Adjust Aid and Undisburse (Single Student)
Purpose: Use this document as a reference for Adjusting and Undisbursing Financial Aid in ctcLink.
Audience: FA Counselor/Technician.
You must have at least one of these local college managed security roles:
- ZD FA Award Processing
- ZD FA Director
- ZZ FA Award Processing
- ZZ FA Award Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Adjust Aid and Undisburse (Single Student)
Navigation: Financial Aid > Awards > Award Processing > Assign Awards to a Student
- The Award Entry search page displays.
- Enter the following:
- ID
- Academic Institution
- Aid Year
- Select Search.
- The Award Entry page displays.
- Select the Item Types for the student that will be adjusted. Enter a “B” in the Action box next to the Item Type that will be adjusted.
- Adjust the Annual Aid Amount in the Offered box and tab out of the box.
- You will be taken to the Award Disbursement/Split page - select the Custom Split box to open the Offered fields.
- Enter the term amounts that equate to the annual amount.
- Select OK.
- The Award Entry page displays.
- Select the Validate button.
- The Award validation message displays.
- Select OK.
- The Award Entry page displays.
- Select the Post button.
- The confirmation Message displays.
- Select the OK button.
- Repeat with all applicable awards/Item Types.
- You have successfully adjusted aid.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Adjust Aid and Undisburse (Single Student). This link will open in a new tab/window.
You must have at least one of these local college managed security roles:
- ZD FA Director
- ZD FA Disbursements
- ZZ FA Disbursements
- ZZ FA Funds Manager
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Financial Aid > Disbursement > Disburse Aid
- The Disburse Aid search page displays.
- Enter the following:
- ID
- Academic Institution
- Aid Year
- Select Search.
- The Search Results display.
- From the list of terms for the aid year, choose the desired term to process the disbursement on.
- The Disburse Aid page displays.
- Find the Item Type to process. (*Please note - if there are multiple item types that require processing, the following steps will need to be done to each item type.)
- Select Authorization.
- Once the Authorization process is complete, the Authorized amount will be updated to the same amount as the Accepted.
- Check the Messages link to ensure there are no reported issues.
- The Message Detail pagelet displays.
- If satisfied with the messages, select Return.
- The Disburse Aid page displays.
- Select Disbursement.
- The Disbursed amount will now be updated to match the other dollar amounts.
*Please Note - This process bypasses the Student Financials “Group Post” process. The disbursed amount will be immediately reflected on the student’s account.
- End of procedure.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Undisbursing Aid. This link will open in a new tab/window.
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