If you are interested in becoming an IDA program site agency and joining the Michigan IDA Partnership, please contact the Regional Coordinating Organization nearest you.
The following forms and information are most often used by Michigan IDA program sites and divided below between five main areas: Program marketing and FAQ, Client file forms, Tracking and Reporting, Tips and Trainings, and Helpful Links. If you have a question about any of these forms or would like to suggest one be posted here, please contact your Regional Coordinating Organization.
Program Marketing and FAQ
IDA tax credit presentation (ppt)
Tax Credit FAQ (pdf)
IDA Tax Credit Flyer (pdf)
income stickers 2012-2013 (pdf)
income eligibilty limits for EITC 2011 (pdf)
Why Support IDAs (pdf)
engaging IDA waiting lists (pdf)
Frequently Asked Questions for Potential Participants (pdf)
Frequently Asked Questions for Program Sites (pdf)
Sample A Participant Orientation Folder (pdf)
MIDAP Policies and Procedures 2012 rev draft (pdf)
AFI Participant Eligibility Questions and Answsers (pdf)
Client File Forms
Potential participant application 1-25-2012 (pdf)
Qualified Withdrawal Request Form rev 2008 (pdf)
Income Calculation Worksheet (pdf)
Income Calculation Tip Sheet (pdf)
Success Story worksheet (pdf)
Sample F Missed Monthly Deposit Letters (pdf)
Sample E Participant Contact Log (pdf)
Sample D Participant Information Summary (pdf)
Sample C Participant Acceptance Letter (pdf)
Sample G Letter to FI re IDA funds (pdf)
Participant Notification of Dismissal (pdf)
Gift IDA letter (pdf)
14. Participant Exit Survey (pdf)
13. Participant Exit Program Form (pdf)
12. Participant Qualified Withdrawal Notice to FI (pdf)
10. Participant Emergency Withdrawal Request Form (pdf)
9. Participant Open Account Authorization (pdf)
8. Participant Release of Liability (pdf)
7. Participant Release of Information (pdf)
5. Individual Asset Plan (pdf)
4. Participant Savings Plan Agreement (pdf)
6. Participant Beneficiary Designation Form (pdf)
4. c. Participant Saving Goals (pdf)
4. b. Financial Check Up Quiz (pdf)
4. a. Participant Personal Budget form revised mar 06 (pdf)
2. Participant Documentation Review Form rev mar 06 (pdf)
1. Applicant Request for Information form (pdf)
Tracking and Reporting
Outcome Tracker Report Summary (pdf)
Outcome Tracker Quick-guide (pdf)
appendix F Paperwork Flow Chart (pdf)
appendix N Determining Earned Income (pdf)
flow of services aug 07 (pdf)
File Maintenance Checklist (pdf)
Tips and Trainings
QW Tips for sites (pdf)
Sample I Business Plan Outline (pdf)
Sample H Personal Marketing Plan (pdf)
Education Plan training for IDA (pdf)
Education IDA Personal Marketing Plan (pdf)
IDAs and SSI SSDI payments (pdf)
Helpful Links:
www.idaresources.org (Assets for Independence Resources for grantees and partners)
www.taxcreditsforworkingfamilies.org (State-by-State details on available credits, details and news)
