Uploading Documents and Document FAQs
Note: For additional assistance, please reach out to the Parent Contact Center.
Upload Required Documents
After you submit your application, the required supporting documents are listed on the Home page under the application year. You must submit the required documents before your application is considered complete and ready for review.
If you cannot submit a specific document, see What if I cannot provide a required document?
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On the Home page, select Upload next to the document you are providing.
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Select Attach file and choose the document file from your device.
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Select Save.
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A green checkmark and the filename display for the submitted document.
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Repeat for any remaining required documents.
Upload an Explanation Letter for a Missing Document
If you cannot provide a required document, you must mark Cannot provide document and upload a letter explaining why the document is unavailable.
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Your explanation letter can be handwritten or typed.
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Accepted file types: PDF, PNG, JPEG, TIFF, HEIC, HEIF.
To upload an "Other" document:
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On the Home page, select Upload next to the required document.
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Select Cannot provide document.
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Select Save.
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In the Other Documents section, select Upload.
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Select Attach file, then choose the explanation letter.
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For Document Type, select Other.
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Select Save.
Note: Providing false or misleading information may result in disqualification from financial aid.
What file types are accepted?
The following file types are accepted:
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PDF
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PNG
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JPEG
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TIFF
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HEIC
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HEIF
What year should I provide tax documents for?
Before April 15th, you should provide tax documents for the year before last. After April 15th, you should provide tax documents for last year.
For example, if submitting an application for the 2026-2027 school year:
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From April 15, 2025 to April 14, 2026, upload your 2024 tax documents.
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On or after April 15, 2026, upload your 2025 tax documents.
What paystub should I provide?
Provide your most recent paystub.
What should I do if I upload the wrong document? Can I delete a document?
If you upload the wrong document by mistake, you cannot delete or remove it. Under Other Documents, you can upload the correct document with "Correct" in the file name to indicate this is the correct document that should be reviewed. If you need additional assistance, please contact the Parent Contact Center.
Can I rename a document I uploaded?
You cannot rename a document once it is uploaded. You can upload a document again under Other Documents with a different file name if needed.
What documents are required? Why must I submit my application before I can upload documents?
The documents required are determined once your application is submitted, so documents cannot be uploaded prior to submitting the application.
Once you've submitted your application, your required documents are listed on the Home page.
How long will it take for my application to be processed? When will I find out if I am receiving aid?
Once your application status updates to Documents Received, you will be notified via email within 10 business days if any additional documents are needed.
Each school determines when they make their financial aid decisions and when those decisions are communicated to families. Please contact your school for more information on their award timeline.
Do I need to upload documents if my school is using the IRS integration?
If your school is using Financial Aid Management's IRS integration and for income verification you:
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selected Option 1: Upload all documents: You will manually upload all required documents.
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selected Option 2: Allow IRS data transfer and completed the authorization forms allowing Blackbaud to receive your tax information directly from the IRS, you may need to upload additional documents depending on your school requirements. To complete the IRS data transfer, you will receive an email from Halcyon after submitting your application with instructions to approve the data request. See Approve IRS Data Transfer for more information.