Education Maintenance Allowance 2019/2020 Guidance Notes - Dumfries and Galloway Council

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Education Maintenance Allowance 2019/2020 - Guidance Notes

   Dumfries and Galloway Council

   Education Maintenance
   Allowance 2019/2020
   Guidance Notes
   These notes accompany the 2019/2020 EMA Application
   form. Please read these notes prior to completing your
   application.
Education Maintenance Allowance 2019/2020 - Guidance Notes

Advice                                            Introduction
A fresh application must be made each             The Education Maintenance Allowance
academic year, including copies of all            (EMA) is a means tested weekly allowance
documents required to complete the                payable in two week instalments in
assessment.                                       arrears. Payments are made during
                                                  term time only. The programme aims to
When completing the application form              increase participation and retention in
please answer each section, as best you           post-compulsory education.
can, and submit with the relevant financial
documentation.                                    Eligibility
                                                  •   You can apply for an EMA if you
DEADLINES apply for the submission of                 attend a school in Dumfries and
the application form, so do not delay in              Galloway, are Home Educated, live
sending this form.                                    in Dumfries and Galloway and travel
                                                      daily to attend a school or college
You can send the form without the                     outwith Scotland or participate in an
required documents, but you must send                 Activity Agreement
them to us once available. We will not
be able to make a final decision until we         •   Students 16 years of age or over
have all the required documents. If you do            before 30 September 2019 may
send any documents at a later date, please            be eligible for an EMA from the
remember to include the applicant’s name,             beginning of term starting August
learning centre and date of birth so we               2019.
can match them to the application. Late
return may affect payments made.                  •   Students 16 years of age between 1
                                                      October 2019 and 29 February 202,
PLEASE KEEP THIS GUIDANCE FOR YOUR                    may be eligible for an EMA from
OWN REFERENCE. DO NOT SEND THIS                       January 2019.
WHEN SUBMITTING YOUR APPLICATION
TO:                                               •   For those eligible for full year award,
                                                      if the application is not submitted
Education Support Services                            by 30 September 2019, the award
Children, Young People & Lifelong                     can only be made from the week it is
Learning (CYPPL)                                      received by this office.
122-124 Irish Street, Dumfries, DG1 2PB
Email: EMA@dumgal.gov.uk                          •   For those who are eligible from
Website: www.dumgal.gov.uk                            January 2020, if the application is not
                                                      submitted by 29 February 2020, the
                                                      award can only be made from the
                                                      week it is received by this office.

                                                  •   The cut-off date for processing
                                                      application forms for academic year
                                                      2019/2020 is 31 March 2020. No
                                                      applications will be processed after
                                                      this date.

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Education Maintenance Allowance 2019/2020 - Guidance Notes

•     Household income is assessed on gross            should provide evidence depending
      taxable household income for the                 on their circumstances. If you have not
      period 6 April 2018 to end of 5 April            been resident in the UK for 3 years
      2019.                                            you must provide evidence of your
                                                       residency status. More information
•     The income thresholds for the EMA                about nationality and residency
      Programme, Academic Year 2018/2019               can be found in the EMA Guidance
      are currently as follows:                        Document on the EMA website
                                                       www.mygov.scot/ema
    Income         No. of            Award
                                                   •   You can apply for an EMA if you are
                   dependent
                                                       Home Educated. You must have a
                   children in the
                                                       history of being home educated.
                   household
    £0 - £24,421   1                 £30
    £0 - £26,884   2+                £30
                                                   Provisional Awards
                                                   Students may be eligible to receive a
•     Dependent children are all those up to       provisional award if a self-employed
      the age of 16 and those over the age         parent is temporarily unable to supply
      of 16 and up to age 25 if they are in        financial details. If a Self-Assessment Tax
      full time further or higher education.       Calculation (SA302) is not available your
      (Please provide confirmation of other        parent(s) or carer(s) should send a letter
      dependent’s attendance at University)        from their tax advisor or themselves or
                                                   arrange for their accountant to complete
•     If you are receiving education and           Part B of the application giving an
      are in the care of the local authority       estimate of their business profit for the
      you are eligible for a £30 EMA award         year ended 5 April 2019. You are still
      without having to provide evidence of        required to send the SA302 from HMRC
      household income.                            once you receive it.

•     The course the young person is               For provisional award payments paid to
      undertaking must be a course of              those whose parents are self-employed ,
      non-advanced education, as defined           a stop on payments will be made on 31
      in the EMA (Scotland) Regulations            December and no further payments should
      2007 and the Education (Access Funds)        be made until income has been finalised.
      (Scotland) Determination 2014.
                                                   If an applicant is paid an EMA provisional
•     There is no deadline for submission          award that is not finalised then applies for
      of applications for young people             EMA again in another year, the amount
      applying for Activity Agreement EMA.         already paid should be deducted before
                                                   any further payments are paid.
•     To be eligible for an EMA, students
      must meet the nationality and                Provisional awards can also be made
      residency requirements of the                in cases where the household has
      programme. In all cases students             experienced a change in financial
                                                   circumstances as a result of redundancy

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Education Maintenance Allowance 2019/2020 - Guidance Notes

Learning Agreement                                Young Carers/Vulnerable Students
A Learning Agreement is an agreement              •    Flexibility and additional support
between the student and the Learning                   is extended to vulnerable young
Centre/School. In order to receive                     people. Written confirmation
a payment a student must have an                       to support the young person’s
acceptable Learning Agreement and it is                circumstances is required from
each student’s responsibility to ensure he/            Learning Centre and/or Support
she has this. Once you have completed                  Worker.
and returned an EMA application and
have received an entitlement letter from          Completing the Application
the Education Support Services please
take your letter to your school and they          Front Page
will help you complete the Learning
Agreement. Failure to complete/return an          In this section (1) you must tell us:
agreement may affect your payments.                    •    Your full name, including any
                                                            middle names.
The EMA is based on 100% attendance                    •    The name of the School or
and students must normally be on a full                     Learning Centre you attend.
time non advanced course and enrolled                  •    Your Date of Birth
as full time i.e. attending 21 hours guided            •    If you have received EMA before
learning hours per week. Arriving late                      please tick Yes or No box.
at school may also affect your payment.
For Activity Agreement students and               Part A
students living in Dumfries and Galloway
                                                  Section 1(A) Personal Details
but studying across the border the guided
hours may differ.                                 In this section you must tell us:
                                                       •    Your gender
                                                       •    Your date of birth
School Holidays & Study Leave
                                                       •    Your full name, including any
Payments are not made for school                            middle names.
holidays.                                              •    Your email address if you have
                                                            one
EMA is paid during study leave. S5 pupils              •    Your full current address
will be paid to the end of the school year             •    Contact telephone numbers
if returning to school to enter 6th year
if not then as with S6 pupils you will be
                                                  Section 1(B) Personal Nationality and
paid until the date of the final SQA exam
                                                  Residency Details
unless you find employment.
                                                  In this section you must tell us your
Sickness & Absences                               residency details and status.
It is your responsibility to contact your
school if you are absent due to sickness          Some points to remember:
and it may affect your payments.                     •   If you have not lived at your
                                                         present address for more than 3
                                                         years please let us know
                                                         any previous addresses.
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Education Maintenance Allowance 2019/2020 - Guidance Notes

    •    If you have not been resident in         •   If there are any changes to a
        the United Kingdom or another                 student’s bank account details
        European Union country for 3                  during the year the Education
        years before the EMA qualifying               Support Services should be
        date we are unlikely to be able               informed in writing urgently.
        to pay EMA. Contact us for more               Failure to do so may result in
        information if this applies to you.           payments being stopped or
                                                      delayed.
Section 2 Course
                                              Please contact the school in the first
In this section you must tell us:             instance if you have any queries regarding
     •    The year of study you will be       any of your EMA payments.
          undertaking
     •    If you have received EMA before.    Section 4 Independent Status
          If you have please tell us which
          local authority or college paid     In this section you must tell us:
          your EMA.                                •    If you live independently please
     •    If you are attending 21 guided                provide confirmation of any
          learning hours each week if no                income. If you are in receipt
          the number of hours you will be               of Income Support in your
          attending.                                    own right Part C, Certificate of
     •    If you have any flexible study                Benefits received page should be
          arrangements and the reason.                  completed or a letter requested
                                                        from the Department of Work
Section 3 Bank/Building Society Account                 and Pensions.
Details                                            •    If you are in local authority
                                                        care we will require written
In this section you must tell us your bank              evidence of this from the relevant
account details.                                        authority.

Some points to remember:                      Section 5 Family Details
   •   We can only pay EMA direct
       to your own bank account. We           In this section you must tell us who you
       cannot pay anyone else                 live with, their relationship to you and
       on your behalf. If you do not have     information about the Parent/Carers.
       your own bank account you will
       need to open one.                      Section 6 Household Income
   •   If there is a reason why you
       cannot open your own bank              In this section you must confirm if you
       account please tell us the             have enclosed a Tax Credit Award Notice
       reason in the additional 			           (TCAN) TC602 from HM Revenue and
       information at the end of 		           Customs (HMRC) for 2019/2020, that
       the form.                              confirms your actual household income
   •   EMA payments are made by Bacs          for the financial year 2018/2019 or a
       so your bank account must be           FINAL Tax Credit Award for 2018/2019.
       able to accept Bacs payments.          If you are submitting the correct TCAN
       Check with your bank if you are        you do not need to provide any other
       unsure.                            5
Education Maintenance Allowance 2019/2020 - Guidance Notes

income information. If your award is                 If you are unable to do this please send
not yet available, please still submit               alternatives to this for example:
your application form and state on
the additional information part of the               •    If receiving benefits please request a
application that your TCAN is to follow                   P60U certificate from the DWP or
and send us your TCAN once you receive               •    P60 certificate for Widow parents
it. Delays in sending documents can affect                Allowance
payments made.

Please note we are unable to accept                  USEFUL CONTACT NUMBERS
Provisional Awards or Annual Review                  Child Benefit Helpline
forms.                                               0300 200 3100
                                                     Carers Allowance Helpline
Section 7(A)and(B) Student Declaration
                                                     0800 7310 297
and Parental/Partner/Carer Declaration
                                                     Department of Work and Pensions (DWP)
Please read the declaration and sign the             0800 1690 310
application before you send it to us.
                                                     Tax Credit Helpline
Your parent(s) or carer(s) should also read
                                                     0345 300 3900
and sign the declaration. Your application
will be returned to you if it is not signed          HM Revenue and Customs Office
and dated.                                           0300 200 3310 (request SA302 for self-
                                                     employment)
Part B Accountant’s Certificate for self-
                                                     Pension Credit Helpline
employment
                                                     0800 99 1234
If self-employed, a Self-Assessment Tax              Universal Credit helpline:
Calculation (SA302) 2018/2019 should be              0800 3289 344
submitted. If this is not available at time of
application other evidence should be sent
until it can be obtained for example:                Household Income Details
                                                     Required for Parent/Carer(S)
 •   Part B of application completed by              Please note additional supporting financial
     your accountant                                 documentation is required with your
 •   FINAL Tax Credit Award for 2018/2019            application form if you have ticked No at
     or                                              Section 6 of the application. By household
 •   Tax Credit Award for 2019/2020.                 income we mean the income of parent(s)
                                                     or carer(s) living in the household. This
You will still need to send us the SA302             may be:
from HMRC when you receive it.
                                                     •   Earnings from the work they do
Part C Certificate of Benefits received              •   Profits from a business if they are self-
                                                         employed.
If you are in receipt of a benefit please ask        •   Income from taxable state benefits
your local Job Centre to complete Part C.                e.g. Employment Support Allowance,
                                                         Job Seekers Allowance etc.

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Education Maintenance Allowance 2019/2020 - Guidance Notes

•   Other income – such as interest               Please provide confirmation of all relevant
    from banks and building societies             paperwork relating to your household
    if over £300, and dividends from              income with your application. Copies are
    shareholdings, income from property           accepted.
    rental etc.
•   Pensions                                      Please note that Dumfries and Galloway
                                                  Council administer the EMA scheme on
If you were in employment at any time             behalf of Scottish Government – we are
during the financial year 2018/2019 we            not responsible for Policy decisions.
can accept the following documents:
                                                  If you have any queries regarding policy,
    •   2019 P60 or valid week 52 payslip.        please contact Scottish Government
    •   P45                                       directly.
    •   P60 (or similar certificate) for
        private pension                           Availability of Forms and Contact details

                                                  Applications are available from all
Benefits from your employer(s)                    Secondary Schools, at www.dumgal.gov.uk
(e.g. company car and fuel, taxable               and Dumfries and Galloway Council
vouchers and payments in kind from all            Education Support Services
jobs)                                             Children, Young People & Lifelong
                                                  Learning (CYPLL)
You may have received benefits from your          122-124 Irish Street, Dumfries, DG1 2PB.
employer which were not paid out in
wages but were taxable. These are called          For further information / advice on the
benefits in kind. Your employer should            EMA programme please contact the
have given you information about these            Education Support Services team
by 6 July 2019, usually on a form P9D or          Tel: 030 33 33 3000.
P11D. You do not have to work out the
amount of each individual benefit – your
employer will tell you the taxable values.

If this applies to you, please provide your
P9D or P11D for this EMA application.
If you have not received a form P9D or
P11D for the year 6 April 2018 to 5 April
2019 and you think you should have, ask
your employer or phone HMRC.

If required you should send confirmation
of Lone Parent Status for example:
•    Copy of your Council Tax Award letter
     for 2018/2019

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0082-18
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