Tracking Return of Title IV Funds

This section discusses how to:

Track student return of Title IV funds.
Track school return of Title IV funds.
Review post-withdrawal disbursement tracking data.

Page Name	Definition Name	Navigation	Usage
Track Student Returns	SFA_TIV_RTN_TRACK	select Financial Aid, then select Return of Title IV Funds HERA, then select Track TIV Funds Return, then select Track Student Returns	Track student return of Title IV funds. View the status of funds for all students where a calculation exists.
Return of Funds Detail	STDNT_RTOF_SEC1NA	Click the Detail link from the Track Student Returns Summary 2 page or Track School Returns Summary page.	View student aid amount and the return of funds for both the student and school.
Track School Returns	SFA_TIV_RTN_TRACK2	select Financial Aid, then select Return of Title IV Funds HERA, then select Track TIV Funds Return, then select Track School Returns	Track school return of TIV funds. View the status of funds for your institution.
Post Withdrawal Disb Tracking	SFA_TIV_PWD_TRACK	select Financial Aid, then select Return of Title IV Funds HERA, then select Track PW Disbursement, then select Post Withdrawal Disb Tracking	Review post-withdrawal disbursement tracking data.

Access the Track Student Returns page (select Financial Aid, then select Return of Title IV Funds HERA, then select Track TIV Funds Return, then select Track Student Returns).

Image: Track Student Returns page: Status tab

This example illustrates the fields and controls on the Track Student Returns page: Status tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
View	Select one of the following: `All:` View students with a status of pending or completed. `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
ID	Indicates a unique identification code for a student associated with your institution.
Name	Displays the name of a student.
Return Status	Displays the student's return of Title IV funds status. This status comes from the Student/School Return page. If a student does not have a return, the student does not appear in the list. `Pending:` The calculation and the return of Title IV funds are still in progress. This status comes from the Student/School Return page; you can change it manually on this page. `Complete:` The calculation, student notification, and the return of Title IV funds has occurred.

Field or Control

Definition

Indicates a unique identification code for a student associated with your institution.

Name

Displays the name of a student.

Return Status

Displays the student's return of Title IV funds status. This status comes from the Student/School Return page. If a student does not have a return, the student does not appear in the list.

Pending: The calculation and the return of Title IV funds are still in progress. This status comes from the Student/School Return page; you can change it manually on this page.

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

Summary 1 Tab

Select the Summary 1 tab.

Image: Track Student Returns page: Summary 1 tab

This example illustrates the fields and controls on the Track Student Returns page: Summary 1 tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Institutional Determination Dt (institutional determination date)	Displays the withdrawal date determined by the financial aid office.
Days Elapsed	After an institution determines the date of withdrawal, the system calculates and displays the number of days passed since the student withdrew. The days are calculated using the Institutional Determination Dt field as the starting date.
Student Notified	If selected, indicates the student has been notified of their Title IV overpayment obligation.
Notification Date	Displays the date the student was notified of Title IV overpayment.

Summary 2 Tab

Select the Summary 2 tab.

Image: Track Student Returns page: Summary 2 tab

This example illustrates the fields and controls on the Track Student Returns page: Summary 2 tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Response Date	Displays the date the student responded to the notification from the institution about Title IV overpayment.
Repayment Arrangement	Displays one of the student response options from the Student/School Return page. The values are: `Arrangement not Complied` `Make Arrangements DOE` `Make Arrangements School` `No Satisfactory Arrangements` `Pay School in Full` `Title IV Loans Only`
Q. Amt Due From Student (Q. amount due from student)	Displays the amount of funds needed to be returned by the student.
Detail	Click to view the Return of Funds Detail page.

Last Updated Tab

Select the Last Updated tab.

Image: Track Student Returns page: Last Updated tab

This example illustrates the fields and controls on the Track Student Returns page: Last Updated tab.

Access the Track School Returns page (select Financial Aid, then select Return of Title IV Funds HERA, then select Track TIV Funds Return, then select Track School Returns).

Image: Track School Returns page: Status tab

This example illustrates the fields and controls on the Track School Returns page: Status tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
View	Select one of the following: `All:` View students with a status of pending or completed. `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
Return Status	Displays the school's return of Title IV funds status. `Pending:` Indicates that the calculation and the return of Title IV funds are still in progress. This status comes from the Student/School Return page; you can change it manually on this page. `Complete:` Indicates that calculation and the school return of Title IV funds has occurred.

Field or Control

Definition

Return Status

Displays the school's return of Title IV funds status.

Pending: Indicates that the calculation and the return of Title IV funds are still in progress. This status comes from the Student/School Return page; you can change it manually on this page.

Complete: Indicates that calculation and the school return of Title IV funds has occurred.

Summary Tab

Select the Summary tab.

Image: Track School Returns page: Summary tab

This example illustrates the fields and controls on the Track School Returns page: Summary tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Institutional Determination Dt (institutional determination date)	Displays the withdrawal date determined by the institution.
Funds Return Date	Displays the date the user updated the Funds Return Date field on the Student/School Return page.
O. Amt Due From School (O. amount due from school)	Displays the amount of aid the institution must return to the Title IV program.
Detail	Click to view the Return of Funds Detail page.

Last Updated Tab

Select the Last Updated tab.

Image: Track School Returns page: Last Updated tab

This example illustrates the fields and controls on the Track School Returns page: Last Updated tab.

Access the Post Withdrawal Disb Tracking page (select Financial Aid, then select Return of Title IV Funds HERA, then select Track PW Disbursement, then select Post Withdrawal Disb Tracking).

Image: Post Withdrawal Disb Tracking page: Status tab

This example illustrates the fields and controls on the Post Withdrawal Disb Tracking page: Status tab. You can find definitions for the fields and controls later on this page.

Note: The Calculate link is not available when you access the Post-Withdrawal Disbursements page from the Post Withdrawal Disb Tracking page.

Field or Control	Definition
View	Select one of the following: `All:` View students with a status of `Pending` or `Completed.` `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	Displays the student's post-withdrawal disbursement status. The system displays a status of `Pending` to indicate that the calculation and the post-withdrawal disbursement are still in progress. A status of `Complete` indicates that calculation, student notification, and the post-withdrawal disbursement has occurred. The status is from the Post-Withdrawal Disbursement page.

Summary Tab

Select the Summary tab.

Image: Post Withdrawal Disb Tracking page: Summary tab

This example illustrates the fields and controls on the Post Withdrawal Disb Tracking page: Summary tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Disbursement Amount	Displays the amount of funds the institution can offer the student as a post-withdrawal disbursement.
Detail	Click to view the Post-Withdrawal Disbursements page.

Dates Tab

Select the Dates tab.

Image: Post Withdrawal Disb Tracking page: Dates tab

This example illustrates the fields and controls on the Post Withdrawal Disb Tracking page: Dates tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
PWD Notification Sent	View or edit the date that the post-withdrawal disbursement loan notification was sent to the student, parent, or both.
Response Deadline	View or edit the date by which the student, parent, or both must respond.

Service Impact Tab

Select the Service Impact tab.

Image: Post Withdrawal Disb Tracking page: Service Impact tab

This example illustrates the fields and controls on the Post Withdrawal Disb Tracking page: Service Impact tab. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Date Response Received	View or edit the date that the school received the response from the student.
Date Direct Disb Mailed-Grant (date direct disbursement mailed for a grant)	View or edit the date that the direct disbursement was mailed or transferred.
Date Direct Disb Mailed-Loan (date direct disbursement mailed for a loan)	View or edit the date that the direct disbursement was mailed or transferred.

Last Updated Tab

Select the Last Updated tab.

Image: Post Withdrawal Disb Tracking: Last Updated tab

This example illustrates the fields and controls on the Post Withdrawal Disb Tracking: Last Updated tab.

Tracking Return of Title IV Funds

Pages Used to Track Return of TIV Funds

Tracking Student Return of Title IV Funds

Status Tab

Summary 1 Tab

Summary 2 Tab

Last Updated Tab

Tracking School Return of Title IV Funds

Status Tab

Summary Tab

Last Updated Tab

Reviewing Post-Withdrawal Disbursement Tracking Data

Status Tab

Summary Tab

Dates Tab

Service Impact Tab

Last Updated Tab