School Maintained-Pupil Common Transfer File Record

Select the type of school completing this record.

Confirm only if the pupil has ceased to be registered at this school and has become registered at another school in England or Wales.

• Tick when complete

Complete this field when the confirmation above is not selected.

Select all events that caused this record to be opened.

Enter the relevant date for the transfer trigger selected above.

Enter the pupil's name as recorded in the school's records.

Enter the school's admission or pupil reference number.

Enter the Unique Pupil Number if it is held in the school's records.

Enter the pupil's date of birth.

Enter the name of the school completing this record.

Enter the establishment number if known.

Enter the name of the school to which the pupil is transferring.

Enter the establishment number if known.

Select the country in which the destination school is located.

Enter the contact name, role, email address or telephone number used for the transfer.

Confirm whether a common transfer file was created or identified for this transfer. For academy schools, record the actual action taken without assuming that the cited requirement applies.

• Tick when complete

Enter the file name, system reference or other internal identifier. Do not upload the file here.

Select the current status of the common transfer file transmission or receipt.

Complete when the common transfer file was sent.

Complete when delivery or receipt has been confirmed.

Select all methods used or attempted.

Select all categories that apply.

Describe what happened, what was checked, who was contacted and any information still outstanding.

Record the action required or taken to resolve an exception or failed transfer.

Complete when a follow-up action has a due date.

Select when all recorded follow-up actions have been completed.

• Tick when complete

Add any other relevant factual information about this transfer record.