SAMPLE Return of Title IV worksheet

SAMPLE — not official. This is an unofficial estimate for training and what-if questions. It is not a COD, G5, or institutional R2T4. A certified financial aid administrator must complete the official calculation before any funds are returned. Authority: 34 CFR § 668.22.

Built for aid offices that want a second set of eyes before they open the real worksheet. Families can use it to understand why a mid-semester withdrawal often creates a balance. Chat still walks R2T4 in plain English on every plan. For a projected FAFSA / SAI, use the SAMPLE FAFSA estimator.

Enter dates and amounts to see a SAMPLE estimate. No student record is stored.

How to use this without FTI

• Use round numbers and a hypothetical student — never an SSN, ITIN, or tax return.
• Exclude scheduled breaks of five or more consecutive days from the period length.
• If more than 60% of the period is completed, Title IV is treated as 100% earned.
• Confirm the official order of return and modules rules in 34 CFR § 668.22 and the FSA Handbook.

Want Genie to walk the same scenario in prose? Ask in chat as an Administrator. Schools: see For Schools and the DPA template.