Alumni Records Request Form

Step 1 of 4

First Name(Required)

Last Name(Required)

University ID (9 Digits)(Required)

Division or Department(Required)

University Email(Required)

University Title(Required)

Date Needed (MM/DD/YYYY)(Required)

When do you need this data by?

Who are you contacting?

All alumni

Alumni donors only

All donors

All alumni and all donors

Other

Data Requested(Required)

A record count (total number)

A list WITHOUT contact information

A list WITH contact information

Will this be used for an Event invitation?(Required)

Yes

Will this be used for an Email or Direct Mail message?(Required)

Yes

Will this be used for donation/philanthropic solicitation?(Required)

Yes — I have already spoken to Advancement Communications

Yes — But I have not spoken to Advancement Communications yet

Purpose of data/list(Required)

What will you use the list and data for?

Anticipated communication date (if applicable)(Required)

When will you be using this request to send out emails, direct mail, etc.? Write “n/a” if not requesting contact info.

Audience Parameters(Required)

Please describe in detail the audience, segment, cohort, etc. that you are looking for. e.g. Biology majors from the classes of 1970 through 1990.

School, College, or Unit(Required)

All schools, colleges, and units

Bryan School of Business & Economics

College of Arts & Sciences

College of Visual & Performing Arts

Joint School of Nanoscience & Nanoengineering

Lloyd International Honors College

School of Education

School of Health & Human Sciences

School of Nursing

Please choose which school, college, or unit your data will come from.

Any specific departments or programs?

Any specific class years?

Any specific minors, majors, or concentrations?

Degree level(s) — choose all that apply

All degrees

Bachelors

Masters

Doctoral

Certificate

Professional

Honors

All alumni regardless of honors

Cum Laude or higher

Magna Cum Laude or higher

Summa Cum Laude only

Student Activities or Special Purposes

Involvement in any specific activities (student or alumni groups, event participants, boards, etc.) or special purposes (donor categories, other constituencies, etc.)?

Ethnicity (select all that apply)

All ethnicities

Black

Caucasian

Native American

Latino

Asian American

Note: UNCG ethnicity data is largely self-reported by students and alumni, so it will not be 100% accurate.

States

If needing data from a specific state.

Counties

If outside of North Carolina, please also specify the state (e.g. Halifax County, VA).

Other Geographic Areas

e.g. 30 mile radius of Greensboro; NY Metropolitan Area

International Data(Required)

Yes

Include international students, alumni, etc.?

Common Exclusions

Deceased alumni AND those with no valid mailing address (i.e. for a mailing list)

Deceased alumni but NOT those with no valid mailing address (i.e. for an email list)

Neither deceased alumni OR those with no valid mailing address

Please check all that you wish to *EXCLUDE* from our list pull.

Data Requested

What data fields do you need?(Required)

Banner ID

PIDM (an ID used by many email marketing programs)

Mailing name (first, middle and last in one field)

Fielded names (prefix, first, middle, last, suffix – all in separate fields)

Sort name

Nickname and Formal Salutation

Alternate names (graduation name and alumni association name)

City and state only

Constituent Info (preferred class, school, category)

Demographic Info (birth date, death, sex, race, etc.)

Confidential Flag and Exclusion Codes

Constituent Type Codes (Undergraduate Alumni, Graduate Alumni, Friend, Faculty/Staff, etc.)

All degrees

Sports

Scholarships

Employment (may create duplicate records)

Activity Count (activities for which constituent is coded)

Dynamic Activity List (lists year and activity/type/category)

Preferred address

Preferred address type and county

Home address

Business address

Email addresses

Phone numbers

Cell phone number

Householding(Required)

Do not combine households

Combine households and list spouse

Combine households and list primary contact only

Combining spouses so one mailing can go to one household.

Any other specific requests or instructions?

Acknowledgement

Employee Acknowledgement(Required)

I attest that I am a university employee, and agree that the data requested will be used ONLY for the purpose(s) described on this alumni records request form, and that the data will NOT be given, sold or otherwise made available to any third party.

Data Retention(Required)

If my request includes alumni contact information of any type (mail, email, and/or phone), I agree that the information wll only be used one time for a single communication and not retained for future use. Future communications require a new request, in order to ensure that the information being is used is up to date and honors the requests of those alumni who may have recently requested NOT to receive certain types of communications.

Date

MM slash DD slash YYYY

Name

This field is for validation purposes and should be left unchanged.

Spartan Alert

Alumni & Donor Records Request Form

Data Requested

Acknowledgement