Session 22

A Hands-On Tour of
Return of Title IV Funds
(R2T4) on the Web

Dan Klock, U.S. Department of

Education
Derek Kalm, Vangent, Inc.
Agenda
• A Brief History of Return of Title
IV Funds (R2T4)
• What is R2T4 on the Web?
• Accessing R2T4 on the Web
• R2T4 on the Web functionality
• Hands-on Exercises

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A Brief History of R2T4
• Simply stated: If a recipient of
Title IV aid withdraws during a
payment period or a period of
enrollment, the institution must
calculate the amount of Title IV aid
the student earned. Unearned
Title IV funds must be returned to
the Title IV programs.

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A Brief History of R2T4
• Prior to 1999/2000 called “Refunds and
Repayments” (refund of unearned
institutional charges)
• Effective July 1, 2000, the 1998
Reauthorization of the HEA and
Negotiated Rule Making changed this
regulation to “the Treatment of Title IV,
HEA program funds when a student
withdraws from an institution”, AKA
“Return to Title IV Funds”

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A Brief History of R2T4
• R2T4 PC Software became available
on April 25, 2000
• R2T4 on the Web was released on
September 14, 2004
• R2T4 on the Web with HERA updates
became available on August 7, 2006

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What is R2T4 on the Web?
• Web-based software that calculates
and manages the return of Title IV
funds
• Available through FAA Access to CPS
Online
• Must be enrolled on SAIG Enrollment
web site
(https://www.fsawebenroll.ed.gov/)

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The HERA of 2005
• Last year, The Higher Education
Reconciliation Act (HERA) of 2005
(effective July 1, 2006) changed
some steps in the Return of Title
IV Funds calculation
–Do not use the R2T4 PC software
for students who withdrew on or
after July 1, 2006.

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Accessing R2T4 on the Web
• Access through FAA Access to CPS
Online
• http://www.fafsa.ed.gov/FOTWWeb
App/faa/faa.jsp
• “Confirming Your Identity” (SSN,
Last Name, DOB, PIN)
• FAA Main Menu – Select the “Return
of Title IV Funds on the Web” option
• Enter TG# and Federal School Code

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R2T4 on the Web
Functionality

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Functions –
Home/Welcome Page
• Top Navigation
• Left Navigation
• Help links
• Bottom Navigation

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Functions – Setup Screens

• Institutional Charges
• School Calendar Profile
• User-Specified Fields

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Functions –R2T4 Record
• Create New Record
• Find Existing Record

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Functions – Status Screens
• Student Notification
• Student Repayment Arrangements
(2)
• School Portion of Title IV Funds (2)
• Students with a Post-withdrawal
Disbursement
• Student Records Referred to Dept. of
Education

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Functions – Reports
• Student Listing
• Student Notification
• Student Repayment Arrangements
• School Portion of R2T4 Returned
• Students With a Post-Withdrawal
Disbursement
• Student Records Referred to Dept. of
Education

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Functions – Data Export
• Comma-delimited text file
• Browse Data

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Technical Assistance
We appreciate your feedback and
comments.
CPS/SAIG Technical Support can
be reached at:
• Phone: 800-330-5947
• Fax: 319-665-7662
• Email:CPSSAIG@ed.gov

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Questions and Comments
• Need more information while at
the conference?
–Attend Session #25: Return of
Title IV Aid: Problem Areas
and Compliance Issues
–Come to the PC lab for
assistance.

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Hands-On Exercises

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