2021–2022 Walden University Student Handbook (September 2021) 
    
    Oct 22, 2021  
2021–2022 Walden University Student Handbook (September 2021)

Refund Policies


Return to: Payment Deadlines and Policies  

The university refunds tuition and fees according to these policies and in accordance with applicable federal regulations. Students receiving federal financial assistance will have funds returned to the appropriate lending agencies in accordance with applicable federal guidelines. Federal aid that may have been awarded to students may be adjusted by reducing or reallocating or returning funds to federal programs if disbursement has already occurred.

Dropping Courses (Course-Based Programs Only)

Students who drop courses during the drop/add period will receive an account credit. Students may request a refund of any resulting credit balance on their student account by submitting an email request to refund@mail.waldenu.edu.

Federal Return of Title IV (R2T4) Funds

When a recipient of Title IV grant or loan funds withdraws from an institution during a term or payment period, the university must determine the amount of Title IV grant or loan funds the student earned as of the student’s withdrawal date. Federal regulations established by the U.S. Department of Education require the Office of Financial Aid to apply a formula, entitled Return to Title IV (R2T4), to determine the percentage of federal financial aid a student has earned up through the last date of academically related activity in any or all courses or competencies during the term or payment period. The Title IV programs included in this policy are the Federal Pell Grant, Federal TEACH Grant, Federal Direct Loan, Federal Direct PLUS Loan, Iraq and Afghanistan Service Grant (IASG), and Federal Supplemental Educational Opportunity Grant (FSEOG).

Course-based students who withdraw, drop, or do not otherwise complete all of the courses that they are scheduled to attend in the term, and Tempo Learning® students who withdraw officially or unofficially, may have disbursed funds returned to the federal government. This includes students who stop engaging in academically related activities in any or all courses or competencies during the term or payment period.

Students withdrawing from any course(s) in the term or competencies prior to the completion of 60% of the days scheduled to attend in the quarter/semester or payment period may find that funds are owed to the university as a result of the R2T4.

The following enrollment changes in Course-Based Programs that may trigger an R2T4:

  • Drop or withdrawal to zero credits (withdrawal through university policy).
  • Official Leave of Absence during the term.
  • Lack of engagement in academically related activities for at least 14 consecutive days or more in a term.
  • For consecutive enrollment within a term, withdrawal from an earlier course with no confirmation of return in a later course. The later course would have to begin no later than 45 calendar days after the end of the course the student ceased attending.
  • For consecutive enrollment within a term, dropping, not attending, or withdrawing from a later course, even after the completion of an earlier course.
    • Beginning for withdrawal dates of July 1, 2021, or later, students are excluded from this withdrawal rule if they successfully complete the following:
      • Earn a passing grade in the earlier course or combination of courses greater than or equal to half-time enrollment (3 credits graduate, 6 credits undergraduate);
      • Earn a passing grade in courses that when alone or combined contain 49% of the days in the term, excluding scheduled breaks of 5 or more consecutive days and all days between courses; or
      • Meet graduation requirements.

Note: Students do not qualify for these exemptions if they fail the earlier course(s).

  • For consecutive enrollment within a term, failure to participate in more than 60% of the days scheduled to attend in the term, along with failure to earn a passing grade in the last course in the term, even after passing an earlier course.
  • Failure to participate in more than 60% of the days scheduled to attend in the term along with failure to earn a passing grade in all courses attempted in the term.

The following enrollment changes in Tempo Learning® Programs that may trigger an R2T4:

  • Official withdrawal from the program.
  • Administrative withdrawal due to lack of participation for 30 consecutive days.
  • Administrative withdrawal for not submitting a Customized Learning Plan (CLP) by Day 14 of the subscription period.
  • Administrative withdrawal for failure to meet the satisfactory academic progress requirements.
  • Failure to return from a Leave of Absence.

Please Note: Graduating during the financial aid payment period is not considered a withdrawal for R2T4 even though the student may not have completed all of the days in the financial aid payment period.

The last date of academically related activity, as determined by the university, is used as the financial aid withdrawal date to determine the completion percentage for R2T4.

The calculation of the percentage of federal financial aid earned includes all financial aid disbursed or that which could have been disbursed to a student. This percentage is calculated by taking the number of calendar days completed by the student in the term or payment period divided by the total number of calendar days the student is scheduled to attend in the term or payment period (scheduled breaks of 5 consecutive days or more are excluded from the calculation). The percentage is then multiplied by the amount of Title IV financial aid awarded in the payment period to determine the amount earned. If the federal aid disbursed is greater than the percentage of federal aid earned, the difference must be returned to the appropriate Title IV program.

Students who complete more than 60% of the term or payment period are considered to have earned 100% of the federal financial aid disbursed to them for the term or payment period.

If the student did not receive all of the funds that were earned prior to their last day of participation, a post-withdrawal disbursement may be due. If the post-withdrawal disbursement includes loan funds that did not disburse, the student must give permission before the funds can be disbursed. Students will be notified of their post-withdrawal disbursement eligibility through their Walden email account within 30 days of the withdrawal determination date.

There may be some Title IV funds that a student may have been scheduled to receive that cannot be disbursed once the student withdraws because of other eligibility requirements.

The Office of Financial Aid returns federal financial aid funds to programs in the following order:

  1. Unsubsidized Direct Loans (other than Direct PLUS Loans)
  2. Subsidized Direct Loans
  3. Direct PLUS Loans (parent or graduate)
  4. Federal Pell Grants
  5. Iraq and Afghanistan Service Grant
  6. FSEOG
  7. TEACH Grants

Regulations require the Office of Financial Aid to complete a student’s R2T4 calculation within 30 days of the university’s date of determination. The university must return Title IV funds as soon as possible but no later than 45 days after the date the university determines the student withdrew.

The student will be notified through their Walden email account when the R2T4 calculation is completed and what federal aid was returned. In addition, any student that had federal Direct Loans disbursed will be sent exit counseling information.

The withdrawal date for federal financial aid purposes is not the same as the withdrawal date processed by the Office of the Registrar to determine tuition adjustments. The requirements for Title IV program funds when a student withdraws are separate from Walden’s refund policy.

Federal student aid may not cover all charges due to the university that result from the return of funds upon the student’s withdrawal, and students may owe a balance to Walden. Any student with a remaining balance should log in to their the Payment Gateway (course based and Tempo Learning®) to make payment arrangements.

If a student who withdraws, officially or unofficially, from a program with courses that do not span the entire length of the quarter or semester, later participates in the same program prior to the end of the term, they will be treated as if they did not cease attendance. If an R2T4 was processed, it will be undone and federal financial aid funds that were returned will be re-disbursed according to applicable federal eligibility guidelines. 

If a student who withdraws from a Tempo Learning® program reenters within 180 days, they are treated as if they did not cease attendance. If an R2T4 was processed, it will be undone and federal financial aid funds that were returned will be re-disbursed according to applicable federal eligibility guidelines.

If a student ceases to attend after an R2T4 has been undone, a subsequent R2T4 may be required for the same period.

Prior to withdrawing or making any enrollment changes, students should contact the Office of Financial Aid to determine if the change will result in a return of funds and to understand the financial options to get back on track for future terms.

Examples of Title IV Calculations

Example 1 Course-Based Program—Enrollment in Modules

Allyssa is an undergraduate student enrolled in the BS in Computer Information Systems program. Her fall term enrollment is from September 2 through November 23. She is enrolled in two back-to-back classes for the term. The first class is from September 2 through October 12. The second class is from October 13 through November 23. Allyssa fails the first class and decides on October 15 to drop her second class.

Allyssa’s cost of attendance is as follows: Cost
Tuition $3,000
Fees $160
Total $3,160
Allyssa’s financial aid package consists of the following: Cost
Federal Direct Subsidized Loan $1,485
Federal Direct Unsubsidized Loan $1,979
Total $3,464
Allyssa completed 42 days of the term (September 2 through October 12).
Walden is required to return the following:  
Federal Direct Subsidized Loan $0
Federal Direct Unsubsidized Loan $1,612
After returning the $1,612, Alyssa will owe Walden: $112

 Allyssa received a tuition cancellation of $1,500 for dropping the class. After funds were returned to reduce her federal student loan, she had a balance of $112.

Example 2 Course-Based Program—Failing All Classes or the Last Class

Fred is a master’s degree student. His fall term is from September 2 through November 23. He is enrolled in two classes for the fall. The first class is from September 2 through October 12, and the second class begins September 6 and ends on November 23. Fred receives “F”s in both classes. The latest day that Fred actively participated in either class was September 17.

Fred’s cost of attendance is as follows: Cost
Tuition $4,250
Fees $160
Total $4,410
Fred’s financial aid package consists of the following:  
Federal Direct Unsubsidized Loan $6,761
Total $6,761

Fred completed 16 days of the term (September 2 through September 18).

Walden is required to return the following:  
Federal Direct Unsubsidized Loan $3,528
After returning the $2,570, Fred owes Walden: $3,528

A bursar hold is placed on Fred’s account at the time the funds are returned to the government, which prevents Fred from registering for any additional classes and from receiving any academic transcripts until he repays Walden what he owes.

Example 3 Course-Based Program—Withdrawal from Term

Susie is a doctoral degree student in public policy. Her quarter term begins on December 1 and ends on February 22. On January 11, she stops participating while trying to decide if she will drop her classes. Susie makes the decision to drop all classes on January 15, but her last day of participation is January 11 (42 days into the term).

Susie’s cost of attendance is as follows: Cost
Tuition $4,550
Fees $160
Total $4,710
Susie’s financial aid package consists of the following:  
Federal Direct Unsubsidized Loan $6,800
Total $6,800

As Susie has completed 42 days of her semester, she earned 50% of the $6,800. According to the federally mandated calculation, 50% of the unearned portion of her aid, equaling $3,400, must be returned.

Walden is required to return the following: Cost
Federal Direct Unsubsidized Loan $3,400
After refunding the $3,400, Susie will owe Walden: $1,190

Susie is not eligible to receive a tuition refund because she dropped her classes after the refund period. A bursar hold is placed on Susie’s account at the time the funds are returned to the government, which prevents Susie from registering for any additional classes and from receiving transcripts until she repays Walden what she owes.

Example 4 Course-Based Program—Participation for More Than 60% of the Term

Ernie is a master’s degree student in the teaching program. His semester begins January 5 and ends April 26. On March 13 (68 days into the term), Ernie accepts a full-time job and drops his classes.

Ernie’s cost of attendance is as follows: Cost
Tuition $3,300
Fees $160
Total $3,460
His financial aid package consists of the following:  
Federal Direct Unsubsidized Loan $6,800
Total $6,800

Based on Ernie’s participation (61% of the term), he has “earned” all of his financial aid for the term and will not have to return any funds.

Example 5 Tempo Learning®—Participation for More Than 60% of the Payment Period

Sam is a graduate student enrolled in the MS in Early Childhood Studies program beginning on July 6. His first payment period is from July 6 to January 3. He is required to complete 26 weeks (182 days) and 8.25 credits to progress to the next payment period. He completes 2.5 credit equivalencies before withdrawing on October 1. Sam’s last date of engagement was September 30. He attended 87 days in the payment period. To determine the percentage of the payment period completed in the Tempo Learning® program, federal regulations require Walden to project how long it would have taken Sam to complete the additional 5.75 required credit equivalencies. Walden calculates a credit equivalency completion rate for Sam by dividing the days completed in the payment period by the credit equivalencies completed.

Walden then multiplies the 5.75 remaining credits in the payment period by the credit equivalency completion rate to project that it would take Sam 200 days to complete the 5.75 credits and adds 87 days completed for a total of 287 days in the projected payment period. Walden then divides 87 days completed in the payment period by 287 projected total days in the payment period to determine that Sam has completed 30.3% of the payment period. Tuition is calculated using the greater of federal aid used to pay charges and the projected tuition charges of Sam’s original payment period of 26 weeks, which is determined by multiplying the number of weeks by a weekly tuition rate.

Sam’s cost of attendance is as follows: Cost
Projected Tuition $3,000
Sam’s financial aid package consists of the following: Cost
Federal Direct Unsubsidized Net Loan Amount $10,142
Total $10,142
Sam completed 30.3% of the payment period.
Walden calculates the following: Cost
Earned Federal Aid $3,083
Unearned Federal Aid $1,988
Unearned Tuition Projected Tuition Charges $2,088
Amount of Federal Direct Unsubsidized Loan for Walden to Return $1,988

The R2T4 calculation requires the university to compare the amount of Unearned Federal Aid to the Unearned Tuition and return the lesser of the two to federal programs. In Sam’s case, the R2T4 formula requires Walden to return $1,988 to the Federal Direct Unsubsidized Loan program. Prior to withdrawal, Sam had received half of his Federal Direct Unsubsidized Loan disbursement. The second half of the disbursement was scheduled to disburse after he withdrew. Federal regulations dictate that Sam is no longer eligible for any portion of this disbursement.

Tuition Refunds

Tuition reductions are applied to the current term and may not be retroactively applied for any reason (see also Tuition Reduction Benefits ). Students should review their current billing statement to ensure that their tuition reduction has been applied appropriately. If students have any questions, they should contact their enrollment specialist.

Refunds resulting from a student’s withdrawal from courses and/or the university are based upon the effective withdrawal date (as confirmed by the Office of the Registrar).

Residency fees are nonrefundable after 10 calendar days before the residency start date.

Tuition Refund Schedule*

Tuition Type Calendar Days 0–3 Calendar Days 0–7 Calendar Days 8–14 Calendar Days 15–21 Calendar Day 22–
Full Semester or Quarter  100% refund 100% refund 80% refund 60% refund No refund
14-Week  100% refund 100% refund 80% refund 60% refund No refund
11-Week  100% refund 100% refund 80% refund 60% refund No refund
10-Week  100% refund 100% refund 80% refund 60% refund No refund
8-Week  100% refund 100% refund 80% refund 60% refund No refund
6-Week  100% refund 100% refund 80% refund No refund N/A
5-Week  100% refund 100% refund No refund No refund N/A 
4-Week  100% refund 100% refund No refund N/A N/A
3-Week 100% refund No refund No refund N/A N/A
2-Week 100% refund No refund No refund N/A N/A

Residency

 

 

For Domestic Residencies
After registering themselves online, students may cancel a residency without penalty, provided the cancellation request is made at least 30 calendar days prior to the start of the residency. Cancellation between 30 to 11 days before the start date will result in the student receiving a refund minus a 5% cancellation fee. If a student cancels within 10 days of the start date, no refund will be issued. Students may cancel a residency via their myWalden university portal.

For International Residencies
After registering themselves online, students may cancel an international residency without penalty, provided the cancellation request is made at least 84 calendar days (12 weeks) prior to the start of the residency. Cancellation between 84 and 42 days before the start date will result in the student receiving a refund minus a 5% cancellation fee. If a student cancels within 42 days (6 weeks) of the start date, no refund will be issued. Students may cancel a residency via their myWalden university portal. 

Emergencies  
After the cancellation deadline, students who experience an emergency and need to cancel must submit a Residency Petition Form to request a refund of residency registration fees. Students will be asked to provide documentation supporting the student’s need to cancel the registration. Documentation needs to provide evidence that the reason for late cancellation was unforeseeable. Petitions and supporting documentation must be submitted to Academic Residencies no later than 14 calendar days after the residency ends. There are no exceptions to this policy.

Students who do not cancel before the cancellation date and who do not have approval through the petition process will be billed and expected to pay for the residency, whether or not they attend.

Dissertation Writing Intensive   After registering, students may cancel the Dissertation Writing Intensive without penalty, provided the cancellation request is made at least 30 calendar days prior to the start of the Intensive. Cancellation between 30 to 11 days before the start date will result in the student receiving a refund minus a 5% cancellation fee. If a student cancels within 10 days of the start date, no refund will be issued. Students may cancel the Intensive via their myWalden university portal

* Not valid for Iowa, Maryland, North Dakota, Oregon, or Tennessee residents. The Tuition Refund Schedules below are applicable for students residing in the specified states.

Tuition Refund Schedule for Iowa Residents Only

Effective July 2021

Tuition Term Type No. of Days in Term Student Refund Amounts
Full Semester (16 wk) 112

Days 1–14

100% refund

Days 15–66

95% refund

Days 67–112

No refund

Full Quarter (12 wk) 84

Days 1–14

100% refund

Days 15–49

95% refund

Days 50–84

No refund

11-Week 77

Days 1–14

100% refund

Days 15–45

95% refund

Days 46–77

No refund

10-Week 70

Days 1–14

100% refund

Days 15–41

95% refund

Days 42–70

No refund

8-Week 56

Days 1–14

100% refund

Days 15–33

95% refund

Days 34–56

No refund

6-Week 42

Days 1–14

100% refund

Days 15–24

95% refund

Days 25–42

No refund

5-Week 35

Days 1–14

100% refund

Days 15–20

95% refund

Days 21–35

No refund

4-Week 28

Days 1–14

100% refund

Days 15–16

95% refund

Days 17–28

No refund

3-Week 21

Days 1–14

100% refund

Days 15–21

No refund

 
2-Week 14

Days 1–14

100% refund

   

Any student who withdraws from a course caused by physical incapacity is due a refund. Once a student has provided official documentation that a physical incapacity is the reason he or she is not able to complete the course, the student will be refunded 100% of all tuition charged for the impacted term.

Tuition Refund Schedule for Maryland Residents Only

Effective Winter Quarter 2013

Tuition Term Type Length of Term in Days Through Day 3 (100% refund) Through Day 7 (100% refund) State of MD (90% refund) State of MD (80% refund) State of MD (60% refund) State of MD (40% refund) State of MD (20% refund)
Full Semester (16 wk) 112 Day 3 Day 7 Day 8–11 Day 12–21 Day 22–32 Day 33–44 Day 45–66
Full Quarter (12 wk) 84 Day 3 Day 7 Day 8 Day 9–16 Day 17–24 Day 25–33 Day 34–50
14-Week 98 Day 3 Day 7 Day 8–9 Day 10–19 Day 20–28 Day 29–38 Day 39–58
11-Week 77 Day 3 Day 7 Day 8 Day 9–16 Day 17–24 Day 25–33 Day 34–50
10-Week 70 Day 3 Day 7 N/A Day 8–14 Day 15–21 Day 22–27 Day 28–41
8-Week 56 Day 3 Day 7 N/A Day 8–14 Day 15–21 Day 22 Day 23–33
6-Week 42 Day 3 Day 7 N/A Day 8–14 N/A Day 15–16 Day 17–25
5-Week 35 Day 3 Day 7 N/A N/A Day 8–10 Day 11–14 Day 15–21
4-Week 28 Day 3 Day 7 N/A N/A Day 8 Day 9–11 Day 12–17
3-Week 21 Day 3 No Refund N/A Day 4 Day 5–6 Day 7–8 Day 9–12
2-Week 14 Day 3 No Refund N/A N/A Day 4 Day 5–6 Day 7–8
Tuition Refund Schedule for North Dakota Residents Only  

Effective Fall Quarter 2016 

Tuition Type Calendar Days 0–7 Calendar Days 8–14 Calendar Days 15–21 Calendar Day 22–56
Full Semester (16 wk) 100% refund 75% refund 75% refund 75% refund through Day 28; 50% refund through Day 56
Full Quarter (12 wk) 100% refund 75% refund 75% refund 50% refund through Day 42
14-Week 100% refund 75% refund 75% refund 75% refund through Day 25; 50% refund through Day 49
11-Week 100% refund 75% refund 75% refund 50% refund through Day 42
10-Week 100% refund 75% refund 75% refund through Day 18 50% refund through Day 35
8-Week 100% refund 75% refund 50% refund 50% refund through Day 28
6-Week 100% refund 75% refund through Day 11 50% refund No refund
5-Week 100% refund 50% refund 50% refund through Day 17 No refund
4-Week 100% refund 50% refund No refund No refund
3-Week 100% refund 50% refund through Day 12 No refund No refund
2-Week 100% refund No refund No refund No refund
Tuition Refund Schedule for Oregon Residents Only

Effective September 2016

Tuition Type Calendar Days 0–7 Calendar Days 8–14 Calendar Days 15–21 Calendar Days 22–56
Full Semester 100% refund 75% refund 75% refund 75% refund through Day 28; 50% refund through Day 56
Full Quarter 100% refund 75% refund 75% refund 50% refund through Day 42
14-Week 100% refund 75% refund 75% refund 75% refund through Day 25; 50% refund through Day 49
11-Week 100% refund 75% refund 75% refund 50% refund through Day 42
10-Week 100% refund 75% refund 75% refund through Day 18 50% refund through Day 35
8-Week 100% refund 75% refund 50% refund 50% refund through Day 28
6-Week 100% refund 75% refund through Day 11 50% refund No refund
5-Week 100% refund 50% refund 50% refund through Day 17 No refund
4-Week 100% refund 50% refund No refund No refund
3-Week 100% refund 50% refund through Day 12 No refund No refund
2-Week 100% refund No refund No refund No refund
Tuition Refund Schedule for Tennessee Residents Only

Effective Fall Quarter 2016 

Tuition Type Length of Term in Days Through Day 7 (100% refund) Through 10% of Enrollment Period (75% refund) Through 25% of Enrollment Period (25% refund) After 25% of Enrollment Period
Full Semester (16 wk) 112 Day 7 Day 8–11 Day 12–28 No Refund
Full Quarter (12 wk) 84 Day 7 Day 8 Day 9–21 No Refund
14-Week 98 Day 7 Day 8–10 Day 11–26 No Refund
11-Week 84 Day 7 Day 8 Day 9–21 No Refund
10-Week 70 Day 7 Day 8 Day 9–18 No Refund
8-Week 56 Day 7 Day 8 Day 9–14 No Refund
6-Week 42 Day 7 Day 8 Day 9–11 No Refund
5-Week 35 Day 7 Day 8 Day 9 No Refund
4-Week 28 Day 7 Day 8 No refund No Refund
3-Week 21 Day 7 Day 8 No refund No Refund
2-Week 14 Day 7 Day 8 No refund No Refund