Delete Adjustments for Direct Loans

You can use the Awards tab on the Awarding page to delete adjustments for Direct loans that have not been sent to COD.

Prerequisites

You must have:

  • Common - Student - View authorization

  • Either Financial Aid - Student Award - Add or Financial Aid - Student Award - Edit authorization

If your institution has configured permissions for fund sources, you must also be in a staff group that has permission to edit the fund source.

The adjustment must not have a status of Accepted or Batched to Send.

Access Method

Awards tab (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Awards tab.)

Procedure to Delete an Adjustment

  1. Verify that the program version is correct. If not, select the specific program version in the Program Version drop-down list.

  2. Select the Academic Year.

  3. Select the record for the Direct loan.

  1. Select the Received Disb and Refunds/Stipends tab.

  2. Select the record for the disbursement in the Disbursements at COD grid.

  3. Select the Delete Adjustment button. The adjustment is removed from the grid.

Limitations

You cannot delete an adjustment for a disbursement that has another pending adjustment that has not been sent to COD.