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J-1 Exchange Visitors

J-1 EXchange Visitors

The J-1 Exchange Visitor is an individual who participates in a program designed to promote the interchange of persons, knowledge, and skills in the fields of education, arts, and sciences. Participants include trainees, scholars, students, teachers, researchers, graduate medical education, observation, consultations, or demonstrating specialized knowledge or skills, or participants in organized people-to-people programs. Summer employment programs for young people and internship programs for university students and au-pairs are included. 

J-1 Details

The Office of Immigration Services administers the University of Oklahoma’s J-1 program for Professor, Research Scholar, Short-Term Scholar, and Specialist as described below. Although participants may be students outside of the U.S. as long as they have obtained a Bachelor's degree, these are non-student categories

 

Foreign national physicians who seek entry into U.S. programs of graduate medical education or training must reach out to Educational Commission for Foreign Medical Graduates (ECFMG) and the Graduate College of OUHSC. ECFMG is designated by the U.S. Department of State as a sponsor for J-1 exchange visitor physicians enrolled in accredited programs of graduate medical education or training. ECFMG is the sole sponsor of J-1 physicians in clinical training programs.

Maintenance of J-1 Status

Exchange Visitors are required to have a valid, unexpired DS-2019 Form (see Petition Process below) and a valid, unexpired passport at all times. Sponsors may terminate an exchange visitor’s program for violating U.S. laws or program regulations or rules governing their particular program.

Categories and Duration of Stay

Review descriptions of the J-1 categories below and how long individuals in each category are allowed to remain in the U.S. 

The Research Scholar exchange visitor must be engaged primarily in conducting research, observing or consulting in connection with a research project in research institutions, post-secondary accredited educational institutions or similar types of institutions

  • They cannot be a candidate for tenure-track appointments. 
  • They cannot hold a student or staff position title at OU/OUHSC.
  • The research scholar may teach or lecture unless disallowed by the sponsor (OU). 
  • Any patient contact must be incidental to the designated research. 
  • This program does not support academic or graduate medical education and/or training.
  • A Research Scholar exchange visitor must not have been physically present in the U.S. in "J" visa status, for all or part of the 12-month period preceding their (re)entry into the U.S. as a Research Scholar or Professor participant (see Repeat Participation Bar).  An exception to that rule was provided to exchange visitors present in the U.S. for less than 6 months or whose presence in the U.S. was as a program participant in the category of "Short-term Scholar."
  • Minimum qualifications for this category are a bachelors degree with appropriate experience in the field of which research is to be conducted.

Duration of Stay in the U.S.

Participants in the Research Scholar category are authorized to engage in the exchange visitor program for the length of time necessary for completion of the project up to a cumulative total of five years beginning on the date of entry to the U.S. This cumulative total of five years is across all projects.  

The five-year calendar period is based on a “use or lose” basis. For example, any amount of time that a participant returns home will have that time counted towards the total five-year calendar period. This includes time away for vacation and holiday visits.

INA 212(e) Two-Year Home Residency Requirement

Under the Immigration and Nationality Act (INA Section 212(e)), an exchange visitor is subject to the two-year home-country physical presence requirement if the following conditions exist:

  • Government funded exchange program - The program is financed in whole or in part directly or indirectly by the U.S. government or the government of the exchange visitor's nationality or last residence;
  • Graduate medical education or training - The exchange visitor entered the United States to receive graduate medical education or training;
  • Specialized knowledge or skill: Skills List - The exchange visitor is a national or permanent resident of a country which has deemed the field of specialized knowledge or skill necessary to the development of the country, as shown on the Exchange Visitor Skills List. Review the Exchange Visitor Skills List 2009.

Restrictions - If you are subject to the two-year home-country physical presence requirement, you must return to your home country for a cumulative total period of at least two years before you can do any of the following:

  • Change status while in the United States to the nonimmigrant categories of temporary worker (H) or intracompany transferee (L);
  • Adjust status while in the United States to immigrant visa/lawful permanent resident status (LPR);
  • Receive an immigrant visa at a U.S. Embassy or Consulate; or
  • Receive a temporary worker (H), intracompany transferee (L), or fiancé (K) visa at a U.S. Embassy or Consulate.

Waiver of Two Year Home-Country Physical Presence Requirement - If you are not able to fulfill the home country presence requirement, you may apply for a waiver. Review Waiver of the Exchange Visitor Two-Year Home-Country Physical Presence Requirement to learn more about this requirement and how to request a waiver.

The nature of the 212(e) waiver application process is a personal one that is specific to each J-1 Exchange Visitor's situation; therefore, our office can provide general information about applying for it, but cannot provide any legal assistance or advice. 

Repeat Participation Bar

In addition to the 212(e) Home Residency Requirement, there is a separate restriction placed upon J-1 exchange visitors in the "Professor" and "Research Scholar" categories. This second restriction is called the "Bar on Repeat Participation." This restriction cannot be waived. 

When your current J-1 visa in the "Professor" or "Research Scholar" category ends and departs the U.S. or change status, you will be restricted for two years from beginning another "Professor" or "Research Scholar" J-1 program. Additionally, an international visitor is restricted from beginning a "Professor" or "Research Scholar" program if they have held a different J-1 of any category in the previous 12 months. 


Participants who complete a program which is less than five years will have the option to transfer to another institution and have the current program extended up to the maximum duration of five years, or return home and fulfill the two years of program ineligibility before repeating participation in one of these categories. 

A Professor exchange visitor is an individual primarily teaching, lecturing, observing, or consulting at post-secondary accredited educational institutions, museums, libraries, or similar types of institutions

  • The participant cannot be a candidate for a tenure-track position. 
  • A professor may also conduct research, unless disallowed by the sponsor (OU).
  • A Professor exchange visitor must not have been physically present in the U.S. in "J" visa status, for all or part of the 12-month period preceding their (re)entry into the U.S. as a Professor or Research Scholar participant (see Repeat Participation Bar).  An exception to that rule was provided to exchange visitors present in the U.S. for less than 6 months or whose presence in the U.S. was as a program participant in the category of "Short-term Scholar."

Duration of Stay in the U.S.

Participants in the Professor categories are authorized to engage in the exchange visitor program for the length of time necessary for completion of the project up to a cumulative total of five years beginning on the date of entry to the U.S. This cumulative total of five years is across all projects.  

The five-year calendar period is based on a “use or lose” basis. For example, any amount of time that a participant returns home will have that time counted towards the total five-year calendar period. This includes time away for vacation and holiday visits.

INA 212(e) Two-Year Home Residency Requirement

Under the Immigration and Nationality Act (INA Section 212(e)), an exchange visitor is subject to the two-year home-country physical presence requirement if the following conditions exist:

  • Government funded exchange program - The program is financed in whole or in part directly or indirectly by the U.S. government or the government of the exchange visitor's nationality or last residence;
  • Graduate medical education or training - The exchange visitor entered the United States to receive graduate medical education or training;
  • Specialized knowledge or skill: Skills List - The exchange visitor is a national or permanent resident of a country which has deemed the field of specialized knowledge or skill necessary to the development of the country, as shown on the Exchange Visitor Skills List. Review the Exchange Visitor Skills List 2009.

Restrictions - If you are subject to the two-year home-country physical presence requirement, you must return to your home country for a cumulative total period of at least two years before you can do any of the following:

  • Change status while in the United States to the nonimmigrant categories of temporary worker (H) or intracompany transferee (L);
  • Adjust status while in the United States to immigrant visa/lawful permanent resident status (LPR);
  • Receive an immigrant visa at a U.S. Embassy or Consulate; or
  • Receive a temporary worker (H), intracompany transferee (L), or fiancé (K) visa at a U.S. Embassy or Consulate.

Waiver of Two Year Home-Country Physical Presence Requirement - If you are not able to fulfill the home country presence requirement, you may apply for a waiver. Review Waiver of the Exchange Visitor Two-Year Home-Country Physical Presence Requirement to learn more about this requirement and how to request a waiver.

The nature of the 212(e) waiver application process is a personal one that is specific to each J-1 Exchange Visitor's situation; therefore, our office can provide general information about applying for it, but cannot provide any legal assistance or advice. 

Repeat Participation Bar

In addition to the 212(e) Home Residency Requirement, there is a separate restriction placed upon J-1 exchange visitors in the "Professor" and "Research Scholar" categories. This second restriction is called the "Bar on Repeat Participation." This restriction cannot be waived. 

When your current J-1 visa in the "Professor" or "Research Scholar" category ends and departs the U.S. or change status, you will be restricted for two years from beginning another "Professor" or "Research Scholar" J-1 program. Additionally, an international visitor is restricted from beginning a "Professor" or "Research Scholar" program if they have held a different J-1 of any category in the previous 12 months. 


Participants who complete a program which is less than five years will have the option to transfer to another institution and have the current program extended up to the maximum duration of five years, or return home and fulfill the two years of program ineligibility before repeating participation in one of these categories. 

Short-Term Scholar exchange visitors may lecture, observe, consult, and participate in seminars, workshops, conferences, study tours, professional meetings, or other types of similar educational and professional activities. This category provides foreign scholars the opportunity to exchange ideas with their American colleagues, participate in educational and professional programs, confer on common problems and projects, and promote professional relationships and communications. 

  • Participants may also lecture or consult at institutions not listed on the Form DS-2019 if the Responsible Officer issues a written authorization for such activity. The authorization must be attached to the participant's Form DS-2019.
  • Exchange visitors who have recently participated in an exchange program as a Professor or Research Scholar in the U.S. are not expected to attempt to reenter the U.S. as a Short-Term Scholar to rejoin their original sponsor as this would be considered to be a continuation of their original program objective.  Program extension is not allowed.

Duration of Stay in U.S.

The Short-Term Scholar program is limited to the time needed to complete the objective, up to four months, but no longer than, a maximum of six months

  • Short-term scholars ending their program participation within 5 months and 29 days will NOT be subject to the repeat participation bar. 
  • The minimum program duration of three weeks for any Exchange Visitor Program category is waived for participants in this category. 
  • Extensions of stay are not permitted.

Specialist exchange visitors are foreign specialists that are observing American institutions and methods of practice in their professional fields, and sharing their specialized knowledge with their American colleagues.

  • This is an individual who is an expert in a field of specialized knowledge or skill coming to the United States for observing, consulting, or demonstrating special skills, except: 1) Research Scholars and Professors; 2) Short-Term Scholars, and; 3) Alien Physicians in graduate medical education or training.

Duration of Stay in U.S.

The Specialist may participate in the Exchange Visitor Program for the length of time necessary to complete the program, but participation cannot exceed one year

When Not to Use This Visa

The J visa is a nonimmigrant visa and participants are granted entry into the U.S. with the understanding that they will complete the objectives of a single program category. The J-1 visa should not be used in the situations described below.

  • The J-1 visa is inappropriate for foreign nationals seeking to work under conditions other than the allowed activities of the Exchange Visitor Program categories described above. 
  • The J-1 visa is also inappropriate for foreign nationals seeking to immigrate permanently to the U.S. 
  • The J-1 visa is also inappropriate for organizations seeking to augment their personnel complement. Organizations must use other legitimate avenues of immigration and/or temporary employment, described in the Immigration and Nationality Act, to add workers.

Petition Process

The petition process is initiated by an OU department and has several steps. If a request is not submitted in a timely manner, the subsequent DS-2019 and visa issuance may not be completed before the exchange visitor's services are required or their previous employment authorization ends.

WhenWhoWhat
Any timeProspective exchange visitorProspective visitor must meet the qualification requirements for a specific category described above.
~90 days before program start dateSponsoring departmentSponsoring OU department initiates sponsorship of a J-1 exchange visitor by submitting Form OIS2019 with the other supporting documents to OIS.
 OISOIS reviews Form OIS2019 and submits the request to be reviewed by the Office of Export Controls.
 Export ControlsExport Controls determines if the proposed activity is subject to Export Control Regulations and whether a professional license is required.
 OISAfter the OIS2019 has been approved, OIS issues a DS-2019: Certificate of J-1 Eligibility to the prospective exchange visitor and the sponsoring department. *
 Prospective exchange visitor
J-1 exchange visitor submits the DS-2019 to a U.S. Embassy or Consulate as part of their visa application.

*The US Government now allows sponsors to sign DS-2019s digitally and electronically transmit them to the exchange visitors. For more information, refer to the BridgeUSA website.

Norman Appointment Titles

  1. Scholar - to be used ONLY for J-1 visitors that will receive compensation from the OU department.
  2. Affiliate - to be used for J-1 visitors that are funded by a foreign agency or using personal funds.

The title of Scholar requires a minimum salary of $2,000 per month. Visitors appointed as Affiliate must supply documentation (bank statement or institutional support letter) establishing their funding source(s) no less than the minimum of $2,000 per month for the entire period listed on the DS-2019.

Additional $400 per month is required for each J-2 dependent (effective July 1st, 2024). 

Health Sciences Center & Tulsa Appointment Titles

  1. Associate Research Scholar (job code 0268) - to be used ONLY for J-1 visitors that will receive benefits and 100% salary from the department. 
  2. Research Scholar (job code 4021) - to be used for J-1 visitors who will not receive fringe benefits, but may receive full or partial salary, or stipend, from OU.
  3. International Visitor (job code RESSCH) - the volunteer appointment title established for OIS "approved" participants that will receive NO compensation or benefits from the University, but will require building access.

The title of Research Scholar and Associate Research Scholar requires a minimum annual salary level of $23,660.00. Only visitors appointed to the the title of Research Scholar or International Visitor are allowed to include outside funding to meet the required annual salary of $23,660. 

Additional $400 per month is required for each J-2 dependent (effective July 1st, 2024). 

All foreign nationals who seek to enter the U.S. in the J-1 exchange visitor category must obtain a visa from a U.S. Embassy or Consulate before coming to the U.S. Applicants should apply at the U.S. Embassy or Consulate with jurisdiction over their place of permanent residence. NOTE: Canadian citizens are exempt from the visa requirement but must comply with all other documentation requirements.

  1. The university transmits the DS-2019 form to the visitor.
  2. The visitor must submit the DS-2019 form, their visa application, passport, and any visa fees to the U.S. Embassy or Consulate. 
  3. J-1 visa applicants should apply for their visa far in advance of their desired arrival date in the U.S. J-1 visitors are allowed to enter the U.S. up to 30 days before the program start date listed on the DS-2019. Under no circumstances should they enter after the program start date without first notifying the program official.

I-901 SEVIS Fees: In addition to any visa fees, individuals applying for J visas must pay the $220 SEVIS fee before applying for their visas. Fee payment must be processed at least 3 business days before the scheduled date of the visa interview. Proof of payment must be presented during the visa application process. Review information about the SEVIS payment and submission of the SEVIS form I-901. The applicant is responsible for all visa and SEVIS fees. The university does not pay these fees.

  • SEVIS is a federal Internet-based system that maintains accurate and current information about nonimmigrant students (F and M visas), exchange visitors (J visa), and their dependents (F-2, M-2, J-2 visas). 
  • The SEVIS fee must be paid when applying for initial classification as a J nonimmigrant, when changing to a J classification from a different visa, and when applying for J-1 category change.

Denial of Visa: The SEVIS fee is valid for 12 months from the date of the initial application if the applicant wishes to apply again for the same or a different program category.

Family Petitions & Applications: All family-based application and petition expenses must be paid by the individual. 

Office of Immigration Services (OIS) Fees: OIS offers immigration services provided by an in-house immigration attorney and administrative staff. These services are currently provided at no charge to the department or participant. OU remains one of the few schools offering these services at no charge. Requests that require expedited attention or do not provide minimum notice to our office may eventually force our office to charge fees. 

The participant MUST enter the U.S. no later than the program start date listed on the DS-2019 form.

New exchange visitors must communicate with OIS and their hosting department if their arrival is delayed. We will advise as necessary. 

Exchange visitors entering the U.S. must present themselves in person to an OIS staff member at OU within 3 business days of their U.S. entry. Proof of valid entry will be required. If the participant fails to appear within 3 business days, their SEVIS record is subject to automatic cancellation by the U.S. Department of State.

Participants Transferring to OU

Exchange Visitors transferring from other programs must present themselves in person to an OIS staff member at OU within 3 business days of their arrival at OU, and within no more than ten business days from the transfer date on the DS-2019 form.

All individuals living in the US who are not US citizens must report to US Citizenship and Immigration Services (USCIS) any change of residential address within 10 days of the address change.

University faculty and scholars on J-1 visas, including dependents in J-2 status, must report a change of U.S. home address within 10 days to the Office of Immigration Services (OIS). The staff will update your new address, phone number, and/or email address in the US State Department’s SEVIS system. Contact your Program Sponsor, whose name and telephone number is listed on your Form DS-2019.

Exchange visitors receiving monetary support directly from the university will require a Social Security number. 

The Social Security Administration application process can take up to two months before a card is issued with the assigned number. In the interim, a temporary number can be assigned for payroll purposes until the Social Security card is received.

Applying for SSN

Federal law requires J-1 participants and any J-2 dependents (spouses and minor children under the age of 21) accompanying them to carry medical insurance with the coverage described below. Review the J-1 Medical Health Insurance Requirement in the Resources section of this website. NOTE: University-provided medical insurance does not include the required level of coverage described below. The participant and their dependents must acquire additional insurance to meet these requirements. 

J-1/J-2 Insurance Requirements:

Coverage Item Minimum Requirement
Medical Benefits  $100,000 per accident or illness
Repatriation of Remains $25,000
Medical Evacuation  $50,000
Deductible $500 maximum per accident or illness

 

Willful failure on the part of the participant or any J-2 dependents to maintain active medical insurance coverage is grounds for termination from the program. OU Group Medical Benefit Coverage called Cigna PPO (Preferred Provider Organization) is available to exchange visitors who are classified as an OU employee (i.e., Associate Research Scholar, Postdoctoral Research Fellow, & temporary faculty).  


The University of Oklahoma does not recommend or endorse any medical insurance company. We provide a list for your convenience as a starting point. Refer to page 2 of J-1 Medical Health Insurance Requirement. If you are unsure if a plan meets the aforementioned requirements, you may check with the OIS office to confirm if the policy complies with federal regulations before purchasing it.

While current regulations do not require entry to exit (travel) insurance, the Department of State and sponsors strongly encourage this highly desirable coverage. The average out-of-pocket expense for an emergency visit, even with insurance can cost thousands of dollars. Emergency room visits without insurance can be higher. The J-1 exchange visitor and any accompanying dependents may also be subject to the requirements of the Affordable Care Act, depending on the nonimmigrant’s tax residency status.

Before your travel;

1) Check with your supervisor at OU/OUHSC to schedule time off. If you are an OU benefits eligible employee, a leave request must be submitted with your sponsoring department in advance,

2) Contact OIS to obtain a travel signature on your DS-2019,

3) Complete OU Travel Registration if you will be traveling internationally. 

 

If you are applying for a J-1 visa renewal;

Visa applicants should prepare in advance and allow sufficient time for potential delays when applying for visas of any type at a U.S. consular post abroad. 


International visitors and workers on approved visas who travel outside the U.S. must review the following information:


  • Passport - Be sure that your passport is valid at least six months beyond the date of your intended stay in the US. If your passport expires before your US visa does, the US customs inspector will limit your US admission stay to correspond with your passport's expiration date.

  • Visa - Check your visa to make sure it will be unexpired on your anticipated re-entry date. Also, note the number of entries allowed on your visa. Although the visa date may still be valid, you may have used all allowable entries.

  • Exchange Visitor (J-1, J-2) - You must take your physical DS-2019 form when traveling. If your DS-2019 has been signed digitally and transmitted to you electronically, you must print it out and bring it with you for travel. Be sure you have a valid signature dated within the last 6 months from OIS on the section marked "Travel Validation by Responsible Officer" at the bottom right of your form. Check the FAQ page on DS-2019 by the U.S. Department of State. Note: J-2 dependents must each have their own DS-2019 with a valid travel signature dated within the last 6 months. Failure to re-validate the DS-2019 could delay or deny re-entry into their U.S. program. 

  • Financial Documentation - Exchange visitors must have financial documentation with them while they travel, for example, an appointment letter, an award letter from a funding organization, or personal financial documents.

  • Upon Re-entry to the U.S. - If the immigration inspector stamps your passport upon re-entry into the U.S., be sure to check IMMEDIATELY that the stamp shows your correct immigration status. THIS IS CRITICAL. If the stamp does not match your visa status, you will not be able to resume your position at the university. For example, if you are a J-1 professor and the immigration inspector records a different status for your admission, for example B-2, you will not be eligible to take up your J-1 teaching position. 

  • Readmission Evidence, I-94 Number - Be sure to visit the U.S. Customs and Border Protection website and print out your most recent I-94 record after every U.S. entry. This data includes your I-94 number, which may be needed to prove lawful U.S. entry for benefits providers and other purposes. Review the information and contact OIS if you find any information recorded incorrectly. 

About the J-2 Visa

The Exchange Visitor program permits the entry of the participant’s dependents under the J-2 visa at the sponsor’s discretion. The J-2 visa is available to the spouse and unmarried children (under 21 years of age) of a J-1 visa holder. The status of the J-2 visa holder remains valid as long as the principal J-1 visa holder maintains their J-1 status. If the principal J-1 completes the program and returns to their home country, J-2 dependents must leave too. 

A J-2 visa-holder is allowed to work while in the U.S, if the work is not to support the principal J-1 holder. In order to legally work while in the U.S., the J-2 visa holder must apply for permission to seek employment from the U.S. Citizenship and Immigration Service by filing Form I-765. Once this permission is granted, the visa-holder may work for any employer, either full-time or part-time. There is no legal limit to what they can earn. Read J-2 Instructions for EAD Card for more details. 

J-1 participants and any J-2 dependents (spouses and minor children under the age of 21) accompanying them are required to carry medical insurance that meets the J-1 insurance requirements. See the "Medical Insurance" tab on this page for more information. Medical insurance offered to J-2 dependent through their U.S. employer may not satisfy the insurance requirements for the J visa.  

How can I apply?

The J-2 Visa is a non-immigrant visa issued by a consular official at a U.S. embassy or consulate. The application procedure is the same as that for a primary visa applicant. The sponsor must approve the accompaniment of the spouse and/or children who will each be issued their own Form DS-2019.  To request a DS-2019 for eligible family members, the J-1 scholar will complete the Form OIS2019-2 and submit to the appropriate OIS office for processing.

Family Petitions & Applications: All family-based application and petition expenses must be paid by the individual. 

Grace Period after Program Ends

Following the completion of their program, the U.S. Citizenship & Immigration Services (USCIS) will allow participants a 30-day travel period commonly referred to as the “Grace Period.” During this 30-day grace period, participants are no longer in J-visa status and are under the jurisdiction of the USCIS. The USCIS grants this period to allow participants to settle their affairs and to prepare to return to their home countries. During this period, program participants may not work or continue program activities.

INA 212(e) Two-Year Home Residency Requirement

Certain categories of exchange visitors are subject to the Two-Year Home Residency Requirement under the Immigration and Nationality Act (INA Section 212(e)) and must return home for two years after completing their J-1 program. An exchange visitor is subject to the INA 212(e) requirement, if the following conditions exist:

  • The program in which the exchange visitor was participating was financed in whole or in part directly or indirectly by the U.S. government or the government of the exchange visitor's nationality or last residence;
  • The exchange visitor is a national or resident of a country designated as requiring the services of persons engaged in the field of specialized knowledge or skills in which the exchange visitor was engaged for the duration of their program (Exchange Visitor Skills List 9 FAM 41.62, Exhibit II);
  • The exchange visitor entered the U.S. to receive graduate medical education or training.

If the exchange visitor is subject to INA 212(e) requirement, he or she cannot change his or her status to that of H, L, K, or immigrant lawful permanent resident (LPR) until he or she has returned to his/her home country for at least two years or received a waiver of that requirement. Such waivers can be obtained under five separate bases: No Objection Statement, Exceptional Hardship or Persecution, Conrad Program, or Interested Government Agency. For information, see Waiver of the J Visa Two-Year Foreign Residence Requirement 212(e).


Individuals that hold a derivative dependent J-2 status are also subject to INA 212(e). An exchange visitor who is subject to the requirement is not permitted to change to any other nonimmigrant status within the U.S. Individuals can write to the U.S. Department of State and request a formal advisory opinion on the applicability of the requirement.

Exchange visitors are allowed to transfer to another sponsor if they are properly released by the first sponsor. To qualify as a transfer instead of a new program, the transfer program must clearly have the same purpose as the original program category (i.e., Research Scholar, Student, Alien Physician, etc.).

Transfer-In (from another institution in the U.S. to OU/OUHSC)

Current J-1 exchange visitors wishing to transfer to OU/OUHSC from another institution in the U.S. should contact OIS and the sponsoring faculty at OU/OUHSC for important information regarding the transfer process. 

Transfer-Out (from OU/OUHSC to another institution in the U.S.)

Current J-1 exchange visitors wishing to transfer from OU/OUHSC to another institution in the U.S. must reach out to OIS as soon as they know the effective transfer date.