Guidance for completing Fee Assessment Questionnaire

If you clearly fit into one of the following categories you are entitled to pay tuition fees at the ‘home’
rate. The information for all the categories below is based on the fees regulations for England and
Wales (27 March 2007) and later revisions.

Please work through the categories in order until you find one that you think applies to your
circumstances. Read the category carefully and ensure you fulfil all the requirements. A detailed
explanation of all words typed in bold can be located in the Glossary of Terms and should be read
carefully in conjunction with the wording of the category. If you find you do not meet the criteria of
the category you have selected check the other categories as you may find that you fall within another.

These guidance notes are based on the full guidance available at www.ukcisa.org.uk for Higher
Education.

Category 1 Those who are ‘settled’ in the UK and meet the main residence requirements

1. You must be settled in the UK on the first day of the first academic year of the course.
2. You must also have been ordinarily resident in the UK, Channel Islands and/or the Isle of
Man for the full three-year period before the first day of the first academic year of the course.
3. The main purpose for your residence must not have been to receive full-time education* during
any part of that three-year period. *If your residence is mainly in order to receive full-time
education because a spouse, civil partner or parent has been temporarily employed outside this
residence area please provide evidence of their employment.

Please provide:
A copy of the relevant pages of your passport (including the page confirming your name and British
nationality including any vignettes).

and

A copy of a Home Office document that shows that you have been granted the Certificate of
Entitlement to the Right of Abode in the UK or Indefinite Leave to Enter/Remain in the UK.

or

A copy of your UK Identity Card for foreign nationals (both sides of the ID Card are required).

Category 2 Refugees or those persons with humanitarian protection, and family

1. You have been recognised as a refugee by the UK Government or you applied for asylum and the
Home Office decided that you did not qualify for refugee status but you were granted
Humanitarian Protection instead.

or
 You are the spouse/civil partner of someone granted Refugee status or Humanitarian Protection
and your marriage/civil partnership to that person occurred before their application for asylum
was made.

or

You are the child of someone granted Refugee status or Humanitarian Protection and you were
under 18 years old at the time when their application for asylum was made.

2. You have remained ordinarily resident in the UK, Channel Islands and/or Isle of Man since
the Refugee Status/Humanitarian Protection was granted and you will be ordinarily resident in
the UK on the first day of the first academic year of the course.

Please provide:
IF YOU HAVE THE STATUS: Your Home Office Immigration Status Document.

IF YOU ARE MARRIED TO OR ARE THE CIVIL PARTNER OF THE PERSON WITH THE STATUS:
Your spouse/civil partner’s Home Office Immigration Status Document + a copy of your
marriage/civil partnership certificate + evidence that the marriage/civil partnership occurred before
the application for asylum was made.

IF YOU ARE THE CHILD OF THE PERSON WITH THE STATUS: Your parent’s Home Office
Immigration Status Document + a copy of your birth certificate/adoption papers + evidence that you
were aged under 18 when your parent’s application for asylum was made.

IF YOUR PARENT’S SPOUSE/CIVIL PARTNER IS THE PERSON WITH THE STATUS: A copy of
their Home Office Immigration Status Document + a copy of their marriage/civil partnership
certificate + evidence that the marriage/civil partnership occurred before the application for asylum
was made + evidence you were aged under 18 when the application for asylum was made + a copy of
your birth certificate/adoption papers.

NOTE FOR THOSE WITH HUMANITARIAN PROTECTION: If you have Humanitarian Protection
and it has expired you must also provide evidence of re-application for that leave.

Category 3 EEA/Swiss workers + family

1. On the first day of an academic year of the course you must be a non-UK EEA national
or a Swiss national worker or be the relevant family member of such a worker.
2. You must be ordinarily resident in the UK on the first day of the first academic year of the
course unless you are an EEA/Swiss frontier worker or their relevant family member.
3. You must have been ordinarily resident in the EEA and/or Switzerland for the three years before
the first day of the first academic year of the course.

Please provide:
A copy of the relevant pages of your passport (including the page confirming your name/nationality)
+ evidence that you are a migrant/frontier worker.
or
A copy of your relevant family member’s passport + evidence that they are a migrant/frontier worker
+ evidence of your relationship to them (eg birth certificate/adoption papers, marriage/civil
partnership certificate etc).

Updated 15 December 2017

Category 4 EU nationals + family

IF YOU ARE AN EU NATIONAL OR YOU ARE NOT AN EU NATIONAL BUT YOU HAVE A
RELEVANT FAMILY MEMBER WHO IS AN EU NATIONAL

To be eligible under this category:

1. On the first day of an academic year of the course you must be

- an EU national
- the relevant family member of a non-UK EU national and that non-UK EU national is in
the UK as a self sufficient person or as a student.
- the relevant family member of a UK national.

2. You must have been ordinarily resident in the European Economic Area (EEA) and/or
Switzerland and/or the overseas territories for the three years before the first day of the first
academic year of the course. Please also see Special Provision at the foot of this category.

3. The main purpose for your residence in the EEA/Switzerland (or the Overseas Territories if
applicable) must not have been to receive full-time education during any part of the three-year
period. Please also see Special Provision at the foot of this category.

If YOU are an EU national please provide:

A copy of the relevant pages of your passport (including the page confirming your name/nationality)
+ evidence of your place(s) of residence for the relevant period.

If YOU are the relevant family member of a non-UK EU national or a UK national please provide:
A copy of your relevant family member’s passport to confirm their nationality + evidence of your
relationship to them eg birth certificate/adoption papers, marriage/civil partnership certificate etc +
evidence of where your relevant family member’s place(s) of residence has been for the relevant
period. Remember non-UK EU nationals must be resident in the UK as a self sufficient person or
student and evidence of this is required.

Special Provision: For people studying on courses which started on or after 01 September 2011
You do not have to meet point 2 or 3 (above) if you start your course at the University of Hull on or
after the 01 September 2011 and you are:

- the relevant family member of a non-UK EU national, and that non-UK EU national is the UK as
a self sufficient person or as a student
- the relevant family member of a UK national who has exercised a right of residence in another EU
member state, for more than 3 months, as a self sufficient person, a student or a worker
AND
your relevant family member has been ordinarily resident in the European Economic Area (EEA)
and/or Switzerland and/or the overseas territories for the three years before first day of the first
academic year of the course that you are studying

Category 5 Non-UK EU nationals who have spent at least 3 years in the UK

1. You are a non-UK EU national on the first day of the first academic year of the course.
2. You were ordinarily resident in the UK, Channel Islands and/or the Isle of Man for the three-

Updated 15 December 2017

 year period before the first day of the first academic year of the course.
3. If during any part of the three-year period, the main purpose for your residence was to receive
full-time education, you must have been ordinarily resident in the EEA/Switzerland immediately
before that three-year period. If this applies to you please ensure you provide evidence of where
you were resident prior to the qualifying period.

Please provide:
A copy of the relevant pages of your passport (including the page confirming your name/nationality).

Category 6 Right of permanent residence

1. You have the right of permanent residence in the UK under European Community (EC) law
on the first day of an academic year of the course.
2. You were ordinarily resident in the UK, Channel Islands and/or Isle of Man for the three-year
period before the first day of the first academic year of the course.
3. If during any part of the three-year period, the main purpose for your residence was to receive
full-time education, you must have been ordinarily resident in the EEA/Switzerland immediately
before that three-year period. If this applies to you please ensure you provide evidence of where
you were resident prior to the qualifying period.

Please provide:
A copy of the relevant pages of your passport (including the page confirming your name/nationality).
or
A copy of your relevant family member’s passport + evidence of your relationship to them (eg birth
certificate/adoption papers, marriage/civil partnership certificate etc) + evidence that you have been
resident with your EU relevant family member for five years.

Category 7 Child of a Swiss national

1. You must be the child of a Swiss national.

2. You must be ordinarily resident in the UK, Channel Islands and/or Isle of Man on the first
day of the first academic year of the course.
3. You must have been ordinarily resident in the EEA and/or Switzerland for the three years before
the first day of the first academic year of the course.
4. If the main purpose for your residence in the EEA/Switzerland was wholly or mainly for the
purpose of receiving full-time education you must have been ordinarily resident in the EEA
and/or Switzerland immediately before that three-year period.

Please provide:
A copy of the relevant pages of your parent’s passport (including the page confirming
name/nationality) + a copy of your birth certificate or adoption papers.

Category 8 Child of a Turkish worker

1. You are the child of a Turkish National and your parent is ordinarily resident in mainland UK
and is, or has been, lawfully employed in the UK.
2. You will be ordinarily resident in mainland UK on the first day of the first academic year of
the course.
3. You have been ordinarily resident in the EEA and/or Switzerland and/or Turkey for the full three

Updated 15 December 2017

 year period before the first day of the first academic year of the course.

Please provide:
A copy of the relevant pages of your parent’s passport (including the page confirming name/Turkish
nationality) + a copy of your birth certificate or adoption papers + evidence of your parent’s
employment in the UK.

Category 9 Long Residence

Please visit ukcisa.org.uk for the latest guidance to this category (this is category 11 in UKCISA
information).

Please provide:
Evidence of your full period of residence in the UK.

Glossary of Terms

EEA National
The EEA is a larger area than the EU. It is made up of all the countries in the EU plus Iceland,
Liechtenstein and Norway (including Svalbard).

For categories where the residence area includes the EEA, the residence area is made up of all the
countries in the EEA plus the whole of the island of Cyprus (including Northern Cyprus) and
Switzerland.

EU National
You are an EU national if you are a national or citizen of Austria, Belgium, Bulgaria, Croatia (from 01
July 2013), Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland (including Aland Islands),
France (including French Guyana, Guadeloupe, Martinique, Reunion and Saint-Pierre et Miquelon),
Germany (including Heligoland), Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg,
Malta, Netherlands, Poland, Portugal (including the Azores and Madeira), Romania, Slovak Republic,
Slovenia, Spain (including the Balearic Islands, Canaries, Ceuta and Melilla), Sweden or the UK
(including Gibraltar).

Main purpose of residence being full-time education

Where a category includes a condition that the main purpose of your residence must not have been to
receive full-time education, a useful question to ask is: “if you had not been in full-time education
where would you have been ordinarily resident?” If the answer is “outside the relevant residence area”
this indicates that the main purpose for your residence was full-time education.

Ordinarily resident
You are ordinarily resident in the relevant residence area (which depending on the category you select
and it’s qualifying conditions will be either the UK, Channel Islands and/or Isle of Man or the EEA
and Switzerland or Turkey) if you have habitually, normally and lawfully resided in that area from
choice.

Updated 15 December 2017

Exceptions: If you can demonstrate that you have not been ordinarily resident in the
relevant residence area because you, or your relevant family member, were temporarily
working outside the relevant residence area you will be treated as though you have been
ordinarily resident for that period. **If this applies to you please provide a copy of
your temporary worker’s contract or your relevant family member’s temporary
worker + proof of their relationship to you.**

Updated 15 December 2017

Overseas territories
Anguilla, Aruba, Bermuda, British Antarctic Territory, British Indian Ocean Territory, British Virgin
Islands, Cayman Islands, Ducie & Oeno Islands, Falkland Islands, Faroe Islands, French Polynesia,
French Southern and Antarctic Territories, Greenland, Henderson, Mayotte, Montserrat, Netherlands
Antilles (Bonaire, Curacao, Saba, Sint Eustatius and Sint Maarten), Pitcairn, South Georgia and the
South Sandwich Islands, St Barthelemy, St Helena and Dependencies (Ascension Island and Tristan
de Cunha), Turks and Caicos Islands, St Pierre et Miquelon, the Territory of New Caledonia and
Dependencies, and Wallis and Funtuna.

Relevant Family Members

EU Nationals (including UK nationals)

 spouse or civil partner
 direct descendants of the EU national or of their spouse/civil partner, for example
child/grandchild who must also be under 21 or (if 21 or over) dependent on the EU national or
their spouse/civil partner.
 Additionally, but only where the EU national is not a UK national and is self sufficient, the
dependent direct ascendants of the EU national or of their spouse/civil partner, for example,
dependent parents, grandparents.

EEA/Swiss Workers
 spouse or civil partner
 if the worker is an EEA national (not a Swiss national), direct descendants of the EEA worker or
their spouse/civil partner, for example children or grandchildren. A direct descendant must also
be under 21 years old or (if 21 or over) dependent on the EEA worker or their spouse/civil partner.
 if the worker is a Swiss national (not an EEA national) child. ‘Child’ is not defined in terms of
either age or dependency and a child can be an adopted child for whom the Swiss worker or their
spouse/civil partner has parental responsibility.
 if the worker is an EEA national (not a Swiss national), direct ascendant of the EEA worker or
their spouse/civil partner, for example parents and grandparents, who must be dependent on the
EEA worker or their spouse/civil partner.

Settled
Settled means ordinarily resident in the UK without any immigration restrictions on the length of your
stay in the UK.

To be settled you must either have British Citizenship, the Certificate of Entitlement to the Right of
Abode in the UK, Indefinite Leave to Enter/Remain in the UK (with no time limit imposed) or have
the right of permanent residence in the UK under EU law*. If your passport describes you as a ‘British
citizen’ then you have the ‘Right of Abode’. If you have Limited Leave to Remain in the UK this does
not give you settled status.

*Those who are settled through having acquired the right of permanent residence under European
Community (EC) law do not qualify as ‘home’ students under category 1 but may qualify under one of
the other EU categories.

Exceptions: certain categories exempt from time limits on their stay in the UK do not come within the
definition of settled. For example, diplomats and members of their households do not have specified
time limits on their permission to stay in the UK but they are not settled under the relevant
immigration law.

Updated 15 December 2017

The first day of the first academic year of the course (also used for the first day of an
academic year of the course)

This is 01 September. Eg, for entry in September 2011 the first day of the first academic year of your
course is 01 September 2011.

The right of permanent residence

EU nationals acquire the right of permanent residence after a five-year period of uninterrupted lawful
residence in the UK. This same rule applies to family members who are not EU nationals and who
have lived in the UK with an EU national for five years.

‘Worker’ – EEA/Swiss

‘Worker’ includes an EEA or Swiss national who is:

 employed
 self-employed
 a ‘frontier worker’ (see note below) who is employed or self-employed

NOTE: A ‘frontier worker’ is an EEA/Swiss national working in the UK but who resides in Switzerland
or the territory of an EEA State other than the United Kingdom and returns to their residence in
Switzerland or an EEA state, at least once a week.

What kind of work?

 The work must be in the UK.
 The work can be full-time or part-time.
 If you give up work to start a course, you should still be treated as a migrant worker if your course
of study is related to your job or area of work.
 If you have become ‘involuntarily unemployed’, you do not have to show that your course of study
is related to your previous job – eg, if your post was made redundant, or if your contract ended
was not renewed. If you lost your job through misconduct, you would not be considered
‘involuntarily unemployed’.
 It can be work that you are doing while you are on the course, unless it is ‘ancillary’ to the course.
‘Ancillary’ means the work is part of the course or work you were offered because you have been
accepted on a particular course.

Updated 15 December 2017