Requester details
Full name, relationship to student, contact phone and email so the office can confirm or request clarifications if needed.
A concise, properly documented request clarifies scope, establishes consent for record release under FERPA, creates an audit trail, and helps institutions process evaluations consistently and quickly.
Common requesters and recipients vary by use: some letters are written by students, others by school officials or employers.
Choose the signer and delivery method that match institutional rules for record release and FERPA consent to avoid rejection.
Full name, relationship to student, contact phone and email so the office can confirm or request clarifications if needed.
Student full legal name, date of birth, student ID or enrollment number, and attendance dates to ensure accurate record location.
Specify transcript type (official/unofficial), diploma copy, course descriptions, or syllabus attachments required for equivalency reviews.
Explain whether evaluation is for transfer, licensure, certification or employment and state any hard deadlines for submission.
Include explicit FERPA authorization or institutional release language required to permit records disclosure.
Specify email, secure portal, postal address, or evaluator contact with preferred format and any notarization requirements.
| Field | Configuration | Field name | Recommended setting |
|---|---|
| Authentication | Email + optional SMS code |
| Signature Field | Required with date field |
| Attachments | Allow PDF uploads, limit 25 MB |
| Reminders | Auto-remind after 7 days |
Choose a delivery method that the receiving institution accepts and that preserves auditability.
Provide request as soon as evaluation is needed
7–21 business days for most transcript evaluations
2–5 business days with additional fee
Institutional re-evaluations often allow 30 days
Revocation is typically effective immediately but does not retroactively undo disclosures
Prepare letter and confirm identity documents are included.
Send to registrar or evaluator and note the submission timestamp.
Evaluator checks records, compares curricula, and determines equivalency.
Evaluator delivers official evaluation to requester or designated recipient.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A student requests an equivalency evaluation for transfer credit, attaching official transcript and syllabus
An international applicant requests a credential evaluation for licensure, providing sealed diplomas and translations
The registrar is authorized to certify and release official transcripts and evaluations. Their signature or institutional seal is accepted by most receiving organizations as proof of authenticity and chain of custody.
The student signs to authorize release of FERPA-protected records. If under 18 or otherwise represented, a parent or guardian signature may be required per institutional policy.