Scottish Charity No. SC000123
This section seeks details of annual income of the household.
1. Gross salary for the period including other emoluments.
2. Taxable profit of trade or professions for the last year
3. The annual gross amount of any pensions you receive, including the state pension.
4. Please provide details of gross investment income from Building Society/banks/dividends, interest
5. Please provide details of Gross rental income from property you own and do not live in
6. Please supply evidence of any redundancy or lump-sum payment in later stages of the application form
7. Please provide details of all Social Security benefits received including ESA, Income Support, DLA, PIP, Universal Credit, Tax Credit or Child Benefit
7a. Please supply a copy of the statement(s) of all Social Security benefits in later stages of the application form.
8. Please provide details of annual Separation or Maintenance Allowance.
Please supply a copy of any agreement regarding Separation or Maintenance allowances in later stages of the application form.
9. Please provide details of any income not included above (including dividends received from self employment).
10. Please provide a copy of any Court Order/Separation/Maintenance agreement showing liability for school fees.
11. Please provide a copy of any employer related Benefit in Kind, included on a P11D.
12. Please provide details of all income/gains not included in the above.
13. Please provide details of money received to the household from any other contributing adults.
This relates to personal assets, and for those who are self-employed. If you own your own business, the value of this should NOT be included as “investments” or “other assets”. Please not that every question should be answered, showing “0” where applicable.
2. Include Bank and Building Society savings accounts, stock and shares and any other savings or investments. Copies of investment portfolios must be included with current market values.
3. Approximate market value of principal residence.
4. Please specify the market value of any additional properties that you own, other than your main residence. Details of property portfolios must be declared.any items of particular value, or property other than your main residence. Details of property portfolios must be declared.
5. Please provide the approximate market value of any car(s) owned.
a) Please state what make, model and year of registration and state whether owned or leased.
6. Please provide the market value of any other significant possessions owned (please include house contents, collections, paintings, jewellry, etc).
6a. Please state what possessions you have included.
7. Please provide details of ALL cash held at banks or elsewhere.
8. Please provide an approximate market value of any other assets.
8a. Please provide details of any insurance policies maturing in this or the last five tax years.
9. Please provide details of the net worth/value of any and all businesses which you own or share.
10. Please provide details of retained earnings or valuations of any and all businesses which are owned or of which you are a partner.
11. Please provide details of any redundancy or other termination payments received.
12. Please provide details of any and all monies that are owed to you.
13. Other assets not listed, e.g. share options, trust interest/assets held on your behalf by a third party, assists likely to be received in the foreseeable future, etc.
Please tell us about your total annual household outgoings. A response to each question is required, where applicable please add “0”.
1. Tax payment on Income declared (from March payslip or P60) for the period specified.
2. National Insurance contributions (from March payslip or P60) for the period specified.
3. Net total of Pension or Superannuation Contributions (for the period specified)
4. Annual mortgage repayments for the period specified (where there is one joint mortgage payment, please list this figure under “Your Details” only. Please do not split the mortgage payments).
5. Annual Rent payments for the period specified. ( where there is one rent payment, please list this figure under “Your Details” only. Please do not split the rent payments).
a) Please state whether property is rented from a Local Authority or a Private Landlord
6. Utilities (gas/electric/phone) and all other significant expenses.
7. Council tax on principal residence for the period specified.
8. Childcare expenses for the period specified.
9. Please state the level of school fees that you pay for the period specified.
Please list any connections you or the applicant may have with the College.
Please include notice of any applications made for other children to join the College and at what stage they would intend joining.
Please ensure that you have uploaded the correct documents to confirm your income as listed in Step 4. In particular, a full copy of any separation/divorce agreement is required, if applicable. We reserve the right to request copies of any other documents deemed necessary to make an informed review of your application for financial assistance with tuition fees.
This step should include all those children for whom those named in Step 2 are financially responsible. DO NOT INCLUDE the child for whom this application refers.
This section seeks an estimate of the total income from all the sources listed in the income section that you expect for the present tax or financial year.
If there has been a material change in your income or circumstances please provide further details.
Where one parent is reported as unemployed, please explain what steps, if any, are being taken to secure employment.
In assessing your application, allowance is made for household expenses. Expenditure is affected by the number of people living at this address. Please state the number of other adults living at this address (excluding those named in Step 2, and the level of contribution that each makes towards the financial upkeep of the household.
This step seeks details of any parent not living with the child but who has parental rights and responsibilities.
Please supply a copy of any financial arrangements within a divorce settlement or Separation Agreement (as applicable) with this application. A full and complete copy of a divorce or separation agreement must be submitted.
If you do not have these documents, please provide evidence of any informal financial arrangements that exist.
Please give details of those adults who live with and have responsibility or primary responsibility for the child.
If the natural parents are separated or divorced, please give details of the parent with whom the child lives as Adult 1, plus that of any other adults in the child’s household, such as step-parent, guardian or partner living with the child. Details of a natural parent not living with the child should be provided in Parent No. 3.
Where one of the parents are shown to be living abroad, please explain fully if this is for work/economic reasons. Income from this parent will be required to be disclosed.
The Robert Gordon’s College ethos is to provide financial assistance to enable children to come to RGC who would otherwise not be able to. Please ensure you explain clearly why you think you should be considered for a bursary and what level of contribution you can make towards tuition fees.
In order to help the greatest number of families who need assistance, all those who apply for a Bursary are asked first to consider whether they are eligible for assistance from any other source. There are a number of charitable organisations and trusts that can provide assistance with school fees. It is important that you tell us about any such applications, and their outcome, even if your applications were unsuccessful.
It is also important that if you show investment income and/or savings in Step 7 that you explain whether you are able to /plan to utilise these amounts to help pay tuition fees and, if not, explain why this is not your intention.
Please state whether you would be happy to receive a home visit from representatives from either Robert Gordon’s College or Aberdeen Endowments Trust.
Please ensure that you have enclosed the correct documents to confirm your capital assets.
1. Date on which liabilities valued.
2. Mortgage information – amount outstanding on the principal residence and when the mortgage is completed.
3. Other liabilities – credit cards, loans.
4. Other mortgage/rent liabilities – for properties other than principal residence.
This section seeks details of the child to whom this application relates.