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					           WORKSHEET FOR UNCLAIMED REFUND CHECKS FOR TITLE IV RECIPIENTS
Student's Name                                                         SSN                             ID #

Refund amount                                  Term refund for

STEP 1
Title IV Aid Programs included in refund:


            Stafford Loan
            PLUS Loan
            SEOG
            CSAP
            Pell
            State SSIG
            Success Grant
            DC Grant

If none of the program listed above are involved in the refund, no further action is necessary. The refund does not include Title IV aid.

STEP 2 -

Is federal aid part of refund?     If yes, calculate amount to be returned to Stafford below…

Total amount of refund                                     Cumulative Stafford borrowed at RU (Check NSLDS or stat screen)

Return the amount of the refund up to the Cumulative Stafford borrowed at RU
                                                                                           Amount to be returned to Stafford:

Step 3

Is there still refund money left after Stafford to be returned to other Programs?

If yes, proceed with Step 3. If no, you have completed the calculation.

             Amount of refund left after amount returned to Stafford: #VALUE!
Cumulative Perkins Loan borrowed at RU (Check NSLDS or stat screen)

Return the amount of the refund left up to the Cumulative Perkins borrowed at RU

                                                                                              Amount to be returned to Perkins:

Step 4

Is there still refund money left after Perkins & Stafford to be returned to other Programs?

If yes, proceed with Step 4. If no, you have completed the calculation.

  Amount of refund left after amount returned to Stafford & Perkins: #VALUE!

Cumulative State Student Loan borrowed at RU (check view aid screen for student)

Return the amount of the refund left up to the Cumulative SSL borrowed at RU

                                                                                                 Amount to be returned to SSL:

Step 5

Is there still refund money left after Perkins, Stafford and SSL to be returned to other Programs?

If yes, proceed with Step 5. If no, you have completed the calculation.

Amount of refund left after amount returned to Stafford, Perkins & SSL:            #VALUE!

Cumulative Nursing Loan borrowed at RU (check view aid screen for student)

Return the amount of the refund left up to the Cumulative Nursing Loan borrowed at RU

                                                                                        Amount to be returned to Nursing Loan:

Step 6
Is there still refund money left after Perkins, Stafford, SSL, & Nursing Loan to be returned to other Programs?

If yes, proceed with Step 6. If no, you have completed the calculation.

Amount of refund left after amount returned to Stafford, Perkins, SSL & Nursing Ln.:                        #VALUE!

Cumulative Alternative Loans borrowed at RU (check view aid screen for student)

Return the amount of the refund left up to the Cumulative Alternative Loan borrowed at RU

                                                                                    Amount to be returned to Alternative Loan:

Step 7

Is there still refund money left after Perkins, Stafford, SSL, Nursing Loan, and Alterantive Loans to be returned to other Programs?

If yes, proceed with Step 7. If no, you have completed the calculation.

Amount of refund left after amount returned to Stafford, Perkins, SSL , Nursing Ln, & Alternative Loans.:             #VALUE!

Amount of SUCCESS grant award for academic year of refund (check pack screen for student)

Return the amount of the refund left up to the amount of the Success Grant for the academic year

                                                                                  Amount to be returned to Success Program:

Step 8

Is there still refund money left after Perkins, Stafford, SSL, Nursing Loan, Alterantive Loans, & Success grant to be returned to other Programs?

If yes, proceed with Step 8. If no, you have completed the calculation.

Amount of refund left after amount returned to Stafford, Perkins, SSL, Nursing Ln., Alternative Ln, & Success Grant:             #VALUE!

Amount of Pell grant award for academic year of refund (check pack screen for student)

Return the amount of the refund left up to the amount of the Pell Grant for the academic year
                                                                                       Amount to be returned to Pell Program:

Step 9

Is there still refund money left after Perkins, Stafford, SSL, Nurs. Ln, Alter Loans, Success grant, & Pell Grant to be returned to other Programs?

If yes, proceed with Step 9. If no, you have completed the calculation.

Amount of refund left after amount returned to Stafford, Perkins, SSL, Nurs Ln., Alter Ln,Success Grant, & Pell:                 #VALUE!

Amount of SEOG grant award for academic year of refund (check pack screen for student)

Return the amount of the refund left up to the amount of the SEOG Grant for the academic year

                                                                                     Amount to be returned to SEOG Program:

Step 10

Is there still refund money left after Perkins, Stafford, SSL, Nurs. Ln, Alter Loans, Success grant,Pell Grant, & SEOG
to be returned to the programs?
If yes, proceed with Step 10. If no, you have completed the calculation.

Amount of refund left after amt returned to Stafford, Perkins, SSL, Nurs Ln., Alter Ln,Success Grant, Pell, & SEOG:              #VALUE!

Amount of STATE (SSIG) grant award for academic year of refund (check pack screen for student)

Return the amount of the refund left up to the amount of the state SSIG Grant for the academic year

                                                                                Amount to be returned to State SSIG Program:

Step 11

Is there still refund money left after Perkins, Stafford, SSL, Nurs. Ln, Alter Loans, Success grant,Pell Grant, SEOG, & SSIG
to be returned to the programs?
If yes, proceed with Step 11. If no, you have completed the calculation.
Amount of refund left after amt returned to Stafford, Perkins, SSL, Nurs Ln., Alter Ln,Success Grant, Pell,SEOG,&SSIG:           #VALUE!

Amount of other Title IV award for academic year of refund (check pack screen for student)

Return the amount of the refund left up to the amount of the other Title IV award for the academic year

                                                                              Amount to be returned to other Title IV Program:

Step 12

Is there still refund money left after Perkins, Stafford, SSL, Nurs. Ln, Alter Loans, Success grant,Pell Grant, SEOG, SSIG, & other Title IV
to be returned to the programs?
If yes, proceed with Step 12. If no, you have completed the calculation.

Amount of refund left after amt returned to Stafford, Perkins, SSL, Nurs Ln., Alter Ln,Success Grant, Pell, SEOG, & SSIG:        #VALUE!



The amount of the refund left is allowed to escheat to the state under university procedures.

                                                                                       Amount allowed to escheat to the state:         #VALUE!



                       continue to summary below
Step 13 - Summary

               Amount to be returned:                Program

                             0           Stafford                          Lender/Guarantor
                             0           Perkins Loan                      Work with Perkins Loan Coordinator
                             0           State Student Loan                Work with Perkins Loan Coordinator
                             0           Nursing Loan                      Work with Perkins Loan Coordinator
                             0           Alternative Loan                  Lender/Guarantor
                             0           Success Grant                     Work with Success Grant Program coordinator
                             0           Pell Grant                        Work with Pell Coordinator & Student Accounts
                             0           SEOG                              Work with Student Accounts & Financial Aid Director
                             0           State Grant SSIG                  Work with Financial Aid Director
                             0           Other Title IV Program            Work with Financial Aid Director

                           0             Total to be returned for student
                     #VALUE!             Amount to allow to escheat to the state
                                         Total refund



                                         Signature of Financial Aid Compliance Coordinator

                                         Date


A copy of the summary must be sent to Financial Reporting.

				
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posted:12/1/2011
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