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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 2026 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 2022

2

Bookmark: New Student & Family Welcome Events Calendar

2

Review: Summer Pre-Orientation Programs at W&M

2

Order: Get your W&M Class of 2026 Gear!

2

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

4 @
Noon

Deadline: Courageous Leadership & Authentic Excellence Cohort
14

Review: Student Accessibility

14 Review: First-Gen Low-Income (FGLI) Student Resources
18

Link Emailed: New Student Inventory

31

Due: Freshman 2022-2023 Housing Application
All freshman students are required to live on-campus during their first four W&M semesters.

June 2022

1

Due: AC & Housing Related Accommodation Requests

1 Due: Health History & Immunizations*
1

Due: New Student Inventory

10 Review: Laptop Information 
10

Review: Financial Aid

mid

Available: Meal Plan Info
All students living in university property are required to have a meal plan.

27

Available: College Studies*

July 2022

1 Available: Insurance Requirement Forms
1 Recommended Deadline: eServices Authorized User Set-up
Deadline: Language Proficiency Placement Exam
Only students interested in registering for certain language classes must take these placement exams.
5 Available: Health Promotion's SafeColleges Mini-Course
6 Review: Financial Aid before Fall eStatement Issued
9 Due: College Studies, Part 1*
Part 1 must be complete by this date in order to participate in the early registration process.
11 Available: eServices Payment Plan & Initial Fall eStatement
15 Deadline: Get Your W&M Class of 2026 Gear
15 Review: New Student Residence Hall Move-In Routes
15 Due: TribeCareers Industry Newsletters
15 Review: W&M Music Ensembles
15 Due: TribeLink Student Involvement
18 Available: Fall Semester Early Registration
25

Link Emailed: CIRP Survey

27

Deadline: Upload Tribe Card Photo

29

Due: Personal Information Questionnaire*

29 Due: Emergency Evacuation Plans*
30 Due: Academic & Non-Housing Related Accommodation Requests
31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies, Part 2*

August 2022

1

Due: Initial Fall eStatement (Tuition & Fees)*

3 Available: Constructive Dialogue Perspectives 
5 Due: Orientation Transportation-Related Accommodation Requests
9 Available: Student Account Credit to Tribe Card Transfer Form
10 Review: Financial Aid Prior to Your Campus Arrival
10 Available: Updated eStatement
18 Review: eStatement to Ensure Student Account Settled
Hybrid

International Undergraduate Orientation
Freshmen who are also International Students are required to participate in this program.

25-26 New Student Residence Hall Move-In
26-30

New Student Orientation*
Orientation is an enrollment requirement.

29 Available: Fall Semester Final Registration
30 Deadline: eServices Refund Set-up
31 Attend: First Day of Classes & Convocation

September 2022

1

Due: Updated eStatement (Tuition & Fees)

1-6

Participate: My First W&M Weekend

5

Due: Health Promotion's SafeColleges Mini-Course

9

Due: Renewal Requests for Academic Accommodations

10

Available: Updated eStatement

October 2022

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 2022

2

Bookmark: New Student & Family Welcome Events Calendar

2

Review: Summer Pre-Orientation Programs at W&M

2

Available: Transfer 2022-2023 Housing Application
All social class 2026 and 2025 transfer students are required to live on-campus.

2

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

14 Review: Student Accessibility
14 Review: New Military Veteran Student Resources
14 Review: First-Gen Low-Income (FGLI) Student Resources
18

Link Emailed: New Student Inventory

25 Participate: Fall 2022 New Transfer Welcome
31

Due: Transfer 2022-2023 Housing Application
All social class 2026 and 2025 transfer students are required to live on-campus.

June 2022

1

Due: AC & Housing Related Accommodation Requests

1 Due: Health History & Immunizations*
1

Due: New Student Inventory

10 Review: Financial Aid
10 Review: Laptop Information
mid

Available: Meal Plan Info
Students living in university property are required to have a meal plan. Commuter meal plans are also available.

13

Available: College Studies*

18 Deadline: Language Proficiency Placement Exam
Only students interested in registering for certain language classes must take these placement exams.
23

Due: College Studies, Part 1*
Part 1 must be complete by this date in order to participate in the early registration process.

27 Available: Fall Semester Early Summer Registration

July 2022

1 Available: Insurance Requirement Forms
1 Recommended Deadline: eServices Authorized User Set-up
5 Available: Health Promotion's SafeColleges Mini-Course
6 Review: Financial Aid Before Fall eStatement Issued
11 Available: eServices Payment Plan & Initial Fall eStatement
15 Review: New Student Residence Hall Move-In Routes
15 Due: TribeCareers Industry Newsletters
15 Review: W&M Music Ensembles
15 Due: TribeLink Student Involvement
25

Link Emailed: CIRP Survey

27 Deadline: Upload Tribe Card Photo
29

Due: Personal Information Questionnaire*

29 Due: Emergency Evacuation Plans*
30 Due: Academic & Non-Housing Related Accommodation Requests
31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies, Part 2*

August 2022

1

Due: Final College Transcript*
Failing to meet this deadline will result in an account hold - and - you being removed from any registered courses.

1

Due: Initial Fall eStatement (Tuition & Fees)*

1

Available: Fall Semester Late Summer Registration

3 Available: Constructive Dialogue Perspectives 
5

Due: Orientation Transportation-Related Accommodation Requests

9 Available: Student Account Credit to Tribe Card Transfer Form
10 Review: Financial Aid Prior to Your Campus Arrival
10 Available: Updated eStatement
18 Review: eStatement to Ensure Student Account Settled
Hybrid

International Undergraduate Orientation
Transfer Students who are also International Students are required to participate in this program.

25-26 New Student Residence Hall Move-In
26-30

New Student Orientation*
Orientation is an enrollment requirement.

29 Complete: Fall Semester Registration
30 Deadline: eServices Refund Set-up
31 Attend: First Day of Classes & Convocation

September 2022

1

Due: Updated eStatement (Tuition & Fees)

1-6

Participate: My First W&M Weekend

5

Due: Health Promotion's SafeColleges Mini-Course

9

Due: Renewal Requests for Academic Accommodations

10

Available: Updated eStatement

October 2022

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 2022

2

Bookmark: New Student & Family Welcome Events Calendar

2

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

14 Review: Student Accessibility
14 Review: First-Gen Low-Income (FGLI) Student Resources
31 On-Campus Housing is Guaranteed; Review Assignment with Residence Life

June 2022

1 Due: AC & Housing Related Accommodation Requests
1 Due: Health History & Immunizations*
10 Review: Laptop Information
mid

Available: Meal Plan Info
Students living in university property are required to have a meal plan.

July 2022

1 Available: Insurance Requirement Forms
1 Recommended Deadline: eServices Authorized User Set-up
11 Available: eServices Payment Plan & Initial Fall eStatement
5 Available: Health Promotion's SafeColleges Mini-Course
15 Review: W&M Music Ensembles
15 Due: TribeLink Student Involvement
25

Link Emailed: CIRP Survey

27 Deadline: Upload Tribe Card Photo
29

Due: Personal Information Questionnaire*

29 Due: Emergency Evacuation Plans*
30 Due: Academic & Non-Housing Related Accommodation Requests
31

Due: Insurance Requirement - Enrollment or Waiver

August 2022

1

Due: Initial Fall eStatement (Tuition & Fees)*

3 Available: Constructive Dialogue Perspectives 
5

Due: Orientation Transportation-Related Accommodation Requests

10 Available: Updated eStatement
18 Review: eStatement to Ensure Student Account Settled
Hybrid

International Undergraduate Orientation
International Exchange Students are required to participate in this program.

25-26 New Student Residence Hall Move-In
26-30

New Student Orientation*
Participation in Orientation is an enrollment requirement.

30 Deadline: eServices Refund Set-up
31 Attend: First Day of Classes & Convocation

September 2022

1

Due: Updated eStatement (Tuition & Fees)

1-6

Participate: My First W&M Weekend

5

Due: Health Promotion's SafeColleges Mini-Course

9

Due: Renewal Requests for Academic Accommodations

10

Available: Updated eStatement

October 2022

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 2026 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.

June 2022

8 Review: Second-Year Host Student Guide
10 Review: Laptop Information
mid

Available: Meal Plan Info
All students living in university property are required to have a meal plan.

27

Available: College Studies

July 2022

1 Due: Health History & Immunizations*
1 Available: Insurance Requirement Forms
1

Review: JDP Academic Program Standards

1 Recommended Deadline: eServices Authorized User Set-up
5 Available: Health Promotion's SafeColleges Mini-Course
11 Available: eServices Payment Plan & Initial Fall eStatement
15 Review: New Student Residence Hall Move-In Routes
15 Due: TribeCareers Industry Newsletters
15 Review: W&M Music Ensembles
15 Due: TribeLink Student Involvement
25

Link Emailed: CIRP Survey

27 Deadline: Upload Tribe Card Photo
29

Due: Personal Information Questionnaire*

29 Due: Emergency Evacuation Plan*
30

Due: Academic & Non-Housing Related Accommodation Requests

31

Due: Insurance Requirement - Enrollment or Waiver

31

Due: College Studies*

August 2022

1

Due: Initial Fall eStatement (Tuition & Fees)*

3 Available: Constructive Dialogue Perspectives 
5 Due: Orientation Transportation-Related Accommodation Requests
10 Available: Updated eStatement
18 Review: eStatement to Ensure Student Account Settled
Hybrid

International Undergraduate Orientation
WaMStA Students who are also International Students are required to participate in this program.

25-26 New Student Residence Hall Move-In
26-30

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

30 Deadline: eServices Refund Set-up
30 Begins: Fall Semester Course Add/Drop Period
31 Attend: First Day of Classes & Convocation

September 2022

1

Due: Updated eStatement (Tuition & Fees)

1-6

Participate: My First W&M Weekend

5

Due: Health Promotion's SafeColleges Mini-Course

9

Due: Renewal Requests for Academic Accommodations

10

Available: Updated eStatement

October 2022

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 2022

2

Learn & Connect: W&M Parent & Family Programs
Come September, they will be your best source of campus information and involvement opportunities.

2

Bookmark: New Student & Family Welcome Events Calendar

2

Review: Summer Pre-Orientation Programs at W&M

2

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

2

Order: Get your Class of 2026 W&M Gear!

14

Review: Student Accessibility Services & Request Deadlines

14 Review: New Military Veteran Student Resources
14 Review: First-Gen Low-Income (FGLI) Student Resources
15

Connect: with Parent & Family Programs on Facebook and Instagram

15

Review: Health History & Immunizations

18

Review: New Student Inventory

18

Review: On-Campus 2022-2023 Housing Process

18

Order: Your Book for the "On the Same Page" Book Club

June 2022

1 Register: Parent & Family Orientation
10 Review: Financial Aid
10 Review: Laptop Information
20 Review: College Studies

July 2022

1 Review: Insurance Requirement
1 Recommended Deadline: eServices Authorized User Set-up
6 Review: Financial Aid Before Fall eStatement Issued
11 Available: eServices Payment Plan & Initial Fall eStatement

15

Deadline: Get your W&M Class of 2026 Gear!

20

Review: Personal Information Questionnaire

20 Review: Emergency Evacuation Plan

20

Review: TribeLink Student Involvement

August 2022

1

Due: Initial Fall eStatement (Tuition & Fees)*

9 Available: Student Account Credit to Tribe Card Transfer Form
10

Due: Updated eStatement (Tuition & Fees)

10 Review: Financial Aid Prior to Your Campus Arrival
18 Review: eStatement to Ensure Student Account Settled
Online

International Undergraduate Orientation

25-26

New Student Residence Hall Move-In

26-27

Participate: Parent & Family Orientation

31

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

September 2022

1

Due: Updated eStatement (Tuition & Fees)

10

Available: Updated eStatement

23-25

Participate: Family Weekend

October 2022

1 Due: Updated eStatement (Tuition & Fees)

Page Updates:
08.01.22 - CDI Perspectives information added
07.18.22 - CIRP Survey information added
06.17.22 - Music Ensemble information added
06.04.22 - SafeColleges timeline adjusted
05.04.22 - Transfer Transcript deadline added
05.02.22 - Tribe Guide published