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Transfer Student Onboarding

Students moving in

The Student Affairs Team is excited to connect with you this summer! We’ve invited campus offices to share information, guide you through the onboarding process, and answer any questions you may have. Register for our five Zoom Webinars to learn how to get the most out of your experience at W&L.

  • May 12 – with Lindley Health
  • May 26 – with ResLife
  • June 25 – with the Provost’s Office
  • July 21 – with the Office of Fraternity and Sorority Life
  • July 28 – with the Student Engagement and Leadership Team

Transfer Student Onboarding is a series of essential tasks you will complete to help W&L prepare for your arrival. These tasks are organized in phases to help you stay on track throughout the summer; however, you are welcome to complete most tasks at your own pace – just be sure to keep an eye on the listed deadlines. Tasks marked with a √ are required.

Questions? Contact Dean McCoil by email or phone at 540-458-4817.

Phase I (June 1 – 30)

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In this task you will be asked:

If you wish for a “FERPA block” on directory information to remain in effect after your last term of enrollment at W&L, a separate written request must be made to the University Registrar prior to the end of that term. Such a block will remain until removed in writing. 

  • I consent to share my information outside of this institution (Recommended)
  • I don’t consent to share my information outside of this institution (FERPA Block)  

Further information regarding FERPA, including details, policy, and examples, can be found on the FERPA Help webpage.

You will also be asked:

  • I want my directory information to be public (Recommended)
  • I don’t want my directory information to be public (Defaulted if you chose FERPA Block) 

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W&L requires that at least one of your Friends and Family contacts be designated as an emergency contact.

To designate an individual(s) as a new emergency contact:

  • Click Add
  • Check the corresponding box under Relationship Types
  • Provide their name and contact information under their respective tabs at the bottom of the screen

Please note that, at minimum, a phone number (emergency contact) or email address (third party access checked) is required to complete the task.

If you have already designated an individual(s) as an emergency contact, but wish to remove that designation:

  • Scroll to the right
  • Click Edit Friends and Family under the Actions drop down for the individual(s) in question
  • Deselect the emergency contact relationship type

For help with this step, view this .

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ITS supports both PC and Mac – there are no specific recommendations.  

There are cases where someone other than the account holder needs access to the account. Students, faculty, and staff are not allowed to share their password with anyone. Doing so is impermissible under the University’s Computing Resources acceptable use guidelines. The correct way to make your account available to others is to make them a member of your Friends and Family and then grant them .

The Security Awareness Program at W&L requires that all new students complete 25 minutes of online training by August 1. An email invitation with instructions on how to complete the training will be sent to all new students from KnowBe4 (W&L Security Awareness). The program is designed to improve the understanding, recognition, and detection of phishing messages targeting the W&L community.

The Security Awareness Program also includes the following components.

  1. ITS will provide all students with a Phish Alert Button that can be found in the W&L Outlook email app. Please use the button to report any/all suspicious email messages. Those who don’t use Outlook can forward any/all suspicious email messages, as an attachment, to phish@wlu.edu. Please take a moment to look for the Phish Alert Button in Outlook on your computer. A has been created to help you locate the button and assist with questions.
  2. A simulated phishing email will be sent once each month to all students. When you correctly report a simulated phish using the Phish Alert Button, you will see a congratulatory pop-up notice. If you accidentally click a link in a simulated phish, the resulting page will display helpful details about what made that specific email suspicious. The system will automatically assign one additional simulated phish, in the same month, to those who accidentally click a simulated phish.

Disability Resources exist to ensure that students with disabilities have equal access to all University programs and activities.

Please note that high school disability accommodations do not automatically transfer to college. College students are responsible for communicating about their needs and new or additional testing may be required. Please review the undergraduate disability accommodations information on the Disability Accommodations website carefully.

If you need academic accommodations, submitting your materials during the summer is strongly recommended so any needed accommodations can be implemented prior to the start of classes. If you need first-year housing disability accommodations, you must submit your request as soon as possible.

Parents and families are a vital part of the W&L Community. Please complete the to confirm additional details with us about your family and other W&L relationships.

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The Washington and Lee Financial Aid Portal allows you to electronically view and submit your initial Financial Aid award letter, as well as view and upload all other relevant materials related to Financial Aid processes. For the W&L Office of Financial Aid to process any electronic changes or submissions, we are required to request and maintain authorization from the student.

View .

Health insurance is required for all students. A University-sponsored student health insurance plan is available to all full-time students who currently do not have any insurance coverage. All students must either waive or enroll in this plan each year. Go to Lindley Health for more information on Student Health Insurance, instructions, and a link to the website to complete this process. 

Please complete this by June 29. If you do not complete the on-line waiver form, you will be enrolled in the Injury and Sickness Insurance Plan with coverage that begins August 1, and your university account will be billed for the cost of the premium.

Lindley Health is the on-campus resource that supports students with their health care and wellness needs.

As part of your onboarding process, all incoming students are required to provide basic health information and complete a tuberculosis screening questionnaire, as required by the Commonwealth of Virginia. All information submitted will be kept confidential and secure. 

Students will enter your health information through our secure portal wlu.studenthealthportal.com. This health onboarding site will go live in early May. Please check your email for the link or QR code and instructions that will connect you directly to the portal. 

The following required documents must be completed and submitted to Lindley Health no later than June 30:

Required for all:

  • Online Student Health Insurance Plan Waiver/Enrollment Process
  • Report of Medical History
  • Health Insurance Information Form
  • Immunization Record
  • Tuberculosis Screening

Required for some:

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    If you will arrive on the W&L campus prior to your 18th birthday, please have your parent(s) or legal guardian review, complete and submit the Medical Consent Form for Treatment of Student Under Age 18 directly to Lindley Health with all required Student Health Forms by June 30.

  • This form may be completed at a later date to request that Lindley Health share specific health information with another provider or another party (such as a dean or your parents), or to request that another provider share specific health information with Lindley Health (such as immunization or treatment records). It cannot serve as a standing release of confidential health care information to parents.

Phase II (June 30 – July 13)

All members of our campus community are required to have a university card, the official identification card for ÄûÃÊÊÓÆµ. Your university card provides access to essential campus services and facilities including door access, meal plan access, University Store purchases, and more. Your university card requires a photo to be included as part of your identification. Our online photo submission process allows you to submit a photo of your choice quickly and easily. Failure to provide an acceptable photo for use on your university card may delay your access to essential campus services and facilities including your residence hall and meal plan.

Upload a photo of yourself consistent with specifications for a .

Binge Thinking is an online fast-paced interactive program which uses games and a conversational format to encourage reflection and challenges you to make positive decisions around alcohol use. To view more information on the program please visit the Online Prevention Programs website.

U Got This! is an online prevention program on sexual assault that empowers students to make healthy decisions, intervene in difficult situations, and learn about resources available to students on campus. To view more information on the program please visit the Online Prevention Programs website.

Phase III (July 15–27)

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In the event your student account has a credit balance that needs to be refunded to you, the Business Office will need to know how to make the payment. You can sign up for direct deposit by completing the Add Payment Elections task. If you elect not to set up direct deposit the default payment method will be a paper check. You can also refer to the guide Student Payment Election for Refund by following the link and the instructions provided there.

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Form 1098-T is a statement that colleges and universities are required to issue to certain students. It provides the total dollar amount paid by the student for what is referred to as qualified tuition and related expenses (i.e. “QTRE") in a single tax year. IRS regulations state that each student who wishes to receive their 1098-T electronically must also provide consent electronically. Please read the terms and conditions regarding your consent below. Then, if you wish to take advantage of this paperless option, check the box to give your consent and submit the form. If you would prefer to receive a paper copy of the form mailed to your home address, simply submit this form without checking the box for consent. If you have further questions please contact the Business Office at 540-458-8730 or businessoffice@wlu.edu.

Terms and Conditions: By submitting the information below, you are giving your consent to receive your 1098-T statement electronically. By signing up for an electronic version, no paper 1098-T statement will be mailed to you. When your statement is ready, an email will be sent to you with instructions on how to access your 1098-T statement through Workday. In order to protect your privacy, the email will contain no information specific to you or your financial information.

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Federal Regulations require ÄûÃÊÊÓÆµ to apply Title IV funds (Pell, SEOG, Federal Direct Student Loans) to qualifying charges only, such as; tuition, student fees, room, and board. Any Title IV funds remaining after these charges have been paid are “excess Title IV funds". The purpose of this form is to allow students to authorize W&L to apply the excess Title IV funds, if applicable, to pay other non-qualifying charges such as; bookstore charges, parking and library fines, non-institutional expenses and other various fees. Without authorization these are not charges for which certain federal financial aid funds can be automatically applied.

The completion of this form is entirely voluntary. Please refer to the Frequently Asked Questions: Federal Student Aid Authorizations document for further details before submitting this form. To provide your authorization, please check the box next to “I Authorize” on the form below and then click submit. If you would prefer not to provide this authorization, simply submit this form without checking the box for consent. If you have further questions please contact the Business Office at 540-458-8730 or businessoffice@wlu.edu.

All transfer students are responsible for reviewing and understanding the information outlined in the 2026-2027 Student Handbook.

The policies of ÄûÃÊÊÓÆµ are under continual examination and revision. The Student Handbook is not a contract; it presents the policies in effect at the time of publication and does not guarantee that these policies will remain unchanged.

By completing the , you confirm that you have reviewed the Student Handbook and understand that you are responsible for complying with university policies.

ÄûÃÊÊÓÆµ offers several public safety resources to support students on campus, including parking permits, the LiveSafe app, emergency management services, and transportation services.

Parking and Vehicle Registration

All members of the University community who wish to park on campus must register their motor vehicles and display a valid, current parking permit at all times.

  • If you plan to bring a vehicle to campus, you must register it before arrival.
  • Students will receive an email notification when iParq opens for vehicle registration.
  • Once registration opens, visit the Parking and Vehicle Registration webpage to obtain your parking pass.

LiveSafe App

The LiveSafe App is an important safety and communication tool used by the University.

  • Review emergency protocols available on the Public Safety website.
  • Watch the to better understand how to respond in emergency situations.

MicroFridge Rentals

To satisfy the demand for refrigerators and microwave ovens in residence halls, as well as manage our electrical systems, ÄûÃÊÊÓÆµ has approved the MicroFridge Rental program through the Melvin Corporation in Lexington, VA. The MicroFridge unit consists of a microwave oven, refrigerator, and separate freezer, all in one unit. The rental includes delivery to your room prior to move-in (order by August 1) as well as retrieval at the end of the academic year creating a hassle-free experience! The MicroFridge is the only cooking appliance allowed in residence hall rooms. By renting a MicroFridge, you are helping to support residence life programming efforts of the University!

Questions: Call 1-800-525-7307 or visit the .

Bigger Bed Rentals

Transform your standard residence hall Twin XL mattress into a luxurious, full-size memory foam bed – giving you up to 50% more space to sleep and relax. Designed for comfort and built to last, the Bigger Bed is twice as thick as the school mattress and crafted with three layers of premium memory foam. Upgrade your sleep, maximize your space – and make your residence hall feel like home. The Bigger Bed rental includes delivery to your room prior to move-in (order by August 1) as well as retrieval at the end of the academic year creating a hassle-free experience! Learn more on the .

Storage Scholars

Check out Storage Scholars’ Ship-to-School service. Ship your items to campus early, eliminate move in stress, help support residence life programming efforts at W&L.

  1. Storage Scholars Ships You Empty Boxes: We send a bundle of empty boxes along with tape and prepaid return shipping labels to your home.
  2. You Pack & Ship Back: You pack your items in the boxes, seal them up, and ship them back to us over the summer months.
  3. Storage Scholars Receives & Delivers: Our team receives those packages, stores them, and delivers them ready and waiting in your room when you arrive on campus.

Learn more or sign up on the .

Questions: Call 1-336-815-0100 or email info@storagescholars.com.

University Cleaners

Let University Cleaners handle the hassle of laundry for you! Get your laundry and dry cleaning done each week so you can focus on your studies and building community. University Cleaners offers a comprehensive laundry service for Washington and Lee students. They provide once-weekly pick-up and delivery laundry service and optional dry cleaning to your residence hall each week for the entire academic year. With two plan options to best serve your needs, enroll today to alleviate the laundry burden!

Questions: Call 540-464-6900 or visit the .