New Mexico Assets Consortium Resource Materials

A suite of frequently used New Mexico Asset Consortium (NMAC) resource materials are linked below:

IDA RESOURCES

• Eligibility Information
  • Participant Eligibility Verification Checklist - English
  • ​Participant Eligibility Verification Checklist - Spanish
  • IDA Application - English
  • IDA Application - Spanish
    • IDA Support Determining Annual Income (Optional)
  • Employment Verification Form
  • Self-Employment Verification Form - English
  • Self-Employment Verification Letter - Spanish

 

• Enrollment Information
  • IDA Participation Agreement - English
  • IDA Participation Agreement - Spanish

 

• Coaching Information
  • File Content Checklist 
  • Coaching Log
  • Self-Advocacy Portfolio - English
  • Self-Advocacy Portfolio - Spanish
  • Savings and Match Format 
  • Education Purchase Plan
  • Homeowners Purchase Plan
  • Business Purchase Plan
  • Matched Savings Fund Business Plan Checklist
  • Home Improvement Repair Plan

 

• Withdrawal Information
  • State Withdrawal Request Forms
  • Check Receipt
• Miscellaneous
  • Mixed Immigration Status Households & IDAs: provides a brief overview of how households whose members may have mixed immigration statuses can still save for a change-making asset by leveraging an IDA. 

INITIATIVE & IMPLEMENTATION RESOURCES

• IDA Manual 2019-2020
• Capacity Statement
• Capacity Statement for New Partners
• Asset Coach Expectations
• Withdrawal Outline
• Directive on Business IDAs
• Directive on Education IDAs
• Directive on Home Purchase IDAs
• Quick Guide to Documents, Forms, and Actions
• Procedure for Handling Dormant Accounts
• Front Desk Chart
• NMAC IDA Programs
• Check Return Form
• Photo Release Form - English
• Photo Release Form - Spanish​