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Form HE1 |
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| Department for Education and Employment |
Applying for higher education support 2001/2002
Notes for filling in your application form (HE1).
General information
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General information
It is important that you read these notes carefully and the booklet called ‘Financial support for higher education students in 2001/2002, before you fill in your application form. You should keep them in a safe place.
You should fill in the application form even if you do not intend to take out a loan. If you do not fill in this form, your university or college may charge you more than the standard amount of tuition fee.
You should fill in the application form (HE1) if:
- You want financial help towards a full-time course of higher education, a part-time course or initial teacher training (ITT) or a flexible postgraduate ITT course. If you are attending a flexible postgraduate ITT course please complete this form only when your university or college have confirmed the length of your course. This must be at least one year.
You should not fill in this form if any of the following circumstances apply to you:
- You normally live in Scotland, Northern Ireland the Channel Islands or the Isle of Man but you have moved or will be moving to England or Wales to attend this course. If this is the case, you should contact:
- Scotland - the Student Awards Agency for Scotland;
- Northern Ireland - your local Education and Library Board;
- Channel Islands - the Education Departments of Guernsey or Jersey; or
- Isle of Man - the Education Department.
- You are a national of a European Union state and you have moved to England
or Wales to attend a higher education course. You should contact the
Department for Education and Employment, DfEE EU Assessment Team, Mowden
Hall, Staindrop Road, Darlington, Co. Durham, DL3 9BG (phone: 01325 391199).
- You are or will be attending a part-time higher education course other than
for initial teacher training. In some circumstances, you may qualify for a
separate loan if you are taking a part-time course. For further information, you
should phone the DfEE student support helpline on 0800 731 9133.
- You will get a bursary from the National Health Service (NHS), or the
Department of Health, which is not assessed on income. This normally applies to
nursing and midwifery diploma courses.
- You have previously received a loan from the Student Loans Company (SLC),
and you are behind on your repayments, or have not signed all the credit
agreements you entered into with the SLC when you were under 18. Your will
not normally qualify for any grants or a further loan from the SLC until you
are up to date with your repayments on previous loans, or have signed all
the relevant documents. You should phone the SLC on 0800 40 50 for advice.
- You will be attending a flexible postgraduate ITT course that lasts less than one year.
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Deadlines
If you want to get the first installment of your student support at the start of the course, you must send a filled in application form (HE1) to us as soon as possible, but normally no later than 16 March 2001.
If you are attending a flexible postgraduate ITT course, please fill in this form only when your university or college has confirmed the length of your course. This must be at least one year.
If you also want us to carry out a full financial assessment (see question 51), you must also send a filled in financial assessment form (HE2) to us by 18 June 2001. (See the section ‘What happens next?’ of these notes for more information about this.)
You must apply within four months of the start of your academic year (see below). For example, you must apply by 31 December 2001 for a course starting in Autumn 2001. If you do not, you may not be eligible for any support during the academic year 2001/2002.
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Academic year
Academic years begin in the autumn, winter, spring, and summer and last 12 months. The academic years start on:
- 1 September for autumn (some courses in Scotland start in August but are still considered to be autumn courses);
- 1 January for winter;
- 1 April for spring; and
- 1 July for summer.
For example, if you start your course on 4 October 2001 it has an academic year of 1 September 2001 to 31 August 2002.
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Filling in the form
You must answer all the relevant questions as fully as possible. If there is not enough space to answer any questions in full, you should use the space provided at the end of the form.
If you do not answer some of the questions, we may have to write to you to ask for the information.
This will cause a delay in processing your application.
The questions in this form are designed to help us to determine whether you are eligible for financial support under the relevant Education (Student Support) Regulations. The relevant regulations for those starting their courses in September 2001 will be the Education (Student Support) Regulations 2001. These regulations are likely to be approved by Parliament in Sprint 2001. Although these notes reflect the current position, you should be aware that next year’s regulations may contain changes which may affect your entitlement.
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How to fill in your application form
This section gives information to help you answer the questions
Part 1: Your personal details
- Q15 If you will be under 25 on 1 September 2001 and if you will have been married for two years by that date, please send us your original marriage certificate with this application form. This will allow us to treat you as an independent student. (For an explanation of an independent student, please read the booklet called ‘Financial support for higher education students in 2001/2002’). We will return your marriage certificate to you.
- Q16 If you are aged between 50 and 54 on the first day of the academic year of the course, you can apply for a loan and supplementary (extra) grants in addition to tuition fee support, as long as you intend to work after your course. If you do not intend to work after your course, you can only apply for help with your tuition fees and, if you have a disability, a Disabled Students’ Allowance (DSA). If you are over 54, we can only consider you for help with tuition fees and if you have a disability a DSA.
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Part 2: Where you were born and have lived
- Q19 If you answer ‘Yes’ to this question, please make sure you give us the names of the district and sub-district where you were born, exactly as they are shown on your birth certificate. For example, if you were born in Didsbury, Manchester, the sub-district you were born in would be Didsbury and the district would be Manchester. You must send us your original birth certificate or adoption certificate with your application form. We will return your birth certificate to you. If you have a UK birth certificate issued by a British consulate abroad, please send us this.
If you answer ‘No’ to this question, you must send us your current passport. We will return your passport to you. If you cannot send your passport for any reason, please attach a letter with the form explaining why. You must also send a letter or other documents filled in by a responsible person, confirming information about your birth. This information must give your date of birth, place, country of birth and your full name at birth. For student support applications, we consider a responsible person to be a consular official, minister of religion, doctor, lawyer. Permanent civil servant, teacher, police officer or birth registration officer of the Ministry of Defense. If you were born outside the UK and have a British Certificate issued by a British Consulate send this instead of your passport and letter or other document.
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Warning - If you have accessed these notes from an application form you are currently completing online, you will need to press the back button on your browser to return to the application form. You must use the back button on your browser to prevent you losing completed information.
- Q21 If you (or your husband, wife,
parents or step-parents) have successfully applied for refugee status
in the UK under the terms of the 1951 UN Convention on Refugees, and you (or
they) have been granted refugee status, the Home Office will have sent you
(or them) a letter confirming this. You should send us this letter, not a
photocopy, with your application form.
- Q22 If you (or your husband, wife,
parents or step-parents) have been refused refugee status but granted ‘exceptional
leave’ to enter or remain in the UK, the Home Office will have sent
you (or them) a letter confirming this. You should send us this letter, not
a photocopy, with your application form.
- Q23 The European Economic Area (EEA)
is made up of Austria, Belgium, Denmark, Eire, Finland, France, Germany,
Greece, Iceland, Italy, Luxembourg, Liechtenstein, Netherlands, Norway,
Portugal, Spain, Sweden, and the United Kingdom. For the purpose of this
question, the definition of parent includes an adoptive parent or a person
who has parental responsibility.
- Q24 ‘Settled status’ means that you can live in the UK permanently without the Home Office placing any restrictions on you. And there should be a stamp in your passport which says this. If your passport does not day this, but you have a letter from the Home Office which does, please attach this letter to your application form. EEA nationals have a right of residence to enter, lice and work or study in the UK, but they do not have an automatic tight to settled status as other people applying who are not UK nationals. If you are an EEA national who has come to the UK for study purposes only, you will not normally have settled status.
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Part 4: About your course
You must enter a course on application form. If you do not, it will delay your application. You should give us details of your first choice. If you later accept a place on a different course, or at a different university or college, you must let us know in writing immediately.
- Q30 Franchised courses
The university or college prospectus should tell you if any other university or college runs your chosen course. If in doubt, you can find out by contacting the university or college that you applied to.
- Q31, Q32 and Q33
Leave these questions blank if you have not applied through the Universities and Colleges Admissions Service (UCAS).
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- Q37 Courses can vary in length, depending
on what you are studying. For example, engineering courses may lead to a B
Eng., or an extended M Eng., and may or may not include an industrial or work
placement. You should give as your answer the maximum possible time that
your course could last, assuming that you do not need to repeat any part of
the course. Architecture and Town or Urban planning degree students should
include the Diploma in Architecture or Planning.
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- Q39 Full-time course
This is a course of study for which you attend the university or college on most days of the week and for most weeks of the year, apart from weekends and the usual holidays. You must attend the course for a least 24 weeks in the academic year, unless it is the last academic year of the course. If it is the last year of the course, you musty attend for at least eight weeks. The course must also last for at least one academic year.
Full-time course involving a placement (known as a sandwich course)
This is a course which includes periods of industrial or work placement on top of an average of at least 19 weeks’ full-time attendance at the university or college in each academic year.
Part-time initial teacher training (ITT) course
You should only tick this box if you are applying for part-time initial teacher training (ITT) courses. If your course is part time but not for initial teacher training (ITT), you should not fill in this form. Please read the section called ‘General information’ in these notes.
Flexible post graduate ITT course
You are only eligible for living costs support if you are attending your course for at least one year. Please contact your university or college for further information.
Number of weeks full-time study and teaching practice
If you are attending a part-time course of initial teacher training (ITT) or a flexible postgraduate ITT course, please give the number of weeks of full-time study or full-time teaching practice you must do. You must include any week when you have to do these activities for all or most of each day and for most days of the week, apart from weekends. You should not include any week when you only attend in the evening, or you attend for only one or two days.
If you are not sure which course you are on, please check with your university or college.
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Part 7: About your employment and unemployment history
All people applying should complete this part. If you have just left school please enter ‘N/A’
- Q49 If you are under 25 and have supported yourself out of your earnings for three years or more before the start of the first academic year of the course, we will assess you for financial support as an independent student, if you give the evidence we will ask for. (For an explanation of a independent student please read the booklet called ‘Financial support for higher education students in 2001/2002’).
If you are over 25 you do not need to enter your details of the salary, wages or benefits you have received.
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Part 8: Previous loans from the Student loans company
- Q50a You will not normally be able to get any grants or a further loan
until you are up to date with your repayments on previous loans. You should
call the Student Loans Company on 0800 40 50 10 for advice.
- Q50b You will not normally be able to get any grants or a further loan until you have signed all of the relevant documents. You should call the Student Loans Company on 0800 40 50 10 for advice.
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Part 9: Level of support you want to apply for
- Q51 Box A Non income-assessed support
Non income-assessed support is approximately three-quarters of the total loan that may be available to you. If you decide to apply for this type of support you will have to pay tuition fees, except that:- if you are attending a non-degree initial teacher training (ITT) course your full fee will be paid if you are eligible for fees support; or
- if you are attending course run at a private university or college you will have to pay the balance of tuition fees, which may be more than £1000.
You may also be eligible for:
- Disabled Students’ Allowance (DSA)
- Care Leavers’ Grant.
Press the Back button on your browser to return to the application
form.
Warning - If you have accessed these notes from an application form you are currently completing online, you will need to press the back button on your browser to return to the application form. You must use the back button on your browser to prevent you losing completed information.
- Q51 Box B Income-assessed support
If you decide to apply for the income-assessed level of support, we will assess:
- The maximum loan available to you;
- Any help with tuition fees which you may be entitled to; and
- Any dependants’ grant, disabled students’ allowances, care leavers’ grant, travel grant and school meals’ grant which you may be entitled to.
The amount that you are entitled to will depend on your income, your parents’ income, your husband’s or wife’s income or your partners’ income. If you have any unearned income, this may also be taken into consideration. Please read the booklet called ‘Financial support for higher education students in 2001/2002’ for further information.
You should not answer this question if you are a student who:
- has been offered, or expects to be offered an NHS bursary for your health-related course; or
- is applying for support for a part-time non-degree initial teacher training course with less than six weeks’ full-time teaching practice or full-time attendance from 2001/2002.
There are special rates of loan if you fall into these groups. Just read, sign and date the declaration on the application form (HE1).
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Part 10: Declaration
You must sign and date the form in the spaces provided, or your application for student support will be delayed. Please read the declaration and make sure you understand it.
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Part 11: Student Checklist
Please read the checklist on the application form and make sure that you send us all the documents we have asked for. We will return your originals to you, and tell you if we need any further information.
If you have lost your birth certificate, you should get a replacement by contacting the Register Office in the sub-district where your birth was registered. If you do not know where this sub-district is, you should contact the General Register Office at one of the following addresses.
- If you were born in England or Wales -
General Register Office
PO Box 2
Southport
Merseyside
PR8 2JD
Phone: 0151 471 4816
- If you were born in Scotland -
General Register Office for Scotland
New Register House
Edinburgh
EH1 3YT
Phone: 0131 314 4451 or 0131 314 4456
- If you were born in Northern Ireland -
Register General
Oxford House
49-55 Chichester Street
Belfast
BT1 4HL
Phone: 028 902 52000
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Important things for you to remember
If you do not answer all the relevant questions, or you do not send us the evidence we need, it will delay your application.
Please check your filled in application form before you send it in.
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What happens next?
If your application for student support is successful, we will send you a letter confirming your eligibility.
If you want to be assessed for the rate of support that does not depend on a assessment of your income, your parents’ or step-parents’ income or your partner’s income (in other words, you have ticked Box A in question 51), we will send you a financial notice showing your entitlement to support.
If you want to be assessed for the full rate of support that depends on an assessment of your income (in other words, you have ticked Box B in question 51), we will send you a financial assessment for (HE2). We will ask you to give us financial information about your own and (if appropriate) your parents or step-parents’ income, your husband’s or wife’s income or your partner’s income. We use this information to work out how much you must pay towards your fees (if anything), and how much you can borrow. We will take into account your parents’ or step parents’, your husband’s or wife’s or your partner’s income for tax purposes ( for the financial year ending on 5 April 2001) and your own estimated unearned income during the academic year 2001/2002’.
We recommend that your husband or wife, your parents, your step-parents or your partner start collecting this evidence, for example evidence of income, as soon as possible, rather than waiting to receive financial assessment form (HE2). Remember, your LEA recommends that you return your form (HE2) to them as soon as possible, or by 18 June 2001 at the latest.
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