Forms and guidance notes
Termly claim pack and establishment portal user notes.
Current term claim pack for 2024-2025
- Guidance notes for PVIs, Academies, and Childminders (pdf format, 328KB) Explains the process for claiming funding through the establishment portal
- Guidance for maintained schools and maintained nurseries (pdf format, 227KB)
- Funding timeline Summer (pdf format, 150KB) This form outlines the important dates for the current term
- Parental declaration form Summer (pdf format, 217 KB) To claim funding for any 2, 3 or 4 year old, providers (except maintained schools and maintained nurseries) need to have parents complete this form
- Working parent entitlement checks 24-25 (pdf format, 156KB)
- Privacy notice (pdf format, 89KB) A copy of this form must be given to parents of all new starters at your provision. This is a requirement from the Department for Education
- When is my child eligible? (pdf format, 137KB)
- Two year old child left setting form
- PVI and Childminder EEF Claims and Payment Flowchar (docx format, 50Kb) - Quick Guide on the claiming for Early Education Funding for Private, Voluntary and Independent Providers (including Childminders)
- Schools and Academies EEF Claims & Payment Flowchart (docx format, 40Kb) - Quick Guide on the claiming for Early Education Funding for Schools and Academies
Two year old child left setting form
Step-by-step user notes for the Establishment Portal
Written guidance
- Establishment Portal Estimate Submission (pdf format, 650KB) - A guide on how to submit an estimated submission for all providers
- Registering a New User on the Establishment Portal (pdf format, 429Kb) - Guide on how to complete registration for using Establishment Portal for new portal users.
- Establishment Portal Maintaining your 'Live register' for PVI Childminders (pdf format, 1.1Mb) - A guide on how to Maintain your ‘Live register’ for PVI’s and Childminders
- Establishment Portal Maintaining your Live register for schools and academies (pdf format, 971Kb) – A guide on how to Maintain your ‘Live register’ for Schools and Academies
- Establishment Portal Headcount Submission for Schools and Academies (pdf format, 868Kb) - Guide on how to submit a headcount submission for Schools and Academies
- Establishment Portal Headcount Submission for PVIs and Childminders (pdf format, 899Kb) - Guide on how to submit a headcount submission for PVIs and childminders
- Establishment Portal Guidance_PVI Only DAF (pdf format, 232Kb) - Guide on how to claim for Disability Access Funding for PVI and Childminders Only.
- Establishment Portal - Eligibility Code Check Guidance (pdf format, 500KB)
- SEN Inclusion Funding Guidance (pdf format, 200KB)
- EYPP Guidance (pdf format, 500KB)
Videos Guidance
- How to add a 2 year old child to the Live Register
- How to add a 3/4 year old child to the Live Register
Other documents
- Early Education Funding Terms and Conditions (pdf format, 759Kb)
- Calculator Tool – to work out average hours over a specific term (xlsx format, 12Kb)
Below are two invoice templates that providers can use or adapt to invoice parents. It is not a requirement to use these invoice templates when billing parents. However, providers are required to make sure that the invoice clearly states what hours are free and what are hours and services they are being charged for..