When you submit an undergraduate Transfer CoC, you'll need to select a reason code. This chapter explains the reason codes and the rules relating to them.

All fees to new course

You should use this reason code when a student is internally transferring to a new course and you want all fees to go to the new course. In this case, the effective date of the Transfer CoC must be before the start date of the course the student is currently on.

We will not allocate any funding to the original course. When the student moves to the new course, you'll be able to submit attendance confirmations to release the funding.

Split fees

You should use this reason code when a student is internally transferring to a new course after you've submitted a positive attendance code. The effective date of the Transfer CoC must be after the course start date.

When the CoC goes through, the student's original course will receive funding based on the positive attendance confirmations you've submitted by the transfer effective date.

You should enter 100% of the fees. The system will split these based on the effective date you've entered.

If 25% of the fees should go to the original course, the effective date should be after the submission date of term 1 but before the attendance confirmation is submitted for term 2. If 50% of the fees should go to the original course, the effective date should be after the submission date of a positive term 2 attendance confirmation.

Example:

A student begins academic year 2021/22 on course A in September. In October, you submit an A attendance code for the student. This releases 25% of the total academic year funding for term 1.

The student then tells you that they want to switch to course B on 31 December, before term 2 attendance has been confirmed.

You should submit a Transfer CoC using the split fees reason code and an effective date of 31 December. This will move the student to the new course and course A will keep 25% of the total fees that were already released in term 1.

Course B will get the remaining 75% of the fees when you submit positive attendance codes for terms 2 and 3.

Transfer in

You should use this reason code for an external transfer when a student is moving from one higher education provider to another.

The new provider must submit this CoC as soon as possible. This will remove the student from the worklists of the original provider.

We will not be able to redirect any funding released to the original provider before the Transfer CoC has been processed. If there are any disputes of funding, the providers must handle these between them.

Before a Transfer CoC is submitted, the new provider can submit a manual registration. This will release maintenance funding if the undergraduate student has applied for this support and the original provider has not confirmed their registration.