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Amendment to change asset goal

Application documentation checklist

Application form

Application instructions

Application package (11 documents)

Asset plan

Beneficiary designation form for participants

Brochure

Brochure - Income guidelines

Checklist of rules for IDA participants

Community partner transfer form

Education plan for education savers

Emergency withdrawal request form

Evaluation release form

Financial fitness and asset management training resources

Financial institution release form for participants

Graduate form

Homeownership: Qualified withdrawal documentation needed

Homeowner: Qualified withdrawal reference sheet

Homeownership: Qualified withdrawal settlement instructions

Income affidavit

Income and net worth limits

Income and net worth verification worksheet

Income weeks calendar

Information release form

Leave of absence request form

Privacy policy form for participants

Qualified withdrawal request form

Rules for income verification

Rules related to Community Loan Fund loans

Savings chart

Savings plan and participation agreement

Small business qualified withdrawal form

Small business financial worksheets

Termination request & account closing form

Training log for participants

Training plan for participants

Training verification form

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