Transfer Road to UM Checklist

Welcome to the 'Canes Family! This road map will guide you as you plan your arrival in Miami. To ensure a smooth transition to your new life as a Miami Hurricane, pay close attention to the checklist items and complete before classes begin. We can’t wait to meet you. Go ’Canes!

Before you get started, please take time to review all of the checklist items so you have a timeline and understanding of when items need to be completed. Expand the checklist items for more details on the assigned tasks. 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.

    - 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.

    Note: All email from the University of Miami is sent to your @miami.edu account. You are responsible for receiving, reading, and responding to all messages in a timely manner, so check your email every day!

    *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, UM’s admitted student portal

    Keeping your contact information up to date in CaneLink is critical in cases of emergency, extreme weather, and University notifications. Follow the steps below to verify your contact information is correct.

    1. In CaneLink, select General Information under the My Profile drop down menu.
    2. 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

    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: Check for any holds in CaneLink

    Holds on your CaneLink account may prevent you from registering for classes. Check your Holds on CaneLink and submit any pending documents now. Continue to monitor this until you arrive on campus.

  • 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). Completing your To Do List items in CaneLink by the recommended due date will help ensure that your bill is accurate.

    Important reminders:

    • Check your UM email often for award notifications or requests for more information from OSFAE.
    • Confirm terms and conditions for financial assistance at miami.edu/terms.
    • Finalize your registration plans before February 2 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 open the Financials dropdown from the menu and select View Financial Aid.
    2. Select the 2021+ aid year to reach the financial aid student portal. Documents received or requested will be displayed on the home page.
    3. On the home page, click the drop-down menu in the upper left-hand corner.
    4. 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 change from Pending to Accept, then Submit.

  • Immediately: Students that have a social security card, upload it through UM's 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. 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.

    To apply, scan and upload the following to your Applicant Portal:

    - Biographical page of your passport

    - Bank letter/government sponsorship letter or online bank statement (no older than six months) stating the availability of $79,160 U.S. dollars (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.

  • 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: 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 in November.

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

    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.

  • Immediately: 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

    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 or J visa, as well as approximate wait times for visa interviews and application processing, visit state.gov.

  • Immediately to December 1: If using VA educational benefits, contact the VA Certifying Official

    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 December 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 to December 1 (recommended): 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 the Outside Scholarship Submission Form  to submit award information and/or checks to the Office of Student Financial Assistance and Employment.

  • Immediately to December 1: 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 December 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 to December 1: 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. Submitting this information by the recommended due date will ensure your bill is accurate.

  • Immediately to December 15: Complete and submit proof of immunizations

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

    • Visit miami.edu/immunizations to print out the form and have your medical provider complete an immunization compliance form.
    • Log in and enter all immunization information at MyUHealthChart.com for verification.
    • 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.

  • Immediately to January 7 (recommended): 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, so that your bill is paid by the deadline.

    For more information, visit miami.edu/sponsor.

  • Immediately to January 7 (recommended): 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.

  • Immediately to January 10: 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.

    For more information, visit the Student Health Center’s page.

  • Immediately to January 10: Submit your final high school and college transcripts to the Office of Undergraduate Admission

    Deadline to submit your high school transcripts is January 10. 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 to January 10: Pay your tuition invoice

    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 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, Room125
      Coral Gables, FL 33146
    2. Online via CaneLink:
      Credit cards (a 2.3 % service fee is applied)
      —Wire payments
      —Online checks
    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.

  • November 1 to December 1: Make housing arrangements

    Local Transfer students deposited or admitted for Spring 2022

    Students listed with a Miami-Dade or Broward Counties permanent address on the Common Application must explore off-campus housing and consider purchasing a commuter meal plan. You may choose to submit an on-campus housing application and your name will automatically be added to the housing waitlist. In the unlikely event on-campus housing becomes available, you will be notified no earlier than late December.

    All First-Year or Transfer student admitted after November 1

    Explore off-campus housing and consider purchasing a commuter meal plan.You may choose to submit an on-campus housing application and your name will automatically be added to the housing waitlist. In the unlikely event on-campus housing becomes available, you will be notified no earlier than late December.


    Due to limited availability, we recommend applying as early as possible for housing. Students who apply early receive greater priority for selecting rooms, making room changes, and receiving earlier room selection appointment times for future academic years. After the December 1 priority deadline, and due to the limited availability for Spring 2022, on-campus housing applications will be accepted on a space-available basis. 

    A sample housing agreement, an application tutorial, and housing rates for the coming year are available on the housing website

  • November 1: Register for ’Cane Kickoff

    All first-year and transfer 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 as of November 1.

  • Upcoming: Consider enrolling in direct deposit in January

    Have your refunds deposited directly into your checking or savings account. A direct deposit enrollment guide is available on the Office of Student Accounts website. Note, only U.S. bank accounts can be used for this service.

  • 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 UMX100 starting November 1

    The University of Miami Experience (UMX 100) is a graded, online, self-paced course specifically designed to assist transfer 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 andwill be recorded on your transcript. The course opens on November 1 in Blackboardthe 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 first semester begins.

    If you have questions, email umx@miami.edu

  • Upcoming: Consider purchasing a campus parking pass

    Permit sales open in late November. Visit miami.edu/parking for information on parking rates, campus shuttles, public transit, carpooling, and UBike.

  • Upcoming: Complete part 1 of the AlcoholEdu & Sexual Assault Prevention course by January 15

    All incoming students are required to complete online EverFi courses addressing substance abuse, sexual assault prevention, and diversity topics. Failure to complete any portion of the courses will result in your inability to register for spring 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. Courses must be completed before classes begin to avoid a registration hold.

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

  • January: 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. 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, 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 11: Arrival and move-in instructions for International students

    When you arrive on campus for 'Cane Kickoff, there are five key things you’ll need to do: 

    1. If you'll be living on campuscheck in to your housing assignment on January 11. Follow the steps that will be emailed to you as your arrival date gets closer.
    2. Pick up your 'Cane Card before check-in at Canes Central or be given a temporary card at your front desk. Your ’Cane Card is the official on-campus identification card at UM. All students are required to carry their ’Cane Card for identification purposes while on campus.
      The 'Cane Card is also needed 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
    3. Check in for the 'Cane Kickoff orientation program.  Details will be sent to your UM Email.
    4. Participate in the mandatory International Student Orientation or Compulsory Session for Exchange Students held on January 12.
    5. Review all To Do items in CaneLink and/or this Road to UM checklist to ensure there are no outstanding tasks before classes begin.

  • January 12: Arrival and move-in instructions for domestic students

    When you arrive on campus for 'Cane Kickoff, there are four key things you’ll need to do: 

    1. If you'll be living on campuscheck in to your housing assignment on January 12. Follow the steps that will be emailed to you as your arrival date gets closer.
    2. Pick up your 'Cane Card before check-in at Canes Central or be given a temporary card at your front desk. Your ’Cane Card is the official on-campus identification card at UM. All students are required to carry their ’Cane Card for identification purposes while on campus.
      The 'Cane Card is also needed 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
    3. Check in for the 'Cane Kickoff orientation program.  Details will be sent to your UM Email.
    4. Review all To Do items in CaneLink and/or this Road to UM checklist to ensure there are no outstanding tasks before classes begin.

  • January 13: Arrival and move-in instructions for local and commuter students

    When you arrive on campus for 'Cane Kickoff, there are three key things you’ll need to do: 

    1. Pick up your 'Cane Card before check-in at Canes Central or be given a temporary card at your front desk. Your ’Cane Card is the official on-campus identification card at UM. All students are required to carry their ’Cane Card for identification purposes while on campus.
      The 'Cane Card is also needed 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
    2. Check in for the 'Cane Kickoff orientation program.  Details will be sent to your UM Email.
    3. Review all To Do items in CaneLink and/or this Road to UM checklist to ensure there are no outstanding tasks before classes begin.

  • January 13 to January 15: Participate in ’Cane Kickoff Orientation

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

  • Arrival and Move-in: Information and resources