Applying for Student Finance: A Step-by-Step Guide, Summaries of Finance

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If you ’ ve not applied for student finance before, click the “ No, I haven ’ t applied for student finance be- fore ” button and click the green “ continue ” button.

If you ’ ve never given Student Finance any financial details (most people won ’ t have!) then click on “ No, I have never given financial details to Student Finance ” and then click the green “ Continue ” button.

Fill in your personal details like above. Enter your National Insurance number if you have it – this makes the process easier once you have applied, as it allows them to match everything up. The click the green “ continue ” button.

Put in your contact details. Make sure that these are correct because this is how Student Finance will get in touch with you if they need any more information, and to tell you how much they will be giving you. Then click the green “ continue ” button.

Check the summary of these details and if they ’ re correct click the green “ continue ” button. If they ’ re wrong click the blue “ change ” button next to the section that you would like to change.

Choose a secret question from the drop - down box and enter your answer to this question in the boxes provided. Make sure that this is something that you will remember the answer to for a long time – as you may need this when contacting Student Finance years in the future! Then click the green “ continue ” button.

Enter the password that you want for your account and click the green “ continue ” button.

You will then be presented with a page detailing your information – including your Customer Reference Number – make a note of this as you will need it whenever you call Student Finance England. Read this information and then click the green “ continue ” button to start your application for student finance.

Tip: Write down your password, customer reference number and secret

answer—you’ll need to log back into Student Finance on a regular basis -

including every year when you have to reapply—so it’s important that

you can access this information if you forget it!

Click on the level of education that you ’ re applying for – if you ’ re still at College at the moment it will be “ undergraduate ”.

Click on either “ Full Time ” or “ Part Time ” depending on what your course is. Most courses will be full time – but if you ’ re not sure you can contact the university to ask them.

Click on 2020/21 – that means that you ’ re starting university this September.

You will then get this page – read the information and click the green “ continue ” button

Read the information and click the green “ continue ” button.

Read the information and click the green “ continue ” button.

Read the information and click the green “ continue ” button.

Read this information and click the green “ continue ” button.

Click either yes or no, depending on whether you have lived outside of the UK in the last 3 years. Then click the green “ continue ” button.

Then click either yes or no for whether your parents or husband / wife have lived outside of the UK since September 2017. Then click the green “ continue ” button.