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Amendment to change asset goal

Application documentation checklist

Amendment to change asset goal

Application documentation checklist

Application form

Application instructions

Application package (10 documents)

Asset plan

Beneficiary designation form for participants

Brochure

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

Financial statement for business owners

Graduate form

Income affidavit

Income and net worth limits

Income and net worth verification worksheet

Income eligibility guidelines

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 plan and participation agreement

Small business qualified withdrawal form

Tax return refund fax cover sheet

Termination request & account closing form

Training log for participants

Training plan for participants

Training verification form

Welcome letter for new IDA participants

 

 


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