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EEliSchedule of ReductionsOther workflows

Schedule of Reductions

Catch the reduction before the disbursement releases.

The next disbursement, checked against the new limit before it goes out.

2 of 3 cases need attention

Choose a case and continue from its current handoff.

Reduction needed

Jordan Ellis

Enrollment dropped from 24 to 18 expected credits

Current case

Sample case status

Needs review
Issue

The revised annual maximum is $4,125. The student has already received $3,500, leaving $625 for the remaining term.

Next action

Review the $625 remaining amount and prepare the future reduction.

Owner
Staff
Due
Next in queue
Amount
$625
Impact
2 of 4 steps complete
Enrollment
18 of 24 credits
Annual maximum
$4,125
Already disbursed
$3,500
Remaining
$625

Case progress

2 / 4
  1. Completed step ✓

    Enrollment timeline loaded

    Jordan's expected load changed from 24 to 18 credits for the loan period.

  2. Completed step ✓

    New maximum calculated

    Eli applied the 75% enrollment proportion and produced a $4,125 annual maximum.

  3. Current step 3

    Review the $625 reduction

    Review the $625 remaining amount and prepare the future reduction.

  4. Upcoming step 4

    Post and reconcile the reduction

    Post the authorized $625 future schedule, preserve the $3,500 already disbursed, and reconcile the result.

Evidence and calculation
  • • Prior disbursement remains unchanged
  • • Future scheduled amount must be reduced

Before the next disbursement releases

Jordan Ellis, run by the same code the platform uses. The order matters: every other loan rule first, this one last, prior disbursements netted out at the end.

Full time here: Full time is 12 credits a term for this undergraduate program, so 24 for the year. A graduate program would carry its own figure.

34 CFR 685.203(m)

Schedule of Reductions calculation for Jordan Ellis
In scope for this ruleStudent Direct Loan on a scheduled term calendar.Yes
Credits counted for the academic yearFall 2026 12, Spring 2027 6. Full time is 12 credits a term for this undergraduate program, so 24 for the year. A graduate program would carry its own figure.18 of 24
Enrollment intensityRounded to the nearest whole percentage point, as the rule requires75%
Annual eligibility before this ruleDetermined by the school after cost of attendance, other aid, need, loan limits, grade level, and dependency. This rule applies last, to that number.$5,500
Revised annual eligibility$5,500 at 75%$4,125
Already validly disbursedFall 2026. Correct when it was made, and not reversed because enrollment later changed.$3,500
Remaining eligibilityWhat is left for every future disbursement in the year$625

Recommended action

Reduce the future disbursement

Restate the scheduled disbursement to the remaining eligibility.

The office approves it. Nothing posts on its own.

What goes to COD

  • Spring 2027$625 at 50%

Each 2026-27 disbursement carries its own enrollment intensity, which is the intensity of that period and not the annual percentage. COD checks that the amounts total the award. It does not check whether the reduction was right.

The workflow

Source record to finished work

  1. 1Pull every award with money still to disburse
  2. 2Rebuild the year's enrollment and reprice
  3. 3Approve the change to the next disbursement

Test it against your process

Run the office's enrollment timeline and loan history against three known cases.

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