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Assignment and Transfer of Students

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ASSIGNMENT AND TRANSFER OF STUDENTS

FREDERICK COUNTY PUBLIC SCHOOLS Reg. No. 400-15

Subject: ASSIGNMENT AND TRANSFER OF STUDENTS Issued: 9/1/79

Preparing Office: Office of the Superintendent Amended: 5/15/19

I. Policy 430 Attendance at Schools

Policy 200.2 Redistricting

II. Procedure

A. Applying For An Out-of-District Transfer

The Department of Student Services receives requests for student transfers to schools outside of the student's home attendance district. Requests to transfer from a student's home school district may be made by parents/legal guardians. The following will be considered when evaluating such requests:

1. The student is applying for a program which is not available in the home school's district, and the receiving school principal has no objection.

2. With regard to a K-8 student, the student goes to school from, or returns after school, to a home other than the student's own because no parent can be at home and there would be no responsible adult in the child's home to either send or receive the student from school. Note: The name and address of the adult providing this care must be recorded on the application. The daycare provider must reside or be located in the requested district. With the exception of those daycare facilities on Ft. Detrick's military base serving the Department of Defense, out-of-district transfers are not allowed in any school which has been designated as restricted due to overcapacity conditions. Other exceptions may be granted only by the Superintendent or his/her designee.

3. The transfer is recommended by the Department of Student Services, and the receiving school principal has no objection.

4. A mental health or medical professional who has an established therapeutic relationship with the student and who is treating the student has provided a psychiatric or psychological written recommendation to support the transfer of the student which may include specific and detailed reasons for such request. Note: In such cases, the pupil personnel worker may ask the parent to grant permission for him/her to contact and confer with the treating mental health or medical professional to exchange information about the student. The pupil personnel worker will review the request and make a recommendation to the Director of Student Services.

5. The student's family has presented verification of bona fide plans to move into the requested school district and occupy the new residence during the current school year.

6. The student is the child of a benefited Frederick County Public Schools (FCPS) employee and is seeking to attend school either where the parent is employed, or a different FCPS school based on the student's grade level.

7. The student has completed the first two quarters of the school year, has moved, but desires to complete the school year in his/her current school.

B. Out-of-District Transfer Requests May Be Denied Under The Following Conditions:

1. The school being requested is over capacity and considered restricted to out-of-district transfers.

2. The request is a result of Board of Education approved redistricting.

3. The transfer poses an undue burden on the school system. (e.g., Specific grade levels may be restricted at a non-restricted school if found to be over capacity.)

4. The student being considered has a poor attendance record, failing grades, or disciplinary concerns.

5. A request is for the purpose of participating in athletics. Note: If fraud or misrepresentation is discovered, the student's out-of-district transfer may be immediately rescinded and athletic consequences may be imposed based on Maryland law and Maryland Public Secondary Schools Athletic Association (MPSSAA) rules. Penalties may be imposed against the school, the coach and/or the student as identified in Maryland law under the following link to COMAR13A.06.03.05 http://www.dsd.state.md.us/COMAR/SubtitleSearch.aspx?search=13A.06.03.* Athletic related fees and expenses will not be refunded.

NOTE REGARDING FCPS IN-SEASON ATHLETIC TRANSFER:

Students who legally and voluntarily transfer from one FCPS high school into another FCPS high school and request to participate on an interscholastic athletic team after the season has begun may be considered, at the discretion of the coach, to be part of the team. If selected for the team, the student-athlete may not participate in a regularly scheduled game or athletic contest until at least 20 calendar days have elapsed after and including the first day he or she practices with the new school/team.

* The beginning of each season (fall, winter and spring) is defined as the first allowable practice date set forth by the MPSSAA.

C. Application/Approval Process

1. Out-of-district applications will be accepted by the Department of Student Services office from January 2 to March 1 of the school year preceding the request by using the form located on the FCPS Web site: http://www.fcps.org/student-services/Forms

2. If an out-of-district application has been approved for a student, the application will need to be submitted for annual review. Approval is granted on a year-to-year basis.

1 Exceptions may be made if an out-of-district decision has been previously rendered based on daycare.

3. A student granted an out-of-district transfer must reapply between January 2 and March 1 prior to each new school year. The pupil personnel worker, in consultation with the school principal, will make a determination regarding the request and inform the parent of the decision by April 1.

4. After the receipt of the application to request a transfer outside of the home school district attendance area, the pupil personnel worker assigned to the requested school of the student will process the request and notify, in writing, the parents and the schools involved of the decision.

5. If the transfer is approved, the parent/student must provide his/her own transportation unless otherwise prescribed by law.

D. Requirements/Revocations

1. A student applying for an out-of-district transfer must have demonstrated compliance with school rules and regulations in his/her current placement (i.e, attendance, grades, tardiness, and behavior). Students not meeting these standards may have their request for out-of-district transfer denied.

2. Students granted conditional out-of-district approval and who do not comply with the terms and conditions stated in the acceptance letter from the Department of Student Services may have the out-of-district approval revoked for the following instructional term. The pupil personnel worker, in consultation with the school principal, will make the determination.

E. Appeal

Appeals of pupil personnel workers' decisions are first reviewed by the Director of Student Services. Thereafter, appeals may be filed in accordance with Board Policy 105 Appeal and Hearing Procedures as a 4-205(c) appeal using the “Appeal Information Form/Superintendent (or Designee) Level” (pages 8 and 9 of Board Policy 105). The standard of review in appeals is whether the decision is arbitrary, unreasonable or illegal. The appellant has the burden of persuasion to provide evidence submitted on the appeal form that supports the position that the decision was arbitrary, unreasonable or illegal.

NOTE: Cross-reference FCPS Regulation 400-55 and FCPS Regulation 400-07

Approved:

Original signed by

Theresa R. Alban

Superintendent

 

Out-of-District Transfer Application Fields

Student Name:

Parent/Legal Guardian Name:

Home School District:

Requested School District:

Requested School:

Effective Date:

Reason for Request

Eligibility / Condition Checkboxes

Program not available in home district

Daycare / care arrangement in requested district

Transfer recommended by Student Services

Medical / mental health recommendation provided

Bona fide plans to move into requested district

Child of benefited FCPS employee

Completed first two quarters and moved

Request related to athletics

Parent/Guardian Signature:

Date:

School Principal Signature:

Date:

Enter text✕

What the Assignment and Transfer of Students document is

An Assignment and Transfer of Students is a written authorization used by educational institutions, parents or legal guardians to transfer a student’s academic records, special education files, health summaries, and other official documents from one school or district to another. It documents consent, identifies the records to be transferred, names the releasing and receiving institutions, and sets an effective date and any conditions. The form often accompanies requests to local or state education agencies and is used to ensure FERPA-compliant handling of personally identifiable information during an enrollment change or inter-district transfer.

Why a clear transfer form matters for schools and families

A precise Assignment and Transfer of Students protects student privacy, documents consent under FERPA, and speeds record delivery between institutions.

Why a clear transfer form matters for schools and families

Who completes and signs this transfer form

Typical filers include school registrars, district student records staff, parents or legal guardians, and authorized representatives.

  • School registrars and records clerks responsible for assembling and releasing official files to another school or district.
  • Parents or legal guardians who must consent to transfer educational and health-related student records for minors.
  • Authorized agents or school attorneys handling inter-district or cross-jurisdictional transfers on behalf of an institution.

Primary signer roles

School Registrar

Responsible for verifying which records are maintained, confirming enrollment status, and initiating transfer requests. The registrar verifies identity, applies local retention rules, and records the transfer in school information systems.

Parent/Guardian

Provides legal consent for records release for minors or acts as the student's authorized representative. The parent or guardian must provide identification and sign to authorize disclosure under FERPA.

Core components to include in a professional transfer form

A complete Assignment and Transfer of Students form is concise but comprehensive: it identifies parties, lists records, documents consent, sets effective dates, specifies routing instructions, and includes a signature block with authentication options.

Identifying information

Student name, date of birth, student ID, and current school to ensure records match the correct file.

Records list

Clear description of records to transfer — transcripts, immunization records, IEPs, discipline records, and health summaries.

Receiving party

Name and address of the receiving school or district, plus contact person and delivery method requested.

Consent language

Explicit authorization statement referencing FERPA and any limitations on disclosure or the intended use of transferred records.

Effective dates

Effective date of transfer, expiration if any, and deadlines for processing or delivery.

Signature and verification

Signature block for parent/guardian or authorized school official and space for witness, notary, or e-sign verification when required.

Essential data fields to collect

Student Name: Full legal name
Date of Birth: MM/DD/YYYY
Student ID: District identification number
Current School: School name and address
Records Requested: Files to transfer
Signature: Signer name and date

Step-by-step: completing and submitting a transfer

Follow these ordered steps to prepare and route the Assignment and Transfer of Students for prompt processing.

  • 01
    Request: Parent or registrar initiates the transfer request.
  • 02
    Verify identity: Confirm student identity with DOB and student ID.
  • 03
    List records: Specify documents to be transferred.
  • 04
    Sign and send: Obtain required signatures and deliver to receiving school.

Where the completed form goes and how it moves

Common routing paths vary by district; include contact and method so records arrive at the correct office without delays.

  • Local Records Office: Initial receipt and verification of the transfer form.
  • Student Information System: Records logged and request queued for retrieval.
  • Records Release Team: Staff assemble physical or digital file copies.
  • Receiving School: Files delivered and intake confirmed.

Configuring an online transfer workflow

Configure routing, authentication, and file formats when automating transfer requests within a student information or records system.

Field Configuration
Authentication Email link or SMS code; consider stronger verification for sensitive records
Routing order Parent → Registrar → Records Release → Receiving School
File format PDF preferred; include original file attachments when needed
Audit trail retention Store timestamp, IP, and signer identity for FERPA compliance

Digital signing and delivery requirements

Choose a platform that supports secure e-signing, audit trails, and integrations with cloud storage or SIS platforms.

  • SIS integration: Supports automated field mapping
  • Cloud storage: Accepts PDF, DOCX uploads
  • Authentication: Email, SMS, or KBA

Typical timelines and processing expectations

Processing times depend on district workload and delivery method; plan accordingly to avoid enrollment gaps.

Request acknowledgment:

Within 3–5 business days in most districts

Processing timeframe:

Typically 5–15 business days depending on volume

Expedited delivery:

May be available for urgent enrollment needs

Digital delivery confirmation:

Immediate with verified e-sign audit trail

Physical mail delivery:

Depends on postal timing and district handling

Key milestones from request to receipt

Sequential milestones help track the transfer and set expectations for each party involved.

01

Request Submitted

Parent or registrar files the transfer authorization.

02

Authorization Verified

Records office confirms signer identity and consent.

03

Records Compiled

Staff assemble requested documents for release.

04

Records Delivered

Receiving school acknowledges receipt and updates SIS.

Common preparation mistakes to avoid

  • Incomplete student identifiers — missing DOB or student ID prevents matching records and delays processing.
  • Vague record descriptions — asking for 'all records' without specifics can produce incomplete or delayed transfers.
  • Wrong recipient details — incorrect receiving school address or contact causes misrouting and rework.
  • Unsigned or improperly authenticated forms — missing signatures or weak authentication void requests under FERPA policies.

Risks and potential consequences of incorrect transfers

FERPA complaint: Possible investigation
Privacy breach: Unauthorized disclosure risk
Enrollment delay: Student denied timely placement
Administrative fines: District-level penalties possible
Loss of trust: Family and community impact
Remediation costs: Staff time and legal review

Real-world scenarios where transfers are used

These two scenarios show common, practical uses for the Assignment and Transfer of Students form.

Case Study 1

A family relocates between districts and requests records transfer to enroll the student quickly.

  • The receiving school needs transcripts and immunizations to register.
  • Properly completed transfer authorization reduced enrollment delay and ensured continuity of services such as special education and health accommodations.

Case Study 2

A student moves to a new state and the new district requests a full file transfer for IEP review.

  • IEP and assessment records are time-sensitive for placement.
  • Timely, authenticated release enabled correct placement and avoided service gaps during the transition between districts.

How Assignment and Transfer differs from a general records release

Compare the Assignment and Transfer of Students to a generic Records Release Authorization to choose the correct form for each situation.

Criteria Assignment and Transfer Records Release Authorization
Purpose school-to-school transfer broader third-party disclosure
Typical signers registrar/parent parent or legal representative
Notarization rarely required sometimes required
FERPA considerations directly implicated directly implicated

eSignature vendor comparison for completing transfers

Select a secure eSignature provider that supports audit trails, FERPA-appropriate controls, and the integrations your district needs. Pricing varies by plan and billing term.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
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Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Practical tips for accurate and efficient transfers

Adopt consistent procedures to reduce delays and ensure compliant disclosure of student records.

Use standardized forms
Adopt a single district-approved transfer template that lists common record types and includes clear consent language to reduce back-and-forth with families and receiving schools.
Verify identity early
Confirm parent/guardian identity with matching DOB and student ID before compiling records to prevent releasing the wrong file and protect student privacy.
Retain audit trails
Keep signed copies, timestamps, and delivery confirmations for the legally required retention period and to respond to any FERPA inquiries or disputes.
Train staff
Provide brief training for registrars on common pitfalls, required fields, and digital workflow steps to reduce processing errors and improve throughput.

Common questions about completing and sending the transfer form

Answers to frequent issues that arise when preparing an Assignment and Transfer of Students.


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