Title IV Credit Balance Report

You can use the Title IV Credit Balance report to display a list of students and detailed transactions that result in the Title IV balance.

You can also use the Title IV Credit Balance report to:

• View all charges identified as Title IV charges

• Subtract all payments defined as Title IV payments to determine if there is a credit balance

When a Title IV credit balance occurs, institutions have 14 days to return the credit balance to the student (or parent for PLUS loans), unless the institution has obtained authorization to hold credit balances. If the award year or the loan period expires, the institution must return the credit balance within 14 days, regardless of whether they have obtained authorization to hold credit balances.

If the configured campuses use Auto-Stipends and also take into account the time period selected for evaluation and if the time period has not expired, waivers are acknowledged and used in the calculations. Anthology Student also considers refunds and stipends in the Title IV balance calculation.

If you frequently generate reports with the same selection criteria, the selection criteria can be saved under a name. This makes it easier to generate reports in the future with the same selection criteria.

   Review the training (Anthology Academy registration and login required):

Generating Title IV Credit Balance Report  (2 min.)

Prerequisites

You must have: 

• Common - Reports - View authorization

• Either Reports - Student Accounts - Title IV Credit Balance or Student Accounts - All Reports authorization (All Reports provides authorization to view all reports for Student Accounts.) 

You should also be familiar with the Background for Title IV Credit Balance.

If you want to configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in Seconds Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. on the General page. (Select the Settings tile > expand System > select General.).

Access Method

Select the Reports tile > expand Student Accounts > select Title IV Credit Balance.

Procedure to Generate the Report

1. Specify the data selection criteria.

   Award Year The financial aid award year. Anthology Student gathers students who have only posted Title IV charges and Title IV grants for the specified award year. Fund Source types configured as Title IV Grants are Pell, Perkins, ACG, SMART, TEACH, or SEOG. Campus Groups The group you specified for the campus. Your institution configures the groups for campuses. Load Saved Criteria Select the required saved criteria which you want to load in the selection criteria fields. Loan Period End Date The end date of the loan. The default is the end date of the academic year. For other loans, the date must be before the graduation date. For Direct loans, it must be before the end date for the academic year. Anthology Student gathers students who have posted Title IV charges and Direct loan disbursements as well Title IV grant disbursements for the specified loan period. Fund Source types for FFEL or Direct Loans are SUB, UNSUB, PLUS, DIRSUB, DIRUNSUB, and DIRPLUS. From and To Loan Period Start Date The start date of the loan. The default is the start date of the academic year. For Direct loans, it must be after the start date for the academic year.Anthology Student gathers students who have posted Title IV charges and Direct loan disbursements as well Title IV grant disbursements for the specified loan period. Fund Source types for FFEL or Direct Loans are SUB, UNSUB, PLUS, DIRSUB, DIRUNSUB, and DIRPLUS. From and To Parent Credit Balance Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document to hold an FSA credit balance (parent) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) Parent Title IV Pay Non-Tuition Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document all the Title IV institutional charges (parent) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)

   Program Version The program version associated with the student or item. Status Category The category for the status. It can include more than one student status. They are defined by the system and selected for the student statuses configured by your institution. Student Credit Balance Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document to hold an FSA credit balance (Student) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) Student Title IV Pay Non-Tuition Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document all the Title IV institutional charges (Student) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) Student Statuses The code and name of the school statuses. School statuses are also referred to as student statuses. These statuses are defined/configured by the institution. Students with Credit Balance Specifies whether or not you want students with credit balance. Waivers on File Indicates whether you want to Retrieve students with No wavier on file or Retrieve students with at least one wavier on file. Anthology Student includes students in the report who have a document configured in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)

2. Select an Award Year The financial aid award year. Anthology Student gathers students who have only posted Title IV charges and Title IV grants for the specified award year. Fund Source types configured as Title IV Grants are Pell, Perkins, ACG, SMART, TEACH, or SEOG. from drop-down list or specify the Loan Period Start Date The start date of the loan. The default is the start date of the academic year. For Direct loans, it must be after the start date for the academic year.Anthology Student gathers students who have posted Title IV charges and Direct loan disbursements as well Title IV grant disbursements for the specified loan period. Fund Source types for FFEL or Direct Loans are SUB, UNSUB, PLUS, DIRSUB, DIRUNSUB, and DIRPLUS. and Loan Period End Date The end date of the loan. The default is the end date of the academic year. For other loans, the date must be before the graduation date. For Direct loans, it must be before the end date for the academic year. Anthology Student gathers students who have posted Title IV charges and Direct loan disbursements as well Title IV grant disbursements for the specified loan period. Fund Source types for FFEL or Direct Loans are SUB, UNSUB, PLUS, DIRSUB, DIRUNSUB, and DIRPLUS..

3. In Waivers on File Indicates whether you want to Retrieve students with No wavier on file or Retrieve students with at least one wavier on file. Anthology Student includes students in the report who have a document configured in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.), if you want to select:

   Students You Want to Include in Report	Value to Select for Waivers on File Indicates whether you want to Retrieve students with No wavier on file or Retrieve students with at least one wavier on file. Anthology Student includes students in the report who have a document configured in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)	Additional Actions
   Student with waivers in their Documents list (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.)	Retrieve students with at lease one waiver on file	Select Yes for the types of waivers. •   Parent Credit Balance Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document to hold an FSA credit balance (parent) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) •   Parent Title IV Pay Non-Tuition Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document all the Title IV institutional charges (parent) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) •   Student Credit Balance Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document to hold an FSA credit balance (Student) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) •   Student Title IV Pay Non-Tuition Waiver When you select Yes, Anthology Student includes students in the report who have a document configured to be a document all the Title IV institutional charges (Student) in their Documents list. (Select the Students tile > select the name in the Students list > expand Contact Manager > select the Documents tile.) If a student has one or more of the selected waivers, Anthology Student includes them in the report.
   Students without waivers in their Documents list	Retrieve students with No waivers on file	Use the default of No for the types of waivers.

4. Take the appropriate action.

   Task	Action to Take
   View the report	1.  Click the View Report button. Anthology Student displays the generated report.
   Export the report	1.  Click the Export to Excel button. Anthology Student displays the Export Report Data dialog box. 2.  Review, specify, or change the following value. Export File Name The name of the exported file. 3.  Click the Export button. Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen. Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
   Save the selection criteria	1.  Click the Save Criteria button. Anthology Student displays the Save Criteria dialog box. 2.  Specify the name to save the criteria. 3.  Click the Save button. Anthology Student saves the selection criteria for the report.
   Delete the selection criteria	1.  Click the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box. 2.  Click the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report :

• Each student has a Total Enrollment calculation

• Last page has the Grand Total for the student