Transfer Checklist

Transferring can be complicated, but it doesn’t have to be! Follow our Transfer Checklist to assure you’ve covered all the basics. Also, be sure to talk with your advisor at your current campus so you get and stay on track with courses, timelines, and transfer information.

When you are considering which school to transfer to, deciding what your criteria are is an important place to start. Some criteria include: majors or programs, size of the campus or the major, location, student life, housing, athletics, admission selectivity and cost. After you decide your criteria, UW HELP provides the best online resource for you to research the UW institutions or you can find information about Wisconsin Technical College programs at their website,

Plan your selection of courses with transferring in mind. Make sure you talk to your advisor, use the transfer guides and articulation agreements which will guide your course selection.  Because transfer requirements change frequently, always verify your course transfer by talking to the Transfer Coordinator at the school you are transferring to.  Ask your advisor about the graduation requirements and how they apply to you at your transfer campus.

We know, you are already a college student, why should you visit a campus? It is always a good idea to go see a campus for yourself so you can make sure it’s the right place for you. Get the most out of your visit with this campus visit guide.

There are many transfer resources available to make your transitioning easier. Start at Transfer Tools Overview to find the best resource for you. Be sure to use these tools in consultation with your advisor.

If you are applying to any UW campus, including UW Colleges, use the UW HELP online application. Also, pay attention to deadlines and requirements for your intended transfer campus, especially the deadline for applying. Unless transferring from a UW College to a UW four-year university, an application fee is required. If you are applying to a Wisconsin Technical College, visit the technical college website you want to attend and follow the admissions guidelines. Transfer students who have been admitted and whose credit evaluations are completed can register for classes with continuing students.

Send official college transcripts from each school you have attended, not just your most recent. Some schools may also want high school transcripts and ACT or SAT scores. Check the school’s application and/or catalog to determine what you need to send. After applying, remember to send updated transcripts that show your grades at the end of each semester you complete before transferring.

Students applying for financial aid must complete the Free Application for Federal Student Aid (FAFSA). Apply by March 1st to ensure your best aid options. UW HELP Financial Aid Process offers information, tips, and how to apply for all students.

Financial aid does NOT automatically transfer to another institution. Some campuses also require an institutional financial aid application and a Financial Aid Transcript (FAT) that indicates what aid, if any, students received at their previous school(s).

Note that many schools use electronic notification only, so be sure to check your email or your admission portal at the campus you applied to for your admission status information. If you don’t receive any information about your admission, contact the Admission office.

Even though you have some college experience and coursework under you belt, you may be required to take a Placement Test before you can enroll at your new school. It will depend on where you are applying, and how many credits you are transferring.  If you are required to take Placement Tests, plan to take them them as soon as possible to ensure you can register on time and for the appropriate classes. If you are required to take them and do not, you may not be able to register for your classes!

To find out if the campus you are transferring to requires a Placement test, go to  Transfer Admissions Requirements and choose the campus you would like to attend.

For information about placement testing locations and registration, go to  Regional Placement Testing.

Want to live on campus? Make sure you visit the housing website and follow the application process to live on campus. Your transfer campus will probably have deadlines, so look for the housing guidelines as soon as you decide you are planning to transfer to that campus.

Why should you take time out of your busy schedule to attend Transfer Orientation or meet with your new advisor? After all, you’ve already been a freshman, you’ve been to college, you know how it all works. GO! Make sure you have all the information you need to be successful, and that courses transferred the way you thought they would have. If not, this is a time for you to appeal and ask for reconsideration. Getting oriented to your new campus is important for your success, and every public college and university in Wisconsin offers an orientation and an advisor for you as a transfer student. Take advantage of this resource!

You will receive a statement of account which will indicate your balance due, payment schedule, and payment due date. It is extremely important that you make your payment by the due date. Check your email as well as the US postal mail at the address you used when you applied. You are responsible for your tuition bill!

Sure, you are an experienced college student, but your new school probably has all kinds of activities, clubs, and events that you will love! Take time to find out what your new school offers, and sign up so you know what’s going on. You’ll meet people, make friends, and find opportunities you didn’t know about.

Are you a Transfer Student?

There are many ways to earn college credit today, and whether or not you are a transfer student can be murky. You are considered a transfer student if you have graduated from high school, enrolled at a college or university, and now plan to attend a University of Wisconsin or Wisconsin Technical College campus where you have not previously enrolled.

Know When to Transfer

The best time to transfer depends on your goals, including what kind of degree you want, where you want to transfer to, and what major you have decided to pursue. Talk to the Transfer Coordinator or advisor at your transfer school as soon as you start thinking about transferring. Better planning will mean better results!