Transfer Road to UM Checklist

Welcome to the ’Cane Family! We are so happy you are here and are eager to assist you with your transition into our amazing University community. To ensure a smooth transition to your new life as a Miami Hurricane, the Transfer Road to UM checklist is a list of tasks that need to be completed along with a recommended timeline so you are ready for the start of the semester. 

In addition to this quick-reference checklist, we will be guiding you through task details and sharing important information through Road to UM modules, emails, and webinars to connect you to campus before you arrive. 

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

We can’t wait to meet you, go ’Canes!

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  • Immediately: Accept your offer of admission and submit your $500 non refundable enrollment deposit

    To secure enrollment, you must submit your $500 nonrefundable enrollment deposit by the due date indicated on your admission letter. In your Applicant Portal, under the Forms section, select “Reply to Admission Offer.” Once you submit the form, the payment due will display on the Applicant Portal. 

  • Immediately: Start working on Road to UM, your first UM course

    This graded, online course is located in Blackboard, UM’s student learning portal. It will include six modules that will guide you through the steps to be completed before your arrival to campus, and three more to be completed in your first semester.

    You will be notified via your UM email once the course becomes available, as early as November 3. In these modules, you will learn how to set up your UM email, how to use CaneLink, the University’s student portal, how to accept/decline financial awards, how to register for courses, and much more! 

  • Immediately: Set up your @miami.edu email

    You will be notified when your UM email has been assigned. Once assigned, all University information will be sent there, rather than your personal email address. This includes information on registration appointments, financial aid, billing, grades, and student life. 

    Be sure to follow the instructions for accessing your UM email and to check it daily. 

    1. To set up and access your UM email, you will be required to log-in with your Multi-Factor Authentication (MFA), which is an additional level of security. If you have trouble setting up your MFA, contact the UM Information Technology (UMIT) Support Center at 305-284-6565 or itsupportcenter@miami.edu.
    2. Set up your UM email. Visit mail.miami.edu and sign in with your Cane ID username and password. Link your UM email account to the email address you use most. 
    3. Link your UM email to your mobile device. For instructions, visit miami.edu/mobileconfig.

  • Immediately: Confirm your contact information in CaneLink

    Details are covered in Road to UM Module 1.

    Keeping your contact information up to date in CaneLink is critical in cases of emergency, extreme weather, and University notifications.

    1. In CaneLink, select Go to Student Center to access your academic records, financial aid, and bill.
    2. Under the Personal Information section, confirm your permanent address, mobile number, and emergency contact information. The emergency contact information provided should be that of a parent, guardian, or responsible family member.

    For a guide on navigating CaneLink, visit canelink.it.miami.edu

  • Immediately: Set up proxy access in CaneLink

    Road to UM Module 1 will cover how to set up proxy access.

    You can grant your parent(s) and/or other individuals access to your information in CaneLink. This is called proxy access. You can grant them access to important information about your academics, financials, and/or billing. 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: Students that have a Social Security card, please upload it through our secure portal

    All students with a Social Security number (SSN) are required by law to submit this information to the University due to federal tax regulations. If you are an American citizen and do not have a Social Security card, you need to order one asap, as you will have to bring the physical card to campus in January. Uploading your card through UM’s secure portal is the most efficient way to ensure you complete this important step. A missing SSN may result in a hold being placed on your CaneLink account and can impact the disbursement of your aid, access to campus employment, issuance of your tax documentation, and future course registration. If you plan to work on campus during your undergraduate career, please make sure you bring your Social Security card with you, as you will be required to present the physical card for employment verification. For more information about document requirements for student employment, refer to the U.S. Citizenship and Immigration Services website.

  • Immediately: International students in F-1 or J-1 status should submit the required documents for issuance of the Form I-20 (F-1 visa) or Form DS-2019 (J-1 visa)

    Once you deposit, the documents required for issuance will be added as Checklist items in your Applicant Portal.

    Be sure you have scanned and uploaded the following to your Applicant Portal:

    • Biographical page of your passport
    • Bank letter/government sponsorship letter or bank statement (no older than six months) stating the availability of $82,233 U.S. (sample letter)
    • Sponsorship letter from the bank account holder stating that the funds are available to cover your tuition and expenses
    • SEVIS Transfer form, if attending high school or another university in F-1 status

    Visit isss.miami.edu to prepare for your arrival and for information about travel and entry into the United States.

    • If completing the SEVIS Transfer form, submit the I-94 printout

  • Immediately: Check for any holds in CaneLink

    Details and instructions on checking for Holds will be covered in Road to UM Module 1.

    Holds on your CaneLink account may prevent you from enrolling in classes in late November when registration starts. Check your Holds in CaneLink and submit any pending documents now. Continue to monitor this throughout the summer.

  • Immediately: Check your UM email for instructions on your 'Cane Card picture submission

    The ’Cane Card is the official on-campus identification card at UM. Students will be provided with information via email on the requirements and guidelines to submit their photograph online by 1/2/23.  Submitting the photo online saves valuable time at check-in for ’Cane Kickoff as the ’Cane Card will be pre-printed.  Students who do not submit by the 1/2/23 deadline will need to go through the ’Cane Card process upon arrival.

    Looking ahead, students will receive their ’Cane Card upon check-in for ‘Cane Kickoff and are required to carry their ’Cane Card for identification purposes while on campus. The ’Cane Card can also be used to: 

    • Access buildings, residential areas, the library, and wellness center 
    • Borrow books from the library 
    • Access athletic events 
    • Pay for food at various dining locations on campus 

  • Immediately: Explore off-campus housing and consider purchasing a meal plan

    Explore off-campus housing and consider purchasing a commuter meal plan. You may choose to submit an on-campus housing application when it becomes available and your name will automatically be added to the housing waitlist, as on-campus housing is neither required nor guaranteed. In the unlikely event on-campus housing becomes available, you will be notified no earlier than late December for the Spring 2023 entry term.

    You will be required to submit a $500 prepayment via credit card as part of the application process. The prepayment will be applied to your University student account. For more information, visit miami.edu/housing.

  • Immediately: Register for ’Cane Kickoff Orientation

    All new students must register for and attend ’Cane Kickoff, the mandatory orientation for undergraduate first-year and transfer students. Once you pay your enrollment deposit, you will have access to register through CaneLink.

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

    The deadline to guarantee review of disability accommodations requests for the spring semester is December 1. All housing, meals, parking, and emotional support animal (ESA) requests must also be received by June 1. Requests received after this date will be processed for the next term.

    Students with disabilities seeking accommodations must complete an online Accommodation Request Form and submit current and comprehensive documentation of the disability.

  • Immediately: Complete financial aid To Do items in CaneLink

    Road to UM Module 3 will cover how to check your To Do List 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).

    To receive digital communication regarding aid packages, students must agree to the University of Miami Financial Aid Office's e-Consent policy by submitting the Consent to Participate form, located in your financial aid portal. Completing your To Do List items by the recommended due date will help ensure that your bill is accurate.

    Important reminders:

    • If you receive federal aid or are a private loan borrower, submit the e-Consent form located in your financial aid portal.
    • Confirm terms and conditions for financial assistance at miami.edu/terms.
    • Finalize your registration plans before August 31 to avoid disbursement issues due to insufficient enrollment. Students must be enrolled in a minimum of 12 credits to ensure eligibility for all financial assistance.

    To view your financial aid and accept/decline/reduce loans:

    1. In CaneLink select Financials and then View Financial Aid.
    2. Select the 2021+ aid year to reach the financial aid student portal.
    3. Agree to the Terms and Conditions/e-Consent and click submit.*
    4. Documents received or requested will be displayed on the homepage.
    5. On the homepage, click the drop-down menu.
    6. Click Accept Awards to 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.

    * If you decide not to submit the e-consent form, you will be unable to access your financial aid award information on your portal.

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

    More information in Road to UM Module 3.

    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. Submitting this information by the recommended due date will ensure your bill is accurate.

    Please submit the Outside Scholarship Documentation Submission Form to the Office of Student Financial Assistance and Employment.

    Checks should be mailed to:

    University of Miami
    P.O. Box 025551, Location 20
    Miami, FL 33102-55551

  • Immediately: If using VA educational benefits, contact the VA Certifying Official

    More information in Road to UM Module 3.

    Veterans or dependents of veterans may be entitled to VA educational benefits under Chapters 30, 31, 33, 35, and 1606. Submitting this information by the recommended due date will ensure your bill is accurate.

    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 August 1. You may also contact them at 305-284-8682.

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

  • Immediately: If applying for loans, finalize your applications

    Instructions available in Road to UM Module 3.

    For loan options, visit Parent PLUS Loans at studentaid.gov, or for private loans, visit elmselect.com. Submitting this information by the recommended due date will ensure your bill is accurate.

  • Immediately: Review the Undergraduate Academic Bulletin

    In preparation for your advising appointment during orientation, 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.

  • Immediately: Review the instructions from your school or college to register for courses

    Further details found in Road to UM Module 3.

    Each of the University’s schools and colleges has a specific program of course registration and academic advising. Review school-specific instructions to register for courses at miami.edu/newstudentregister.

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

    Review instructions for submitting transcripts and learn more about your transferable credits.

    Please note, it can take up to 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.

    For a list of credit equivalencies, visit miami.edu/creditequiv.

  • Immediately: Review ALEKS math placement information

    Visit the Math Placement page to find out how the University determines your math placement for your first semester.

    Transfer students who have received college credit for a mathematics course from another institution need to reach out to their UM school or college advisor to determine placement.   

    Transfer students who have not earned college credit in a mathematics course must submit their SAT or ACT score report to Dr. Leticia Oropesa at oropesa@miami.edu for a recommendation.  

    If a transfer math course needs to be evaluated by UM for equivalency credit, email Dr. Leticia Oropesa at  oropesa@miami.edu, and include both the syllabus and course description for the course(s) completed.

  • Immediately: Commuter students, consider purchasing a campus parking pass

    Parking passes are available on a first-come, first-served basis. Applying early gives you access to the most parking options. Check your email throughout the summer for information about parking on campus. Visit miami.edu/parking for parking rates and information on campus shuttles, public transit, carpooling, and UBike.

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

    Prompt attention to these steps will minimize delays with your student visa.

    • Review your I-20 (F-1) or DS-2019 (J-1) form. Contact the Office of Undergraduate Admission at admission@miami.edu if you have any questions.
    • 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.
    • 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-1 or J-1 visa, as well as approximate wait times for visa interviews and application processing, visit state.gov.

  • Immediately: 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.

    For more information, visit miami.edu/sponsor.

  • Immediately: If using Florida Prepaid funds, submit the Authorization Form

    Further details found in Road to UM Module 4.

    To have your Florida Prepaid funds applied to your student account, submit the Florida Prepaid College Program Transfer Form to the Florida Prepaid College Program and the online authorization form to the Office of Student Accounts.

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

    Further details found in Road to UM Module 4.

    All students enrolled in six or more credits are required to have comprehensive health insurance coverage, whether through the University’s plan or a personal plan.

    Starting early November, U.S. citizens must choose to accept or waive the University plan coverage and fee as soon as possible and no later than January 10 through the Aetna Student Health portal. For instructions on how to waive the University plan coverage, visit miami.edu/newstudenthealth.

  • Immediately: Complete and submit proof of immunizations

    All students are required to complete and present proof of immunizations no later than December 15.

    • Visit miami.edu/immunizations to print out the form and have your medical provider complete an immunization compliance form.
    • 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.

  • Upcoming: Pay your tuition invoice

    Payment options and how to pay your bill are covered in Road to UM Module 4.

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

    Failure to pay your tuition by the August 10 deadline will interfere with your ability to move into on-campus housing in the fall and may result in the cancellation of your enrollment. 

    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:

    1. In person at the Cashier’s Window:
      1307 Stanford Drive, Student Services Building, first floor
      Coral Gables, FL 33146
    2. Online via CaneLink:
      eCheck (ACH)
      Credit cards (a service fee is applied)
      —Wire payments
      —International payments
    3. By mail to:
      University of Miami
      P.O. Box 025551
      Location 20
      Miami, FL 33102-5551


    Questions about billing or payments? Contact ’Canes Central.

  • Upcoming: Consider enrolling in direct deposit

    Instructions are found in Road to UM Module 4.

    Have your refunds deposited directly into your checking or savings account. Beginning July 15, sign up by selecting 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.

  • Upcoming: Deadline to complete Part 1 of the AlcoholEdu & Sexual Assault Prevention course

    Further details found in Road to UM Module 5.

    All incoming students are required to complete online Get Inclusive courses addressing substance abuse and sexual assault prevention. Failure to complete any portion of the courses will result in your inability to register for courses. An additional Diversity, Equity, and Inclusion course will be optional. 

    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. Courses must be completed before you begin orientation to avoid a registration hold.

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

  • Upcoming: Familiarize yourself with the Undergraduate Academic Calendar

    The Academic Calendar is an important resource every semester. It lists important University-wide dates and deadlines like the first and last day of classes, holidays, and final exam schedules. Be sure to bookmark it for easy reference!

  • January: If entering the United States in F-1 or J-1 status, familiarize yourself with U.S. entry procedures

    Prepare for your arrival, including information about travel and entry into the United States. Visit isss.miami.edu for additional information.

    Entering the United States

    When traveling to the United States, carry your original Form I-20 or DS-2019 along with your passport, visa (citizens of Canada and Bermuda are exempt), 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.

  • January 10 to 12: Arrival and move-in open to new students

    Detailed instructions will be sent to students' University email addresses and information will be posted on the ’Cane Kickoff and move-in webpages as more details are available.

    • Incoming international and exchange students living on campus will move in January 10. International Student Orientation (ISO) will be on January 11.
    • Incoming domestic undergraduate students living on campus will move in and check in ’Cane Kickoff on January 11.
    • If you will be commuting or living off campus, you may check in for ’Cane Kickoff the morning of January 12. 

  • January 11: International and exchange students, attend the mandatory orientation

    International Student Orientation (ISO) is a mandatory pre-orientation program sponsored by International Student and Scholar Services (ISSS) for new and transfer University of Miami international students. ISO complements ’Cane Kickoff by providing international students with information and experiences that will assist in their transition to living and studying in the United States.

    Exchange students must attend the compulsory Exchange Student Orientation session during ’Cane Kickoff .

  • January 12 to 14: Participate in ’Cane Kickoff Orientation

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

Remember to review all To Do items in CaneLink and/or this Road to UM checklist to ensure there are no outstanding tasks before classes begin.