> ## Documentation Index
> Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Submit a Funding Form

> Complete guide for parents on viewing, completing, and submitting funding forms through the Pigeonhole dashboard.

# Submit a funding form

This comprehensive guide will help you understand how to view and submit funding forms for your children through the Pigeonhole dashboard.  You will be emailed by your setting when there is a new funding form to complete.

## Accessing Your Funding Forms

### 1. Navigate to Funding Forms

1. Log into your Pigeonhole
2. Click on **My Funding Forms** in the main navigation menu
3. You'll see a list of all funding forms for your children

### 2. Understanding the Forms List

The funding forms list shows you:

* **Name**: Your child's name
* **Created**: When the form was first created
* **Updated**: When the form was last modified
* **Status**: Current status of the form (see status guide below)
* **Expires**: When the form expires and needs renewal (your nursery will send you a new form when it is needed)
* **Terms**: Which funding terms the form covers

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-funding1.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=18adb4cb2a8ee9895ca536bea4d5ed11" alt="Funding forms list in the parent portal" width="1223" height="527" data-path="images/parent-funding1.png" />

***

## Understanding Form Status

Each funding form has a status badge that shows where it is in the process:

| Status                  | What It Means                                                                 | What You Need To Do                           |
| ----------------------- | ----------------------------------------------------------------------------- | --------------------------------------------- |
| **Awaiting Completion** | The nursery has sent you a form to complete                                   | Complete and submit the form                  |
| **In Progress**         | You've started filling out the form but haven't submitted it for approval yet | Complete all required fields, sign and submit |
| **Awaiting Approval**   | You've submitted the form and it's being reviewed                             | Wait for nursery approval                     |
| **Rejected**            | The form was rejected and needs corrections                                   | Review rejection reason and resubmit          |
| **Approved**            | The form has been approved                                                    | No action needed                              |

***

## Editing and Completing a Form

### When You Can Edit

You can edit a form when its status is:

* **Awaiting Completion**
* **In Progress**
* **Rejected**

### Starting to Edit

1. Click the **edit icon** (pencil) next to the form in the list
2. The form opens in edit mode with all fillable fields available

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-finding-edit.gif?s=621eba5e92cbafc1ce6ec85e81bd1fba" alt="Editing and completing a funding form" width="1320" height="720" data-path="images/parent-finding-edit.gif" />

### Form Sections

Funding forms are organized into several cards/sections, each covering different aspects of your child's funding requirements:

#### 1. Personal Details

This section displays your child's basic information

* **First Name and Surname**: Your child's full name
* **Date of Birth**: Including age in months for eligibility verification
* **Gender**: Your child's gender
* **Education, Health & Care Plan (EHCP)**: Toggle to indicate if your child has an EHCP
* **SEND Status**: Select any Special Educational Needs and Disabilities that apply

#### 2. Funding Details

Enter funding-related information and benefits:

* **Early Years Pupil Premium**: Check this is you wish to apply for early years pupil premium at this setting.
* **Disability Access Fund**: Check this is you wish to apply for the disability access fund at this setting.
* **Proof of Date of Birth**: Upload documentation and enter details.  Proof may not be required if you have provided it before to your nursery setting.
  * Document type (Birth Certificate, Passport, Other)
  * Document number
  * Photo/scan of the document

If Proof of DOB is not required this will be shown on the form

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-funding-dob.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=63f4b7abef3313ae2d090cbdef2f3274" alt="Date of birth field on the funding form" width="465" height="104" data-path="images/parent-funding-dob.png" />

#### 3. Funded Hours

Specify the weekly hours you'll claim at your primary nursery:

* **Number of Weeks**: How many weeks per term you'll need funding
* **Universal Hours**: Up to 15 hours per day across Monday-Friday
* **Free Childcare for Working Parents Hours**: Additional hours (up to 15 more per day) for working parents

This information is submitted by your provider.  If there are any issues please contact them to amend.

#### 4. Funded Hours in Other Settings Card

If your child attends multiple nurseries, please add any other funding that you use at that settings:

* **Setting Name**: Name of the additional nursery/childminder
* **Number of Weeks**: Weeks needed at this setting in the academic year
* **Universal Hours**: Hours claimed at the additional setting
* **Free Childcare for Working Parents Hours**: Additional working parent hours

#### 5. Chargeable Hours and Costs Card

View the total additional weekly costs for your child's care.  This information is submitted by your provider.  If there are any issues please contact them to amend.

#### 6. Terms

Select which funding terms this form covers.  This is important as you are committing funding for the selected terms.

#### 7. Review and Sign

Final section for parent information and signatures:

* **Eligibility Code**: HMRC code for working parent entitlement (if claiming extended hours)
* **National Insurance Number**: Required for each parent/guardian
* **Date of Birth**: Parent/guardian date of birth

After you save the form a PDF is generated of the final form.  After the form is saved you can:

1. View the generated PDF
2. Sign the form
3. Submit for approval

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-review-and-sign.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=8ae9aa32d8d6c4c50f29c9ceefa01dc4" alt="Review and sign section of the funding form" width="932" height="460" data-path="images/parent-review-and-sign.png" />

Once you submit the form for approval it will then show that the forming is awaiting approval.

## <img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-awaiting-approval.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=4849e85f4ab512480ca5571002a3265e" alt="Funding form showing awaiting approval status" width="766" height="188" data-path="images/parent-awaiting-approval.png" />

## Viewing a Funding Form

### Accessing Form Details

From the funding forms list, click the **view icon** (magnifying glass) next to the form to view the form, or click the **book** icon to view the completed PDF.

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-finding-view.gif?s=80bb663045f303f5db774f54d630cc86" alt="Viewing a submitted funding form" width="1320" height="720" data-path="images/parent-finding-view.gif" />

***

## Handling Form Rejections

When a form is rejected, you'll be emailed details of the rejection, and you can see the rejected form in the list of forms.

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-rejected-list.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=d5ceade70e2a5bf9c1d5f453e9cb1845" alt="Funding forms list showing a rejected form" width="978" height="252" data-path="images/parent-rejected-list.png" />

Clicking **Edit** on the rejected form shows the details of the rejection

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/BgjQaLxJWejhvXCs/images/parent-rejected-form.png?fit=max&auto=format&n=BgjQaLxJWejhvXCs&q=85&s=5871667e9b8a789c910ed166365a3fcb" alt="Rejected funding form with rejection reason" width="983" height="199" data-path="images/parent-rejected-form.png" />

You can then make the necessary adjustments to the form, and submit for approval again.

***
