Forms and guidance notes
Termly claim pack and establishment portal user notes.
Current term claim pack for 2025-2026
- Guidance notes for PVIs, Academies, and Childminders (pdf format, 406 KB) Explains the process for claiming funding through the establishment portal.
- Guidance for maintained schools and maintained nurseries (pdf format, 332 KB)
- Funding timeline Summer 2025/26 (pdf format, 406 KB) This form outlines the important dates for the current term
- Parental Code Check Declaration form (docx format, 42 KB) Optional use. For providers to collect data for validating a working parent code.
- Parental declaration form Summer 2025/26 (pdf format, 217 KB) To claim funding for any 9-23 month, 2,3 and 4 year olds, providers (except maintained schools and maintained nurseries) need to have parents complete this form.
- Working parent entitlement checks 2025/26 (pdf format, 156KB) Guidance for providers on how to validate a working parent code before offering a funded place.
- 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) Check when a child is eligible for a funded place.
- Two year old child left setting form To be filled in when a child receiving funding for early learning for families in England receiving some additional forms of support leaves.
- PVI and Childminder EEF Claims and Payment Flowchart (pdf 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 (pdf 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)
Other documents
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.