Advising Toolkit

• Schedule Builder
• Registration Calendar
• Cancel/Add Deadlines
• Undergraduate Catalog
• Sample Plans
• AP, IB, and CLEP Transfer Credits
• U Credit Abroad Database
• Course Transfer Credit Evaluation
• Registration Instructions

• Academic Policy Petition Advisor Guide
• Academic Restoration Process Guide
• Exceptions and Waivers Grid
• Curricular Hub
• Acronyms and Abbreviations
• UMN Policy Library
• Administrative Degree Clearance
• Incomplete Grade Contract
• Google Account Closure Timelines
• Early Registration Guide for Pregnant and Parenting Students
• Student Group List
• Service Indicator List
• Withdrawal Checklist
• CPT/OPT Request Process
• Degree Progress Tool
• Repeated Courses in APAS (bracketing)

• APLUS
• APAS
• Graduation Planner
• Transferology
• TransferologyLab
• Handshake at the University of Minnesota

• List of Advising Offices
• UMN Directory
• Campus Maps

• Financial Aid Eligibility
• Financial Aid Eligibility Communications
• Undergraduate Full Time Enrollment Fact Sheet

One Time Late Withdrawal Guide

Please share this z-link with students interested in submitting a request: z.umn.edu/OTLateWithdrawal 

Updating Expected Graduation Term (EGT)

• If Degree Checkout Status is blank: Colleges may update a student’s EGT using the “How to” guide.
• If Degree Checkout Status is “Applied”: Undergraduates may change their EGT by submitting a "Request to Change EGT" form.
• If Degree Checkout Status is “Applied” and the student is unable to submit their own request: Advisors may complete the "Advisor Request to Change EGT" form.

Adjusting Minimum Credit Threshold

• PeopleSoft guide for adjusting enrollment limits: After an advisor or other staff has contact with the student, the minimum threshold can be reduced or removed so the student can complete the drop.
• Handout for students with important considerations

Liberal Education Transfer Credit Evaluation

Students can submit a transfer course review through the Transfer Credit Evaluation system. Courses will be evaluated to determine if they 1) transfer and 2) meet liberal education requirements. 

Writing Intensive Requests

• WI (Writing Intensive) Petition Guidelines
• WI petition: Directed Study or Course Supplement Contract

Request for Reevaluation of Transfer Credit

Students should initiate this form in collaboration with an academic advisor.

Request for Evaluation of International Transfer Credits

• TES public link (to see international course evaluations)
• Request for evaluation of international credits (for circumstances when paper is needed)

Leave of Absence 

Students seeking a LOA can turn completed forms into their advisor or advising office. Advisors can use the LOA guidelines for navigating students along with the instructions to process an LOA.

Student Advisor Records Release Form 

This form allows the University to release student advising record information to a third party. Click for instructions on how to process a release. 

Additional Advising Policies and Forms 

Access policies and forms related to advising: final exams, grading and transcript policy, FERPA, change of college deadlines, course repeat policy, and more!