NMAC Resource Guide

A suite of frequently used 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
  • Account Open Letter – General Financial Institutions
  • Account Open Letter – Rio Grande Credit Union​

• Coaching Information
  • File Content Checklist 
  • Coaching Log
  • Self-Advocacy Portfolio - English
  • Self-Advocacy Portfolio - Spanish
  • Savings Planner
  • Savings and Match Format 
  • Education Purchase Plan
  • Homeowners Purchase Plan
  • Business Purchase Plan
  • Matched Savings Fund Business Plan Checklist
  • Underwriter Letter
  • Disregard IDA Funds Document

• Withdrawal Information
  • AFI Fund Withdrawal Forms
  • State Withdrawal Request Forms
  • Check Receipt

INITIATIVE & IMPLEMENTATION RESOURCES

• IDA Manual
• Capacity Statement
• Capacity Statement for New Partners
• Asset Coach Expectations
• Withdrawal Outline
• Directive on Business IDA’s
• Directive on Education IDA’s
• Directive on Home Purchase IDA’s
• New Mexico Assets Consortium Partner Resource Packet
• Quick Guide to Documents, Forms, and Actions
• Procedure for Handling Dormant Accounts
• Front Desk Chart
• Education Letter
• NMAC IDA Programs
• Check Return Form
• W-9
• Photo Release Form - English
• Photo Release Form - Spanish
• I’m Saving for PW – SIGN