IDOC
After applying or re-applying for FAFSA, and getting a PROFILE at College Board, the next step in applying for financial aid and scholarships is to complete the IDOC process, which amounts to following some directions found at https://idoc.collegeboard.com and then physically mailing all of your forms to IDOC.
Contact Information:
Income documentation must be mailed directly to the College Board’s Institutional Documentation Service (IDOC). If you mail this information to the Office of Financial Aid, it will be returned to you. Upon submission of your CSS Financial Aid PROFILE, you will see the PROFILE online Acknowledgement screen and receive a confirmation email; both will include IDOC instructions, your IDOC ID, and a link to the IDOC website (https://idoc.collegeboard.com). The website instructs you to compile the following document packet and mail it directly to IDOC:
a) IDOC Cover Sheet. A link to the required IDOC Cover Sheet is included in the IDOC notification to the student. The Cover Sheet is pre-filled with the student’s identifying information and serves as a control document in the IDOC system. If a valid Cover Sheet is not submitted with the packet, the
documents are not processed and are returned to the family. Therefore, carefully complete this form and include it in your IDOC packet.
b) A signed copy of parents’/stepparents’ 2011 federal tax return(s), with all schedules. If any parent/stepparent is not required to file, download a Non-Tax Filer Statement from the IDOC website and submit it in place of the tax return(s). Please do not send state income tax returns. If any parent/stepparent has an extension to file, submit a copy of the IRS Extension Form 4868 directly to the Office of Financial Aid.
c) Copies of all parents’/stepparents’ 2011 W-2 forms from all employers.
d) If any parent/stepparent holds interest in a corporation, partnership, and/or farm, or is self-employed, he/she must submit all applicable income tax forms (i.e., Forms 1065, 1120, 1120S, and/or K-1) for each business or farm.
e) A signed copy of student’s 2011 federal income tax return. If you will not file an income tax return, download a Non-Tax Filer Statement from the IDOC website and submit it in place of the tax return.
f) Copies of all student’s 2011 W-2 forms from all employers, including work-study employment at a college.
g) 2012-2013 Verification Worksheet must be downloaded from the IDOC website, completed and signed by both the student and parent(s) who complete the FAFSA.
DIVORCED/SEPARATED PARENTS: The custodial parent must complete the FAFSA and CSS Financial Aid PROFILE. The noncustodial parent must complete the CSS Noncustodial Parent PROFILE. The student provides his/her noncustodial parent with a link to the Noncustodial PROFILE website, which the College Board will email directly to the student once registered for the PROFILE; BOTH the custodial and noncustodial parents/stepparents must submit to IDOC signed copies of all 2011 federal income tax returns including all schedules and 2011 W-2 forms from all employers.
Contact Information:
- Help Desk
To answer most questions regarding the IDOC service, go to the "Help Desk." - Call Us
You can also contact us at (305) 420-3688. To speak with a College Board representative, please call Monday - Friday 9:00 a.m. to 6:00 p.m. (Eastern time). Extended service hours from 8 a.m. to 10 p.m. are available from January through April. These hours are subject to change. - Send an Email
You can email us by clicking Send an Email.
Income documentation must be mailed directly to the College Board’s Institutional Documentation Service (IDOC). If you mail this information to the Office of Financial Aid, it will be returned to you. Upon submission of your CSS Financial Aid PROFILE, you will see the PROFILE online Acknowledgement screen and receive a confirmation email; both will include IDOC instructions, your IDOC ID, and a link to the IDOC website (https://idoc.collegeboard.com). The website instructs you to compile the following document packet and mail it directly to IDOC:
a) IDOC Cover Sheet. A link to the required IDOC Cover Sheet is included in the IDOC notification to the student. The Cover Sheet is pre-filled with the student’s identifying information and serves as a control document in the IDOC system. If a valid Cover Sheet is not submitted with the packet, the
documents are not processed and are returned to the family. Therefore, carefully complete this form and include it in your IDOC packet.
b) A signed copy of parents’/stepparents’ 2011 federal tax return(s), with all schedules. If any parent/stepparent is not required to file, download a Non-Tax Filer Statement from the IDOC website and submit it in place of the tax return(s). Please do not send state income tax returns. If any parent/stepparent has an extension to file, submit a copy of the IRS Extension Form 4868 directly to the Office of Financial Aid.
c) Copies of all parents’/stepparents’ 2011 W-2 forms from all employers.
d) If any parent/stepparent holds interest in a corporation, partnership, and/or farm, or is self-employed, he/she must submit all applicable income tax forms (i.e., Forms 1065, 1120, 1120S, and/or K-1) for each business or farm.
e) A signed copy of student’s 2011 federal income tax return. If you will not file an income tax return, download a Non-Tax Filer Statement from the IDOC website and submit it in place of the tax return.
f) Copies of all student’s 2011 W-2 forms from all employers, including work-study employment at a college.
g) 2012-2013 Verification Worksheet must be downloaded from the IDOC website, completed and signed by both the student and parent(s) who complete the FAFSA.
DIVORCED/SEPARATED PARENTS: The custodial parent must complete the FAFSA and CSS Financial Aid PROFILE. The noncustodial parent must complete the CSS Noncustodial Parent PROFILE. The student provides his/her noncustodial parent with a link to the Noncustodial PROFILE website, which the College Board will email directly to the student once registered for the PROFILE; BOTH the custodial and noncustodial parents/stepparents must submit to IDOC signed copies of all 2011 federal income tax returns including all schedules and 2011 W-2 forms from all employers.