Run Return to Title IV Report

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

Audience:  Financial Aid staff

Use the Return of TIV Funds Report page to generate the Return of Title IV Funds Withdrawal report.

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.

Run the R2T4 Report

Navigation:  Financial Aid > Return to Title IV Funds > Return of TIV Aid Report

  1. The Return of TIV Aid Report run control search page displays.
  2. Enter the Run Control ID.
  3. Select the Search button.
  4. The Return of TIV Aid Report page displays.
  5. The report displays the most recent withdrawal dates first and the oldest last. The system displays the information based on how you define your run control options. It includes:
    • worksheet calculations,
    • return of funds by the school and student,
    • institutional charges, and
    • number of days since the withdrawal date.
  6. Complete the following fields:
    • Institution
    • Aid Year
    • Term
    • Program Type
  7.  Select the Active check box.
  8. Use the Report Structured By field to structure the report by date, by name, or by date range/name.
  9. Use the Process Students field to select completed, new, new and pending, or pending withdrawals.
  10. You can select to process the report by specific careers. If the Process Selected Careers check box is clear, the system processes all careers.
  11. Select the Run button.
An image of the Return of TIV Funds Report page with red annotation boxes outlining the Run button, the Institution, Aid Year, Term, Active checkbox, Report Structured By, Process Students, Credit Hour Program radio button selected, Process Selected Careers checked checkbox, Academic Career Undergrad
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
  3. The Return of TIV Funds Report page displays.
  4. Make note of the Process Instance number.
  5. Select the Process Monitor link.
  6. The Process Monitor page displays.
  7. Select the Refresh button until the status is Success and Posted.
  8. Select Report Manager link.
  9. The Report Manager page displays.
  10. Select the Administration tab.
  11. Select the Title IV Return of Funds report link associated with the Process Instance number.
  12. The report opens in a new window.  
An image of the Title IV Return of Funds Report displaying student name, SSN, withdrawal date, days since, fa term date and other headers
  1. You have successfully generated a Return of TIV Funds Withdrawal report.
  2. 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 Run Return to Title IV Report. This link will open in a new tab/window.

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