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Financial Documentation Upload Form

Use this form to upload all related financial documents to our secure site.  If you have any questions, please don’t hesitate to reach out.

Financial Documentation Upload 

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Instructions and Applicant Information



Prospective IDA applicants need to submit copies of all required documentation prior to application.  

Advancement to the next step is contingent upon receipt of all required documents.

 

Applicants should be aware that IDA Program eligibility is based on the income of the applicant’s entire household. Household members are defined as those who benefit from shared income and resources and contribute financially to each other’s needs and expenses. This includes the applicant, their dependents and other household income contributors.

 

Note: Income is only considered at the time of application. If you are accepted into the program and your income increases, this will not affect your eligibility to stay in the program. In fact, we encourage savers to look for ways to increase their earning power so that they can reach their savings goal sooner. 


Income/Identification Documentation 

  • Documentation of earned income for applicant including:
    • Copy of the most recent four (4) weeks of consecutive pay stubs
    • Copy of the most recent Federal tax return
    • Salary, wage statements or W-2 forms (if applicable)
  • Documentation of income for all household members over 18, including unearned income (Child Support, SSI, SSDI, pensions, TANF, etc.)
  • Indiana Driver’s License or state issued ID and SS/ITIN card
  • Most Recent Checking and Savings Bank Statements

Applicant Information







Applicant Income Earned Income Documents

Upload primary applicant paystubs for the past 4-weeks. 





Additional income information including 2nd or 3rd jobs


Tax Returns







Other Household Member Earned Income Documentation

Upload other household members: Paystubs for the past 4-weeks
















Additional Documents

Documentation of unearned income for all household members over 18.
(Child Support, SSI, SSDI, pensions, TANF, etc.)








Bank Statements

Upload your most recent checking and savings account bank statement.











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