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Connecticut Individual Development Account Initiative (IDA)
Tip of the Week
December 10, 2012   6 Steps to Your Debt FREE Stress FREE Holiday Season Workbook 2012 (PDF, 1.5MB)
July 2, 2012   Case Management Component of an IDA Program (PDF, 88KB)
May 12, 2012   Opening the Individual Development Account (IDA) (PDF, 73KB)
April 23, 2012   Savings Plan Agreement (PDF, 69KB)
    bullet Savings Plan Agreement Sample (PDF, 175KB)
January 30, 2012   Adult Learning Principles (PDF, 77KB)
October 24, 2011   Making Financial Education Classes Accessible (PDF, 68KB)
October 5, 2011   Practical Money Skills for Life, sponsored by Visa USA, provides a variety financial education tools. The website contains useful games, calculators and lessons. For more information, go to
May 9, 2011   Assessment and Selection (PDF, 77KB)
    bullet Assessment Tool For IDA Programs  (PDF, 68KB)
April 18, 2011   IDA Application Process (PDF, 62KB)
April 18, 2011   Savings Plan Agreement (PDF, 176KB)
March 28, 2011   IDA Program Orientation (PDF, 144KB)
February 7, 2011   Participant Recruitment (PDF, 77KB)
February 7, 2011   Sample Press Releases (PDF, 40KB)

January 31, 2011

  IDA Program Components (PDF, 59KB)
    bullet IDA Program Flow Chart  (PDF, 58KB)

January 24, 2011


Promoting EITC Awareness (PDF, 72KB)

January 1, 2011


Financial Resolutions for 2011 (PDF, 71KB)

December 14, 2010


Tax Time Savings Bonds (PDF, 49KB)

December 1, 2010


Holiday Spending Plan (PDF, 15KB)

November 16, 2010


Starting/Expanding a Business with an IDA (PDF, 54KB)

October 25, 2010


Partnerships...Partnerships...Parnerships! (PDF, 72KB)

October 11, 2010


Debt Negotiation Programs (PDF, 67KB)

October 4, 2010


Debt Management Plans (PDF, 72KB)

September 27, 2010


Consumer Credit Counseling (PDF, 56KB)

September 6, 2010


Knee-Deep in Debt? (PDF, 48KB)

August 30, 2010


IDAs and FHA Mortgages (PDF, 77KB)

August 16, 2010


IRS Changes Policy on “Debt Indicator” (PDF, 57KB)

August 10, 2010


Tax Implications of an IDA (PDF, 66KB)

July 12, 2010


Top Internet Scams (PDF, 54KB)

July 5, 2010


Reducing Energy Costs in the Summertime (PDF, 54KB)

June 28, 2010


Identity Theft (Part 3): What to do if you are the victim of identity theft (PDF, 65KB)

June 21, 2010


Identity Theft (Part 2): What identity thieves DO with your personal information (PDF, 91KB)

June 14, 2010


Identity Theft (Part 1): How identity thieves get your personal information
(PDF, 74KB)

June 7, 2010


Some informative web sites about credit (PDF, 44KB)

May 31, 2010


How to improve your credit score (PDF, 63KB)

May 24, 2010


What affects your credit score? (PDF, 73KB)

May 17, 2010


How is your credit score calculated? (PDF, 47KB)

May 3, 2010


Credit Scores and What They Mean (PDF, 70KB)

April 26, 2010


Loan Modification Scams (PDF, 37KB)

April 19, 2010


Business Capitalization Asset Purchase (PDF, 53KB)

April 5, 2010

  Emergency Withdrawals from an IDA (PDF, 66KB)

March 22, 2010

  Saving for a Child's Education with a 529 Plan (PDF, 40KB)

March 15, 2010

  Eating Healthier for Less (PDF, 41KB)

March 8, 2010

  Asset-Specific Training for Purchase of a Vehicle (PDF, 46KB)
    bullet "Car Ownership - Shifting into Gear" (PDF, 1.2MB)
    bullet "Car Ownership - On the Road" (PDF, 541KB)

February 22, 2010

  Understanding the Asset Building Needs of Tax Clients (PDF, 40KB)
    bullet White Paper No. 0206 (PDF, 120KB)

February 15, 2010

  Tips for Keeping Your Home (PDF, 39KB)

February 1, 2010

  Changes to the EITC and Child Tax Credit (PDF, 50KB)

January 25, 2010

  Assessing Applicants for Suitability for the IDA Program (PDF, 52KB)
    bullet Assessment Tool for IDA Programs (WORD, 27KB)

January 18, 2010

  How To Get Your Free Annual Credit Report (PDF, 40KB)

January 11, 2010

  Securing CDBG Funding for IDA Programs (PDF, 108KB)


  bullet Use of CDBG Funds to Assist Individual Development Accounts (PDF, 68KB)

January 4, 2010

  Financial Resolutions for 2010 (PDF, 51KB)

December 28, 2009

  Asset-Specific Training for Post-Secondary Education:



bullet Part I (PDF, 49KB)

bullet Part II (PDF, 84KB)

December 14, 2009

  Starting to Plan for Tax Season (PDF, 48KB)

December 7, 2009

  Understanding Gift Cards (PDF, 49KB)

November 30, 2009

  Extension of Homebuyer Tax Credit (PDF, 49KB)

November 16, 2009

  Retaining Your Participants Part III: More Ways to Overcome Barriers to Program Participation (PDF, 56KB)

November 16, 2009

  Retaining Your Participants Part II: Ways to Motivate Participants (PDF, 52KB)

November 9, 2009

  Motivating and Retaining Your IDA Participants (PDF, 48KB)

November 2, 2009

  Ways to Save at Holiday Time (PDF, 53KB)

October 26, 2009

  Earned Income (PDF, 48KB)  |  Definition of Income (PDF, 26KB)

October 19, 2009

  Emergency Withdrawals (PDF, 57KB)

October 5, 2009

  What To Do if a Participant Passes Away (PDF, 119KB)

September 28, 2009

  First-Time Homebuyer Tax Credit (PDF, 43KB)

September 21, 2009

  The Fast-Track IDA Program (PDF, 133KB)

200 Folly Brook Boulevard, Wethersfield, CT 06109 / Phone: 860-263-6000

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