Publication Date: September 2, 2009

DCL ID:  ANN-09-26

Subject: Training Recording - Return of Title IV Funds (R2T4) Overview

Summary: This letter announces Federal Student Aid's recorded training session that provides an overview of the R2T4 calculation.

Dear Colleague:

We are pleased to announce the availability of a recorded training session that provides an overview of the Return of Title IV Funds (R2T4) calculation. This one-hour training session is intended for individuals on the financial aid staff who are novices at performing the R2T4 calculation or others who may need to know how to perform the R2T4 calculation that results from a student's withdrawal.

The recorded training session includes the following information:

  • Overview of the regulatory requirements of the R2T4 calculation

  • Step-by-step walkthrough of the R2T4 worksheet in order to properly calculate the return of Federal funds

  • Guidance relevant to the most current R2T4 calculation

No registration is required to view the recorded training session. The session has three parts. To view each part of the session, click on the links below.

Note: A recording key is not required to view the session.

Part 1

Part 2

Part 3

To view the PowerPoint slides and transcript of the recorded training session, click on this link:

Note: We recommend trainees download and print the PowerPoint slides before beginning the training.

Thank you for your continued interest in and support of our training efforts. If you have questions about this training opportunity, please contact Sandy Santana at


Jana Hernandes
Service Director, Operations
Federal Student Aid



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