Return of Title IV Funds

Start Date: October 27, 2020
Price: $299.00

Register

NASFAA U Online Course Logo

Note: After registration, the Access Course button will display, which can be used to access the course learning system. While the learning system is always available, your course will populate in your account shortly before the class start date.

Duration: 4 weeks

 

This four-week interactive online course provides an overview of the return of Title IV funds (R2T4) regulations. Course participants will learn what happens to Title IV funds when a student withdraws before completing the period of enrollment, withdrawal from programs offered in modules, and how to apply the R2T4 formula in order to calculate the amount the school must return to the Title IV programs, or the amounts the student could receive as post-withdrawal disbursement. This course is the perfect learning tool for intermediate and advanced level financial aid professionals designed to provide the necessary tools and subject matter expertise to guide you through the R2T4 process. Live instruction, discussion topic collaboration, and assessments throughout the course will reinforce key concepts. Upon passing the course, you will receive complimentary access to the credential test.

Course Outline

  • Lesson 1: Introduction to Return of Title IV Funds
  • Lesson 2: Determining the Student's Withdrawal Date
  • Lesson 3: The Return of Title IV Funds Formula
  • Lesson 4: Post-Withdrawal Disbursements and Time Frames

Course Structure

This course utilizes multiple teaching and learning methods to ensure participants develop a true understanding of the topic. Live instruction, reading assignments, discussion forums, interactive content, and assessments will reinforce key course concepts.

As a participant of this course you will be asked to:

  • Review educational video lessons
  • Complete learning assessments
  • Engage in online discussions
  • Collaborate with other financial administrators

Weekly due dates for assessments are included in the course syllabus, and all assessments must be submitted by the course end date. The live instruction classes last approximately seventy-five minutes and are recorded for on-demand viewing by the course attendee. While attendance in the live sessions is optional, we do encourage you to attend due to the collaborative nature of the courses. Please see the Live Instruction schedule below for this course (subject to change at the discretion of the course instructors).

Live Instruction Schedule

Date

Time

Session

10/27/2020

2:00 p.m. ET

Intro Session and Lesson 1 Instruction

10/29/2020

4:00 p.m. ET

Application Session

11/03/2020

2:00 p.m. ET

Lesson 1 Review and Lesson 2 Instruction

11/05/2020

4:00 p.m. ET

Application Session

11/10/2020

2:00 p.m. ET

Lesson 2 Review and Lesson 3 Instruction

11/12/2020

4:00 p.m. ET

Application Session

11/17/2020

2:00 p.m. ET

Lesson 3 Review & Lesson 4 Instruction

11/19/2020

4:00 p.m. ET

Application Session

11/24/2020

2:00 p.m. ET

Lesson 4 Review & Wrap-up

Credential Test Access

Complimentary access to the credential test is provided after successfully completing and passing the course.

Course Instructors

David TolmanDavid Tolman, Instructional Design & Content Specialist

David Tolman has been in the financial aid field since 1992. Like many financial aid administrators, he thought his first financial aid job would just be a temporary thing. Prior to joining NASFAA, David had worked in many positions in the financial aid office, including Director. He also taught Principles of Microeconomics courses when his schedule allowed. As an Instructional Design and Content Specialist at NASFAA, David is able to combine his experience in financial aid and his love of teaching and training. His education includes a Master's degree from Arizona State University and a Bachelor's degree from Brigham Young University. David lives with his family in Boise, Idaho.

Tonya Hsiung

Tonya Hsiung, NASFAA U Instructor

Tonya Hsiung joined NASFAA's Training and Regulatory Assistance team in 2019. Prior to joining NASFAA, she was the Senior Assistant Director of Financial Aid at Franklin & Marshall College. She started her financial aid career as a work-study student. She has worked professionally in financial aid for over 16 years. She has experience in several areas of financial aid including verification, federal grants, veterans affairs, direct loans, scholarships, work study, professional judgment, international students, and study abroad. She enjoys teaching financial aid and has previously served as an adjunct instructor for NASFAA U courses in addition to teaching multiple NASFAA Authorized Events. She received a bachelor's degree in Secondary Mathematics Education and master's degree in Student Affairs in Higher Education from Indiana University of Pennsylvania and a second bachelor's degree in Business Administration/Accounting from Millersville University. She is married to her husband, Danny, and they have a daughter, Alana.

NASFAA U Course Policies

Attendance Requirements and Due Dates

While there is flexibility built into our online courses to accommodate busy work and life schedules, our courses have weekly due dates, and all assessments must be submitted by the course end date. These due dates will be available in the syllabus, which becomes available on the first day of the course.

We also strongly encourage participation in the live instruction sessions, but archives will be available for on-demand viewing.

Technical Requirements

Your online course will be fully browser-based. We strongly recommend using Google Chrome or Firefox as your internet browser for the live instruction meetings. Internet Explorer is not supported. The audio portion of online courses will be delivered directly through your computer's speakers or attached headphones. We recommend you test your computer's ability to stream audio prior to joining the first live session. We encourage you to have a microphone set up so you can participate in our live instruction sessions, although it is not required.

Accommodations

If you require any special accommodations for this course, please contact us at nasfaa-u@nasfaa.org. Accommodations must be requested at least two weeks prior to the start of the course.

Cancellation

By submitting your registration, you agree to the following cancellation schedule:

  • $25 cancellation fee before October 23, 2020
  • $50 cancellation fee October 23, 2020 - October 26, 2020

If you do not cancel by 6:00 a.m. ET, October 27, 2020, you will be responsible for the full amount of the registration fee. Medical emergencies will be rescheduled to another available course with a doctor's note.

Requests to cancel must be sent to nasfaa-u@nasfaa.org.

Additional Questions

For additional questions, please review the helpful guide of Online Course Frequently Asked Questions.


Related Content

AskRegs COVID-19 Questions

MORE | ADD TO FAVORITES

Return of Title IV Funds Spotlight: Advanced Concepts

MORE | ADD TO FAVORITES

VIEW ALL
View Desktop Version