Tracking Student and School Return Information
This section discusses how to:
Track return information.
Track post-withdrawal disbursement.
View allocation of post-withdrawal disbursements.
Review post-withdrawal disbursements.
Enter return of TIV aid notes.
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Student/School Return |
STDNT_RTRN_TIV_WK2N |
|
Track return information for the student and school. |
Post-Withdrawal Disbursement |
STDNT_RTRN_TIV_WK3A |
|
Track post-withdrawal disbursements a student was entitled to at the time of withdrawal. |
Allocation of PWD |
STDNT_PWD_SEC1AN |
Click the Part IV Allocation of PWD link on the Post-Withdrawal page. |
Enter post-withdrawal disbursement amounts for grants and loans. |
Post-Withdrawal Disbursements (detail) |
STDNT_PWD_SEC1 |
Click the PWD Detail link on the Post-Withdrawal page. |
Review post-withdrawal disbursements. Includes the amount of eligible aid not yet disbursed, eligible aid to be disbursed late, and remaining eligible aid to be disbursed. |
Return TIV Aid Notes |
STDNT_RTRN_TIV_WK4 |
|
Enter return of Title IV aid notes. Document information regarding the processing of Title IV Return of Funds. |
Access the Student/School Return page (
).Image: Student/School Return page
This example illustrates the fields and controls on the Student/School Return page. You can find definitions for the fields and controls later on this page.
![Student/School Return page](img/i6604892an-7e65.png)
Student Return of Funds
Field or Control |
Definition |
---|---|
Student Notified |
Select this check box to indicate the student has been notified of their Title IV overpayment obligation. |
Student Return Status |
Displays the student's return of Title IV funds status. Pending: Indicates that the calculation and the return of Title IV funds are still in progress. The default status is Pending until you manually change the status to Complete. Complete: Indicates that calculation, student notification, and the return of Title IV funds has occurred. Note: You should update the Student Return Status field to Complete when a student does not need to return funds. |
Notification Date |
Displays the date the student was notified of Title IV overpayment. |
Q. Amt Due From Student(Q. amount due from student) |
Displays the amount of Title IV funds the student must return. If a student owes a return, the system populates this value from the Return of Funds Worksheet page. |
Student Response Information
Field or Control |
Definition |
---|---|
Response Date |
Displays the date the student responded to the notification from the institution about Title IV overpayment. |
Repayment Arrangement |
Select from available values to indicate the student's action taken in response to repayment arrangements. Values include: Arrangement not Complied Make Arrangements DOE Make Arrangements School No Satisfactory Arrangements Pay School in Full Title IV Loans Only |
School Return of Funds
Field or Control |
Definition |
---|---|
School Return Status |
Indicates the institution's repayment status as pending or complete. The default status is pending until you manually change the status to complete. |
Funds Return Date |
Indicates the date the funds were returned. |
O. Amt Due From School |
Indicates the amount of Title IV funds the institution must return. If the school owes a return, the system automatically populates this value from the Return of Funds Worksheet page. |
Calculate |
Click to recalculate the amount the school and student have to return if you made a change to the percentage on the Return of Funds Worksheet page. |
Access the Post-Withdrawal Disbursement page (
).Image: Post-Withdrawal Disbursement page
This example illustrates the fields and controls on the Post-Withdrawal Disbursement page. You can find definitions for the fields and controls later on this page.
![Post-Withdrawal Disbursement page](img/i6604892an-7e6f.png)
Field or Control |
Definition |
---|---|
Calculate |
Click to recalculate the amount of aid to a post-withdrawal student if you made a change to the percentage. |
Post-Withdrawal Disb Status (post-withdrawal disbursement status) |
Indicates whether or not post-withdrawal disbursement calculations are complete or pending. The Pending status is set when the worksheet is created. Select Complete when appropriate for the current stage of processing. |
Part I, II, III
Field or Control |
Definition |
---|---|
J. TIV Aid to Disburse (Box 1) |
Displays the total amount of post-withdrawal disbursement due. This field is from Step J. Post Withdrawal Disbursement on the Return of Funds Worksheet page. |
Part IV Allocation of PWD |
Click this link to access the Allocation of PWD page. |
Total PWD Credited (Box 2) |
Enter the total outstanding charges scheduled to be paid from PWD. |
Box 3 |
The amount to offer directly to the student is derived from the TIV Aid to Disburse amount less the Total PWD Credited amount. Box 3 = Box 1 - Box 2. |
Part V, VI
Field or Control |
Definition |
---|---|
PWD Notification Sent |
Select the date that the post-withdrawal disbursement loan notification was sent to the student or parent. |
Response Deadline |
Select the date by which the student, parent, or both must respond. |
Date Response Received |
Select the date that the response was received from the student or parent. |
Response Received |
Select this check box if the response was received from the student or parent. |
Not Received |
Select this check box if the response was not received from the student or parent. |
Late Response Not Accepted |
Select this check box if the response was received from the student or parent after the date in the Response Deadline field. |
Date Direct Disb Mailed (date direct disbursement mailed) |
Select the date for grant, loan, or both that the direct disbursement was mailed or transferred. |
Access the Allocation of PWD page (click the Part IV Allocation of PWD link on the Post-Withdrawal page.)
Image: Allocation of PWD page
This example illustrates the fields and controls on the Allocation of PWD page. You can find definitions for the fields and controls later on this page.
![Allocation of PWD page](img/i6604892an-7d37.png)
Enter appropriate amounts for each column and type of aid:
Field or Control |
Definition |
---|---|
Ln Amt Sought (loan amount sought) |
Enter the loan amount school seeks to credit to the account. |
Ln Amt Auth (loan amount authorized) |
Enter the loan amount authorized to credit to the account |
Aid Credited |
Enter the aid credited to the account. |
Aid Offered |
Enter an amount of aid offered as direct disbursement. |
Aid Accepted |
Enter an amount of aid accepted as direct disbursement. |
Aid Disbursed |
Enter amount of aid disbursed directly to the student |
Calculate |
Click this button to total the columns. |
Access the Post-Withdrawal Disbursements detail page (click the PWD Detail link on the Post-Withdrawal Disbursements page).
Image: Post-Withdrawal Disbursements detail page
This example illustrates the fields and controls on the Post-Withdrawal Disbursements detail page. You can find definitions for the fields and controls later on this page.
![Post-Withdrawal Disbursements detail page](img/i6604892an-7c62.png)
Field or Control |
Definition |
---|---|
Eligible Aid Not Disbursed |
Displays aid not disbursed at time of withdrawal. |
Aid To Be Late Disbursed |
Displays aid amounts eligible for a post-withdrawal late disbursement. |
Remaining To Be Disbursed |
Displays aid amounts eligible for a post-withdrawal late disbursement. |
Access the Return TIV Aid Notes page (
).Image: Return TIV Notes page
This example illustrates the fields and controls on the Return TIV Notes page.
![Return TIV Notes page](img/i6604892an-7f71.png)
Enter comments of any length into the text area.