Support services

Each community-based organization operating a certified state IDA program shall provide the following services to an account holder: (1) Credit history assessments; (2) Assistance in credit repair and on-going credit stability; (3) General financial education approved by the department; (4) Training specific to the permissible savings goal selected by the account holder; and (5) Case management for account holders, which includes, but is not limited to, the following: (A) Assisting account holders to develop and revise, as necessary, their approved savings plans to achieve asset-building goals; (B) Providing crisis intervention for account holders in emergency situations; and (C) Reviewing with account holders their monthly account statements and providing counseling as appropriate.