Assessment of Financial Circumstances For parents and partners of 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, where you will enter personal details for both the student and yourself. Ensure all names, dates of birth, and relationships are accurately filled out.
3. Proceed to Section 2 to provide your National Insurance number. This is essential for data sharing with HM Revenue & Customs.
4. In Section 3, report your financial information for the tax year 2021-22. Answer each question with 'Yes' or 'No', and if applicable, provide the income amounts.
5. Continue to Section 4 for any additional income sources not covered in Section 3. Follow similar instructions as before.
6. In Section 5, detail any income deductions you may have claimed during the same tax year.
7. Finally, complete Section 6 by identifying any dependants who are financially reliant on you. Make sure to include their relevant details.

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