Often student applications for financial aid are selected for review in a process called "Verification." In this process, your financial aid analyst will compare information from your application with signed copies of tax documents (1040s) and W-2 forms. That law (CFR Title 34, Part 668) states that we have the right to ask you for this information before awarding Federal aid. If there are differences between your application information and your financial documents, you must complete a verification worksheet and send the needed tax documents to us immediately. We will send the corrections to the US Department of Education's processing center to have your information reprocessed.
HOW DO I SUBMIT VERIFICATION DOCUMENTS?
There are two options in which you may submit required documentation. The requested documentation maybe submitted online or by mail.
If you are submitting online:
- Sign in to idoc.collegeboard.org with the student’s Social Security Number and Date of Birth. You should see the Document Management Dashboard after you’ve signed in. *Note if the student is logging into IDOC for the first time they will need to add a primary parent onto the IDOC account under Primary Parent household.
- View documents to be uploaded under section Required Documents.
- Make sure documents are saved in an accessible place on your computer or device.
- Click Upload Documents (Check to see if Parent Info or Family Info is correct)
- Click Next if all parent and family info is correct.
- Navigate to File. Browse Desktop for your file.
- Once you have found the file click on Upload Files.
- Click Submit and add More Files.
- When you have finished uploading files, your files will appear under My Uploads. (Uploaded documents may still appear as Required Documents, it will take 2-3 business days for the validation process to be completed).
If you are submitting by mail:
- Sign in to idoc.collegeboard.org with the student’s Social Security Number and Date of Birth. You should see the Document Management Dashboard after you have signed in. *Note if the student is logging into IDOC for the first time they will need to add a primary parent onto the IDOC account under Primary Parent household.
- View documents to be mailed under section Required Documents.
- To access and print cover sheet, scroll over to What do I need to Do click on Through the Mail and click on IDOC Cover Sheet.
- Print Cover Sheet. (Materials mailed without a Cover Sheet will not be processed)
- Gather required documents.
- Mail Required Documentation to: College Board Processing Center P.O. Box 8570 Portsmouth, NH 03802
HOW DO I REQUEST AN IRS TAX TRANSCRIPT?
- Available on the IRS website at www.irs.gov
- Click on File on the homepage (top left under IRS logo)
- Under Other Resources click on Tax Record
- Click Get Transcript Online
- Follow the prompts to request a transcript
- Available from the IRS by calling 1-800-908-9946.
- Tax filers must follow prompts to enter their Social Security Number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.
- Select the option to request an IRS Tax Return Transcript and then enter the year you are requesting.
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their telephone request within 5 to 10 business days from the time the IRS receives the request.
NOTE: If requesting transcript via online or telephone, a paper transcript will be mailed to the requestor. The transcript CANNOT be sent directly to College Board (IDOC). The tax filer must sign the tax transcript and send it to College Board IDOC.
IRS Form 4506T-EZ
- IRS Form 4506T-EZ should be used when requesting an IRS Tax Return Transcript.
- Complete lines 1 - 4, following the instructions on Page 2 of the form.
- Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Transcripts can be mailed directly to College Board (IDOC).
- On Line 6, enter "2017" to receive tax information for the 2017 tax year.
- The tax filer must sign and date the form and enter his/her telephone number.
- When requesting a transcript using the paper process, either spouse may submit the request and only one signature is required to request a transcript for a joint return.
- Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on Page 2 of Form 4506T-EZ.
- Tax filers can expect to receive their transcript within 10 business days from the time the IRS receives and processes their signed request.
IRS DATA AVAILABILITY
In general, tax filers can anticipate that the IRS data will be available within two weeks if the tax return was filed electronically and eight weeks if mailed. If the tax filer made changes or corrections to the federal income tax return, the amended information may not be available through the IRS data retrieval process. In this case, the tax filer will be required to submit both the original IRS tax transcript as well as the amended IRS tax transcript.
IF AN IRS 1040 WILL NOT AND IS NOT REQUIRED TO BE FILED
The filers must attest that an IRS 1040 has not and will not be filed and that the IRS 1040 is not required to be filed. Copies of all W-‐2 forms from all employers must be submitted to the Office of Financial Aid. Applicants filing a Puerto Rico tax return or a foreign tax return may not use the IRS Tax Retrieval and must send a signed copy of their tax documents.
CHILD SUPPORT DOCUMENTATION
Individuals who indicated that child support was paid by the filer must confirm the amounts of child support paid, to whom the payments were made, and the names and address of the children receiving the child support.
LEAD THE WAY
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