As you prepare for your second year and Step 1, the Office of Student Affairs wants to share important information for the 2026-2027 academic year. As you know, Step 1 has been pass/fail since January 2022. Historically, the pass rate for Step 1 at IU School of Medicine has been higher than the national pass rate. This means that our curriculum prepares you very well for the Phase 2 clinical curriculum and successful completion of Step 1. To help you prepare for Step 1, we have created the timeline below, which includes required dates and recommendations to assist you with your preparation.
Questions?
Questions about Step 1 preparation may be directed to Abigail F. Klemsz, MD, PhD, assistant dean for student affairs and director of advising.
Timeline
August 2026: Prepare for Step 1
Based on our experience with previous medical school classes, the best preparation for Step 1 is to learn as much as possible and perform to the best of your ability in all your Phase 1 courses. MSE (Medical Student Education) will provide Step prep sessions to enhance your Step 1 preparation. A full schedule will be released before the fall semester. Check announcements through your Class of 2029 Advising RoadMAP for the schedule and access to the sessions.
Jan. 4, 2027: Take the Comprehensive Basic Science Exam (CBSE) — required
This examination helps to give you an idea of the amount of Phase 1 curriculum you have mastered and retained. This examination is meant to be used as a guide when deciding on the intensity and duration of your Step 1 study period. The result of this exam will help to predict if you will be fully prepared to take Step 1 by the March 31, 2027, deadline, or if you might benefit from additional preparation time.
This exam will be in person on your campus and is required.
Feb. 19, 2027: Classes End
Feb. 20–March 31, 2027: Dedicated Step 1 Study Period
March 31, 2027: Step 1 Deadline
This deadline applies to all students regardless of their schedule or plan of study.
Comprehensive Basic Science Exam (CBSE)
Scores on the Comprehensive Basic Science Exam (CBSE) taken in January are highly predictive of Step 1 performance. Based on years of data from IU School of Medicine students, we have developed the following plan to help you gauge your readiness for Step 1 and to support you in your Step 1 preparation. Our goal is that all students are ready to take and pass Step 1 without an extended delay in their curriculum progression.
- All Phase 1 Year 2 students will be scheduled to take the CBSE on Monday, Jan. 4, 2027, in person on their campus as a proctored and timed exam. The total time for the exam is 5 ½ hours.
- Students’ CBSE scores are released to the school, and students will need to meet with their Lead Advisor that week to receive their CBSE score and discuss their study plan.
- Students who have an 80% probability of passing should feel confident that their study plan is appropriate, and they will take Step 1 on or before Mar. 31, 2027.
- Students who have greater than a 50% probability and less than an 80% probability of passing should meet with their Lead Advisor, the Learning Strategist, and tutors to adjust their study plan to be ready to take Step 1 on or before Mar. 31, 2027. Students may be able to participate in the IU School of Medicine Step Up Program depending on availability.
- Students who have a 50% probability of passing or lower are at the highest risk of failing Step 1. To allow students the maximum amount of time to prepare, students who have a 50% probability of passing or lower will be scheduled for an open block in Rotation 1 (R1) of Phase 2 to be used for additional study time. We strongly recommend enrolling in the IU School of Medicine Step Up Program.
Using the CBSSA as part of your exam preparation
All students will receive one voucher (purchased by the school) for a practice exam, the Comprehensive Basic Science Self-Assessment (CBSSA). This will be distributed before the beginning of the dedicated study period to help students gauge their readiness for Step 1. Students should plan to take this self-assessment a few weeks before their Step 1 date.
-
Students should have a 99% probability of passing on two assessments prior to taking Step 1. The CBSSA can be used as one of these assessments. Students who do not meet that goal should meet with their lead advisor and the learning strategist to discuss their study plan.
-
Students who have a 50% probability of passing or lower on the CBSE and improve to a 99% probability on two assessments can schedule their Step exam by March 31, 2027, maintaining their R2–R12 schedule and allowing them to schedule an elective in R1. However, a core clerkship cannot be added back to R1.
Step 1 Delays
Not all students will be ready to take Step 1 by the March 31, 2027 deadline. This is okay, and we are here to help! We highly recommend enrolling in the IU School of Medicine Step Up Program or another structured program. A structured program provides accountability and takes the hard work out of figuring out by yourself the best way to raise your exam score within a particular amount of time.
-
Students who plan to take Step 1 after the March 31, 2027, deadline should plan to take Step 1 no later than May 26, 2027.
-
Students delaying their exam are required to meet with a Student Affairs dean and sign a Step 1 delay agreement. The deadline to sign a delay agreement is March 31, 2027.
-
Sometimes CBSSA scores go down causing students to rethink their study plans. If you scored above a 50% probability on the January CBSE and do not have a 99% probability of passing on your practice exams during dedicated, you may choose to delay the Step 1 exam. Your R1 clerkship will be moved to the fourth year. For some students this will be a four-week clerkship that is moved, for others an eight-week clerkship. Students in this situation will also be required to sign a Step 1 delay agreement by March 31, 2027.
-
All students are required to complete all onboarding and compliance requirements for Phase 2 and all curricular elements (including Interprofessional Education, Orientation to Clerkships, Transitions 2, Sessions to Enhance Physician Success) scheduled for the month of April of 2027. Students are NOT allowed to take Step 1 during any curricular elements (April 12-29).
-
Students who take Step 1 by May 26, 2027 can take one of two pathways to reentry:
-
Be automatically enrolled for summer and be assessed tuition and be eligible for financial aid. This allows the student to start clerkships prior to receiving their result. Regardless of the result of their exam (pass or fail), the student must remain enrolled in R2 and complete their clerkship including the NBME.
-
Defer summer enrollment until after they receive their result. They will be allowed to start the R2 clerkship but will be withdrawn if they receive a failing result. Those who receive a passing result will automatically be enrolled as above.
-
-
Students without summer enrollment will delay graduation by a year.
Extended Step 1 Delays
We hope that all students will be able to take Step 1 by May 26, 2027. However, sometimes students will need additional time to become fully prepared to pass Step 1.
-
Students who are not prepared to take Step 1 by May 26, 2027 will need to submit a plan for an extended delay to the Student Promotions Committee.
-
Students who extend past May 26, 2027, will not be enrolled for summer.
-
When enrollment is held, financial aid is not available per federal regulations.
-
Students submitting an extended exam delay plan should consider enrolling in an immersive Step 1 review course if they are not already enrolled in such a program.
-
Students must take and pass Step 1 to enter their clerkships.
The following dates are deadlines for taking Step 1 to return to full enrollment:
Aug. 1, 2027 Deadline
-
Students will have R1-R4 clerkships dropped from their schedule.
-
Students must take Step 1 by Aug. 1, 2027 to allow for a score to be available to return for Sessions to Enhance Physician Success (STEPS) on Aug. 23, 2027.
-
The student will not have summer enrollment and will not be enrolled for fall until Step 1 is taken and passed.
-
Students without summer enrollment are not eligible for financial aid or malpractice insurance. School health insurance will end on July 31.
-
Students without summer enrollment will delay graduation by a year.
Nov. 27, 2027 Deadline
-
Students will have R1-R8 clerkships dropped from their schedule.
-
Students must take Step 1 by Nov. 27, 2027 to allow for a score to be available for return to R9. Students will not have summer or fall enrollment. Students will not be enrolled for spring until Step 1 is taken and passed.
-
Students without summer and fall enrollment are not eligible for financial aid or malpractice insurance. School health insurance will end on July 31. Graduation will be delayed by a year.
-
Students without summer and fall enrollment will delay graduation by a year.
Failure to take Step 1 by Nov. 27, 2027, will result in dismissal by the Student Promotions Committee which can be appealed. Please see the student handbook for more details about this process. Upon dismissal, the school will alert the NBME of that status. Per the USMLE Eligibility Criteria, if you are dismissed or withdraw(n) from medical school, you are not eligible for the USMLE, even if you are appealing the school’s decision or are otherwise contesting your status. Your prior exam registration will be cancelled and your fees refunded minus an administrative fee. You will not be able to reschedule the exam unless an appeal is granted.
| Step 1 Timeline and Deadlines | |
|---|---|
| August |
Preparing for Step 1 — 2029 RoadMAP |
| September |
Step registration information sent in MD Student News |
| November | Step 1 Success Series Attend Session |
| Jan. 6, 2025 | CBSE Required attendance Results determine your R1 schedule |
| January | Step 1 Success Series Attend Session |
| Feb. 19, 2027 | Classes end |
| Feb. 20-March 31, 2027 | Dedicated study/Step 1 Success Series/Step Up Program Attend Session |
| March 23, 2027 | Phase 1 Year 2 remediation exams |
| March 23, 2027 | Deadline to sign a delay agreement |
| March 23, 2027 | Step 1 deadline for all students |
| May 26, 2027 | Deadline for students with a one-month Step 1 delay |
| Aug. 1, 2027 | Extended delay deadline for Aug. 23 return No summer enrollment |
| Nov. 27, 2027 | Final Step 1 deadline No summer or fall enrollment |
Frequently Asked Questions
The Comprehensive Basic Science Examination (CBSE) is a practice examination for Step 1. It is available only to institutions and given in a proctored setting. The exam contains 200 items and lasts 5 hours and 15 minutes (includes a 15-minute optional break).
The Comprehensive Basic Science Self-Assessment is also considered a practice examination for Step 1 but is taken on your personal computer at your chosen location. CBSSA’s are comprised of four sections composed of 50 questions each. You have one hour and 15 minutes to complete each section and five hours total for the whole exam. Students should take these practice exams at the standard pace to better simulate exam conditions.
The United States Medical Licensing Examination® (USMLE®) is a three-step examination for medical licensure in the United States. It is sponsored by the Federation of State Medical Boards (FSMB) and National Board of Medical Examiners (NBME).
The USMLE assesses an examinee’s ability to apply knowledge, concepts and principles, and to demonstrate fundamental patient-centered skills. These skills constitute the basis of safe and effective patient care. Health care consumers throughout the nation enjoy a high degree of confidence that doctors who have passed all three Steps of the USMLE have met a common standard.
Step 1 is the first of three exams that you will take. Step 1 is a one-day examination. It is divided into seven 60-minute blocks and administered in one eight-hour testing session. The number of questions per block on a given examination form may vary but will not exceed 40. The total number of items on the overall examination form will not exceed 280. You will register for Step 1 in the fall, and you will receive registration instructions at that time.
Students who have consistently performed at or above the mean in their courses typically perform well on the CBSE. We encourage you to reach out to your lead advisor or the learning strategist to discuss strategies for keeping your performance in this range. Students who have performed well in their courses typically perform well on the CBSE. We encourage you to reach out to your lead advisor or the learning strategist to discuss strategies for keeping your performance in this range.
Some students design their study schedules to allow for a break over the holidays. Other students choose to continue their study schedule through the holiday break. Please work with your lead advisor to discuss your progress as you approach the CBSE.
Students who need to remediate a course will automatically be scheduled for an open block in Rotation 1 (R1) of Phase 2 to be used for additional study time. Students in this situation will also be required to meet with a Student Affairs dean and sign a Step 1 delay agreement no later than March 31, 2027.
Students who plan to apply for accommodations for Step 1 are encouraged to apply should apply by Oct. 1, 2026. The NBME can take a minimum of 60 business days (three months) to review applications for accommodations. Reach out to Beth Tidball at btidball@iu.edu for help with your application for accommodations.
Students may request a one-time-only, contiguous three-month extension to their eligibility period. The fee for an extension is $70 per registration. The request and fee must be submitted no later than one month after your current eligibility period expires. Instructions from the NBME below:
To submit a request, log in to your account on the MyUSMLE Portal. On the tab for your active exam, go down to the Schedule Exam section and click the link to extend your eligibility period.
If you have an appointment scheduled during your current eligibility period and need to reschedule the appointment for your extended eligibility period, you need to cancel or reschedule with Prometric.
Requesting an extension of your eligibility period does not cancel a scheduled appointment. A fee may be charged by Prometric if you change your appointment, depending upon how much notice you provide when making the change. See the appointment change fee schedule on the USMLE website for detailed information.
*NOTE: if you cancelled your appointment within 45 days of the scheduled test date or did not test as scheduled, you need to call Prometric as directed on your scheduling permit and pay a fee to Prometric to reinstate your eligibility record before you submit your request for an eligibility period extension.
NBME will issue a revised scheduling permit two to three business days after processing your request and notify you by email. Upon receipt of your revised scheduling permit, you may contact Prometric to schedule an appointment.
Students will automatically be enrolled in curriculum to prepare them for Phase 2. This is offered only once a year. These include Interprofessional practice and education (IPE), Transitions 2, Sessions to Enhance Physician Success (STEPS), and Orientation to Clerkships (OTC). Students should also complete all onboarding and compliance requirements.
We have studied IU School of Medicine students for many years and our evidence shows that students perform better on clerkships when Step 1 is completed before Phase 2. Phase 2 is challenging and requires all of your attention. Completing Step 1 before starting clerkships allows you to focus all of your attention on the next phase of your training.
-
IU School of Medicine students are very well prepared to take Step 1. We are proud that our school Step 1 pass rate has been above the national average for many years and last year we had only a small number of students who did not pass the first time.
-
We anticipate receiving most Step 1 scores before the start of the first clerkship. If a failing score is received before the start of clerkships, you will not begin clerkships and will receive help creating a plan for success on your next attempt on Step 1. Students whose scores are received after the start of the first clerkship will have the option to remain in their current clerkship or withdraw from the clerkship to begin preparing for their second attempt.
-
When students fail Step 1, their score is reported to the Student Promotions Committee. Students will be required to provide their study plan for retaking Step 1 to the Student Promotions Committee for their next scheduled meeting. The Student Promotions Committee will very likely require that students retake Step 1 within three months of receiving their failing score. IU School of Medicine requires that students retake and pass the Step 1 exam before returning to their clerkships. Without enrollment, students are not eligible for financial aid or malpractice insurance. School health insurance will end on July 31.
-
Nov. 27, 2027, Deadline — Students must retake Step 1 by Nov. 27, 2027 to allow for a score to be available for return to R9. Students will not have enrollment until Step 1 is taken and passed. Without enrollment, students are not eligible for financial aid or malpractice insurance. School health insurance will end on July 31.
-
Failure to retake Step 1 by Nov. 27, 2027, will result in dismissal by the Student Promotions Committee which can be appealed. Please see the Student Handbook for more details about this process. SPC may set an earlier deadline in some cases. Students should plan on being provided with only two opportunities to pass Step 1 as a third attempt is not guaranteed. Upon dismissal, the school will alert the NBME of that status. Per the USMLE Eligibility Criteria, if you are dismissed or withdrawn from medical school, you are not eligible for the USMLE, even if you are appealing for the school’s decision or are otherwise contesting your status. Your prior exam registration will be cancelled, and your fees refunded minus an administrative fee. You will not be able to reschedule the exam unless an appeal is granted.
First, be kind to yourself. It is normal to feel anxious about things that are very important to you. Also, know that you are not alone. The student affairs team is here to support you! We believe in you! We also understand that preparing for this exam can be a source of stress and can create anxiety and feelings of being overwhelmed. We believe that it takes a strong network of support to get through all of the phases of medical school and have worked hard to create that support for you.
Mental Health Services are available to work with students on many issues such as test anxiety that might interfere with exam performance. All of their services are confidential. Log in to the Mental Health Services patient portal to schedule appointments, access virtual care or communicate with the department, or contact the program coordinator at 317-278-2383 to set up a time to meet with any of the providers.
-
USMLE website and bulletin for all official information on Step 1.
-
Tutors are free to students. Find additional information on the Tutoring and Academic Success Services page.
-
The Step 1 Preparation Series will feature a series of lectures from Dr. Kaminske and Perry Monnin throughout Phase 1 Year 2. See your RoadMAP for announcements of upcoming sessions and recordings of previous sessions.
-
The Ruth Lilly Medical Library has Step 1 test prep resources.
Please do not hesitate to reach out to anyone on our Student Success team at any time with questions or concerns that you have. You are not alone. We are here to help you succeed! Specific questions about Step 1 preparation may be directed to:
Abigail F. Klemsz, MD, PhD
Assistant Dean for Student Affairs and Director of Advising
317-274-1963
aklemsz@iu.edu
IU School of Medicine Student Success Team
Althea Kaminske, PhD
abauerns@iu.edu
Senior Director of Student Academic Success
Abigail Klemsz, MD, PhD
aklemsz@iu.edu
Assistant Dean for Advising
Perry Monnin
pemonnin@iu.edu
Learning Strategist
Jasmine Johnson, MD
jadrans@iu.edu
Director of Holistic Student Success and Advocacy
Elizabeth Weinstein
elweinst@iu.edu
Director of Student Advocacy and Achievement
Alvaro Tori, MD
ajtori@iu.edu
Director of Clinical Coaching