Columbia Financial Aid and Educational Financing

IDOC: Institutional Documentation Service

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Columbia College and Columbia Engineering utilize the CollegeBoard IDOC Institutional Documentation Service to securely collect and scan families’ federal tax returns and other financial aid documents. Columbia strongly recommends the submission of ONE complete IDOC packet by the requested deadlines.

You will receive your IDOC instruction email including your personalized IDOC ID# (required for log-in) AFTER the online submission of the CSS Profile. A sample email is shown below:


This message contains important information about the next steps you and your family must take to complete the 2013-14 financial aid application process.

The financial aid office at one or more of your college(s) or scholarship program(s) collects additional documents, such as federal tax returns, from students and their families through the College Board’s Institutional Documentation Service (IDOC).

As soon as possible you should:

    1. Go to
    2. Click the “IDOC” button.
    3. Enter two of the following in the Sign In box, then click on the “Sign-In” button:
      • Your IDOC ID. Your IDOC ID is: XXXXXXX
      • Your Date of Birth
      • Your Social Security Number
    4. Click on the “IDOC Requirements” link. It will provide important information, including:
      • Required documents,
      • Submission deadlines, and
      • Specific directions on how and where to submit your documents.

      Print the information, read it carefully, and keep it for your records.

    5. Click on the “IDOC Cover Sheet” link. Your Cover Sheet must accompany all documents that you send to IDOC. Be sure that your Cover Sheet prints on one side of a single sheet of paper.

If you are required to include your parents’ financial information in your financial aid application, your parents’ tax forms are required. Please share this email with them.

If you are applying for financial aid from a college or scholarship program that participates in IDOC and you do not send in the requested tax forms, your financial aid package may be delayed or denied. Colleges to which you are applying can not finalize your eligibility for financial aid until you submit your IDOC packet. We suggest you complete the IDOC process as soon as possible.

If you have applied for financial aid consideration at colleges or scholarship programs other than those listed in your IDOC Requirements, please follow their instructions for submitting additional information.

Confidentiality Is Important To Us

The confidentiality of your information is very important to the College Board and to the colleges and programs participating in this service. To ensure the highest level of data integrity, privacy, and security, the College Board has implemented systems that include multiple firewalls with unique security zones, data encryption, intrusion detection systems, data and system backups, and data integrity checks. Your information will be communicated only to the financial aid office(s) at IDOC-participating college(s) and program(s) to which you are applying. The paper copies are destroyed after the conclusion of the IDOC processing year.

For More Information

Check the status of your IDOC materials, download supplemental forms, and get further information from our online Help Desk at

If you have additional questions, please call the College Board Monday through Friday between 8 a.m. and 10 p.m. Eastern time at (305) 420-3688.

The College Board

Please forward any additional documentation directly to our attention either by FAX to 212-854-5353 (our preferred method) or by mail to: Columbia University, Office of Undergraduate Financial Aid and Educational Financing, 100 Hamilton Hall, MC 2802, 1130 Amsterdam Avenue, New York, NY 10027. Please be sure to label each page with the applicant’s name and Applicant ID number. When submitting information, please be sure to include our Financial Aid Application Cover Sheet which is available here.