? Completed and checked the questions relevant to you in section G (if you are an Independent student)? Attached all the original documentary evidence we need with your application? Told us your bank details on page 9? Indicated whether you consent to us providing details of the progress of your application and award to your parent(s)/guardian(s) or partner (if applicable) in section H? Signed and dated the Student Declaration on page 14? Checklist for Parent(s)/Guardian(s) or Partner: So that we can assess this application have you: Completed and checked all the questions relevant to you in section G? Provided the correct total household income in section G? Attached your household s Tax Credit Award tification (if applicable)? Attached evidence to support the statement of household income, if you are not in receipt of a Tax Credit Award tification? Signed and dated the relevant Declaration(s) on page 16? Checklist for nominated third parties. Have you: Completed and checked the application form (if applicable)? Provided bank or building society account details in section F (if applicable)? Signed and dated the third party declaration that applies to you on page 15? Provided official documentation authorising you to act on the student's behalf? 18 Returning the form To make sure your ALG FE is agreed and ready for your first term please complete and return the form with all the evidence by July Any missing information or evidence may result in late payment. At the very latest, application forms must be received within 9 months of your course start date. All information and evidence must be received within 12 months of your course start date or you will not get any ALG FE payments for academic year 2013/14. Postage Check you have paid the correct postage before you post your ALG FE application. The application form and envelope should be weighed and the correct postage paid or this will delay when we receive your application. This could mean a delay to the start of your payments. We recommend that you get proof of postage when returning this form in case of any delivery problems. This is because any delay in receiving your application form could delay the start of your payments. w send us your form once you have completed the checklist above you should send your completed form and original supporting evidence, using the envelope provided, to: Student Finance Wales FE Customer Services, PO Box 5597, Glasgow, G52 9BS If you have not received a letter from us within two weeks of sending your application form, or you have any other queries, please contact us on If you have hearing difficulties, and wish to speak to an advisor using a minicom device, please contact us on