Transfer Student Onboarding

Transfer Student Onboarding is a series of essential tasks you will complete to help W&L prepare for your arrival. The complete list of tasks is below as well as the date the task will become available for you to begin. Tasks marked with a √ are required.

Questions? Contact Dean McCoil or 540-458-4817

Available Date Transfer Student Onboarding Process Due Date
Manage Privacy Settings - FERPA √
Review My Friends and Family √
Technology Policies and Resources √
Set Up Payment Elections
The Security Awareness Program at W&L √
Disability Accommodations
Family Information Form √
June 6 Health Insurance Certification √ June 30
June 6 Student Health Information and Forms √ July 31
June 6 Submit Your University Card Photo √ July 31
June 6 NameCoach 
June 6 Public Safety
June 6 Residence Life Vendors
July 4 Consent to Receive Form 1098-T Electronically
July 4 FSA Authorization
August 1 Honor System √
August 1 Binge Thinking √ August 24
August 1 U Got This √ August 24

Manage My Privacy Settings √

(Workday Inbox Task)

In this task you will be asked:

  • 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 at

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)

View additional instructions here.

Review My Friends and Family √

(Workday Inbox Task)

In this task, you should add at least one Emergency Contact with the corresponding address, phone number and email address.

To give someone 3rd party access (ex. parents, guardians, emergency contact) to your account you will need to add them as a "Friend & Family" contact with an email address first.

Click here for additional instructions.

Technology Policies and Resources √

(Workday Inbox Task)

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 3rd Party Permissions.

The Security Awareness Program at W&L √

The Security Awareness Program at W&L requires that all new students complete 25 minutes of online training by August 1st. 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 Please take a moment to look for the Phish Alert Button in Outlook on your computer. A How-To page 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 Accommodations
Please note accommodations work much differently at the college level than they did in high school. 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 linked 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 housing disability accommodations, you must submit your request by May 31st.

Family Information Form √

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

Health Insurance Certification √

(Available June 6)

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 Student Health Insurance for more information, instructions, and a link to the web site to complete this process.

Please complete this by June 30. 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.

Student Health Information and Forms √

You are responsible for providing Washington and Lee University information about your health to protect yourself and the campus community. Washington and Lee will protect the information you provide in accordance with their policy for the privacy of student health information.

These documents must be completed and submitted to the W&L Student Health Center by mail or fax no later than July 31. Instructions for submission are included on each form. A visit to your healthcare provider is required to complete these forms, so plan accordingly. Print these forms and take them with you to your appointment, with Medical History and Tuberculosis Screening forms completed. Bring a copy of your complete Immunization Record with you for your provider to review during your visit. Several immunizations that are important for personal and public health are required. Please note that W&L strongly encourages all students to be up to date with Influenza and COVID-19 vaccination, including primary vaccination and all recommended/current booster doses. Student-athletes must submit a physical exam performed within 6 months of campus arrival; all other students must submit a physical exam performed within the past 12 months.

All health forms can be found at

Required for all:

  • Report of Medical History and Physical Exam 
    Consult with your healthcare provider to complete the required Report of Medical History/Physical Exam and submit directly to the Student Health Center with all required Student Health Forms by July 31. 
  • Immunization Record
    Consult with your healthcare provider to complete the required Immunization Record and submit directly to the Student Health Center with all required Student Health Forms by July 31.
  • Tuberculosis Screening
    Complete the required Tuberculosis Screening Questionnaire before your Physical Exam, and Consult with your healthcare provider if you need a tuberculosis test. Submit directly to the Student Health Center with all required Student Health Forms by July 31.
  • Health Insurance Information Form
    Consult with your parent or guardian to complete the required Health Insurance Information Form, attach copies of all insurance cards (front and back) and submit directly to the Student Health Center with all required Student Health Forms by July 31.

Required for some:

Not required:

  • Consent to Release Confidential Health Care Information
    This form may be completed at a later date to request that the Student Health Center 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 the Student Health Center (such as immunization or treatment records). It cannot serve as a standing release of confidential health care information to parents.

Please make plans to schedule a physical exam with your healthcare provider and collect all required information now to meet the July 31 submission deadline.

Submit University Card Photo √

(Available June 6)

All members of our campus community are required to have a university card, the official identification card for Washington and Lee University. 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 quickly and easily submit a photo of your choice. 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 U.S. passport.


You will receive an email invitation to voice-record your name on the W&L NameCoach site. This means recording your name to help ensure that it's pronounced correctly.

Note: Do Not share the link as it is specific to your account.

Questions? Contact the ITS HelpDesk at (540-458-4357) or send an email to

Residence Life Vendors


First-Year residence hall rooms are equipped with extra-long twin beds that require specially sized linens. It can be difficult to find sheets that fit, so we've partnered with Dormify to provide linens custom designed to fit our mattresses and maximize student's comfort. Ideally, you would order now, ship to your home, and bring the items with you to move-in. If you need to ship the items directly to campus, please order in early August for mail room convenience. A portion of the proceeds from this program supports residence life programming efforts of the University!

For questions visit the Dormify website


In order to satisfy the demand for refrigerators and microwave ovens in residence halls, as well as manage our electrical systems, Washington and Lee University 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 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: 1-800-525-7307 or

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.

Storage Scholars Ships You Empty Boxes: We send a bundle of empty boxes along with tape and prepaid return shipping labels to your home.
You Pack & Ship Back: You pack your items in the boxes, seal them up, and ship them back to us over the summer months.
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.

Click here to learn more or sign up!

Questions: 1 (336) 815-0100 or

University Cleaners

University Cleaners offers a comprehensive laundry service for Washington and Lee students. With all of the responsibilities and academic demands the school year brings, we wish to offer an alternative to students doing their own laundry. University Cleaners provides once-weekly pick-up and delivery laundry service 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 while benefiting residence life programming!

Questions: 540-464-6900 or visit the University Cleaners website

Public Safety

Public safety resources at W&L included parking permits, the LiveSafe app, emergency management, and transportation. Members of the University community must register motor vehicles and display a valid/current parking permit on their vehicle to park on campus. To use the LiveSafe App you must download the app and sign up. Please review information about W&L's emergency management and response procedures, and view the "Run, Hide, Fight" video found on the public safety website.

Set Up Payment Elections

(Workday Task)

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.

Consent to Receive Form 1098-T Electronically
(Workday Task - Available July 4)

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

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.

Make My Federal Student Aid Authorizations

(Workday Task - Available July 4)

Federal Regulations require Washington and Lee University 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

Honor System at W&L

During First-Year orientation you will have the opportunity to learn more about the Honor System at Washington and Lee University.

Binge Thinking √

(available August 1)

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! √

(available August 1)

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 victims on campus. To view more information on the program please visit the online prevention programs website.