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Session 24-

Session 24-. 1. Return of Title IV Funds for Windows Version 1.1.1. Introduction. Who is this session geared for? Evaluations Questions. Agenda. Setup Tabs/Entry View Return Arrangements Reports Questions?. Setup. Security

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Session 24-

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  1. Session 24- 1

  2. Return of Title IV Funds for WindowsVersion 1.1.1 Session 24-

  3. Introduction • Who is this session geared for? • Evaluations • Questions Session 24-

  4. Agenda • Setup • Tabs/Entry • View Return Arrangements • Reports • Questions? Session 24-

  5. Setup • Security • Define security level/IDs of personnel who will access the software • System • Enable notepad entries • Default to ‘Yes’ Session 24-

  6. Setup • Program Institutional Charges • Must be defined prior to school calendar profile code • Pre-defined Fields: • Tuition & Fees • Room • Board • ‘Other’ Note: Additional (other) fields must have unique names Session 24-

  7. Setup • School Calendar Profile • Define school beginning/ending date for credit hour schools • Define scheduled breaks of 5 days or more • Define hours for particular pay period/ period of enrollment for clock hour schools • Unique Key • School Calendar Profile code or Institutional Charges code/year Session 24-

  8. Setup • User Data setup • Define school specific fields that additional data may be collected for on withdrawal students • 4 field types available • Date • Numeric • Text • Yes or No Session 24-

  9. Ready? Session 24-

  10. Tabs/Entry • Demo tab • Required fields: • Original SSN • Student ID field • Available under file/open to sort by Session 24-

  11. Tabs/Entry • R2T4 tab • 2000-2010 • Unique key • Year, original SSN, School Calendar Profile code • Yellow highlighted fields required to ‘save’ • Calculation • Step 2 >60% no return due Session 24-

  12. Tabs/Entry • Post Withdrawal tab • Step 4 E > $0 • Notes tab • User Data tab • 4 Pre-defined fields • GPA • Major • Over payment status • Withdrawal reason Session 24-

  13. View Return Arrangements • View menu • Return arrangements (2 Options) • Student overpayment • 45 Days • Step 8 > zero • School return arrangement • 30 Days • Step 6 > Zero Session 24-

  14. Reports • Reports • Tab • Return of Title IV Funds Worksheet • Return of Title IV Funds Notes • Return of Title IV Funds Summary • Post-Withdrawal Disbursement Tracking Sheet • Print All Session 24-

  15. Reports • Global • Student listing • Withdrawal type 1-6 (All) • Return arrangements • Students to be notified report • Students notified report • School return arrangement report • Arrangement status: • Completed/not completed/all Session 24-

  16. Further Assistance • CPS customer service • 800-330-5947/Option 9 • Types of questions handled: • Installations • Setup • Entry • Print Session 24-

  17. Further Assistance • ED customer service • 800-433-7327 • Types of questions handled: • Policy • Federal calculation questions • Additional Assistance • cps@ncs.com • osfap_csb@ed.gov • sfatech@inet.gov Session 24-

  18. Questions? Session 24-

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