Tips for a Successful IDOC Submission

Tips for a Successful IDOC Submission

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Tips for a Successful IDOC Submission

Tips for a Successful IDOC Submission

IDOC is a simple process. There are a few things you can do to ensure your information is ready for the financial aid office.

First off, submit a complete tax return for the year that appears on the student’s Dashboard.

IDOC is a simple process, and there are a few things you can do to ensure your information is ready for the financial aid office. Make sure you always submit a complete tax return. A complete document will have all of the pages included. For example, an IRS 1040 tax return will have the first page showing the names of the tax filers at the top and the second page showing the tax-filers’ signatures at the bottom. It will also include all schedules but will not include worksheets or your tax preparation software cover sheet.
IDOC is a simple process, and there are a few things you can do to ensure your information is ready for the financial aid office. Make sure you always submit a complete tax return. A complete document will have all of the pages included. For example, an IRS 1040 tax return will have the first page showing the names of the tax filers at the top and the second page showing the tax-filers’ signatures at the bottom. It will also include all schedules but will not include worksheets or your tax preparation software cover sheet.

Tips for a Successful IDOC Submission

Make sure the document can be read by the processor and the financial aid administrator.

A rule of thumb is that if you cannot read it, neither can we!

Before uploading and when reviewing your uploaded document, make sure you can read the information — a 3 needs to look like a 3 and not like an 8! A readable form means that the image is sharp and clear. If you are taking a picture of a document, the document should be as centered and squared in the picture as possible, with no other items appearing. If the image is fuzzy, out of focus, off-set or skewed in any way, it probably cannot be read. A rule of thumb is that if you cannot read it, neither can we!
Before uploading and when reviewing your uploaded document, make sure you can read the information — a 3 needs to look like a 3 and not like an 8! A readable form means that the image is sharp and clear. If you are taking a picture of a document, the document should be as centered and squared in the picture as possible, with no other items appearing. If the image is fuzzy, out of focus, off-set or skewed in any way, it probably cannot be read. A rule of thumb is that if you cannot read it, neither can we!

Tips for a Successful IDOC Submission

Review documents carefully to understand which ones require a signature.

Be sure to sign documents when a signature line is present.

Sign documents when a signature line is present. Many documents require signatures, so if there is a signature line on a document, that document must be signed. While we provide some documents that can be completed online, those documents often require that you complete the form, print the form, sign it, and then scan or take a picture of the signed document before uploading it.
Sign documents when a signature line is present. Many documents require signatures, so if there is a signature line on a document, that document must be signed. While we provide some documents that can be completed online, those documents often require that you complete the form, print the form, sign it, and then scan or take a picture of the signed document before uploading it.

Tips for a Successful IDOC Submission

Carefully prepare files for upload by saving them as PDF, TIFF, or JPEG.

Prepare your documents for upload by making sure they are in PDF, TIFF, or JPEG format. Documents must be in the proper format to be accepted. Only PDF, TIFF, or JPEG formats can be uploaded. Word or Excel documents must be converted into PDF format to upload. Instructions for converting documents can be found in the Upload Documents process.
Prepare your documents for upload by making sure they are in PDF, TIFF, or JPEG format. Documents must be in the proper format to be accepted. Only PDF, TIFF, or JPEG formats can be uploaded. Word or Excel documents must be converted into PDF format to upload. Instructions for converting documents can be found in the Upload Documents process.

Tips for a Successful IDOC Submission

Include only one document per scanned page. By keeping each document separate, you are helping us process your documents faster.

Don’t upload or mail the same document twice.

Keep files under 9 MB.

Upload only one document per scanned page, even if it is tempting to include multiple W-2s on a single scanned page. By keeping each document separate, you are helping us process your documents faster. Don’t upload or mail the same document twice. If you are unhappy with the quality of your document after you upload it, delete it! Keep files under 9 MB, or the system will reject them during upload. The total size of the files being submitted at one time cannot exceed 9 MB. If the files exceed that amount, they need to be broken up into multiple uploads. If each file you upload represents one document, even with multiple pages, 9 MB will cover you!
Upload only one document per scanned page, even if it is tempting to include multiple W-2s on a single scanned page. By keeping each document separate, you are helping us process your documents faster. Don’t upload or mail the same document twice. If you are unhappy with the quality of your document after you upload it, delete it! Keep files under 9 MB, or the system will reject them during upload. The total size of the files being submitted at one time cannot exceed 9 MB. If the files exceed that amount, they need to be broken up into multiple uploads. If each file you upload represents one document, even with multiple pages, 9 MB will cover you!