Cancel, Delete, or Re-Expect Pell Grant Disbursements

Use the Awards tab on the awarding page to cancel and delete disbursements for Pell grants. You can also reschedule (re-expect) canceled disbursements for Pell grants.

Use the table to determine the method to use.

Action Action By Anthology Student Can Be Re-Expected?
Cancel The record remains on the list, but it is not paid to the student. Yes
Delete The record is permanently removed from the list and it is not paid to the student. No

For example, financial aid is canceled when a student drops out. If the student is reinstated, financial aid can be re-expected. Canceled disbursements are not automatically changed back to scheduled when a student is reinstated and the award status changes. You must review the canceled disbursements for each fund source and then re-expect the disbursements that still apply.

You can also update disbursement information for individual students or multiple students using the Update Disbursement Information process.

Prerequisites

Authorizations:

  • Common - Student - View

  • Financial Aid - Student Award - Edit

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. Refer to Fund Source Security.

The origination status must be Not Ready to Send (N) or Ready to Send (R).

These prerequisites depend on the action you want to take.

Action Prerequisites
Cancel The disbursement must have a status of Scheduled.
Delete

The disbursement must have a status of Canceled or Scheduled.

If your institution has configured the award to require a disbursement schedule when awarding new aid, you must be in a staff group that is allowed to edit disbursements when packaging.

To re-expect a Pell grant, it must have a status of Pending, Approved, or Estimated.

The student must not be in a financial aid hold group.

Access

Students > select the student > Financial Aid > Awarding > Awards

Cancel or Delete Pell Grant Disbursements

  1. Verify the program version and, if needed, select the correct version from the Program Version drop-down.

  2. Select the Academic Year.

  3. Select the record for the Pell Grant.

  4. Select the record for the disbursement in the Disbursements from Selected Enrollment list.

  5. To: 

    • Cancel the disbursement, select Cancel

    • Delete the disbursement, select Delete

The result depends on the button you selected.

 Button Actions by Anthology Student
Disbursement in List Amount Field for Pell Status of Pell Award Additional Actions
Cancel Changes Status to Canceled, but the record remains in the list. Disbursements are not renumbered. Subtracts the amount from the value for Amount for the grant. If the disbursement amounts do not equal the value in the Amount field for the Pell grant, Anthology Student recalculates the amount. If all the other disbursements have a status of canceled, Anthology Student changes the status of the Pell grant to canceled. If the student is eligible for a year-round Pell grant and it results in reducing the Pell award amount to 100% eligibility or lower, Anthology Student automatically clears the AEI check box.
Delete Permanently removes the record from the list. Subsequent disbursements are renumbered. If all the other disbursements have been deleted, Anthology Student changes the status of the Pell grant to canceled. If the Num of Payment Periods in AY is displayed for the Pell grant, the number is updated to match the number of remaining disbursements.

Limitations

Action Limitations
Cancel

You cannot cancel a disbursement if you are using Student Financial Aid Automated Awarding (SFAAA) and either condition is true. The disbursement:

  • Is waiting on a response from COD
  • Has an associated refund calculation
Delete

You cannot delete a disbursement if either condition is true. The disbursement:

  • Is waiting on a response from COD
  • Has subsequent disbursements waiting on a response from COD

Re-Expect Pell Grant Disbursements

  1. Verify the program version and, if needed, select the correct version from the Program Version drop-down.

  2. Select the Academic Year.

  3. Select the record for the Pell Grant.

  4. Select the Scheduled Disbursements tab.

  5. Select the record for a canceled disbursement in the Disbursements from Selected Enrollment grid.

  6. Select Re-expect. Anthology Student changes the status of the disbursement to Scheduled.