Transcript R2T4 End of the Road - TASFAA-TN

TASFAA Conference 2014
Dianne Cox, UTC
Jeanne Hinchee, Chattanooga State
Based on NASFAA Fall 2013 Training
Compliance and Campus Collaboration – R2T4

Terminology and General Principles

Possible Pitfalls in Working with Modules

Hands-on R2T4 Calculations
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Determine student’s
withdrawal date
Decide if earned funds are
due to the student through a
Post-Withdrawal
Disbursement; obtain
permissions and credit as
allowed
Calculate percentage of
payment period or period
of enrollment completed
Determine amount earned
by applying percent
completed to total Title IV
aid disbursed and that could
have been disbursed
Decide if unearned funds are
due to Title IV programs, and
whether they are due from
the student or the school
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
Return of Title IV funds – An institution is required to
determine earned and unearned portion of Title IV aid when a
student ceases enrollment prior to the planned completion date

Post-withdrawal disbursement – Amount paid to student as
earned Title IV funds after R2T4 calculation is completed

Unearned funds – Funds that must be returned to appropriate
Title IV program
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
Withdrawal date – The withdrawal date is used to
calculate the amount of earned and unearned funds

Determination of the withdrawal date is driven by
whether the institution is required to take attendance
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
Official withdrawal – Student begins school’s
withdrawal process or provides notification he or she will
withdraw, or both
 Date of determination is the earlier of the two dates

Unofficial withdrawal – Date of determination is the
date the school becomes aware the student has ceased
attendance
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
Required to take attendance – Can be required by an
outside entity (such as an accreditor or state agency), or the
institution itself.
 Must use official attendance records
 Could apply to a subset of students, or for a certain time period.

At schools required to take attendance – Date of determination
should be no more than 14 days after the last date of attendance
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
Student who actually received a disbursement of Title IV
grant or loans funds
or
who met the qualifications for a late disbursement of Title
IV funds [R2T4 does not apply to Federal Work-Study
(FWS)]

If student never began attendance, R2T4 does not apply
(all Title IV aid must be cancelled)
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
Includes tuition and fees (required of all students in
program)

Room and board, if contracted with the school

Books, supplies, materials, and equipment, if the student
cannot reasonably get them anywhere besides from the
school
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
For students who withdraw from a trimester, semester, or
quarter program – use payment period

For students who withdraw from a nonstandard termbased or non term-based program – School can choose
to use either payment period or period of enrollment
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
14 days – Institution required to take attendance must
have a process to determine that a student withdrew no
later than 14 days after last date of attendance

30 days – Institution must perform the R2T4 calculation
and notify student of any grant overpayment or postwithdrawal disbursement

45 days – Institution must return Title IV funds
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Modules are courses in a student’s program that do
not span the entire length of the payment period or
period of enrollment

Example: School has 14-week summer term, during
which students can enroll in any or all of the following
sessions:
 Two 5-week sessions offered one after the other
 A single 14-week session
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Example, continued:

A student enrolled in one or both 5-week sessions is
considered to be enrolled in a program offered in
modules

A student enrolled in one 5-week session and the 14week session is considered to be enrolled in a program
offered in modules

A student enrolled in only the 14-week session would
not be considered enrolled in a program offered in
modules
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
If student begins one or more modules:
 but does not begin next module he is scheduled to
attend and
 does not provide written confirmation at time of
withdrawal stating his planned attendance in a module
beginning later in same payment period or period of
enrollment;
 he is considered to have withdrawn because he did not
complete all the days he was scheduled to attend
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
Under current regulations, completion of one
course in one module in a term-based credithour program no longer means student has not
withdrawn

NASFAA Handout includes R2T4 in modules
decision tree
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
Case Study 6 from 1314 FSA Handbook.
 Thompson Hunter
 School Profile: Academic Yr. = 2 semesters/32 weeks
and 24 semester hours





Payment Period = 1 Semester
Fall Semester = 117 calendar days
Period Start Date = August 22
Period End Date = December 16
Institutionally scheduled break of 9 days from Saturday , November 19
through Sunday, November 27.
 Attendance Taking Not Required
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
Module start and end dates within the semester are:
Start
End
August 22
September 19
October 17
November 14
September 16
October 14
November 11
December 16

Student is enrolled in 3 credit hours in each of the 4 modules.

COA Profile:
Title IV Award Profile:
Tuition & fees:$1200 for 12 credits
Pell Grant: $2775/semester
Books (aid used to purchase books
FSEOG: $1825/semester
@ institution’s bookstore: $400/semester
Room (contracted with institution): $1400/semester
Board: $800/semester
Travel & Personal: $800/semester
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
Thompson completes first 2 modules.

On October 14, he indicates he will not attend the last 2
modules for the semester.

Step 1: Recalculate Pell Grant & SEOG eligibility for the
semester:
 Pell Grant – reduced to half-time award or $1388
 FSEOG – recalculated using costs attributable to the first 2
modules. Based on a revised COA of $3600 and revised Pell Grant
of $1388, remaining need is $2212. No change to FSEOG award.
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
Step 2: R2T4 calculation
 Use recalculated Title IV amounts.
 Date of withdrawal = October 14
 Since the scheduled break of 9 days occurs
AFTER the student is no longer in attendance,
the break days are not counted in total days
for the period of enrollment:
117 days minus 9 days = 108 total days
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For nonterm credit-hour programs:
 If student makes progress at their own pace:
 Ending date and number of days in payment period will
not be same for all students
 School must project an end date of the payment period
based on student’s progress as of his or her withdrawal
date; and
 Use projected end date to determine the number of days
in the payment period
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
Schedule hours are used to determine %
completed versus actual hours attended
# of clock hours student
was scheduled to complete at withdrawal
Total # of clock hours in period
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Example:
•
•
•
•
•
•
Student attended 1st 30 class days in the semester
WD on the 30th day – last scheduled day of class
Program hours = 6.5 hours a day
On 4 different occasions, student only attended 2 hours
each day
Student’s actual hours = 177
Student’s scheduled hours = 195 (used in R2T4
calculation)
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
Sample Student
• School Profile: Academic Yr. = 900 clock-hours/30 weeks






Payment Period = 450 scheduled clock-hours
Period Start Date = August 24
Period End Date = December 10
Institutional Scheduled Breaks = None
Attendance Taking = Required
Date Institution determined WD: October 3
 Equals scheduled hours completed = 175 (28 days * 6.25 hrs)
 Period Used in the Return Calculation = Payment Period
• COA Profile:
 Tuition & fees:
$1104/PP
 Books & supplies: $ 546.24/PP
Title IV Award Profile:
Pell Grant: $2823/PP
Subsidized DL $1732 & Unsub $990
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
Dianne Cox
University of Tennessee-Chattanooga
[email protected]
423-425-5272

Jeanne Hinchee
Chattanooga State Community College
[email protected]
423-697-4721
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