Freshmen and Transfer Students: Getting Your Tentative Financial Aid Posted to Your Account

Boston University requires verification of information you reported on your CSS Profile™ and FAFSA. Your FAFSA may also have been selected for federal verification.

Items needed to verify information you reported on your financial aid applications and finalize your award are listed on the Student Link.

Complete each of the requirements below ONLY if they are listed on the Student Link:

  • Submit signed 2015 federal income tax documents (including all schedules) through the College Scholarship Service (CSS) IDOC portal document upload tool. Allow at least 10 business days for IDOC to process your documents. All income verification forms will be electronically imaged and confidentially transmitted to BU Financial Assistance.
  • If you have already submitted your tax documents to IDOC at the request of another college, there is no need to submit them again; we will ask IDOC to forward your tax documents to BU. You can confirm that BU has received your documents at the IDOC portal.
  • If you or your parents were not required by the U.S. Internal Revenue Service (IRS) to file a 2015 tax return, follow the instructions on the IDOC portal about how to submit the IDOC Non-Tax Filer Statement.
  • If you elected to use the IRS Data Retrieval Tool (DRT) when you completed your FAFSA:
    • BU will access student tax returns via the IRS DRT.
    • BU still requires that you submit signed copies of your parents’ tax documents via the IDOC portal.

  • Submit 2015 W-2 Forms for all sources of earned income via the IDOC portal.

  • If you can submit signed 2015 federal tax documents, they will complete the requirement for both BU and federal income verification and no further action is required on your part. However, if you do not have access to your 2015 federal tax documents, you must submit a 2015 IRS Tax Return Transcript to verify your and your parents’ income for federal verification. You can request a Tax Transcript online, by telephone, or by mail. Submit the IRS Tax Transcript via the IDOC portal.
    • Online: go to www.irs.gov
      • under “Tools” select “Get Transcript of Your Tax Records”
      • then select “Get Transcript by Mail” and click “OK”
      • enter taxpayer SSN, Date of Birth, Street Address, Zip Code and click “Continue”
      • select “Return Transcript” (Not “Account Transcript”)
      • select “Tax Year” (i.e., 2015) and click “Continue”
    • By Telephone: 1-800-908-9946 (7:00 AM – 10:00 PM)
      • follow prompts to enter taxpayer SSN and address
      • select “Option 2” for “IRS Tax Return Transcript” and enter “2015”
      • if successfully validated, transcript should be received at taxpayer address within 5 – 10 business days
    • By Mail:
      • Complete IRS Form 4506-T (Request for Transcript of Tax Return)
      • Mail or fax completed for to the IRS at the address/fax number on page 2 of form 4506-T
      • if successfully validated, transcript should be received at taxpayer address within 5 – 10 business days

  • If you or your parents did not and are not required by the IRS to file a 2015 U.S. income tax return:
    • Submit a Non-Tax Filer Statement via the IDOC portal
    • Submit W-2 forms for all sources of earned income via the IDOC portal