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(ANN-11-17) Subject: Training Workshops - Fundamentals of Title IV Administration

Publication Date: August 1, 2011

DCL ID: ANN-11-17

Subject: Training Workshops - Fundamentals of Title IV Administration

Summary: This letter announces Federal Student Aid's instructor-led, Fundamentals of Title IV Administration training workshops scheduled for October 2011 through September 2012.

Dear Colleague:

We are pleased to announce our instructor-led, Fundamentals of Title IV Administration training workshops scheduled for October 2011 through September 2012. Each workshop is four and one-half days in length and is conducted at one of the Department of Education's (the Department's) regional training facilities.

Through the series of questions and answers below, we provide important information about the Fundamentals of Title IV Administration training workshops.


Q1: Who must attend the training workshops?

A1: The Owner/CEO (or designee) and Financial Aid Administrator at each school seeking to fulfill the requirements to be certified to participate in the Title IV federal student financial aid programs must attend Fundamentals of Title IV Administration training. The Owner/CEO (or designee) must attend the first two full days of the training. The Financial Aid Administrator must attend all four and one-half days. In some cases, a school undergoing a change of ownership must also attend. Questions about these requirements should be directed to the school's regional School Participation Team.

Q2: Who may attend the training workshops?

A2: Individuals who are not required to complete Fundamentals of Title IV Administration training as outlined in Q1 but wish to attend basic training on the Title IV programs may attend provided that seating is available. After ensuring that all attendees who are required to attend have been registered, we will register these individuals.

Q3: What will be covered in the training workshops?

A3: The Fundamentals of Title IV Administration training addresses the following topics:

  • What are the Title IV programs?

  • How does a school obtain and maintain institutional eligibility?

  • What must a school do to request and receive funds from the Department?

  • What policies and procedures does a school need to have in place?

  • How does a school process aid for its students by determining eligibility, calculating financial need, packaging aid, adjusting aid, and recalculating aid?

  • What are the requirements for disbursing aid to students?

  • What must a school do in regard to exit interviews and calculating a return of Title IV aid (R2T4)?

  • What are the reporting requirements for a school?

Q4: When and where are the training workshops?

A4: Training workshops will be offered October 2011 through September 2012 at one of the Department's regional training facilities.

The schedule and location information is as follows:

October 17-21, 2011

San Francisco

October 24-28, 2011


October 31-November 4, 2011


November 14-18, 2011


March 5-9, 2012

San Francisco

March 19-23, 2012


April 23-27, 2012

New York

May 7-11, 2012


June 4-8, 2012


June 18-22, 2012


July 9-13, 2012

Kansas City

July 16-20, 2012


August 13-17, 2012


August 20-24, 2012


September 10-14, 2012


September 17-21, 2012

New York

September 24-28, 2012


Note: Directions to each training workshop are available through our registration system. To access the directions for each location, click on the hyperlinked location name on the registration page.

Q5: What does a trainee need to bring to the training workshop?

A5: Each trainee must bring pens/pencils, highlighters, and a calculator to the training workshop. We will provide each trainee with paper copies of the participant's guide and the Federal Student Aid Handbook in a large three-ring binder. Trainees will need to ensure that they have a bag or luggage in which to carry this material when they leave.

Q6: How does an individual register for the training workshop?

A6: An individual registers for the training workshop by using this link:

If the course is full, the registration site will state that the session is closed and instruct you to sign up to be included on the waitlist for that session. The waitlist will be used to fill any vacancies in the session should cancellations occur. Each person who wishes to attend the session must sign up for the waitlist.

Once registered, we will send an e-mail confirmation to the trainee. The trainee should retain this confirmation, as it contains important information about the training workshop, including cancellation information. If unable to attend, we request that the trainee cancel his or her registration so that individuals who wish to attend may do so.

We look forward to your participation in these instructor-led, training workshop opportunities. If you have questions about the Fundamentals training, please contact Angela Smith at

If you have any questions about registration, please contact Scarlett Brock at


Jana Hernandes
Service Director, Operations
Federal Student Aid

Last Modified: 07/31/2011