Tips for a Successful IDOC Submission

Tips for a Successful IDOC Submission

FinalBG2_desktop.jpg FinalBG2.jpg
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

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