Unsure which grant your client is enrolled in? Locate the “Intended Use” field on the FAIM account statement you pull from VistaShare and send to clients each month. The four digits listed after their chosen asset is the grant they are enrolled in.
FORMS
FAIM forms shown in green were updated in 2023. Forms shown in purple were updated in 2022 and will be reviewed along with forms shown in blue – you may use these forms until they are updated. Dispose of electronic or paper copies of old forms and use current forms posted below. If you are unsure if you are using an old form, the date it was last updated is listed in the bottom right corner of most forms – check the date on your form against the form below.
Budget / Pre-Post Enrollment Assessment Tools / Training Forms
Enrollment Forms
Please note Bremer Bank does NOT accept electronic signatures on any forms sent to them, client and coach must physically sign where indicated on forms.
Payout Request Forms
Business Asset Forms and Templates
Education Asset Forms
Home Purchase Asset Forms
- Loan Estimate – send with payout request forms
- Closing Disclosure (CD) – send final, signed copy after closing date. Also required for principal reduction payout – if home was purchased after enrolling in FAIM but before meeting the minimum enrollment requirement.
- Current Mortgage Statement – send with copy of final CD if doing a principal reduction payout. Another copy is required within 30 days of the payout to document that the FAIM payment was applied to principal only.
- Household Budget Estimate Form – located in Financial Training/Assessment Tools section
- FAIM – Asset-Specific Training Hours Tracking Form – keep in local file
- Mortgage Qualifier Form
Vehicle Purchase Asset
Exit Forms
Program Forms
Cornerstone Advocacy Service – Forms for CAS Private Match Enrollees
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