Form templates / Education & Schools
School Transfer Request Form
A school transfer request form has to gather facts and handle a family that is often in a difficult situation. Where they are now, which year group, when they need to move, and why.
For schools, colleges, tutors and education administrators.
Ask why, and make it optional to elaborate
Transfer requests come from house moves, from a child who is unhappy, and sometimes from something serious. The reason genuinely matters for prioritisation and for the conversation that follows - but a required free-text box asking a parent to justify themselves reads badly.
So this template offers a short list of reasons plus an optional space to explain in confidence. Families who want to say more can; families who don't aren't forced to write about bullying in a text box before anyone has spoken to them.
The same questions, in the same order, every time
Applications that arrive as emails and attachments are impossible to compare - one has the dates, another has the budget, none of them have both. You end up rebuilding each one by hand before you can make a decision.
A single form fixes that at the source: every application has the same fields, so reviewing is reading a table rather than reconstructing one.
Term-time admin, with permission slips that arrive
A trip letter sent home in a bag comes back late, damp or not at all. The same request as a link in an email or text is answered the same evening, by both parents, with the emergency contact and the allergy filled in.
And you get a list instead of a pile: who has consented, who hasn't, and what each child needs - exportable to whatever the office already runs on.
One link, and a written record
Share one link and every application lands in one place, timestamped, in the applicant's own words - which is exactly what you want if a decision is ever questioned.
Make it yours in a minute
Change the wording, drop the questions you don't need, add the ones you do, put your own colour on it. Saving publishes it, and you get a link to paste into your website, your email signature or a message. Responses land in your dashboard and download as a spreadsheet whenever you want them.
What this template asks
- Child's full name
- Date of birth
- Parent or guardian name
- Email address
- Contact number
- Home address
- Name of current school
- Current year group
- When would you like to start?
- Do you live in our catchment area?
- Main reason for the transfer
- Anything you'd like to tell us, in confidence?
- Does your child have an EHCP, IEP or support plan?
- Details of the support currently in place
- Subjects or activities your child particularly enjoys
- You may contact my child's current school
More Education & Schools forms
Questions
Does this replace the local authority process?
No - in most places transfers run through a council or district process, and the form should say so with a link. Use it to open the conversation and gather what you need for your own records.
Should we ask about additional needs?
Yes, and say why: knowing about an EHCP, IEP or support plan early is what lets you answer honestly about whether you can meet a child's needs.
Can applicants attach a CV or document?
Not yet - file uploads are on the roadmap. Most people ask for a link (to a portfolio, a CV in cloud storage, or a profile) which works today and keeps the form fast.
Can I close applications on a deadline?
Yes. Close the form and anyone with the link sees a short closed page instead of the questions, so nobody fills in an application that can't be considered.
Can more than one person review them?
Yes - invite your team into the same account and they'll see the same responses. You can also export to a spreadsheet and score them wherever you like.
Do parents need an account or an app?
No. They tap a link and answer. Only staff need an account, and you can invite colleagues into the same one so the office and the trip lead see the same responses.
Publish your school transfer request form today
Start from this template and change anything you like. Free to begin.