R2T4 Guide
Use this workbook to define any delay time frame that should be considered when triggering a U.S. Department of Education (ED) Return to Title IV (R2T4) calculation based on the type of withdrawal: Official or Unofficial.
Workbook Description
The file name for this workbook is R2T4.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
| Field Name | Column | Required? | Field Type and Accepted Values | Description |
| OPEID | A | Y |
String. ED assigned Office of Post-secondary Education ID (OPEID) an 8-digit number. |
Refer to the OPEID column of School Workbook and ensure that the
OPEIDs in both this workbook and the School workbook remain in
sync.
|
| Withdrawal Type | B | Y | Enumeration.
|
Type of withdrawal to trigger R2T4 calculation |
| State of Legal Residence | C | Y |
String. State of legal residence ISIR value. |
See State/Country/Jurisdiction Codes in the Processing Codes section of ED's Electronic Data Exchange (EDE) Technical Reference. |
| R2T4 Start Date Time Frame | D | Y |
Integer. Whole number greater than or equal to zero. |
Number of days after the date of determination of the withdrawal to trigger the R2T4 calculation process. |
Enrollment Statuses (Sub Type)
| Status | Code | Description |
| Deceased | D | Student is deceased. |
| Official Withdraw | OW | Student has officially withdrawn from a term or all courses at this institution. |
| Unofficial Withdraw | UW |
Student stopped attending a term or all classes at this institution but did not officially withdraw. Student did not re-enroll at this institution for the next regular (non-summer) term without completing the course of study. |
| Administrative Withdraw | AW | Student has been withdrawn due to a failure to pay tuition and fees. |
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Considerations for Configuration
- Make sure to account for any state specific guidelines.
- You must map any institutional Enrollment Status Sub Types to the SFP acceptable
values:
- Deceased
- Official Withdrawal
- Unofficial Withdrawal
- Administrative Withdrawal
You do not have to use these values if they are not applicable to your institution.
Configuration in the User Interface
The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
Understanding How the Baseline Configuration Works
To remain compliant Student Financial Planning completes the R2T4 calculation within 30 days from the Date of Determination (DOD). However, Student Financial Planning will not trigger the R2T4 calculation until the configured time frame has elapsed based on configuration for the enrollment status sub-type within the Student Academic and Financial Information (SAFI) message.
When a SAFI message is received with the following Enrollment Status Sub Type, the system triggers the R2T4 process:
- Deceased - Immediately
- Official Withdrawal - Immediately
- Unofficial Withdrawal - On the 15th Day
- If the student resides in the state of Nevada, the R2T4 process is triggered immediately for an unofficial withdrawal.
- Administrative Withdrawal - Immediately