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EEliR2T4Other workflows

Return of Title IV funds

Get the missing facts and finish the return on time.

Withdrawal date, attendance, charges, aid. One calculation, ready to review.

2 of 3 cases need attention

Choose a case and continue from its current handoff.

Waiting on the registrar

Cameron Ortiz

Unofficial withdrawal, no attendance record to use

Current case

Sample case status

Waiting
Issue

Cameron has an X grade in every course, which the faculty enter when a student stops attending. This school does not take attendance, so there is no last date of academic activity to find and none needs to be chased.

Next action

Confirm the X grades in the end-of-term run, then the period midpoint applies.

Blocked by: A required source fact is missing.

Owner
Eli
Due
Next in queue
Amount
No dollar change
Impact
1 of 4 steps complete
Grades
X in every course
Attendance policy
Not required
Date basis
Period midpoint
Return clock
Not started

Case progress

1 / 4
  1. Completed step ✓

    Withdrawal candidate opened

    Cameron's X grades in every course created an unofficial-withdrawal review at the end-of-term run.

  2. Current step 2

    Confirm the X grades

    Confirm the X grades in the end-of-term run, then the period midpoint applies.

  3. Upcoming step 3

    Review and authorize the calculation

    Apply the midpoint, calculate earned aid against the institutional charges, and show the return order and deadline.

  4. Upcoming step 4

    Record the return, response, and notice

    Record the federal response, update the student account, send the notice, and verify that every downstream record agrees.

Evidence and calculation
  • • End-of-term grade run received
  • • School does not take attendance
  • • Midpoint applies once the X grades are confirmed

The calculation, in full

Samira Patel's withdrawal, run by the same code the platform uses. Every figure below is its output.

34 CFR 668.22

Scroll the table sideways to see amounts and rules.

Return of Title IV funds calculation steps with their governing rule
StepAmountRule
Withdrawal date usedOfficial withdrawal: the date the registrar recorded.June 20, 2026668.22(c)(1)
Percentage of the period completed34 of 89 days, counting calendar days and excluding breaks of five days or more38.2%668.22(f)
Aid disbursed or that could have been disbursedThe base the earned percentage applies to$5,500.00668.22(e)(1)
Aid earned$5,500.00 at 38.2%$2,101.00668.22(e)(2)
Aid unearned$5,500.00 at 61.8%$3,399.00668.22(e)(4)
The school's shareThe lesser of unearned aid and $3,213.60 in unearned institutional charges$3,213.60668.22(g)

Institutional charges

  • Tuition$3,600.00
  • Fees$480.00
  • Room and board$980.00
  • Textbook rental$140.00
  • Total$5,200.00

Direct educational charges only. Every line is shown because the common error is not the arithmetic: it is one charge line that never made it into the total, which a single number hides and a list does not.

Return order · 668.22(i)

  1. 1. Direct Subsidized Loan$2,500.00
  2. 2. Federal Pell Grant$713.60

The order is the rule's, not a preference: unsubsidized loans before subsidized, loans before grants.

Deadline · 668.22(j)(1)

August 17, 2026

45 days from the July 3, 2026 date of determination. The clock runs from that date, never from the day the case was opened.

The workflow

Source record to finished work

  1. 1Collect withdrawal and attendance information
  2. 2Review the calculation and deadline
  3. 3Complete the return and notice

Test it against your process

Compare ten completed withdrawals with the office's final worksheets.

Talk about a test
Sample data only. Staff authorize decisions and system changes. An institution can choose to close exact no-change matches automatically.