Department of Human Services Families First Online Policy Manual Individual Development Account	Revised:
18.6	DOCUMENTATION	Table of Contents
	Information provided from the participant and the non-profit sponsor or sponsoring PIC regarding IDA start-up, withdrawals, balance amount, qualified purchases, etc. must be documented in the eligibility and case management system. It should also be noted which non-profit sponsor’s IDA program the individual has decided to join. The county IDA contact maintains a centralized IDA Program Log. The centralized IDA Program Log should be updated with each change in IDA status: referral, opening account, account balance, withdrawals, and departure from the IDA program. Each caseworker will fill out an IDA Program Log sheet when a change is reported regarding an individual’s IDA.	Glossary
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