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The Documents Tab
1. Once you have been granted Authorized User access by a student and created your Community ID,
log in to your myGuest dashboard at my.rutgers.edu and click on the student card to launch the
student dashboard.
2. Locate the financial aid widget labelled My Financial Aid. To view required documentation, click
Documents (within the widget) and then click Requested next to any of the documents listed. This
will take you directly to the financial aid portal.
a. Note: you will only be able to complete this step if the student granted you access to view
their financial aid information
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3. Click on the Documents tab.
4. The documents tab will show you any documents needed to be reviewed, uploaded, or
submitted.
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5. The center of the screen will show any documents requiring attention.
6. Pay close attention to the Owner column which will indicate whether the information
requested is yours (the parent/guardian) or the student’s.
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7. The bottom of the screen will display a complete log of all documents submitted through the
financial aid portal.
Documents to Upload: JPEG, PNG, or PDF files of personal documents such as tax
transcripts, tax returns, non-filing statements, court orders, proof of citizenship, school
transcripts, etc.
Documents to Submit: Forms to fill out for the Office of Financial Aid, such as the Verification
Worksheet Dependent or the Verification Worksheet Independent.
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Uploading a Document to the Financial Aid Portal
1. If you are required to upload a document, such as tax documents, click the Upload button
next to the document name to upload a JPEG, PNG, or PDF copy of your document.
2. Click the Upload File button and select the file from your computer you wish to upload.
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3. After uploading the document, enter the document data, such as your name, date of
birth, gender, expiration date, issuing agency, and ID number.
4. Click the Upload button.
5. A confirmation of submission pop-up will appear. Click OK and you’ll be redirected to
the documents tab.
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6. The document submitted will then appear in the Documents History section of the
documents page.
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Submitting a Document to the Financial Aid Portal
1. If you are required to submit any documents, click the Submit Document button next to
the document name to begin entering the requested information to complete the
document. You may also be asked to upload supporting documents.
2. You will be asked for your electronic signature and electronic consent. You will need to
read the consent message and select I Accept. To e-sign the document, input the
student’s information (student ID, last name) your last name, the last four digits of your
social security number and your date of birth (assuming you are the parent whose
information is on the student’s FAFSA).
a. Please Note: If your parent does not have a social security number, click the No
SSN button to override it.
b. Once all information has been entered, the Sign and Finish button will unghost
and you can submit the document.
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3. A confirmation of submission pop-up will appear. Click OK and you’ll be redirected to
the documents tab.
4. The document submitted will then appear in the Documents History section of the
documents page.
