<p>Heck, I’d cross out the account numbers - wouldn’t even think twice about it! (And wouldn’t ask permission either.) If the statement has your name and address on it, that should be plenty.</p>
<p>Interesting note about the prep school financial aid processor - they specifically request that all social security, account numbers, etc. be redacted.</p>
<p>I agree, Dodgersmom. No way I’ll provide account numbers. I’m not asking so much for permission as to push back a bit, so the school understands parents concerns and will be encouraged to add this info to their website/online FAQ and make the requirements clear.</p>
<p>^^^ That’s actually a good point, LizzieT. Not a bad idea for families to question this with all their IDOC schools.</p>
<p>I haven’t been able to get in touch with the college requesting the iDoc info, a story in itself, but I did call College Board iDoc help line and they said yes, all colleges want all 1099’s and yes, you can redact the account numbers if you’re concerned. If you’re concerned. Good grief.</p>
<p>I missed the 1099 requirement. It was not listed under the document required section of my IDOC instructions. I do see it now on the cover sheet. Do I need to include them? Since I already sent the forms to IDOC, how do I correct this?</p>
<p>No, you don’t have to do anything. It wasn’t on the e-mail you received with instructions, so the school doesn’t require it. Just be happy - you’re done with iDoc!</p>
<p>Thank you. My colleges asked for a tax return and all required schedules and W-2. 1099s were not mentioned.</p>
<p>I finally got a response to the e-mail I sent to super-selective college using iDoc and they said the package would be complete with tax return, schedules, W-2s and 1099’s from earned income. So even though the iDoc form said to submit ALL 1099’s, in fact the college doesn’t require them.</p>
<p>So check with the college if you get a request for 1099’s and you don’t want to send them all out!</p>
<p>Most of our tax forms don’t show the full account numbers - and that seems to be the case with almost all the 1099-int forms I see at our tax office (though we don’t really see all that many). I check, because our clients often want direct deposit, but don’t know their account numbers. Some even show the social security number redacted.</p>
<p>Followed up to check on whether iDoc documents were received by the college. Status indicated that student’s materials had been received, but parent’s data had not been received. They were sent as a single package.</p>
<p>A very friendly and efficient student worker in the financial aid office went into my account and was able to view the documents. Our documents were marked “incomplete” because I blacked out all but the last four digits of our SS numbers except on page 1.</p>
<p>My thinking was that the fewer SS numbers on those forms, the less the chance of having them lifted. College Board told me this treatment would be fine, colleges only needed daughter’s full SS number.</p>
<p>So our student worker looked at it, said that it wasn’t coded properly, and said she had corrected it, we were good to go.</p>
<p>Whoops, accidentally hit submit. To continue…</p>
<p>So all’s well that ends well, but be advised that if you redact part of SS numbers you should follow up and make sure school has accepted the forms.</p>
<p>CTScoutmom - our 1099’s are a mix. Some no account number, some partial, some complete. I think you have to look at them and make sure account numbers are not on there.</p>
<p>I’m guessing from the extremely speedy response time that the documents were not on a remote server, but downloaded to the college’s database. Anyone with access to the database can see this stuff. That’s what worries me.</p>