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New mexico assets consortium Resource Guide

New Mexico Assets Consortium Resource Guide

A suite of frequently used New Mexico Asset Consortium (NMAC) resource materials are linked below. Our current list of NMAC partners is available here. 
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​

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  • Home
  • About Us
    • Mission, Vision, & Values
    • Our Team
    • Our Board of Directors
    • News
  • Initiatives
    • Child Development Accounts
    • Individual Development Accounts
    • Fair Lending Options
    • Safe Accounts & Loans
    • Sustainable Household Energy Management
    • Community Solar
    • Impact
  • Our Partners
    • New Mexico Assets Consortium Resource Guide
  • Donate
    • Energy Equity Day
    • Leave a Legacy
    • Donate Stock & Fund Shares
  • Contact Us
  • Give Now