9.2 Review Post Withdrawal Disbursement

Purpose:  Use this document as a reference for reviewing Post Withdrawal Disbursements using ctcLink.

Audience:  Financial Aid staff.

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA R2T4 Prcs
  • ZZ FA Funds Manager
  • ZZ FA R2T4 Prcs

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Review Post Withdrawal Disbursement

Navigation:  NavBar > Navigator > Financial Aid > Return to Title IV Funds > Track PW Disbursement

  1. The PW Disbursement Tracking HERA search page displays.
  2. Complete the following fields:
    • Academic Institution
    • Aid Year
    • Term
    • Program Type
  3. Select the Search button.
PW Disbursement Tracking HERA search page
  1. The Post Withdrawal Disb Tracking page displays.
  2. Use this page to track post-withdrawal disbursements.
Post Withdrawal Disb Tracking page displays
  1. Select the Summary tab.
  2. The Summary tab displays additional disbursement information such as the Institutional Determination date, time elapsed, and the amount of funds the institution can offer the student as a post-withdrawal disbursement.
  3. Select the Detail link.
Summary tab
  1. The Post-Withdrawal Disbursements detail page displays.
  2. Use the Post-Withdrawal Disbursements page to review post-withdrawal disbursements. This includes the amount of eligible aid not yet disbursed, and eligible aid to be disbursed late.
  3. Select the Return link.
Post-Withdrawal Disbursements details page
  1. Select the Dates tab.
  2. The Dates tab displays the dates for when the disbursement was offered, made, declined, credited, and accepted.
Dates tab
  1. Select the Service Impact tab.
  2. The Service Impact tab displays the dates disbursements are credited or accepted and the date that the loan funds are needed.
Service Impact tab
  1. Select the Last Updated tab.
  2. The Last Updated tab displays the ID of the last person to use the page and the date and time that the page was last updated.
Last Updated tab
  1. The process to review a student's post-withdrawal disbursement is now complete.
  2. End of procedure.

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