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Navigating the Murky R2T4 Waters with Modules

Understanding how to handle revisions and withdrawals, monitoring drop/add activities, identifying withdrawal scenarios, recalculating Pell grants, determining payment period dates, considering charges and attendance dates, and handling withdrawal dates effectively.

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Navigating the Murky R2T4 Waters with Modules

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  1. Navigating the Murky R2T4 Waters with Modules April 4, 2019

  2. Mark Quistorf Director of Financial Aid Cardinal Stritch University mwquistorf@stritch.edu

  3. Is it a Revision? Is it a Withdrawal? Can I ignore it? • No Clear Census Date • Need a system in place to monitor all drop/add activity. • 1st step in the process is to determine if the student is actually Withdrawn.

  4. Is it a Withdrawal? • https://ifap.ed.gov/fsahandbook/attachments/1819FSAHbkVol5Ch2.pdf • When the student failed to attend or ceased attendance in a course were they actively attending another course? • Are they scheduled to attend a later module and have they confirmed that in writing?

  5. Could be a Pell Recalc? • Did they begin attendance in all the credits you awarded Pell for? • If not – Pell must be recalculated. • You may also need to recalculate Pell before you perform an R2T4.

  6. Determining Payment Period Dates • Use the Dates the student was scheduled to attend • Don’t include modules with no scheduled attendance • Assess timing of the drops

  7. Charges • Use the charges as they appeared on the date of the withdrawal • Books are included only if the institution charged them and the students didn’t have a reasonable means to get them elsewhere. • Room and Board is included if the student is living on campus.

  8. Withdrawal Date • Schools Required to take Attendance: LDOA • Schools not required to take Attendance: Use the Withdrawal date for Official withdrawals – with some exceptions. • Scheduled Breaks – 5 days or more

  9. Questions?

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