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Reviewing Return of Title IV Funds Student Summary

This section discusses how to review the summary student return of TIV funds.

Page Name

Definition Name

Navigation

Usage

Return of TIV Funds Summary

RTRN_TIV_STU_TRACK

select Financial Aid, then select Return of Title IV Funds HERA, then select Review Summary of TIV Return

View summary of the student's return of TIV funds calculation.

Access the Return of TIV Funds Summary page (select Financial Aid, then select Return of Title IV Funds HERA, then select Review Summary of TIV Return).

Image: Return of TIV Funds Summary page: Status tab

This example illustrates the fields and controls on the Return of TIV Funds Summary page: Status tab. You can find definitions for the fields and controls later on this page.

Return of TIV Funds Summary page: Status tab

Field or Control

Definition
View

Select one of the following:

All: View students with a status of Pending or Complete.

Complete: View students who have completed the Return of Title IV Funds process.

Pending: View students who are being processed.

Status Tab

Field or Control

Definition
Status

Indicates the student's overall status of the Return of Title IV calculation.

Pending: The calculation and the return of Title IV funds are still in progress.

Complete: The calculation, student notification, and the return of Title IV funds has occurred.
Go To Worksheets

Click to access the Return TIV Aid page.

Summary Tab

Select the Summary tab.

Image: Return of TIV Funds Summary page: Summary tab

This example illustrates the fields and controls on the Return of TIV Funds Summary page: Summary tab. You can find definitions for the fields and controls later on this page.

Return of TIV Funds Summary page: Summary tab

Field or Control

Definition
Undetermined Withdrawal Date

If the student withdrew unofficially, the system displays this check box as selected. This information comes from the Return TIV Aid page. The system displays a date to indicate the midpoint of the payment period if the student unofficially withdraws. You can update this field if you want to use a different withdrawal date. For example, you can use the date the student last attended an academic-related event if this date was verified by your institution.
Withdrawal/Cancel Date

Displays the last date of recorded attendance, the date the student began the withdrawal process, the date the student provided to your school with the intent to withdraw, or the midpoint of the payment period if the student unofficially withdraws. The system displays the default date based on the date that was established in Student Records.

Calculation Period Tab

Select the Calculation Period tab.

Image: Return of TIV Funds Summary page: Calculation Period tab

This example illustrates the fields and controls on the Return of TIV Funds Summary page: Calculation Period tab. You can find definitions for the fields and controls later on this page.

Return of TIV Funds Summary page: Calculation Period tab

Field or Control

Definition
Period Used for Calculation

Displays the time period the system uses to define the start and end date of the payment period or enrollment period.
Period Start Date

Displays the first day of the term or payment period. The system uses the payment period or enrollment period start date from the Return of TIV Aid page.
Period End Date

Displays the last day of the term or payment period. The system uses the payment period or enrollment period end date from the Return of TIV Aid page.
Date Form Completed

Displays the date when you calculated the student's withdrawal percentage and changed the overall status to Complete from the Return of TIV Aid page.
J. TIV Aid to Disburse

Displays the amount of aid the student may be eligible for as a post-withdrawal disbursement. If the student received less than his or her eligibility, the system displays the amount to be disbursed.
Status

Displays the status of the post-withdrawal disbursement calculation for Title IV aid to be disbursed as Pending or Complete.

Worksheet Data Tab

Select the Worksheet Data tab.

Image: Return of TIV Funds Summary page: Worksheet Data tab

This example illustrates the fields and controls on the Return of TIV Funds Summary page: Worksheet Data tab. You can find definitions for the fields and controls later on this page.

Return of TIV Funds Summary page: Worksheet Data tab

Field or Control

Definition
O. Amt. Due From School (O. amount due from school)

Displays the amount of aid the institution must return to the Title IV programs. The institution allocates its share of unearned funds first.
Status

Displays the school's return status of the calculation for the amount due from the school as Pending or Complete.

Q. Amt. Due From Student (Q. amount due from student)

Displays the amount of aid the student must return to the Title IV programs.
Status

Displays the student's return status of the calculation for the amount due from the student as Pending or Complete.