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.

A single-column table used to organize and present a checklist for each student audience.

Class of 2028 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 2024		✔
NOW	Review: Summer Pre-Orientation Programs at W&M
NOW	Order: Get your W&M Class of 2028 Gear!
15	Review & Begin Set-up: eServices (Tuition & Fees)
15	Bookmark: New Student & Family Welcome Events Calendar
20	Review: Student Accessibility
20	Review: First Generation Student Support
22	Link Emailed: New Student Inventory
31	Deadline: Sharpe Community Scholars Program
31	Due: Housing Related Accommodation Requests
31	Due: Freshman 2024-2025 Housing Application
June 2024		✔
1	Due: Health Requirements*
3	Due: New Student Inventory
10	Review: Laptop Information
10	Review: Financial Aid
12	Available: Financial Focus with the Financial Literacy Program
13	Emailed: On-Campus Housing Selection Time Slot
18	Available: On-Campus Housing Early Room Selection (Time Slot Dependent)
20-21	Available: On-Campus Housing Traditional Room Selection (Time Slot Dependent)
21	Review: Living with a Roommate (.pdf)
23	Available: College Studies*
26	Review: Textbook Order Information
28	Review: Meal Plan Info All students living in university property are required to have a meal plan.
July 2024		✔
1	Available: Insurance Requirement Forms
1	Available: Upload Tribe Card Photo
3	Recommended Deadline: eServices Authorized User Set-up
3	Review: Financial Aid before Fall eStatement Issued
9	Deadline: Language Proficiency Placement Exam Only students interested in registering for certain language classes must take these placement exams.
10	Review: New Student Residence Hall Move-In Routes
10	Review: Self-Determination within the W&M Residential Community (.pdf)
10	Available: Health Promotion's SafeColleges Mini-Course
14	Due: College Studies, Part 1* Part 1 must be complete by this date in order to participate in the early registration process.
mid-	Available: eServices Payment Plan & Initial Fall eStatement
17	Due: TribeCareers Industry Newsletters
17	Review: W&M Music Ensembles
17	Due: TribeLink Student Involvement
17-24	Available: Fall Semester Early Registration(Build Your Cart & Set Your Registration Priorities)
22	Available: Constructive Dialogue Perspectives
29	Due: Personal Information Questionnaire*
29	Due: Emergency Evacuation Plans*
31	Due: Insurance Requirement - Enrollment or Waiver
31-Aug 4	Available: Fall Semester Summer Add/Drop Period
August 2024		✔
1	Due: Initial Fall eStatement (Tuition & Fees)*
1	Available: Student Account Credit to Tribe Card Transfer Form
1	Due: College Studies, Part 2*
2	Review: Financial Aid Prior to Your Campus Arrival
5	Due: Orientation Transportation-Related Support Requests
10	Available: Updated eStatement
12	Review: eStatement to Ensure Student Account Settled
12	Deadline: Constructive Dialogue Perspectives
15	Shipping Deadline: Get Your W&M Class of 2028 Gear
TBD	International Undergraduate Orientation Freshmen who are also International Students are required to participate in this program. Check your W&M email regularly for updates.
23	Due: Health Promotion's SafeColleges Mini-Course
23	New Student Residence Hall Move-In
23-28	New Student Orientation* Orientation is an enrollment requirement.
27	Available: Fall Semester Final Registration
27	Deadline: eServices Refund Set-up
28	Due: Academic & Non-Housing Related Accommodation Requests
28	Attend: First Day of Classes & Convocation
29- Sept 3	Participate: My First W&M Weekend
September 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
10	Available: Updated eStatement
October 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
Check your O365 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 STEP 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 2024		✔
NOW	Review: Summer Pre-Orientation Programs at W&M
NOW	Available: Transfer 2024-2025 Housing Application
8	Attend: New Transfer Virtual Celebration
17	Review & Begin Set-up: eServices (Tuition & Fees)
17	Bookmark: New Student & Family Welcome Events Calendar
20	Review: Student Accessibility
20	Review: New Military Veteran Student Resources
20	Review: First Generation Student Support
22	Link Emailed: New Student Inventory
31	Due: Housing Related Accommodation Requests
31	Due: Transfer 2024-2025 Housing Application
June 2024		✔
1	Due: Health Requirements*
3	Due: New Student Inventory
10	Review: Financial Aid
10	Review: Laptop Information
12	Available: Financial Focus with the Financial Literacy Program
13	Emailed: On-Campus Housing Selection Time Slot or Waitlist Notification
14	Participate: Fall 2024 On-Campus Transfer Welcome Day
18	Available: On-Campus Housing Early Room Selection (Time Slot Dependent)
20-21	Available: On-Campus Housing Traditional Room Selection (Time Slot Dependent)
21	Review: Living with a Roommate (.pdf)
23	Available: College Studies*
26	Review: Textbook Order Information
28	Review: Meal Plan Info Students living in university property are required to have a meal plan. Commuter meal plans are also available.
July 2024		✔
1	Available: Insurance Requirement Forms
1	Available: Upload Tribe Card Photo
3	Recommended Deadline: eServices Authorized User Set-up
3	Review: Financial Aid Before Fall eStatement Issued
9	Deadline: Language Proficiency Placement Exam Only students interested in registering for certain language classes must take these placement exams.
10	Review: New Student Residence Hall Move-In Routes
10	Review: Self-Determination within the W&M Residential Community (.pdf)
14	Due: College Studies, Part 1* Part 1 must be complete by this date in order to participate in the early registration process.
mid	Available: eServices Payment Plan & Initial Fall eStatement
17	Due: TribeCareers Industry Newsletters
17	Review: W&M Music Ensembles
17	Due: TribeLink Student Involvement
17-24	Available: Fall Semester Early Registration (Build Your Cart & Set Your Registration Priorities)
19	Available: Health Promotion's SafeColleges Mini-Course
22	Available: Constructive Dialogue Perspectives
29	Due: Personal Information Questionnaire*
29	Due: Emergency Evacuation Plans*
31	Due: Insurance Requirement - Enrollment or Waiver
31-Aug 4	Available: Fall Semester Summer Add/Drop Period
August 2024		✔
1	Due: Initial Fall eStatement (Tuition & Fees)*
1	Available: Student Account Credit to Tribe Card Transfer Form
1	Due: College Studies, Part 2*
2	Review: Financial Aid Prior to Your Campus Arrival
5	Due: Orientation Transportation-Related Support Requests
10	Available: Updated eStatement
12	Review: eStatement to Ensure Student Account Settled
12	Deadline: Constructive Dialogue Perspectives
TBD	International Undergraduate Orientation Transfer Students who are also International Students are required to participate in this program. Check your W&M email regularly for updates.
23	Due: Health Promotion's SafeColleges Mini-Course
23	New Student Residence Hall Move-In
23-27	New Student Orientation* Orientation is an enrollment requirement.
27	Complete: Fall Semester Registration
27	Deadline: eServices Refund Set-up
28	Due: Academic & Non-Housing Related Accommodation Requests
28	Attend: First Day of Classes & Convocation
29- Sept 3	Participate: My First W&M Weekend
September 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
10	Available: Updated eStatement
October 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
Check your O365 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 2024		✔
17	Review & Begin Set-up: eServices (Tuition & Fees)
17	Bookmark: New Student & Family Welcome Events Calendar
20	Review: Student Accessibility
20	Review: First Generation Student Support
31	Due: Housing Related Accommodation Requests
31	On-Campus Housing is Guaranteed; Review Assignment with Residence Life
June 2024		✔
1	Due: Health History & Immunizations*
10	Review: Laptop Information
12	Available: Financial Focus with the Financial Literacy Program
21	Review: Residence Life & the Residential Experience
26	Review: Textbook Order Information
28	Review: Meal Plan Info Students living in university property are required to have a meal plan.
July 2024		✔
1	Available: Insurance Requirement Forms
1	Available: Upload Tribe Card Photo
3	Recommended Deadline: eServices Authorized User Set-up
mid-	Available: eServices Payment Plan & Initial Fall eStatement
10	Review: New Student Residence Hall Move-In Routes
17	Review: W&M Music Ensembles
17	Due: TribeLink Student Involvement
22	Available: Constructive Dialogue Perspectives
19	Available: Health Promotion's SafeColleges Mini-Course
29	Due: Personal Information Questionnaire*
29	Due: Emergency Evacuation Plans*
31	Due: Insurance Requirement - Enrollment or Waiver
August 2024		✔
1	Due: Initial Fall eStatement (Tuition & Fees)*
5	Due: Orientation Transportation-Related Support Requests
10	Available: Updated eStatement
12	Review: eStatement to Ensure Student Account Settled
12	Deadline: Constructive Dialogue Perspectives
TBD	International Undergraduate Orientation International Exchange Students are required to participate in this program. Check your W&M email regularly for updates.
23	Due: Health Promotion's SafeColleges Mini-Course
23	New Student Residence Hall Move-In
23-27	New Student Orientation* ^{Participation in Orientation is an enrollment requirement.}
27	Deadline: eServices Refund Set-up
28	Due: Academic & Non-Housing Related Accommodation Requests
28	Attend: First Day of Classes & Convocation
29- Sept 3	Participate: My First W&M Weekend
September 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
10	Available: Updated eStatement
October 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
Check your O365 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 2028 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 2024		✔
NOW	Review: Second-Year Host Student Guide
15	Bookmark: New Student & Family Welcome Events Calendar
20	Review: Student Accessibility
20	Review: First Generation Student Support
June 2024		✔
1	Due: Health Requirements*
10	Review: Laptop Information
12	Available: Financial Focus with the Financial Literacy Program
21	Review: Living with a Roommate (.pdf)
23	Available: College Studies*
26	Review: Textbook Order Information
28	Review: Meal Plan Info All students living in university property are required to have a meal plan.
July 2024		✔
1	Available: Insurance Requirement Forms
1	Available: Upload Tribe Card Photo
3	Review: JDP Academic Program Standards
3	Recommended Deadline: eServices Authorized User Set-up
mid-	Available: eServices Payment Plan & Initial Fall eStatement
10	Review: New Student Residence Hall Move-In Routes
10	Review: Self-Determination within the W&M Residential Community (.pdf)
17	Due: TribeCareers Industry Newsletters
17	Review: W&M Music Ensembles
17	Due: TribeLink Student Involvement
22	Available: Constructive Dialogue Perspectives
19	Available: Health Promotion's SafeColleges Mini-Course
29	Due: Personal Information Questionnaire*
29	Due: Emergency Evacuation Plan*
31	Due: Insurance Requirement - Enrollment or Waiver
August 2024		✔
1	Due: Initial Fall eStatement (Tuition & Fees)*
1	Due: College Studies*
5	Due: Orientation Transportation-Related Support Requests
10	Available: Updated eStatement
12	Review: eStatement to Ensure Student Account Settled
12	Deadline: Constructive Dialogue Perspectives
TBD	International Undergraduate Orientation WaMStA Students who are also International Students are required to participate in this program. Check your W&M email regularly for updates.
23	Due: Health Promotion's SafeColleges Mini-Course
23	New Student Residence Hall Move-In
23-27	New Student Orientation* ^{Orientation is an enrollment requirement for all new to W&M students.}
27	Begins: Fall Semester Course Add/Drop Period
27	Deadline: eServices Refund Set-up
28	Due: Academic & Non-Housing Related Accommodation Requests
28	Attend: First Day of Classes & Convocation
29- Sept 3	Participate: My First W&M Weekend
September 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
10	Available: Updated eStatement
October 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
Check your O365 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 2024		✔
NOW	Learn & Connect: W&M Parent & Family Programs Come September, they will be your best source of campus information and involvement opportunities.
NOW	Download: W&M Mobile
NOW	Bookmark: W&M Events Calendar
NOW	Connect: with Parent & Family Programs on Facebook and Instagram
NOW	Review: Summer Pre-Orientation Programs at W&M
NOW	Order: Get your Class of 2028 W&M Gear!
NOW	Review & Bookmark: Parent & Family Resource Guide
NOW	Review & Bookmark: W&M Academic Calendar
NOW	Review & Bookmark: Passphrase (Verification System)
15	Available: Register for On the Same Page: A W&M Family Book Club
15	Review: On-Campus 2024-2025 Housing Process
15	Review & Begin Set-up: eServices (Tuition & Fees)
15	Bookmark: New Student & Family Welcome Events Calendar
15	Review/Bookmark: W&M Jargon
17	Review: Health Requirement
20	Review: Student Accessibility Services & Request Deadlines
20	Review: New Military Veteran Student Resources
22	Review: New Student Inventory
20	Review: First Generation Student Support
22	Review: Sharpe Community Scholars Program
31	Complete: Your Profile on the W&M Family Connection
31	Opt-In: SMS messages from Parent & Family Programs
31	Deadline: Register for On the Same Page: A W&M Family Book Club
June 2024		✔
1	Review: On-Campus Housing Packing List
5	Review: Parent Proxy
10	Review: Laptop Information
10	Review: Financial Aid
12	Review: Financial Focus with the Financial Literacy Program
23	Review: College Studies
23	Review: Fall Semester Registration Timeline
26	Review: Textbook Order Information
28	Review: Meal Plan Info All students living in university property are required to have a meal plan.
July 2024		✔
1	Review: Insurance Requirement
1	Review: Tribe Card Services
1	Review: Language Proficiency Placement Exam Only students interested in registering for certain language classes must take these placement exams.
3	Recommended Deadline: eServices Authorized User Set-up
3	Review: Financial Aid Before Fall eStatement Issued
10	Review: New Student Residence Hall Move-In Routes
10	Review: Health Promotion's Safe Colleges Mini-Course
mid-	Available: eServices Payment Plan & Initial Fall eStatement
15	Register: Family Weekend 2024
15	Review: Career Development & Professional Engagement
15	Review: TribeLink Student Involvement
17	Review: W&M Music Ensembles
18	Complete: Communication Expectation Worksheet (coming soon!)
22	Review: Constructive Dialogue Perspectives
29	Review: Personal Information Questionnaire
29	Review: Emergency Evacuation Plan
August 2024		✔
1	Due: Initial Fall eStatement (Tuition & Fees)*
1	Available: Student Account Credit to Tribe Card Transfer Form
2	Review: Financial Aid Prior to Your Campus Arrival
6	Discuss: "See ya later!" moment with student
10	Due: Updated eStatement (Tuition & Fees)
12	Review: eStatement to Ensure Student Account Settled
15	Shipping Deadline: Get your W&M Class of 2028 Gear!
TBD	International Undergraduate Orientation
23	New Student Residence Hall Move-In
24	Participate: Parent & Family Orientation
28	Watch: Opening Convocation Opening Convocation is livestreamed for the viewing pleasure of families and alumni.
29-Sept 3	Share with your Student: My First W&M Weekend
September 2024		✔
1	Due: Updated eStatement (Tuition & Fees)
10	Available: Updated eStatement
27-29	Participate: Family Weekend

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