Review Return to Title IV Summary

Purpose:  Use this document as a reference on how to review the R2T4 summary using ctcLink.

Audience:  Financial Aid staff

Review R2T4 Summary

Navigation:  Main Menu > Financial Aid > Return to Title IV Funds HERA > Review Summary of TIV Return

  1. Complete the following fields:
    • Academic Institution
    • Aid Year
    • Term
  2. Select the Search button.

Use the Return of TIV Funds Summary page to view a summary of a student’s return of TIV funds calculation.

summary page
  1. Select the Go To Worksheets link.

The system opens a new browser window and takes you to the Return of TIV Aid page.

Use this page to view RTIV withdraw calculation detail, recalculate the withdrawal, or add a new student who has withdrawn.

  1. Select the X on the new tab to close.
  1. Select the Summary tab - The Summary tab displays withdrawal, cancel, and institutional determination dates.  

The Undetermined Withdrawal Date check box is selected if the student withdrew unofficially. This information comes from the Return TIV Aid page.

The system displays a date to indicate the midpoint of the payment period if the student unofficially withdraws. You can update this field if you want to use a different withdrawal date.

The Withdrawal\Cancel Date field indicates:

  • Last date of recorded attendance,
  • date the student began the withdrawal process,
  • date the student provided to your school with the intent to withdraw,
  • or the midpoint of the payment period if the student unofficially withdraws.

The system displays the default date based on the date that was established in Student Records.

The Institutional Determination Date field indicates the withdrawal date determined by the financial aid office.

summary tab
  1. Select the Calculation Period tab.

The Calculation Period tab displays the time period the system uses to define the start and end date of the payment period or enrollment period. It also displays the amount of aid the student may be eligible for as a post-withdrawal disbursement.

If the student received less than his eligibility, the system displays the amount to be disbursed.

  1. Select the Worksheet Data tab.

The Worksheet Data tab displays the amount of aid the institution must return to the Title IV programs and the status or the amount due from the student and the status.

You have successfully reviewed a detailed summary of the student's return of funds calculation.

End of Procedure.

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