Transfer Road to UM Checklist

Welcome to the 'Canes Family! This roadmap will guide you as you plan your arrival in Miami this spring. To ensure a smooth transition to your new life as a Miami Hurricane, complete the checklist items before classes begin in January. We can’t wait to see you on campus. Go ’Canes!

Expand the checklist items for more details. Be sure to check back regularly for updates and continue to monitor your email for important communications.

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  • Immediately: Submit your enrollment deposit

    Submit your enrollment deposit.

  • Immediately: Set up UM email and check it daily

    All University information will be sent to your UM email, including registration appointments, financial aid, billing, grades, and student life information. You are responsible for receiving, reading, and responding to all messages in a timely manner, so check your email every day!

    - Set up your Multi-Factor Authentication (MFA), an additional level of security. If you have not yet been prompted to do so, you will have to set up your MFA authentication in order to access your UM email. To enroll, visit the CaneID Self-Service page and click "Enroll in Multi-Factor Authentication (MFA)." If you have trouble setting up MFA, contact the UM Information Technology (UMIT) Service Desk at 305-284-6565 or itsupportcenter@miami.edu. Learn more about MFA at miami.edu/multifactor.

    - Set up your UM email. Visit mail.miami.edu and sign in with your CaneID username and password. Link your UM email account to the email address you use most.

    - Link your UM email to your mobile device. For instructions, visit miami.edu/mobileconfig.
     

    If you are having trouble logging in, please visit the CaneID Self-Service page. Under 'CaneID Assistance,' you can reset your password. Please do not register for a new CaneID.

  • Immediately: Confirm your contact information in CaneLink

    Once logged into CaneLink, select “Go to Student Center” to access your academic records, financial aid, and bill.

    Confirm your permanent address, mobile number, and emergency contact information under the “Personal Information” section. The emergency contact information provided should be that of a parent, guardian, or responsible family member. Keeping your contact information up to date in CaneLink is critical in cases of emergency, extreme weather, and University notifications.

    For more detailed instructions on navigating CaneLink, visit canelink.it.miami.edu

  • Immediately: Set up proxy access in CaneLink

    CaneLink provides the option to grant your parent(s) and/or other individuals, known as proxies, access to your information. We recommend that you grant access to anyone who manages your tuition payments. You always control what’s shared and can make changes anytime. For more information, visit miami.edu/canelinkproxy.

  • Immediately: Make living arrangements

    Explore on-campus housing or off-campus housing options and consider purchasing a commuter meal plan.

  • Immediately: Complete financial aid To Do items in CaneLink

    The University cannot award financial assistance until all required documentation is received and reviewed by the Office of Student Financial Assistance and Employment (OSFAE). If you are interested in receiving any type of financial assistance and have completed the application process:

    1. Check your UM email often for award notifications or requests for more information from OSFAE.

    2. Monitor your Financial Assistance Student Portal for outstanding actions or required documents. Documents received or requested will be displayed on the home page.

    • In CaneLink select "Go To Student Center" and then “View Financial Aid”
    • Select the 2021+ aid year to reach the Financial Assistance Student Portal
    • From the Financial Assistance Student Portal home page, select "Accept Awards" on the drop-down menu
    • Accept/decline/reduce all or any portion of your awards and loan offers. To reduce a loan award, update the amount in the box and click Accept, then Submit.

    3. Please review the terms and conditions for financial assistance at miami.edu/terms.

  • Immediately: U.S. citizens, last day to accept or waive University-sponsored health insurance

    All full-time students are required to have comprehensive health insurance coverage, whether through the University’s plan or a personal plan.

    U.S. citizens must choose to accept or waive the University plan coverage and fee as soon as possible. For instructions on how to waive the University plan coverage, visit miami.edu/newstudenthealth.

  • Immediately: Submit outside scholarship award information and/or checks to the Office of Student Financial Assistance and Employment

    Outside resources such as outside scholarships and veterans’ benefits must be considered when calculating your eligibility for some need-based aid and, in the case of veterans’ benefits, eligibility for institutional need-based aid.

    Please complete the Outside Scholarship Submission Form to submit award information and/or checks to the Office of Student Financial Assistance and Employment.

  • Immediately: If entering the United States on an F-1 or J-1 visa, submit your bank/government sponsorship letter or online bank statement and the biographical page of your passport

    Prepare for your arrival, including information about travel and entry into the United States. 

    I-20 (F-1) or DS-2019 (J-1) issuance

    1. Upon deposit, checklist items will be created and posted to your Applicant Portal requesting the following documents: bank letter, sponsorship letter, and passport.

    2. You will need a copy of your passport’s biographical page, a bank letter/government sponsorship letter (sample letter) or online bank statement stating the availability of $77,546 U.S. dollars, and a sponsorship letter from the bank account holder stating that the funds are available to cover your tuition and expenses.

    3. If you are currently attending high school or another University on an F-1 visa, please also complete and submit a SEVIS transfer form, requested on your Applicant Portal.

    4. Upload all documents to your Applicant Portal for issuance of an I-20 or DS-2019 to apply for a student visa.


    Visit isss.miami.edu for additional information.

  • Immediately: Submit your final high school and college transcripts to the Office of Undergraduate Admission

    Instructions for submitting transcripts available here

    Learn more about your transferable credits here.

    • Please note that it takes 4-6 weeks from the time we receive your official transcripts for the University to evaluate your transfer credits.  
    • We highly recommend that you bring a copy of your unofficial transcripts to your advising and registration appointment.

  • Immediately: Review the Undergraduate Academic Bulletin

    In preparation for your advising appointment, please review the Undergraduate Academic Bulletin to view course curriculum requirements and a sample plan of study for your specific major. Once on the page, select your school/college, major, and track/degree.

    Registration opens on December 14, please review your School or College for advising and registration information.

     

  • Immediately: If applicable, submit a request for disability accommodations

    The Office of Disability Services (ODS) provides academic accommodations and support to ensure all students are able to access the opportunities available at UM. Students with disabilities in need of accommodations must complete an Accommodation Request Form and submit current, appropriate, and comprehensive documentation of the disability to ODS by December 1.

  • Immediately: Register for ’Cane Kickoff beginning Monday, October 26

    All new students must attend 'Cane Kickoff, the mandatory orientation for undergraduate first-year and transfer students.

    To register, select “Orientation Registration” in CaneLink. You may also add information for family members who intend to participate in the optional family programming.

  • Upcoming: Follow the instructions from your school or college to register for courses

    Each of the University’s schools and colleges has a specific program of course registration and academic advising. Registration begins on December 14. Your school or college will email you directly with details about registration and advising.

    School-specific instructions to register for courses and step-by-step videos on how to register for classes in CaneLink are available at miami.edu/newstudentregister.

  • Upcoming: If you are applying for loans, finalize your loan applications

    For loan options, visit Parent PLUS Loans at studentaid.gov or for private loans, visit elmselect.com.

  • Upcoming: If using VA educational benefits, contact the VA Certifying Official by January 4

    Veterans or dependents of veterans may be entitled to VA educational benefits under Chapters 30, 31, 33, 35, and 1606.

    Complete information on submitting enrollment documentation can be found at miami.edu/veteransaffairs. Submit your documents to UM’s Certifying Official at veterans@miami.edu by January 4. You may also contact them at 305-284-8682.

    Veterans benefits may be considered as a resource when determining eligibility for need-based institutional assistance. For additional information, contact a financial aid advisor at 305-284-6000.

  • Upcoming: If your tuition is paid by a third-party sponsor, submit your Financial Guarantee Letter

    If your tuition is paid by a third-party or government sponsor, you must submit a current Financial Guarantee Letter from the sponsor to thirdparty.osas@miami.edu before the start of each semester and before the payment due date.

    For more information, visit miami.edu/sponsor.

  • Upcoming: If you are using Florida Prepaid, add or change your Florida Prepaid billing with the University

    To add or change your Florida Prepaid billing with the University, you will have to complete the following steps:

    1. Authorize the University of Miami to bill your Florida Prepaid account by contacting the Florida Prepaid College Program myfloridaprepaid.com/my-account

    2. Complete and submit the University of Miami’s Authorization Form

    3. Confirm that your current Florida Prepaid benefits are being applied to your student account by going to your Student Center in CaneLink. Look for the 'Account Activity' page under Payments/Account Summary.

    For more information, visit miami.edu/fpp.

  • Upcoming: If entering the United States on an F-1 or J-1 visa, pay the SEVIS fee and apply for a student visa immediately upon receipt of I-20 or DS-2019

    SEVIS Fee and Student Visa

    1. Review your I-20 (F-1) or DS-2019 (J-1) form. Contact the Office of Undergraduate Admission at intladmission@miami.edu if you have any questions.

    2. Pay your I-901 SEVIS fee at fmjfee.com. Print the fee receipt as proof of payment and take it with you to your visa appointment and when you travel to the United States.

    3. Apply for a student visa to enter the United States (citizens of Canada and Bermuda are exempt). Student visas cannot be obtained in the United States.

    For information on how to apply for an F or J visa, as well as approximate wait times for visa interviews and application processing, visit state.gov.

  • Upcoming: International students must purchase the medical insurance offered through the University of Miami 

    International students must purchase the medical insurance offered through the University of Miami at the time of registration unless they provide proof of agency or government-sponsored coverage that has been reviewed and approved by the University Student Health Center before registration. The annual premium for this coverage is added to each student’s fee.

  • Upcoming: Complete the online UMX 100 course by February 28

    The University of Miami Experience (UMX 100) is a graded, online, self-paced course specifically designed to assist first-year students in making a successful transition to the University of Miami.

    You will be automatically enrolled in the course, as it is required for all new students. The course opens on December 20 and your grade will be recorded on your transcript. Access the course via Blackboard (the platform used by professors to share course resources such as presentation slides, readings, and links as well as grades). We strongly recommend you complete the course before your arrival to campus. If you have questions, email umx@miami.edu.

  • Upcoming: Consider purchasing a campus parking pass

    Visit miami.edu/parking for information on parking rates, campus shuttles, public transit, carpooling, and UBike.

  • Upcoming: Commuter students, consider registering for the one-day Spring Great Start program on Saturday, January 16

    Registration is now open!

    We understand that our commuter students have unique needs, that’s why the Department of Orientation and Commuter Student Involvement created a pre-orientation program just for you.

    Great Start is an exciting program for new students from Miami-Dade and Broward counties who will be commuting to campus. The program is designed to provide insight into commuter life and assist students in building their support network before arriving to campus.

    As the University of Miami continues to take proactive safety measures in response to COVID-19—following the guidance of public health and government agencies—we are preparing for the January 2021 Great Start session to take place via Zoom. Throughout Great Start, there will be opportunities for you to interact with current and new commuter students through presentations about campus resources, virtual team-building activities, and student panels.

    This virtual Great Start experience is free, and the remote nature of the program allows you to enjoy it from wherever you may be.

    The deadline to register is Tuesday, January 12 at 5:00 p.m.

  • Upcoming: Complete Part 1 of the AlcoholEdu & Sexual Assault Prevention course

    All incoming students are required to complete EverFi’s online AlcoholEdu & Sexual Assault Prevention courses. Failure to complete any portion of the courses will result in your inability to register for Fall courses.

    Course links will be sent to your UM email mid-December If you do not receive the link, email campusclarity@miami.edu from your UM email address for access. Part 1 of both courses will be available January 18 and must be completed by February 5, 2021. Part 2 will be emailed after a 45-day intersession and must be completed by the end of the semester to avoid a registration hold.

    For more information regarding the online course requirement, visit miami.edu/doso.

  • Upcoming: Complete your health center immunizations

    All students are required to complete and present proof of immunization. 

    1. Print out the immunization form and give it to your medical provider for completion.

    2. Log in to mystudenthealth.miami.edu/miami.edu and enter all immunization information for verification.

    3. Upload the completed immunization form. If you plan to live on campus, you will also be asked to document that you have received or were informed of the hepatitis and meningococcal meningitis immunizations.

    For more information on immunizations, visit miami.edu/immunizations.

  • Upcoming: Pay your tuition invoice

    Once you accept or decline your financial aid awards, you can view and pay any remaining balance in CaneLink.

    Bills are due on January 21. Please review all payment options listed below:

    Monthly Payment Plan (MPP)

    The Monthly Payment Plan (MPP) option divides your educational expenses (tuition, fees, on-campus housing, and meal plan expenses) into monthly payments during the fall and spring semesters.

    • Participants are billed in equal monthly installments. A nonrefundable 3 percent administration fee is charged and added on to the monthly payments.
    • Payment plan installments are scheduled and automatically deducted each month.
    • Financial aid requirements must be finalized before signing up for the MPP.


    Payment options

    • In-person at the Cashier’s Window: 1307 Stanford Drive Student Services Building, first floor Coral Gables, FL 33146
    • Online via CaneLink:
      • eCheck (ACH)
      • Credit cards (a service fee is applied)
      • Flywire payments
    • By mail: University of Miami, P.O. Box 249146 Coral Gables, FL 33124-4610


    Direct deposit for student refunds
     

    Have your refunds deposited directly into your checking or savings account. To sign up, select “Enroll in Direct Deposit” from the drop-down menu under the Finances section in CaneLink. Only U.S. bank accounts can be used for this service.

  • Arrival: If entering the United States on an F-1 or J-1 visa, familiarize yourself with U.S. entry procedures

    Prepare for your arrival, including information about travel and entry into the United States. 

    When traveling to the United States, carry your original Form I-20 or DS-2019 along with your passport, visa, and I-901 SEVIS fee receipt. Do not put these documents in your checked baggage.

    Present your documents to a U.S. Customs and Border Protection officer at the U.S. port of entry when you arrive. You may arrive no earlier than 30 days before, and no later than the start date listed on your Form I-20 or DS-2019.

    Visit isss.miami.edu for additional information.

  • Arrival: Move-in instructions

    Incoming international and exchange undergraduate students living on campus will move in on Tuesday, January 19.

    Incoming domestic undergraduate students living on campus will move in during their assigned day and time on either Tuesday, January 19 or Wednesday, January 20. This will be sent directly to the student’s UM email. It is recommended to wait on travel arrangements (i.e., flights) until assigned the exact move-in day and time.

    More information available at miami.edu/housing.

  • Arrival: Participate in ’Cane Kickoff

    All new students must attend 'Cane Kickoff, the mandatory orientation for undergraduate first-year and transfer students. Check-in for the 'Cane Kickoff orientation program will begin on Wednesday, January 20, with your program continuing daily through Saturday, January 23.

    • International Student Orientation and the Compulsory Session for Exchange Students will be held on Wednesday, January 20.
    • If you will be commuting or living off-campus, you may check in for 'Cane Kickoff on either Wednesday, January 20, or Thursday, January 21.
    • Family 'Cane Kickoff (for families of new undergraduate first-year and transfer students) will be held Thursday, January 21.

    Please note that due to current COVID-19 University event guidelines, the format and delivery of both new student and family ’Cane Kickoff sessions have not been finalized. Further details will be provided through email communication as well as on the Student Affairs site in the weeks and months ahead.

  • Arrival: Get your 'Cane Card

    Students will take their 'Cane Card picture and receive their card upon check-in for 'Cane Kickoff. Students living on-campus or off-campus need a 'Cane Card for the following:

    • Access to academic buildings, residential areas, libraries, UC Pool, and the Wellness Center
    • Borrow books from the library
    • Admission to athletic events
    • Pay for food at various dining locations on campus
    • Print and photocopy at University facilities