1. Using Student Financial Planning
  2. Replace An R2T4

Replace An R2T4

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a Return to Title IV (R2T4) calculation, you can trigger a new R2T4 calculation on demand by selecting from a list of withdrawn/deceased R2T4 SAFIs from the student record.

Overview

If there is an existing R2T4 record, you can replace the current R2T4 record, which allows you to Hide an R2T4 record and replace it with a new one. If there is no existing R2T4 record (or all existing records have been hidden), you can create a new R2T4 record from a previously received R2T4 SAFI. Upon creating or replacing an R2T4 record, a list of withdrawn/deceased SAFIs that contain a positive R2T4 SAFI indicator is displayed with associated identifiers in order for you to select the desired input data (i.e. SAFI message ID, date/timestamp, program code, enrollment status and R2T4 SAFI indicator). Once the 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  • The latest R2T4 record should be hidden to allow for a subsequent repackage with any withdrawn SAFI.
  • The Create R2T4 button only shows if the student is in a withdrawn or deceased enrollment status.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  • Hiding an R2T4 Record only updates a QC Hold to No Longer Valid, if it was On Hold.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

Replace the Current R2T4 Calculation

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. Click Replace R2T4.
  4. Select the SAFI message. This immediately processes your selection.
  5. Click OK when you receive the confirmation message.
Tip: After creating or replacing an R2T4, if the Status is Pending Packaging Process, navigate to the packaging screen and manually repackage the student.

Hide the Prior R2T4 Calculation

If you chose a SAFI that does not have the same DOD as the current, you will need to hide the prior calculation.

  1. Navigate toStudent Record > Financial Information > R2T4 Information.
  2. Click the Latest Calculation link to access the Prior Calculation and click the Prior Calculation.
  3. Click Hide R2T4.
  4. Click Yes to confirm you want to hide the prior R2T4 Calculation.

Replace R2T4 with the same DOD

When you replace an R2T4 with the same DOD, you will be prompted to hide the prior R2T4.

  1. Click Replace R2T4.
  2. Choose a SAFI with the same DOD.
  3. Check Hide R2T4.
  4. Click Save.