A to Z
Amendment to change asset goal
Application documentation checklist
Application package (11 documents)
Beneficiary designation form for participants
Brochure - Income guidelines
Checklist of rules for IDA participants
Community partner transfer form
Education plan for education savers
Emergency withdrawal request form
Financial fitness and asset management training resources
Financial institution release form for participants
Homeownership: Qualified withdrawal documentation needed
Homeowner: Qualified withdrawal reference sheet
Homeownership: Qualified withdrawal settlement instructions
Income and net worth verification worksheet
Privacy policy form for participants
Qualified withdrawal request form
Rules related to Community Loan Fund loans
Savings plan and participation agreement
Small business qualified withdrawal form
Small business financial worksheets
Termination request & account closing form
Training plan for participants
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