Department of Human Services

Families First Online Policy Manual

Individual Development Account

Revised:

18.6

DOCUMENTATION

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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 sponsorís 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 individualís IDA.

 

Glossary

 

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