Presented by: Amy Capps
University of Utah
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When one or more courses in an academic
program do not span the entire length of a
payment period or period of enrollment
Schools may have different names for these:
◦
◦
◦
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◦
Session
Flexterm
Summer II
Intersession
Maymester
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Standard Terms:
◦ Semesters, Trimesters- Generally 14-17 weeks long
◦ Quarters- Generally 10-12 weeks long
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Nonstandard Terms: where all coursework is
expected to begin and end within a set period of time
that is not semester, trimester, or quarter terms
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Nonterms: All clock-hour programs and credit hour
programs that do not begin and end within a set time
(self-paced), where courses overlap, where sequential
courses do not begin and end in a term
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Standard term program “offered in modules”
◦ Two 8 week sessions within a 16 week semester
◦ Three 5-week sessions within a 15 week
semester
◦ Two 6-weeks sessions within a 12 week quarter
◦ Winter “intersession” or “j term” between fall and
spring semesters
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Three questions to ask:
1. After beginning attendance in the payment period or period of
enrollment, did the student cease to attend or fail to begin
attendance in a course he or she was scheduled to attend?
If yes, go to question #2 If no, student has not withdrawn
2. When the student ceased to attend or failed to begin attendance
in a course he or she was scheduled to attend, was the student still
attending other courses?
If no, go to question #3 If yes, student has not withdrawn
3. Did the student confirm attendance in a course in a module that
begins later in the period?
If yes, the student has not withdrawn. If no, perform R2T4 calc.
• If an institution is required to take attendance, the withdraw date
is the last date of academic attendance
• For institutions not required to take attendance, use the earlier of
the date the student began the official withdraw process or
provided “official” notice or
• If the student did not notify the school, it is the midpoint of the
period or
• If the student didn’t notify due to circumstances beyond the
student’s control, it is the date related to that circumstance or
• Date of student’s last attendance at a documented academicallyrelated activity.
Student is not considered withdrawn if
they provide written confirmation of intent
to enroll at the time of withdrawal
Student may change return date in writing
prior to original return date
Being registered does not count as written
confirmation
Student is considered withdrawn if does
not return as scheduled
Withdraw dates back to the time the
confirmation was provided
 Determine days of attendance as if
confirmation of future attendance was never
provided
 Numerator: Total days in the payment period or period of
enrollment that the student has completed
 Denominator: includes all days within the period that the
student was scheduled to complete prior to ceasing
attendance
 Exclude days in which the student was on an approved LOA
and scheduled breaks of at least 5 consecutive days
5- Week
Module
Break
5-Week
Module
5-Week
Module
• Three 5 week credit hour modules
• 4-day scheduled break after the first
module
• Student completes 1 class in the first and
second module, withdraws day 5 of third
module
Numerator
•
•
•
•
5 weeks X 7 days = 35 days in each session
35 days X 2 completed modules = 70 days
70 days + 5 days completed in 3rd module = 75 days
75 days + 4 days of scheduled break = 79 days enrolled
Denominator
• 5 weeks X 7 days = 35 days
• 35 days X 3 modules = 105 days
• Add 4 day, schedule break = 109 total days
79 days enrolled/ 109 total days =
0.7247 or 72.5% rounded up
Scenarios…..
16 week courses
8 week course
8 week course
After completing the first 8 week module, Bob withdraws from
his class in the second 8 week module on day 12. He is still
attending his 2 16-week courses.
Is Bob enrolled in a program offered in modules?
Yes
Does the school have to perform a return of funds calculation?
No, he is still attending courses
5 week course
5 week course
5 week course
Melissa enrolls in all three summer sessions. Completes
session 1, begins session 2 and stops attending on day 10. No
written confirmation to return was received
Does the school have to perform a return of funds calculation?
Yes
If so, what percentage of the payment period did Melissa
complete?
45/103 days = .4369 = 43.7%
What about Pell?
Recalculate before R2T4
Term one
10 weeks
6 credits
Scheduled Break
One week
Term two
6 weeks
6 credits
Term one
Scheduled Break
One week
Term two
10 weeks
6 weeks
6 credits
6 credits
Is Julio enrolled in a program offered in modules?
Yes
Julio withdraws from his classes in term two on day 35 of term one
Does the school have to perform a return of Title IV calc?
No
Julio withdraws from his classes in Term Two during the break after
Term One
Does the school have to perform an R2T4 calc?
Yes
70 total days attended/112 total days enrolled= 0.625 or 62.5%
Class #1
4 credits
Class #2
4 credits
Class #3
4 credits
Tomas withdraws from the second 6 week class on day 14 but
remains registered for the third class and has confirmed his intent to
enroll.
Is the school required to perform an R2T4 calc?
No
Different Scenario: Tomas only registered for two classes
Tomas withdraws from the second class on day 13
Is the school required to perform an R2T4 calc?
Yes
55 total days attended/84 days in period = .0655 = 65.5%
8 week course
8 week course
Misc course
The student completes the first 8 week course with a B+. The
student begins the second 8 week course but withdraws on day 5.
The misc course is a one day course meeting on day 10.
Is the student considered to be a withdrawn?
Yes, unless written confirmation is provided for misc session
course
If no written confirmation, use total days enrolled/total days in
term for percentage completed. 61/112=0.545=54.5%
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FSA Handbook, Vol. 5 Chapter 2
34 CFR 668.22
DCL Gen 04-03, Gen 11-14
10/29/10 Federal Register
NASFAA R2T4 webinar 2012
Questions?