Get Ida Qualified Withdrawal Request Form

Completing the IDA Qualified Withdrawal Request Form online is a straightforward process that enables users to request funds from their Individual Development Account. This guide provides a detailed, step-by-step approach to ensure that you fill out the form accurately and efficiently.

Follow the steps to complete your withdrawal request form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Fill in today's date in the specified field. Ensure that you select the correct date for your application.
3. Enter your personal information. Print your name, address, phone numbers, and email address clearly in the corresponding fields.
4. In the purchase information section, specify your IDA asset goal by checking the appropriate box, such as home purchase or education/job training.
5. Provide a detailed description of what you plan to purchase with IDA funds. Be specific about the items or services.
6. Indicate your completion of financial education training and any other relevant programs by checking 'Yes' or 'No' for the respective statements.
7. In the payment information section, fill out the name of the vendor and their contact details who will receive the purchase check.
8. List the amounts from your IDA savings, IDA match, and any other funds for the asset purchase. Ensure all amounts are correctly calculated.
9. Attach any required documents such as purchase documents or plans, as specified in the checklist on the form.
10. Sign the applicant certification section to confirm that all information is accurate. If a minor is applying, obtain a signature from a parent or guardian.
11. Finalize your form by reviewing all entries for accuracy. You can then save changes, download, print, or share the completed form as needed.

Start filling out your IDA Qualified Withdrawal Request Form online today for a smoother process.