IDOC: Institutional Documentation Service

Through the Institutional Documentation Service (IDOC), the College Board collects families’ U.S. federal tax returns and other documents on behalf of participating colleges and programs, including Yale College. Tax returns sent to IDOC are used to verify a student’s eligibility for financial aid.

U.S. citizens and permanent residents should submit tax returns to IDOC, which is the most efficient way for Student Financial Services to access and analyze information on tax returns. Submitting U.S. tax returns directly to SFS can slow down the processing of financial aid applications.

Prospective students applying for 2017-2018, including both Early Action and Regular Decision, should submit 2015 U.S. tax returns to IDOC. You must first complete the CSS Profile. Within a few business days of completing the Profile, you will receive an e-mail with an IDOC ID and instructions for uploading documents.

Canadian and international tax returns cannot be indexed at IDOC for your Yale application and must be submitted directly to Student Financial Services.

Confidentiality

When you submit your tax documents to IDOC, the confidentiality of your information is ensured just as if you had submitted the documents directly to Yale Student Financial Services. The College Board will electronically store your information in a secure environment, and the paper copies of your documents will not be retained. Your IDOC submission will be communicated only to Yale Student Financial Services.

Additional information

For more information on IDOC, or to view or add documents, visit the IDOC Web site.

To learn more about tax documents required for financial aid applications, see Tax Returns of Parents and Students in the Forms section.