How Do I Transfer a Student's Account

This article outlines the process for transferring students within FinalForms, providing essential information for families who are moving to a new school district or switching schools within the same district.

Each school district maintains its own database for security and compliance reasons. This means that the data is owned and managed by the individual districts, which ensures that sensitive information is protected according to local regulations and policies.

Due to the ownership of data by each school district, it is not feasible for us to facilitate the transfer of information between districts. This restriction is in place to safeguard the privacy and integrity of student information.

Families who are transitioning to a new school district will need to take the following steps:

• Contact the administration of the new school district to initiate the process of creating new accounts for their children.

• Provide any necessary documentation or information required by the new district to establish student records.

By following these steps, families can ensure a smooth transition to their new educational environment.

If a student is switching to a new school within the same district (for example, from one middle school to another), an Administrator will need to complete this.

The school transferring the student will be able to release them by using the Transfer button on the enrollment records. Doing so will allow the school that is acquiring the student to instantly find them at their school. Here are step-by-step instructions:

The administrator who is transferring the student will need to:

1. Go to Manage > Students.

2. Click the Edit button on the student's record.

3. Scroll to the Admin Only section of the page.

4. Click <->Transfer.

5. Set the school to the accepting building and click Add Enrollment Record to complete the process.

Once these steps have been completed, the student will be successfully transferred, and their enrollment records will keep the appropriate student enrollment history.

We hope this information helps make student transfers smoother. If you have any questions or require further assistance, please do not hesitate to contact our Support Team.