Applying Schedule of Reductions (SOR): Regulatory Requirements and Real-World Scenarios
Schedule of Reductions (SOR) requires institutions to apply federal requirements based on enrollment status as reported through NSLDS, but determining when SOR must be applied — and when it must be re-evaluated across an academic year — can significantly impact aid eligibility.
This session will focus on identifying when SOR is required under federal regulations, understanding how enrollment status governs SOR outcomes, and examining the relationship between SOR, NSLDS reporting, and disbursement eligibility. Through extensive examples, participants will apply SOR across both common and complex scenarios, with particular attention to how changes in enrollment status at different points in the academic year can alter outcomes.
Emphasis will be placed on consistent, compliant application grounded in regulation and published guidance.
