Your Tribe Guide Checklist

There are several tasks that you need to complete before starting classes with us this fall. Please note that all questionnaires, educational modules, applications, etc. are your responsibility. Providing your login information to another individual (whether that be a parent, spouse or friend) and having that person fill out the form on your behalf is a violation of the W&M Honor Code

We've provided program availability and task deadlines below, but you should continue to visit the Tribe Guide for updates and Hot Topics.

A single-column table used to organize and present a checklist for each student audience.
Class of 2024 Freshman Checklist

As a first-time-in-college freshman, you will have a unique set of challenges and opportunities. To make the transition easier, follow the chart below designed just for you. This checklist also supports the Williamsburg arrival of our first-year Joint Degree Programme Home students.

Print this page to mark your progress as you go.

Column group headers designate month, first column is day of the month, second column is date/deadline, third column is empty box for users that print the checklist and manually check items as they go.

May 2020

1

Bookmark: New Student & Family Welcome Events Calendar

1

Review: Summer Pre-Orientation Programs at W&M

1

Order: Get your W&M Class of 2024 Gear!

1

Review & Begin Set-up: eServices (Tuition & Fees)

15

Review: Student Accessibility

15

Available: Financial Focus: Part I

18

Link Emailed: New Student Inventory

31

Due: Freshman Housing Application

All freshman students are required to live on-campus during their first four W&M semesters.

31

Due: Personal Information Questionnaire*

31 Due: Emergency Evacuation Plans*

June 2020

1 Due: Health History & Immunizations*
1

Due: New Student Inventory

10

Review: Financial Aid

Mid

Available: Meal Plan Sign-Up

All students living in university property are required to select a meal plan.

15 Available: Financial Focus: Part II
29

Available: College Studies*

July 2020

1 Due: Meal Plan Sign-Up
1 Anticipated Available: Insurance Requirement Forms
1 Deadline: Get Your W&M Class of 2024 Gear
10 Recommended Deadline: eServices Authorized User Set-up
10 Due: College Studies, Part 1*
10 Available: eServices Payment Plan & Initial Fall eStatement
15 Review: New Student Residence Hall Move-In Routes
15 Available: Financial Focus: Part III
20 Available: Fall Semester Early Registration
24 Due: TribeCareers Industry Newsletters
24 Review: Musical Ensemble Opportunities
24 Due: TribeLink Student Involvement
29 Deadline: Laptop Order 
31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies, Part 2*

31 Available: AlcoholEdu* (Part 1)
31 Available: SAP* (Part 1)

August 2020

1

Due: Initial Fall eStatement (Tuition & Fees)*

5

Deadline: Upload Tribe Card Photo

9 Due: SAP* (Part 1)
9 Due: AlcoholEdu* (Part 1)
11 Available: Updated eStatement
18-20

International Undergraduate Orientation

Freshmen who are also International Students are required to participate in this program and will move into their campus housing assignment at this time.

21 Deadline: eServices Refund Set-up
21 New Student Residence Hall Move-In
21-25

New Student Orientation*

Orientation is an enrollment requirement.

24 Available: Fall Semester Final Registration
26 Attend: First Day of Classes & Convocation
27-31

Participate: My First W&M Weekend

September 2020

1

Due: Updated eStatement (Tuition & Fees)

1-30

Attend: Essential First-Year Initiatives

11

Available: Updated eStatement

October 2020

2 Due: Updated eStatement (Tuition & Fees)
6 Available: AlcoholEdu* (Part 2)
6 Available: SAP* (Part 2)
Check your G Suites email regularly!

Please note that a hold may be placed on your account should you fail to meet this item's deadline.

Transfer Student Checklist

As a transfer student you will navigate a unique set of challenges and opportunities with the support of FYE and our campus partners. We understand that you may have already gone through an orientation program and have become accustomed to life on a college campus. However, during our orientation you will learn about not only the expectations of members of the Tribe, but also about what makes W&M one of the best universities in the country. To help make your overall transition a bit easier, here's a checklist designed for you.

Print this page to mark your progress as you go.

Column group headers designate month, first column is day of the month, second column is date/deadline, third column is empty box for users that print the checklist and manually check items as they go.

May 2020

1

Bookmark: New Student & Family Welcome Events Calendar

1

Review: Summer Pre-Orientation Programs at W&M

1

Available: Transfer Housing Application

On-campus housing for transfer students is available and offered on a rolling basis.

1

Review & Begin Set-up: eServices (Tuition & Fees)

15 Review: Student Accessibility
15 Review: New Military Veteran Student Resources
15

Available: Financial Focus: Part I

18

Link Emailed: New Student Inventory

31

Due: Personal Information Questionnaire*

31 Due: Emergency Evacuation Plans*

June 2020

1 Due: Health History & Immunizations*
1

Due: New Student Inventory

1

Available: College Studies*

10 Review: Financial Aid
Mid

Available: Meal Plan Sign-Up

Students living in university property are required to select a meal plan.

Commuter meal plans are also available.

15 Follow-up On & Submit: Final Transcripts for Transfer Credit Evaluation
15 Available: Financial Focus: Part II
19 Participate: Transfer Welcome Day
23

Due: College Studies, Part 1*

25 Available: Fall Semester Early Registration

July 2020

1 Due: Meal Plan Sign-Up
1 Anticipated Available: Insurance Requirement Forms
10 Recommended Deadline: eServices Authorized User Set-up
10 Available: eServices Payment Plan & Initial Fall eStatement
15 Review: New Student Residence Hall Move-In Routes
15 Available: Financial Focus: Part III
24 Due: TribeCareers Industry Newsletters
24 Review: Musical Ensemble Opportunities
24 Due: TribeLink Student Involvement
29 Deadline: Laptop Order
31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies, Part 2*

31 Available: SAP* (Part 1)
31 Available: AlcoholEdu* (Part 1)

August 2020

1

Due: Initial Fall eStatement (Tuition & Fees)*

5 Deadline: Upload Tribe Card Photo
9 Due: SAP* (Part 1)
9 Due: AlcoholEdu* (Part 1)
11 Available: Updated eStatement
18-20

International Undergraduate Orientation

Transfer Students who are also International Students are required to participate in this program and will move into their campus housing assignment at this time.

21 Deadline: eServices Refund Set-up
21 New Student Residence Hall Move-In
21-25

New Student Orientation*

Orientation is an enrollment requirement.

24 Complete: Fall Semester Registration
26 Attend: First Day of Classes & Convocation
27-31

Participate: My First W&M Weekend

September 2020

1

Due: Updated eStatement (Tuition & Fees)

11

Available: Updated eStatement

October 2020

2 Due: Updated eStatement (Tuition & Fees)
6 Available: AlcoholEdu* (Part 2)
6 Available: SAP* (Part 2)
Check your G Suites email regularly!

Please note that a hold may be placed on your account should you fail to meet this item's deadline.

International & Domestic Exchange Student Checklist

Exchange Students — students seeking a degree from one of W&M's international or domestic partner universities — should follow the below checklist to help ensure your experience as a member of the Tribe is a positive one.

Print this page to mark your progress as you go.

Column group headers designate month, first column is day of the month, second column is date/deadline, third column is empty box for users that print the checklist and manually check items as they go.

May 2020

1

Bookmark: New Student & Family Welcome Events Calendar

1

Review & Begin Set-up: eServices (Tuition & Fees)

15 Review: Student Accessibility
15

Available: Financial Focus: Part I

31 On-Campus Housing is Guaranteed; Review Assignment with Residence Life
31

Due: Personal Information Questionnaire*

31 Due: Emergency Evacuation Plans*

June 2020

1 Due: Health History & Immunizations*
Mid

Available: Meal Plan Sign-Up

Students living in university property are required to select a meal plan.

15 Available: Financial Focus: Part II

July 2020

1 Due: Meal Plan Sign-Up
1 Anticipated Available: Insurance Requirement Forms
10 Recommended Deadline: eServices Authorized User Set-up
10 Available: eServices Payment Plan & Initial Fall eStatement
15 Available: Financial Focus: Part III
24 Review: Musical Ensemble Opportunities
29 Deadline: Laptop Order
31

Due: Insurance Requirement - Enrollment or Waiver

31 Available: SAP* (Part 1)
31 Available: AlcoholEdu* (Part 1)

August 2020

1

Due: Initial Fall eStatement (Tuition & Fees)*

5 Deadline: Upload Tribe Card Photo
9 Due: SAP* (Part 1)
9 Due: AlcoholEdu* (Part 1)
11 Available: Updated eStatement
18-20

International Undergraduate Orientation

International Exchange Students are required to participate in this program and will move into their campus housing assignment at this time.

21 Deadline: eServices Refund Set-up
21-25

New Student Orientation*

Participation in Orientation is an enrollment requirement.

26 Attend: First Day of Classes & Convocation
27-31

Participate: My First W&M Weekend

September 2020

1

Due: Updated eStatement (Tuition & Fees)

11

Available: Updated eStatement

October 2020

2 Due: Updated eStatement (Tuition & Fees)
6 Available: AlcoholEdu* (Part 2)
6 Available: SAP* (Part 2)
Check your G Suite email regularly!

Please note that a hold may be placed on your account should you fail to meet this item's deadline.

St Andrews William & Mary Joint Degree Programme HOST Checklist

The WaMStA transition is different in many ways. First off, you have to determine which checklist you follow! The list of items below is designed especially for our William & Mary HOST students (or those students who spent their first year of the joint degree programme at St Andrews). If you are spending year one at W&M — and are therefore a W&M HOME student, make sure to follow the Class of 2024 Freshman Checklist above.

Print this page to mark your progress as you go.

Column group headers designate month, first column is day of the month, second column is date/deadline, third column is empty box for users that print the checklist and manually check items as they go.

May 2020

1

Bookmark: New Student & Family Welcome Events Calendar

1

Review: Summer Pre-Orientation Programs at W&M

1

Review & Begin Set-up: eServices (Tuition & Fees)

15 Review: Student Accessibility
15

Available: Financial Focus: Part I

18

Link Emailed: New Student Inventory

31

Due: Personal Information Questionnaire*

31 Due: Emergency Evacuation Plan*

June 2020

1 Due: Health History & Immunizations*
1

Due: New Student Inventory

Mid

Available: Meal Plan Sign-Up

All students living in university property are required to select a meal plan.

15 Available: Financial Focus: Part II
29

Available: College Studies

July 2020

1 Due: Meal Plan Sign-Up
1 Anticipated Available: Insurance Requirement Forms
1

Review: JDP Academic Program Standards

10 Recommended Deadline: eServices Authorized User Set-up
10 Available: eServices Payment Plan & Initial Fall eStatement
15 Review: New Student Residence Hall Move-In Routes
15 Available: Financial Focus: Part III
24 Due: TribeCareers Industry Newsletters
24 Review: Musical Ensemble Opportunities
24 Due: TribeLink Student Involvement
29 Deadline: Laptop Order
31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies*

31 Available: SAP* (Part 1)
31 Available: AlcoholEdu* (Part 1)

August 2020

1

Due: Initial Fall eStatement (Tuition & Fees)*

5 Deadline: Upload Tribe Card Photo
9 Due: SAP* (Part 1)
9 Due: AlcoholEdu* (Part 1)
11 Available: Updated eStatement
18-20

International Undergraduate Orientation

WaMStA Students who are also International Students are required to participate in this program and will move into their campus housing assignment at this time.

21 Deadline: eServices Refund Set-up
21 New Student Residence Hall Move-In
21-25

New Student Orientation*

Orientation is an enrollment requirement for all new to W&M students.

25 Begins: Fall Semester Course Add/Drop Period
26 Attend: First Day of Classes & Convocation
27-31

Participate: My First W&M Weekend

September 2020

1

Due: Updated eStatement (Tuition & Fees)

11

Available: Updated eStatement

October 2020

2 Due: Updated eStatement (Tuition & Fees)
6 Available: AlcoholEdu* (Part 2)
6 Available: SAP* (Part 2)
Check your G Suite email regularly!

Please note that a hold may be placed on your account should you fail to meet this item's deadline.

Parent & Family Checklist

Congratulations on your student's acceptance to William & Mary! Similar to your new student, a Parent & Family Checklist has been developed specifically for you with a list of important deadlines pertaining to your own transition into our community.

Print this page to mark your progress as you go.

Column group headers designate month, first column is day of the month, second column is date/deadline, third column is empty box for users that print the checklist and manually check items as they go.

May 2020

1

Bookmark: New Student & Family Welcome Events Calendar

1

Review: Summer Pre-Orientation Programs at W&M

1

Learn & Connect: W&M Parent & Family Programs

Come September, they will be your best source of campus information and involvement opportunities.

1

Review & Begin Set-up: eServices (Tuition & Fees)

1

Order: Get your Class of 2024 W&M Gear!

15

Review: Student Accessibility Services

June 2020

Available Register: Parent & Family Orientation
10 Review: Financial Aid
15

Connect: with Parent & Family Programs on Facebook and Twitter

20 Review: College Studies

July 2020

1

Deadline: Get your W&M Class of 2024 Gear!

10 Recommended Deadline: eServices Authorized User Set-up
10 Available: eServices Payment Plan & Initial Fall eStatement

15

Register: Family Weekend

15 Review: New Student Residence Hall Move-In Routes

24

Review: TribeLink Student Involvement

August 2020

1 Deadline: Parent & Family Orientation Registration
1

Due: Initial Fall eStatement (Tuition & Fees)

21 Deadline: eServices Refund Set-up
21 New Student Residence Hall Move-In
21-22

Participate: Parent & Family Orientation

Parent & Family Orientation check-in will occur in three locations:
the Sadler Center Lobby, Campus Center Lobby, & outside of the Commons Dining Hall

26

Watch: Opening Convocation

Opening Convocation is livestreamed for the viewing pleasure of families and alumni.