Generating Return of TIV Funds Withdrawal Report



  1. Begin by navigating to the Return of TIV Funds Report page.


    Click the Financial Aid link.

    Step 1
  2. Click the Return to Title IV Funds HERA link.

    Step 2
  3. Click the Return of TIV Aid Report link.

    Step 3
  4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 4
  5. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.


    Enter the desired information into the begins with field. Enter

     a valid value

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Return of TIV Funds Report page to generate the Return of Title IV Funds Withdrawal report.


    The report displays the most recent withdrawal dates first and the oldest last. The system displays the information based on how you define your run control options. It includes worksheet calculations, return of funds by the school and student, institutional charges, and number of days since the withdrawal date.

    Step 7
  8. The report is run for the specified Institution, Aid Year, and Term.


    For this example, use the default selections.

    Step 8
  9. Use the Report Structured By field to structure the report by date, by name, or by date range/name.


    For this example, use the default selection.

    Step 9
  10. Use the Process Students field to select completed, new, new and pending, or pending withdrawals.


    For this example, use the default selection.

    Step 10
  11. You can select to process the report by specific careers. If the Process Selected Careers check box is clear, the system processes all careers.

    Step 11
  12. Click the Run button.

    Step 12
  13. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 13
  14. You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.


    For this example, use the default selection.

    Step 14
  15. Use the Type field to select the type of output you want to generate for this job. Your four choices are File, Printer, Email, or Web.

    Step 15
  16. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have selected. In this example, the default value is PDF.

    Step 16
  17. Click the OK button.

    Step 17
  18. You can click the Process Monitor link to verify that the process was successful.


    Refer to the Running Reports module for examples of running a process.

    Step 18

You have successfully generated a Return of TIV Funds Withdrawal report.

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