Forms and Deadlines Checklist for Transfer Students

This checklist of forms and deadlines is intended for new, incoming transfer students who have paid their deposit and received acknowledgement from the University. Most of the forms and steps below can be completed in one sitting, but several forms require additional lead time to complete so we advise not waiting until the deadline to complete them.

If you are a new first-year student entering in the fall, please consult your Spider Portal for important checklist items.

TODAY

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  • Activate Your Account

    Activate Your Richmond Account

    Setting up your University of Richmond student account is your first step in becoming a New Spider and it only takes a few minutes to do!

    Within a few days of enrollment AND deposit, you will receive an email with the subject "University of Richmond Account Activation," which will contain your unique activation link; to activate your account, please click on this link. You will need your UR student ID number, which you will find in your Spider Portal.

    If you have questions about your student ID number, please contact the Office of Undergraduate Admission

  • Family Data Form
    Confirm or update your parent/guardian information here so we can contact them and keep them in the loop!
  • Emergency Contact

    Transfer students will have access to BannerWeb after they submit their deposit (note: processing may take 24-48 hours).

    To access the Emergency Contact Information form, log into BannerWeb and locate the Personal Information page. Scroll down to Emergency Contact and press the (+) Add New button.  Complete the form and hit Add at the bottom of the pop-up card. You may enter both a Primary and a Secondary emergency contact in BannerWeb.

    You may also review the fall course options in BannerWeb and update your personal information, including your gender and personal pronoun information.

  • Family Educational Rights & Privacy Act (FERPA)

    The University of Richmond is committed to maintaining the privacy and confidentiality of your education records; to providing you with appropriate access to your education records; and to compliance with the Family Educational Rights and Privacy Act of 1974 (FERPA), its implementing regulations, and applicable Virginia law.

    What is FERPA?
    Read about the university’s FERPA policy and what it means for you here: UR FERPA Statement, then please complete the FERPA Waiver form. Have questions about FERPA? Please contact the Office of the Registrar

December

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  • On-Campus Housing

    Students interested in living on-campus should indicate as such with the Office of Admission and someone from Residence Life will follow-up with next steps.

    New transfer students are generally housed in returning student housing. This includes traditional, suite, and apartment-style accommodations. Housing for new transfer students will be assigned based on space availability and is not guaranteed. If you have questions about the housing request and assignment process, please email Jacob Lowman.

    More details about transfer housing, including a suggested list of what to bring to campus and information about renter’s insurance, are available on the Student Housing website.

  • Required Health Forms

    The University of Richmond adheres to the immunization and tuberculosis screening requirements of the Commonwealth of Virginia. All full-time students new to the University are required to complete pre-entrance health forms prior to campus arrival. 

    Please visit the Student Health Center website for specific instructions on completing the required pre-entrance health requirements.

  • Student Health Insurance

    (Due: February 1, 2026)

    The University of Richmond requires domestic undergraduate students taking in-person classes to maintain health insurance and offers a comprehensive Student Health Insurance Plan (SHIP) to meet this requirement.

    Each academic year, students must complete an online form to either confirm their enrollment in the SHIP or waive the SHIP by providing proof of alternative health insurance coverage. For those who confirm enrollment, the SHIP fee is automatically added to the student’s tuition bill; for those who waive coverage, the fee is removed within five (5) business days of waiver approval.

    Students must submit the online form by February 1, 2026. Additional information about the SHIP can be found here.

  • Disability and Accessibility Accommodations

    (Recommended deadline: ASAP)

    If you are interested in learning more about accommodations related to a disability and/or temporary condition, please visit the Disability Services website where you can find contact information, answers to frequently asked questions, and details about the accommodation application process and documentation guidance.  

    There are no deadlines for submitting accommodation applications, however, to ensure students are able to complete the individualized and interactive intake process prior to the start of the semester, we strongly recommended students submit their applications as soon as possible.

  • Connect With An Academic Advisor

    An Academic Advisor will email you this month to discuss registration and help you choose appropriate courses for the spring. Before you speak with the advisor, be sure to read the Planning Your Schedule and Registering for Classes pages of this website and become familiar with the information you will need for registration.

    The Academic Advising Resource Center (AARC) is also here to answer your questions about registration. You can email AARC staff members at advising@richmond.edu

  • Federal Taxpayer Identification

    (Due: ASAP)

    Note: This item only applies to US Citizens and US Permanent Residents

    Students should read, complete, sign and return the Taxpayer Identification Number Form to the Student Accounts Office. Social Security Numbers are required to file Form 1098T with the IRS, which helps determine whether the student or someone else who may claim them as a dependent may take either the tuition and fees deduction or claim an education credit to reduce federal income tax.

January

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  • Transfer Student Course Registration

    (Begins: January 2, 2026)

    Transfer Student Course Registration 

    Students who are transferring to Richmond from another college or university can register for classes in BannerWeb beginning Thursday, January 2, 2026 at 12:00 a.m. (ET). 

  • Tuition, Tuition Insurance, QuikPAY, & Direct Deposit

    Tuition (Due: January 12, 2026)

    Invoices will be emailed to students and their designated QuikPAY Authorized Payers (see QuikPAY information below).

     

    Tuition Insurance (Due: Prior to the first day of the term)

    The University has partnered with GradGuard to offer a Tuition Protection Plan. If a student must withdraw for a covered reason at any time during the semester, the Tuition Protection Plan can reimburse eligible expenses which may include tuition payments, housing and food charges and other nonrefundable expenses. This service is completely optional and the University receives no financial incentive from GradGuard. Enrollment must be done prior to the first day of the term.

    Learn more about tuition insurance here, or call 1-866-724-4384.

     

    QuikPAY: Online Payment System 

    Tuition invoices are sent electronically to students (via their Richmond email account) and any "Authorized Payers" who have been established as such in QuikPAY. Only students and authorized payers can make online payments through QuikPAY. Students can designate authorized payers in QuikPAY by following the instructions on page 9 of the Student Accounts Handbook.  

    QuikPAY also offers installment plans allowing Spiders to spread out their educational expenses over the course of a semester. Please visit the Student Accounts website for details. 

    Have questions about invoices, payments, etc.? Review the Student Accounts Handbook or contact the Student Accounts Office at 804-289-8147 or bursar@richmond.edu.

     

    Direct Deposit

    The Office of Student Accounts asks and strongly encourages all students to sign up for direct deposit to expedite issued refunds. To sign up for direct deposit, please go to BannerWeb, Manage Personal Information and  follow the prompts to proceed in setting up ACH information for the “Accounts Payable Distribution” section.

  • Alcohol Education and Sexual Assault Prevention

    Alcohol Edu & SAPU

    All full-time degree seeking students are required to complete a comprehensive alcohol education and abuse prevention program during their first semester on campus. The first part of this requirement involves an online component that must be completed prior to the first day of orientation. Students will receive email communication from the Health Educator with details as to how they can access their online alcohol education.

  • Textbooks

    Textbook requirements for spring courses will be posted on the University Bookstore’s website in early January.

  • Consent/Release For Off-Campus Experiences

    Any student who will not be 18 years of age by the time they arrive to campus must READ, COMPLETE, & SUBMIT this online form with their parent/guardian and visit the relevant webpages as presented on the form.

  • Photo ID & Keyless Entry

    UR Photo ID

    Log into One Card to upload a headshot for your student ID card. This image will also be displayed in the online directory unless you opt-out.

     

    Set your PIN for Keyless Entry into the Residence Halls

    Follow the instructions on One Card’s Using Your Card: Keyless Entry webpage to set your PIN for dual authentication to your room.

  • Parking Services

    Please visit the Parking Services website for information on bringing a car to campus.

    If you will have a bicycle on campus it is recommended that you register your bicycle to ensure we have the information needed if your bicycle is lost or stolen. You will receive a bicycle permit to be displayed on the bicycle’s frame. You will also be able to pick up a bike lock as well as front and rear bike lights. 

  • University Police Department & Student Inventory

    Read more about the Police Department’s programs and services here, and submit a Student Inventory to provide an electronic inventory of valuable items you plan to store in your room.

     

    Download UR SpiderSafe today!

    This free app offers several important features, including:

    • Easy ways to connect with Campus Public Safety, including a chat function
    • An interactive campus map to help you navigate
    • Real-time emergency alerts and public safety updates

     Stay informed and safe with UR SpiderSafe! Visit your app store and search SpiderSafe, or click here for a QR code to install on your phone.

  • Spring Semester Begins

    Classes begin on Monday, January 12, 2026. Please review the complete academic calendar for other important dates.