2023 College Financial Aid: What is the IDOC?
So you've submitted the CSS Profile, which certainly wouldn't be mistaken for a short application, and you feel some sense of accomplishment. You've finished the financial aid process!
But wait, on the confirmation page you see that there could be other documents requested from schools. And there are these four letters that CSS Profile schools keep mentioning...
I-D-O-C
What is the IDOC?
So what is IDOC? First of all, it's short for Institutional Documentation Service. It's officially the online system that the College Board uses to collect families' federal tax returns and other documents on behalf of participating colleges and programs.
If you applied to several CSS Profile schools, chances are that you will need to submit some documents via IDOC.
How to Access IDOC
To log in, simply follow this link. Don't worry, you DON'T need all three pieces of information to log in. While most families won't know the IDOC ID, that's OK. You can simply use the student's social security number and date of birth to log in.
You'll then be taken to a screen that lists the tax forms that are required and the schools that are requiring them. While you have the option to mail these forms into College Board directly to submit, it's recommended that you scan and upload the forms instead.
Common Forms Requested by IDOC
Here are the common forms requested by schools via IDOC.
Parent tax return
Parent W-2
Parent 1099s
Student tax return
Student W-2
Student 1099s
Student non-filer statement
Non-Custodial Parent tax return
Some schools will also request other forms. You'll need to complete steps even if you don't have the forms listed. For example, if the student wasn't required to file taxes they will still need to complete and sign a non-filer form provided through IDOC.
One thing to note is the request that all files scanned and uploaded be less than 9 MB in size. Some of these documents are going to be fairly long in terms of pages, and thus they will take up significant file size. One trick to this is to use a tool like Small PDF to compress the files to a more manageable size to allow for upload.
So, there you have it. That's what schools mean when they refer to IDOC. Feel free to let me know if you have any questions related to this or other financial aid matters.
There is a lot to be gained from our free general financial aid advice, but it’s also a very individual process. If you have remaining financial aid questions, email us to discuss more or book an individual session.