Tracking Your Transfer

Stay on the right path throughout your transfer process

You’ve decided to make the move to a new college or university. Now what? Keep this checklist handy during the transfer process to ensure you’re on the right track.

18 months prior to transfer

  • Research colleges and universities you’re interested in attending. Visit the schools’ Web sites to find out more about the programs offered and academic requirements.
  • Speak to current students to find out what the academic and campus environments are like. Current students should be able to tell you what to expect in the classroom and in social settings.
  • Investigate whether an articulation agreement exists between your current school and the university you wish to attend. A joint admissions arrangement will lead to easier transfer of credits.
  • Meet with your current academic advisor to find out if specific prerequisite courses must be taken before you can enter a four-year university as a junior.

12–15 months prior to transfer

  • Contact the appropriate department at the college or university you plan to attend for important admission and application deadlines.
  • Visit the school or state higher education Web site to find out how the courses you’ve taken at your present college will transfer.
  • Submit your admission application to the colleges you want to attend. Be sure to have the transcripts from your current institution sent to the places you’re applying.

10–12 months prior to transfer

  • Plan to attend transfer student information sessions at the school of your choice. An advisor or the admissions office should be able to tell you when and if sessions are available.
  • Apply for financial aid. Check with the school’s financial aid office for deadline information.
  • Complete the online Free Application for Federal Student Aid (FAFSA) at to determine whether you qualify for federal and state grants, work-study, or loans.

3 months prior to transfer

  • Contact the housing office to explore all your living arrangement options.
  • Plan a quarterly and yearly budget to estimate expenses you’ll encounter.
  • Purchase textbooks and school supplies.
  • Find out whether you’ll need a car or a bike at your new college. Contact transportation services for information about bicycle licensing and parking regulations.
  • Once you have your schedule, take a self-guided tour of campus to locate where your classes will meet.


This article was written by Hannah Purnell

Hannah Purnell is a staff writer for Hannah writes extensively on the topic of undergraduate studies and the college search process.

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