Financial Aid Management

Institutional Documentation Service (IDOC)

With IDOC, you can get the applicant data you need when you need it without the paperwork.

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How IDOC Works

The College Board's Institutional Documentation Service (IDOC) collects documents from applicants on your behalf. Our unique service provides images of the documents on our secure website and transmits data from the tax returns directly to you for fast and effective data validation.

Streamline Your Processes

Over 100 institutions currently use IDOC to streamline their file review and validation processes.

Easy To Use

Let us know which students you want to participate in IDOC and we'll do the rest. You can also link your service to CSS Profile, PowerFAIDS, or both.

Improves Service to Students

Your staff will have the time to provide the outstanding customer service your students deserve.

See Participating Institutions

Fast. Simple. Secure.

IDOC offers many benefits to financial aid professionals:

Quick Turnaround Times

IDOC provides quick turnaround time. Images and data are available to you within 3–5 business days of receipt at our processing center.

Accuracy You Can Rely On

IDOC data is accurate. Our accuracy rate for data exceeds 99 percent, which results in effective filed certification for you. Plus, the aid awards you make with IDOC data are accurate because of the timely receipt of tax documents.

Simplified Processes

Students submit their files only once and the images and data are available to all participating IDOC schools, simplifying the aid application process for the family.

Information at Your Fingertips

Processing backlogs, unopened mail, and lost files are a thing of the past. The information you need to award aid is always at your fingertips on our secure website.

Seamless Integration to Meet Your Needs

IDOC is fully integrated with PowerFAIDS and CSS Profile, providing a seamless system for awarding, communicating, and managing applicant data.

  • Select the students you want to participate in IDOC by submitting an electronic file or linking your service to CSS Profile.
  • Tell us which forms you want your applicants to submit and the date you need them.
  • We contact students on your behalf and they upload documents directly to us.
  • View document images online and import document information, including key data fields from tax returns and W-2 forms to your campus system using the electronic file we provide you.

IDOC User Support

If your institution already uses IDOC or you need help getting started, use these resources below.

Link

Training Calendar

Browse the financial aid services calendar for upcoming training webinars designed for financial aid professionals.

  • Go to Financial Aid Services Information Center

Link

Recordings and Downloads

View previously recorded presentations or download PDF versions of these recordings to aid your professional learning and development.

  • Go to Financial Aid Services Information Center

Link

Financial Aid Services Institutional Portal

Find tools and information to support the use of the CSS Profile™ and IDOC including data and image file download, service options, and more.

  • Go to Financial Aid Services Institutional Portal

Contact Us

Need more information about IDOC and not sure where to start? We're here to help.

Prospective Customers

If you're considering using IDOC as part of your financial aid awards process, complete this form to schedule a consultation with us.

Schedule a Consultation

Current Users

If you're a current IDOC user and need additional support, call or email us and a member of our team will assist you.

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