1. Using Student Financial Planning
  2. Create R2T4

Create R2T4

You can trigger a new Return to Title IV (R2T4) calculation on demand, by selecting from a list of withdrawn/deceased R2T4 SAFIs on the student record.

Overview

If there is no existing R2T4 record (or all existing records have been hidden), you can create a new R2T4 record from previously received R2T4 SAFI. Upon creating an R2T4 record, a list of withdrawn/deceased SAFIs containing an R2T4 SAFI indicator equal to true displays associated identifiers so you can select the desired input data (i.e. SAFI message ID, date/timestamp, program code, enrollment status and R2T4 SAFI indicator). Once the desired SAFI is selected, Student Financial Planning creates a new R2T4 record and triggers the applicable QC Hold and student history entry.

Replace and Hide

If there is an existing R2T4 record, you can replace it with a new one. After you replace it, you can then hide that record.

  • The latest R2T4 record should be hidden to allow for a subsequent repackage with any withdrawn SAFI.
  • The Create R2T4 button only shows if the student is in a withdrawn or deceased enrollment status.
  • The Hide R2T4 button only shows calculations that have been triggered (it will not display for scheduled or pending calculations).
  • The View Hidden R2T4 Calculations link displays both Hidden and Canceled calculations.
    • You have to refresh the screen to view canceled calculations due to manual overrides
  • Hiding an R2T4 Record only updates a QC Hold to No Longer Valid, if it was On Hold.
Note: After creating or replacing an R2T4, if the Status is Pending Packaging Process, navigate to the packaging screen and manually repackage the student.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

  • Create R2T4
  • Hide R2T4
  • View Hidden R2T4

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

  1. Enter the student's External Student ID Number in the Search Field.
  2. Navigate to Student Record > Financial Information > R2T4 Information
  3. Hide all R2T4 records (see Hide an R2T4 to learn more).
  4. Click Create R2T4.
  5. Select the SAFI message. This immediately processes your selection.
  6. Click OK when you receive the confirmation message.