NHS Bursary - is my DH 'dependent'?

Little_Mankties

I'm just in the process of completing my NHS Bursary application in readiness for starting my Midwifery Degree in Sept.

Quick question: my DH works and will continue to work while I am a FT student (I will be giving up my work). We have two dependent children but I am unsure whether or not my husband should also classed as dependent. Although I will be dependant upon him (i.e. financially), he is likewise dependant upon me (i.e. he will live also off my bursary) IYSWIM...!!

Any ideas?

Person_one

No, he's not a dependant. You need to fill in his income on the part of the form that asks for parents, spouse or civil partner's details. The dependants section is for people who aren't bringing in any income apart from benefits.

pipscot

Little_Mankties wrote: »

I'm just in the process of completing my NHS Bursary application in readiness for starting my Midwifery Degree in Sept.

Quick question: my DH works and will continue to work while I am a FT student (I will be giving up my work). We have two dependent children but I am unsure whether or not my husband should also classed as dependent. Although I will be dependant upon him (i.e. financially), he is likewise dependant upon me (i.e. he will live also off my bursary) IYSWIM...!!

Any ideas?

Yes - your DH is classed as an adult dependant and you should fill in the bursary form with his details and those of your children in section 8 if you wish to claim dependant's allowance.

pipscot

Person_one wrote: »

No, he's not a dependant. You need to fill in his income on the part of the form that asks for parents, spouse or civil partner's details. The dependants section is for people who aren't bringing in any income apart from benefits.

The form specifically asks for details of the spouse, partner or civil partner under the dependant's allowances section.

Oldernotwiser

Unless your husband works very limited part time hours, you cannot say that he's financially dependant on you, which is the requirement for claiming Dependant's Allowance.

From the NHS website,

"These are payable to you for people who are wholly or mainly financially dependent on you during your time in training. Your husband, wife, partner or civil partner and your children and other adults can be counted."

It will depend on how much he's paid as the DA is means tested.

pipscot

Oldernotwiser wrote: »

Unless your husband works very limited part time hours, you cannot say that he's financially dependant on you, which is the requirement for claiming Dependant's Allowance.

From the NHS website,

"These are payable to you for people who are wholly or mainly financially dependent on you during your time in training. Your husband, wife, partner or civil partner and your children and other adults can be counted."

It will depend on how much he's paid as the DA is means tested.

The spouse/partner of an NHS student is classed as an adult dependant whether they are working or not. The student does not need to work out whether to include her partner depending on his hours worked or his income - the NHS bursary people do that themselves.

The student fills in section 8A with details of her partner (doesn't matter if he is working or how much he earns - he is still her adult dependant). Then she fills in section 8B with details of her children.

This allows a calcuation to be made as to the maximum DA (i.e. 1 adult and 2 children = £2640 + £539 + £539).

The partner's income is then included in section 9 and the DA will be reduced by an amount depending on the partner's income.

ETA: I used to be an NHS student with dependants!

pipscot

OP - I found this site helpful while applying for bursaries etc
http://www.studentmidwife.net/i-want-to-be-midwife-1/money-4/

There is a whole section about money and the NHS bursary - this post answers the dependant question!
http://www.studentmidwife.net/i-want-to-be-midwife-1/money-4/24652-nhs-bursary-calculator-info-anyone.html

Oldernotwiser

pipscot wrote: »

The spouse/partner of an NHS student is classed as an adult dependant whether they are working or not. The student does not need to work out whether to include her partner depending on his hours worked or his income - the NHS bursary people do that themselves.

The student fills in section 8A with details of her partner (doesn't matter if he is working or how much he earns - he is still her adult dependant). Then she fills in section 8B with details of her children.

This allows a calcuation to be made as to the maximum DA (i.e. 1 adult and 2 children = £2640 + £539 + £539).

The partner's income is then included in section 9 and the DA will be reduced by an amount depending on the partner's income.

ETA: I used to be an NHS student with dependants!

You're talking about filling in the form - I'm talking about actually getting the money - there may well be a difference.

"Dependants Allowance Guide
The Dependant's Allowance:

Is a means tested element of the NHS Bursary entitlement
Can only be awarded for dependants that are wholly or mainly dependent on the student
Is calculated using spouse or partner's residual income
How is the Dependants Allowance calculated?
The calculation is assessed using the gross income of all dependents.

How to get the figure used in the calculation:

Income from employment (gross), self-employment (net profit), pensions, dividends, rented properties, taxable allowances, maintenance.

LESS

Tax, National Insurance, pension, rent, mortgage, maintenance payments, life insurance.

EQUALS

Residual income i.e. figure used in the calculation"

pipscot

Oldernotwiser wrote: »

You're talking about filling in the form - I'm talking about actually getting the money - there may well be a difference.

"Dependants Allowance Guide
The Dependant's Allowance:

Is a means tested element of the NHS Bursary entitlement
Can only be awarded for dependants that are wholly or mainly dependent on the student
Is calculated using spouse or partner's residual income
How is the Dependants Allowance calculated?
The calculation is assessed using the gross income of all dependents.

How to get the figure used in the calculation:

Income from employment (gross), self-employment (net profit), pensions, dividends, rented properties, taxable allowances, maintenance.

LESS

Tax, National Insurance, pension, rent, mortgage, maintenance payments, life insurance.

EQUALS

Residual income i.e. figure used in the calculation"

Shall we agree on "the partner counts as a dependant but if he earns a reasonable income, the dependant's allowance may be reduced due to his income".

Oldernotwiser

pipscot wrote: »

Shall we agree on "the partner counts as a dependant but if he earns a reasonable income, the dependant's allowance may be reduced due to his income".

That just about sums it up - I rather overstated it earlier:)

Little_Mankties

Thank you all for your posts and debate which I read with interest! Although my husband will be working he is certainly dependant upon me in terms of my looking after our children whilst not in Uni, otherwise, for example, he would be financially liable for more childcare costs, etc. Also, he is mutually dependant in the sense that without anything financial I bring in, we would not be able to meet our mutual expenses - mortgage, Council Tax, food, fuel, etc. I will put him down as a dependant then let the bursary people work it out!!