Social grant - list of documents

List of documents required to applyfor the SOCIAL GRANT

The documents listed below should be matched to the family's situation.

MANDATORY ANNEXES: 1, 2, 6, 32;
Certificates from other universities (if the student has studied at another university) about the period of study.
Application for a social scholarship (Annex 2 to the Regulations);
If a student applies for a social grant in an increased amount, in a particularly justified and documented case, (applies to students of all forms of studies, regardless whether they live in a Student House or in a different place, not related to difficulties in daily commuting) a statement should be submitted to the application form for the aforementioned grant (Annex 4) and documents confirming low income and difficul financial situation of the student's family;
Student's declaration of data authenticity and the chosen field of study (Annex 6);
Certificate from a social support centre or social services centre on the use, in the year of application, of social assistance benefits by the student or by members of their family whose income is less than PLN 600. (also applies to foreign students);
Certificate from the Tax Office or statement (Attachment 10) about the amount of income received by all adult members of the family of the student and the student, in the calendar year preceding the academic year for which the scholarship is to be awarded, if that income is subject to personal income tax under the rules set out in Art. 27, 30b, 30c, 30e, 30f of the Personal Income Tax Act of 26.07.1991 containing information on: a) the amount of income, b) the amount of social security contributions deducted from income; c) the amount of tax due;

The submission of an income certificate applies to all students and adult family members, regardless of their situation.

People who submit tax statements jointly, should report income separately. If the Tax Office issues a certificate stating that the taxpayer is not in the tax register or has not filed a return for the required period, a statement (Annex 10) should be completed showing,
that the income for the base year was PLN 0 (zero).

If you receive income outside the Republic of Poland and it is taxed in the country of employment, you must submit a certificate of its amount or include it in your statement (Annexes 10 and 15);

If the student or a member of the student's family has taxable income and/or tax-exempt income for persons under 26 years of age
in the year constituting the basis for calculating the income and/or earns it in the current year, the sources of this income/income and its duration must be declared(Annex 11);
If the student or a member of their family has earned tax-free income for persons under 26 years of age, documents confirming the amount of this income should be provided, e.g.,: a certificate from the Tax Office (Annex 10), PIT-11, PIT-37, and also sources and period of these incomes as above should be entered in the Annex 9;
In the case of a person drawing a supplementary pension benefit, the so-called 'thirteenth/fourteenth monthly pension', a decision on the award of this benefit in the previous tax year must be presented;
If the student/student's family member carries out business activity taxed on the basis of registered lump sum , it is necessary to present a certificate from Tax Office containing information about the form of taxation, the amount of income, the tax rate and the amount of lump sum tax paid in the year constituting the basis for calculating the income of the student's family;
In the case of business activities taxed in the form of flat rate tax, a certificate must be provided from Tax Office stating the form of taxation and the amount of tax paid in the base year;
If the student/student's family member receives income from a special form of agricultural production, a certificate from the Tax Office with a PIT-6 declaration for the assessment of advance income tax payments on income from special departments of agricultural production determined using estimated norms and the type of production, size, and share in the family member's income (PIT-6) must be submitted;
Families benefiting from child tax relief are required to submit a certificate from the Tax Office on their income related to said relief for the calendar year preceding the academic year for which the scholarship is to be awarded. This is untaxed income, which must also be shown in Schedule 15;
A certificate from the Social Insurance Institution (from KRUS in the case of receiving an agricultural pension, an agricultural survivor's pension, or an agricultural retirement pension) and a statement (Annex 13) with a calculation of 9% health insurance contributions paid in the base year, constituting the basis for calculating the income of the student's family, in the case of income higher than 0, lasting until the day of submitting the application for granting financial assistance benefits;
Certificate from Labour Office or statement (Annex 14) - confirming the status of an unemployed person or a person actively looking for employment, collecting or not collecting unemployment benefit or a scholarship – internship, paid from the Labour Fund or financed from European Union funds (from when – to when) together with the net amounts of benefits collected for the month following the month of obtaining the benefits (e.g., for a benefit awarded in April, certificate must cover the net income for May with recalculation from June of the year in question). Such certificate (statement – Annex 14) is mandatory, also in a case of a loss of income;
Document specifying the date and amount of lost income in the base tax year or after that year (net) in particular PIT-11 and employment certificate or other document confirming - termination of employment contract, loss of unemployment benefit or internship grant (as above), deletion from the register of non-agricultural business activity or suspension of its performance within the meaning of Art. 16b of the Act
of 20 December 1990 on social insurance for farmers or Art. 36aa section 1 of the Act of 13 October 1998 on the social insurance system, termination of a contract of mandate, contract for specific work, parental leave, sickness benefit due after the loss of employment, rehabilitation benefit, maternity benefit, alimony benefits due to the death of the person obliged to pay these benefits, parental benefit, doctoral scholarship;
A document specifying the amount of income obtained (net) and the number of months in which this income was obtained in the base fiscal year, in particular: an employment contract or other document confirming the commencement of: employment, receipt of unemployment benefit or traineeship grant paid from the Labour Fund or financed by the European Union, contract of mandate, contract of commission, parental leave, sickness benefit due after loss of employment, registration/resumption of* business activity, rehabilitation benefit, maternity benefit, parental benefit, doctoral scholarship, increase of doctoral scholarship, service in Territorial Defence Forces – income that is treated as employment or other gainful employment;
Document specifying the date and amount of income obtained (net) after the year forming the basis for calculating income, from the month following the month in which the income was obtained (e.g., for contract signed in April, certificate will cover net income for May with recalculation from June of a given year)- confirming the commencement of work, collection of unemployment benefit or traineeship grant paid from the Labour Fund or financed by the European Union, contract of mandate, contract of commission, parental leave, sickness benefit due after loss of employment, registration/resumption of business activity, rehabilitation benefit, maternity benefit, parental benefit, doctoral stipend, increase of doctoral stipend, service in Territorial Defence Forces – income which is treated as employment or other gainful work;
In the case of commencement of non-agricultural business activity or resumption of such activity after a period of suspension within the meaning of Art. 16b of the Act of 20 December 1990 on social insurance for farmers or Art. 36aa section 1 of the Act of 13 October 1998 on the social security system, after the year constituting the basis for calculating income, taxed:

on a general basis - the income earned is the income from the month following the month in which the income was greater than zero;
(Annex 12),
according to the rules of the flat-rate income tax - the income received is the amount of the monthly income declared
declared at the Tax Office; (Annex 12),
on a flat rate tax basis - monthly income is the income earned according to the amount of tax paid, divided by 12 months; (Annex 12);

Statements (Annex 15) of the student and members of the student's family about the amount of other non-taxable income obtained in the calendar year, preceding the period for which the benefit is to be granted (applies to all students and adult members of their families, regardless of their situation);
Certificate and/or statement (Annex 15) about doctoral, doctoral school and sports scholarships received by members of the student's family, for the base year preceding the submission of documents;
Certificate of the competent municipality authority stating the size of the agricultural holding expressed in physical and conversion hectares, as held in the previous calendar year, or a declaration that the student does not have an agricultural holding (Annex 17 - valid for all students and adult family members, regardless of their situation). Income from an agricultural holding according to the applicable
conversion rate per hectare at the date of application shall be included in Annex 15;
In the case of leasing the land of the agricultural holding, in part or in full, a copy of the lease agreement that meets the requirements set out in Art. 28(4)(1) of the Social Insurance of Farmers Act;
A copy of the decision to grant a structural pension as defined in the regulations on support for rural development with funds from the
Guarantee Section of the European Agricultural Guidance and Guarantee Fund;
In the case of farming families certificate from KRUS on payment of due social insurance contributions for the persons
working in the agricultural holding, persons who are (farmer) and are not (farmer spouse) owners of the holding, as well as a certificate
of the sickness benefits collected or not collected for the base year preceding the submission of the documents or a statement (Annex 17);
A photocopy of a copy of a court judgement awarding alimony to persons in the family (student, siblings or children of the student) or outside the family or a copy of the minutes of a meeting containing the content of a court settlement or a copy of a copy of a settlement reached before a mediator approved by the court;
A photocopy of a notarised declaration of intent to pay alimony, in the case of students children, not co-parented with the other parent, not having court judgments, or a copy of the order securing a claim, prior to the declaration of a alimony judgment;
Money orders or transfers documenting the actual amount of alimony, if the family members are obliged by a court judgment or a court settlement to pay it, as well as money orders or transfers documenting the actual amount of received alimony (additionally a declaration - Annex 16);
Certificate from the bailiff about the total/partial enforcement of alimony payments as well as the amount of enforced alimony payments
in the base year;
Certificate from the competent authority on the amount of the alimony fund benefit collected , specifying the amount collected in the base year, which is the basis for calculating the income of the student's family. If no maintenance fund benefits have been collected, a certificate must be provided;
If the family income does not exceed PLN 600 per person, it is necessary to enclose a certificate issued by a social assistance centre or a social services centre on the use, in the year of when the application is submitted, of social assistance benefits by the student or by members of their family.
In the above-mentioned situation (point 32), if the family does not receive benefits from a social assistance centre or a social services centre, it is necessary to submit Annex 25, stating the family's sources of income, together with documents proving these sources;
Photocopy of a judgment dismissing an action for alimony from one parent;
A photocopy of a final court decision obliging one of the parents to bear the entire alimony costs of the child/student;
Information from a court on pending adoption proceedings together with a final family court judgment stating that a child has been adopted in the case of a person who actually cares for the child or who has applied for the adoption of the child (the child is then included in the student's family);
In the case of divorce or separation, a declaration accompanied by a copy of the final court decision or a certificate of the case
in progress;
In the event of the death of a parent (s) - statement (Annex 26) , together with a copy of the death certificate → for inspection;
In the case of a single parent/guardian – declaration (Annex 26) with a copy of the death certificate of the spouse → to be inspected or/and a copy of copies of judgments awarding alimony;
If the student is married – statement (Annex 26) together with a copy of the student's marriage certificate → for inspection;
A photocopy of a copy of the court judgment declaring one of the spouses incapacitated or deprived of parental authority;
A photocopy of the copy of the court judgment on the establishment of a foster family;
In the case where the father is unknown – statement (Annex 26) together with a complete copy of the birth certificate of the child/student → to be inspected;
Decision on the degree of disability of the student or members of the student's family over 18 years of age, provided they are not studying and are dependent on the student or the student's family: a copy of the decision on the receipt or refusal of a pension;
Employer's certificate about the date of parental leave or statement (Annex 20) of the student's family member and the period for which it was granted and about the periods of employment;
Certificate of residence in an institution providing 24-hour support, in the calendar year preceding the application
for a scholarship or a statement (Annex 22);
Certificates from schools or statement (Annex 19) of children and/or siblings and statement (Annex 26) together with abbreviated copies of birth certificates of children and/or siblings (up to 18 years of age) → for inspection;
Certificates from schools/universities of children and/or siblings (from 18 to 26 years of age) dependent on parents and a statement (Annex 21); If they are studying part-time, additionally from the Labour Office confirming their status as unemployed/job-seeking or a statement (Annex 14), possibly a certificate of employment according to the rules of income calculation;
Statement (Annex 23) necessary to establish the student's financial independence;
Other documents necessary to establish the income in the student's family or certifying the family situation, e.g., a police certificate if a member of the student's family has gone missing, a certificate on a family emergency, a certificate on the residence of a member of the student's family
in places of isolation, decisions to obtain a family pension, a social pension or a decision not to grant the aforementioned pension, etc..;
The above documents also apply to foreign students insofar as they are entitled to benefits.
Statement of bank account number (Annex 32).

It is the student's responsibility to document their family's situation!

All documents must be submitted in the original, subject to points a and b, as:

Documents can only be copied in black – white. If a copy of the document is submitted, the original must be presented for certification of the copy by the person accepting the documents.
The public documents referred to in Art. 5 of the Public Documents Act shall be submitted in the original for inspection. The list of public documents submitted for inspection is entered by the student in Annex 26. Copies of documents that are between 75% and 120% of the original size are acceptable.

? Documents generated electronically, in accordance with the relevant regulations (e.g., excerpts from CEiDG, KRS, PIT declarations, etc.) do not require confirmation of conformity with the original.

? All foreign language documents submitted by the student must be translated into Polish. The translation must be done by the entity indicated in § 5 sec. 3 of the Benefits Regulations.

Provision of a translation is the responsibility of the applicant.