The Financial Aid Office is required by federal regulations to recalculate Title IV (federal) financial aid eligibility for a student who withdraws from all classes, drop outs (categorized as an unofficial withdrawal), is dismissed, or takes a leave of absence prior to completing 60% of a semester (calendar days).  Financial aid may be adjusted based on the percentage of the semester completed before withdrawing. Once the 60% point of the semester is reached, 100% of financial aid has been earned, and no reduction will be made based on the federal Return to Title IV (R2T4) Funds regulations.    Additionally, if a student fails to earn a passing grade in any of their classes in a given semester, Hampden-Sydney is required to determine whether the student unofficially withdrew from the College.  If it is determined that the student unofficially withdrew and therefore did not complete any of his classes for the semester, the R2T4 regulations must be followed.

These same rules will apply to H-SC scholarships and grant aid if the student qualifies for a pro-ration of his tuition due to the withdrawal.  For the college refund policy, please refer to the Academic Catalogue section Expenses and Financial Aid – Return of Fees

Before a student takes any action to withdraw, it would be beneficial to learn the refund policy the Business Office will use as well as the implications of any re-calculations of financial aid.  Any questions concerning aid should be addressed to the Financial Aid Office.  All questions concerning final resolution of the account balance should be addressed to the Business Office.

If a student begins the official withdrawal process or provides official notification to the Dean of Student’s Office of his intent to withdraw, the date of the institution’s determination that the student withdrew would be the date the student began the official withdrawal process, or the date of the student’s notification, whichever is later.  The student’s withdrawal date may be different if his last day of academic activity was before or after the date of the institution’s determination that the student withdrew.  If a student gives no official notification, Hampden-Sydney College has the option of using the midpoint of the semester or a withdrawal date documented with the student’s attendance at an academically related activity.

The amount of aid earned is calculated on a pro rata basis through 60 percent of the semester.  After 60 percent of the semester has been completed, all Title IV and institutional funds a student was scheduled to receive are considered 100% earned.  It is possible for students whose accounts were paid in full at the start of a semester to owe payment for the balance of charges after the return of Title IV funds and any applicable pro-ration of institutional aid  is completed. 

If a student did not receive funds that were earned, he may be due a post-withdrawal disbursement.  If the post-withdrawal disbursement includes loan funds, Hampden-Sydney College must obtain permission from the student before it can credit them to the student’s H-SC account.  The student may choose to decline some or all of the loan funds to limit additional debt.  The student is given fourteen days to make a decision about the loan funds.  Hampden-Sydney will automatically use all or a portion of a student’s post-withdrawal disbursement of grant funds for tuition, fees, room and board charges.

The following steps are completed in order to determine if any return of Title IV federal financial aid is required.

  1. Determine the percentage of federal financial aid the student has earned:
    Divide the number of days the student completed by the total number of days in the semester (calendar days, including weekends but not breaks longer than five days).
  2. Determine the amount of federal financial aid earned:
    Multiply the percentage of aid earned (step 1 above) by the amount of federal Title IV aid the student received for the semester.
  3. Determine the difference between the amount of federal Title IV aid the student received for the term and the amount of Title IV aid the student earned. If the amount of Title IV aid earned is less than the amount of Title IV aid the student received, then a return of funds calculation will be necessary.  If the amount of Title IV aid earned is more than the amount of Title IV aid the student was eligible to receive, he may be due a post-withdrawal disbursement. 
  4. Determine if a return of federal Title IV funds is required. If a return of Title IV funds calculation is necessary, Hampden-Sydney must return the amount of Title IV funds for which it is responsible no later than 45 days after the date of the determination of the date of the student’s withdrawal.  Refunds are allocated in the following order: 
    1. Unsubsidized Federal Direct Loan
    2. Subsidized Federal Direct Loan
    3. Federal Direct PLUS (parent) Loan
    4. Federal Pell Grant
    5. Federal Supplemental Educational Opportunity Grant
    6. TEACH Grant
    7. Iraq Afghanistan Service Grant

NOTE:  At the time of a student’s withdrawal, he will be presented with a copy of the Return to Title IV Funds policy.  Following the Return to Title IV Funds calculation, the student will be formally notified of the amount of aid earned and the amount of aid to be returned.  Adjustments to Title IV aid are provided electronically to the Department of Education and to the Business Office no later than 45 days after the date of the determination of the date of the student’s withdrawal.

Withdrawal Example (with tuition pro-ration)

Tony Tiger enrolled for the fall semester as a full-time student. The Business Office applied the following charges to Tony’s account:

Tuition                         $23,507
Room and Board        $ 7,139 ($3,812 is meal plan charge)
Comprehensive Fee   $ 1,245
Total: $31,891

Based on the Free Application for Federal Student Aid (FAFSA) and his academic record, Tony was awarded the following aid for the fall semester:

$1,732

Federal Direct Subsidized Loan*

$990

Federal Direct Unsubsidized Loan*

$7,000

Hampden-Sydney College Grant

$9,000

President’s Scholarship

$2,000

Virginia Tuition Assistance Grant

$11,972

Federal Direct PLUS Loan*

$32,694

Total

*Federal Direct Loan amounts listed above are the net amounts after federal fees are deducted. Subsidized and Unsubsidized loans have a 1.057% fee and PLUS Loans have a 4.228% fee. 

Less than one month into the semester, Tony resigns for health reasons and a medical withdrawal is approved.  His withdrawal date is September 20.

Percentage of Semester Completed:

  • Calendar Days in Fall Semester = 106 days (8/23/21 – 12/11/21)
  • Calendar Days Attended (prior to date of withdrawal) = 29 days
  • Percentage of Semester Attended = 29 days ÷ 106 days = 27.4%

Earned Aid:

  • Percentage of Title IV Aid Earned Based on Date of Withdrawal = 27.4%
  • Amount of Title IV Aid Earned = $14,694 (aid indicated on previous page as federal) x 27.4% = $4,026
  • Amount of Institutional Aid Earned = $7,000 H-SC Grant x 27.4% = $1,918 and $9,000 President’s Scholarship x 27.4% = $2,466

Unearned Aid:

  • Amount of Title IV Aid Unearned = $14,694 (total aid) - $4,026 (aid earned) = $10,668
  • Amount of H-SC Grant Unearned = $7,000 (total semester amount) - $1,918 (amount earned) = $5,082.
  • Amount of President’s Scholarship Unearned = $9,000 (total semester amount) - $2,466 (amount earned) = $6,534. 

Based on the student’s financial assistance and withdrawal date, Financial Aid would return the following federal Title IV unearned aid:

  • $990 Federal Direct Unsubsidized Loan
  • $1,732 Federal Direct Subsidized Loan
  • $7,946 Federal Direct PLUS Loan

Total to be Returned: $10,668

In addition, the student’s account would be debited for $5,082 in the H-SC Grant and $6,534 in the President’s Scholarship for a total of $11,616. 

In this example, the actions taken by the Financial Aid Office and Business Office result in Tony owing Hampden-Sydney $1,794.84.

Account balance as of September 20th

Student does not owe any money

$0

Financial Aid reduces federal Title IV aid

Student account is debited

+$10,668

Financial Aid reduces institutional aid

Student account is debited

+11,616

Business Office prorates tuition by the week

$23,507/16 weeks = $1,469.18 multiplied by the number of weeks the student is not enrolled (12 weeks in this case)

-$17,630.16

Business Office prorates meal plan by the week

$3,812/16 weeks = $238.25 multiplied by the number of weeks the student is not enrolled

-$2,859.00

Credits and debits are added together

Student now owes money to H-SC

$ 1,794.84

 It is also important to note in the calculation scenario above that the loans borrowed by Tony (and his parents) are being reduced by the Title IV Funds calculation which will result in less overall debt they will owe in repayment.

Withdrawal Example (no tuition pro-ration)

Tommy Tiger enrolled for the fall semester as a full-time student. The Business Office applied the following charges to Tommy’s account:

Tuition                         $23,507
Room and Board        $ 7,139 ($3,812 is meal plan)
Comprehensive Fee   $ 1,245
Total: $31,891

Based on the Free Application for Federal Student Aid (FAFSA) and academic record, Tommy was awarded the following aid for the fall semester:

$1,732

Federal Direct Subsidized Loan*

$990

Federal Direct Unsubsidized Loan*

$7,000

Hampden-Sydney College Grant

$9,000

President’s Scholarship

$2,000

Virginia Tuition Assistance Grant

$11,972

Federal Direct PLUS Loan*

$32,694

Total

*Federal Direct Loan amounts listed above are the net amounts after federal fees are deducted. Subsidized and Unsubsidized loans have a 1.057% fee and PLUS Loans have a 4.228% fee. 

Less than one month into the semester, Tommy withdraws for personal reasons.  His withdrawal date is September 20.  Since there will be no pro-ration of tuition in this situation, all institutional aid will remain at original levels. 

Date of Withdrawal:

  • Calendar Days in Fall Semester = 106 days (8/23/21 – 12/11/21)
  • Calendar Days Attended (prior to date of withdrawal) = 29 days
  • Percentage of Semester Attended = 29 days ÷ 106 days = 27.4%

Earned Aid:

  • Percentage of Title IV Aid Earned Based on Date of Withdrawal = 27.4%
  • Amount of Title IV Aid Earned = $14,694 (aid indicated on previous page as federal) x 27.4% = $4,026

Unearned Aid:

  • Amount of Title IV Aid Unearned = $14,694 (total aid) - $4,026 (aid earned) = $10,668

Based on the student’s financial assistance and withdrawal date, Financial Aid would return the following federal Title IV unearned aid:

  • $990 Federal Direct Unsubsidized Loan
  • $1,732 Federal Direct Subsidized Loan
  • $7,946 Federal Direct PLUS (parent) Loan

Total to be Returned: $10,668

In this example, the actions taken by the Financial Aid Office and Business Office result in Tommy owing Hampden-Sydney $7,809.

Account balance as of September 20th

Student does not owe any money

$0

Financial Aid reduces federal Title IV aid

Student account is debited

+$10,668

Business Office prorates meal plan by the week

$3,812/16 weeks = $238.25 multiplied by the number of weeks the student is not enrolled

-$2,859.00

 Credits and debits are added together

Student now owes money to H-SC

$7,809.00

 It is also important to note in the calculation scenario above that the loans borrowed by Tommy (and his parents) are being reduced by the Title IV Funds calculation which will result in less overall debt they will owe in repayment.