Columbia Financial Aid and Educational Financing

24-25 Documentation (TRF/CMP - Domestic)

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Friday, March 1, 2024

Documentation

  • Columbia requires tax documentation for the student and each parent (including biological, adoptive and step-parents, if applicable). This documentation is required to determine eligibility for Columbia Grant, even if the Direct Data Exchange (DDX) was used when submitting the FAFSA.

  • Upload your application materials to College Board’s secure Institutional Documentation Service (IDOC). A list of required documents is listed below:

    • 2022 W-2 forms for both parents and student.

    • 2022 federal tax returns for both parents and student: Be sure to include all pages, schedules (if applicable: A, B, C, D, E, F, 1, 2, 3, etc.) and statements associated with each federal tax return. If the student or parent(s) have non-US income and tax documents, please follow the steps listed under the international student application instructions for Documentation.

    • 2022 business returns (if applicable): If the student’s family owns all or part of a business, submit the 2022 federal tax return for each business (Corporations, S-Corporations and/or Partnerships). Please include Form 1120, 1120-S and/or 1065 and all K-1s, schedules and attachments. If the student’s family ownership totals less than 5%, only the K-1s for that business are required.

    • Non-Tax Filer Certification, if applicable: If either the parent or the student did not file a federal tax return for 2022, please submit a 2022 Parent or Student Non-Tax Filer Certification instead.

  • Trust documentation for the student and/or parent(s), if applicable: Include a copy of the trust deed and most recent market value.