IDOC: Institutional Documentation Service

Through the Institutional Documentation Service (IDOC), the College Board collects families’ 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.

  • All prospective and continuing students should submit tax returns to IDOC, which is the most efficient way for Student Financial Services to access and analyze information on tax returns.
  • Prior to using IDOC, you must 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 can now be indexed at IDOC for your Yale application.

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.