1 Start 2 Complete CLIENT Existing Contact * First Name Last Name Case Manager Existing Contact Lookup by Contact ID. First Name Last Name STASH Tracking SignatureDate App Submitted Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year19741975197619771978197919801981198219831984198519861987198819891990199119921993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 STASH Cohort - None -BC2019Fall-ABC2020Winter-ABC2020Year3-AFG2020Fall-AFG2021Fall - AFG2022Winter-AFG2022Summer-AFG2022Fall-AFG2023Summer-AFG2023Winter-APP2023Fall-APP2023Fall-BPP2024Winter-APP2024Winter-BPP2024 Summer-APP2024Summer-BPP2024 Summer-CPP2024 Summer-D2024Fall-A2024Fall-B2025Winter-A2025Winter-B2025Summer-A2025Summer-B2025Fall-A2025Fall-B Select the cohort corresponding to the participant's entry into the STASH program. STASH Start Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year202120222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 This is the initial date of STASH participation. Participation terminates 3-years after start date. STASH End Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year19741975197619771978197919801981198219831984198519861987198819891990199119921993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 If 3 years have elapsed since Start Date and the person has not graduated, this field should be updated. STASH Status - None -Applied Under ConsiderationNot SelectedIn ProgressGraduatedNonCompliantWithdrawnPurchasedTerminatedCase ClosedPending PurchaseRe-enrolledSMHP ParticipantFSS Participant Select the appropriate status for this client's STASH participation. STASH Status Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year19741975197619771978197919801981198219831984198519861987198819891990199119921993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 The date the status of their STASH program changed. STASH Zip Code This is the ZIP Code at the time of STASH entry. It should not be updated if the client moves after enrollment. STASH First Generation First generation home buyer = self and parents do not own a home in the U.S. Yes No Born Outside US? Yes No Were you born outside of the US / US Territories? (Born on a US military installation overseas is considered the US). Country of Origin United StatesAfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo, Republic Of TheCongo, The Democratic Republic of theCook IslandsCosta RicaCôte d’IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly See (Vatican City State)HondurasHong KongHungaryIcelandIndiaIndonesiaIran, Islamic Republic ofIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia, Federated States ofMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussian FederationRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSerbia and MontenegroSeychellesSierra LeoneSingaporeSint Maarten (Dutch Part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwanTajikistanTanzania, United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Previous MAHA Class Yes No SMHP Yes No This participant is exempt from matched Savings program. Other Program Class Urban Edge Allston Brighton CDC Financial Education Associates/Money Classes Wayfinders HAC on Cape Code Neighborworks Housing Solutions RCAP Solution Quincy Community Action Partners (QCAP) Merrimack Valley Housing Partners (MVHP) Other Other Program Not Listed Monthly Pledged Savings $ Savings Account Status - None -Waiting for AccountHas AccountWithdrew Personal and Matched SavingsNot eligible (SMHP or other program)Account Closed Total Stash Classes Taken Pre 11/1/2022 This is total number of Stash Classes attended as of November 1, 2022. This may not reflect all classes taken due to import limitations. Savings Account Opened Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year20222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 Savings Request Closed Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year202120222023202420252026202720282029203020312032203320342035203620372038203920402041204220432044204520462047204820492050205120522053205420552056205720582059206020612062206320642065206620672068206920702071207220732074 Case Case Status - None -- Automatic -OngoingResolvedUrgentActiveGraduatedPurchased HomeWithdrawnTerminatedNot selected for STASHSavings Withdrawn for PurchaseClosedOn HiatusOngoing - Readmitted Activity Activity Type - None -STASH (OBSOLETE - USE CASES)Volunteer CommendationVolunteerMeetingPhone CallEmailOutbound SMSEvent RegistrationContributionMembership SignupMembership RenewalTell a FriendPledge AcknowledgmentPledge ReminderInbound EmailOpen CaseFollow upChange Case TypeChange Case StatusMembership Renewal ReminderChange Case Start DateBulk EmailAssign Case RoleRemove Case RolePrint/Merge DocumentMerge CaseReassigned CaseLink CasesChange Case TagsAdd Client To CaseSurveyCanvassPhoneBankWalkListPetition SignatureChange Custom DataMass SMSChange Membership StatusChange Membership TypeCancel Recurring ContributionUpdate Recurring Contribution Billing DetailsUpdate Recurring ContributionReminder SentExport Accounting BatchCreate BatchEdit BatchSMS deliveryInbound SMSPaymentRefundChange RegistrationDownloaded InvoiceEmailed InvoiceContact MergedFailed PaymentMedical evaluationMental health evaluationSecure temporary housingIncome and benefits stabilizationLong-term housing planADC referralContact Deleted by MergeChange Case Subject1-1 w 101 GradCounselingReceiptSTASH Application w AttachmentsOutside Certificate of Course CompletionAssign to CohortWithdraw from STASHRe-entry to STASH ProgramMAHA Homebuyer Graduate Follow-Up SurveySavings Withdrawn for PurchaseSTASH Individual Income VerifiedSTASH Household Income VerifiedSTASH Class AttendanceSTASH Savings StatementAccepted into STASHNot SelectedSTASH NonComplianceApplied to STASH pre-web formPrevious Application to STASHSTASH Welcome Letter SentRequest Account ClosureSTASH Coursework CompletedSTASH OtherSTASH OrientationSTASH Savings Account Opened Activity Subject Activity Details Activity Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year20222023202420252026 Withdrawal Reason Child-related Matter Family Emergency Health Issue Rental Relocation Resolving debt / credit matter Self-terminated from Program Stopped Contributing to Savings Plan Terminated from STASH Other (describe below) No Longer Interested in Homeownership Rental Increase / Rental Arrears Activity 2 Activity Type - None -STASH (OBSOLETE - USE CASES)Volunteer CommendationVolunteerMeetingPhone CallEmailOutbound SMSEvent RegistrationContributionMembership SignupMembership RenewalTell a FriendPledge AcknowledgmentPledge ReminderInbound EmailOpen CaseFollow upChange Case TypeChange Case StatusMembership Renewal ReminderChange Case Start DateBulk EmailAssign Case RoleRemove Case RolePrint/Merge DocumentMerge CaseReassigned CaseLink CasesChange Case TagsAdd Client To CaseSurveyCanvassPhoneBankWalkListPetition SignatureChange Custom DataMass SMSChange Membership StatusChange Membership TypeCancel Recurring ContributionUpdate Recurring Contribution Billing DetailsUpdate Recurring ContributionReminder SentExport Accounting BatchCreate BatchEdit BatchSMS deliveryInbound SMSPaymentRefundChange RegistrationDownloaded InvoiceEmailed InvoiceContact MergedFailed PaymentMedical evaluationMental health evaluationSecure temporary housingIncome and benefits stabilizationLong-term housing planADC referralContact Deleted by MergeChange Case Subject1-1 w 101 GradCounselingReceiptSTASH Application w AttachmentsOutside Certificate of Course CompletionAssign to CohortWithdraw from STASHRe-entry to STASH ProgramMAHA Homebuyer Graduate Follow-Up SurveySavings Withdrawn for PurchaseSTASH Individual Income VerifiedSTASH Household Income VerifiedSTASH Class AttendanceSTASH Savings StatementAccepted into STASHNot SelectedSTASH NonComplianceApplied to STASH pre-web formPrevious Application to STASHSTASH Welcome Letter SentRequest Account ClosureSTASH Coursework CompletedSTASH OtherSTASH OrientationSTASH Savings Account Opened Activity Subject Activity Details Activity Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year2020202120222023202420252026 Activity 3 Activity Type - None -STASH (OBSOLETE - USE CASES)Volunteer CommendationVolunteerMeetingPhone CallEmailOutbound SMSEvent RegistrationContributionMembership SignupMembership RenewalTell a FriendPledge AcknowledgmentPledge ReminderInbound EmailOpen CaseFollow upChange Case TypeChange Case StatusMembership Renewal ReminderChange Case Start DateBulk EmailAssign Case RoleRemove Case RolePrint/Merge DocumentMerge CaseReassigned CaseLink CasesChange Case TagsAdd Client To CaseSurveyCanvassPhoneBankWalkListPetition SignatureChange Custom DataMass SMSChange Membership StatusChange Membership TypeCancel Recurring ContributionUpdate Recurring Contribution Billing DetailsUpdate Recurring ContributionReminder SentExport Accounting BatchCreate BatchEdit BatchSMS deliveryInbound SMSPaymentRefundChange RegistrationDownloaded InvoiceEmailed InvoiceContact MergedFailed PaymentMedical evaluationMental health evaluationSecure temporary housingIncome and benefits stabilizationLong-term housing planADC referralContact Deleted by MergeChange Case Subject1-1 w 101 GradCounselingReceiptSTASH Application w AttachmentsOutside Certificate of Course CompletionAssign to CohortWithdraw from STASHRe-entry to STASH ProgramMAHA Homebuyer Graduate Follow-Up SurveySavings Withdrawn for PurchaseSTASH Individual Income VerifiedSTASH Household Income VerifiedSTASH Class AttendanceSTASH Savings StatementAccepted into STASHNot SelectedSTASH NonComplianceApplied to STASH pre-web formPrevious Application to STASHSTASH Welcome Letter SentRequest Account ClosureSTASH Coursework CompletedSTASH OtherSTASH OrientationSTASH Savings Account Opened Activity Subject Activity Details Activity Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year2020202120222023202420252026 Withdrawal Reason Child-related Matter Family Emergency Health Issue Rental Relocation Resolving debt / credit matter Self-terminated from Program Stopped Contributing to Savings Plan Terminated from STASH Other (describe below) No Longer Interested in Homeownership Rental Increase / Rental Arrears Cohort - None -BC2019Fall-ABC2020Winter-ABC2020Year3-AFG2020Fall-AFG2021Fall - AFG2022Winter-AFG2022Summer-AFG2022Fall-AFG2023Summer-AFG2023Winter-APP2023Fall-APP2023Fall-BPP2024Winter-APP2024Winter-BPP2024 Summer-APP2024Summer-BPP2024 Summer-CPP2024 Summer-D2024Fall-A2024Fall-B2025Winter-A2025Winter-B2025Summer-A2025Summer-B2025Fall-A2025Fall-B Reasons for NonCompliance Missed Savings Contributions Missed STASH Classes Activity 4 Activity Type - None -STASH (OBSOLETE - USE CASES)Volunteer CommendationVolunteerMeetingPhone CallEmailOutbound SMSEvent RegistrationContributionMembership SignupMembership RenewalTell a FriendPledge AcknowledgmentPledge ReminderInbound EmailOpen CaseFollow upChange Case TypeChange Case StatusMembership Renewal ReminderChange Case Start DateBulk EmailAssign Case RoleRemove Case RolePrint/Merge DocumentMerge CaseReassigned CaseLink CasesChange Case TagsAdd Client To CaseSurveyCanvassPhoneBankWalkListPetition SignatureChange Custom DataMass SMSChange Membership StatusChange Membership TypeCancel Recurring ContributionUpdate Recurring Contribution Billing DetailsUpdate Recurring ContributionReminder SentExport Accounting BatchCreate BatchEdit BatchSMS deliveryInbound SMSPaymentRefundChange RegistrationDownloaded InvoiceEmailed InvoiceContact MergedFailed PaymentMedical evaluationMental health evaluationSecure temporary housingIncome and benefits stabilizationLong-term housing planADC referralContact Deleted by MergeChange Case Subject1-1 w 101 GradCounselingReceiptSTASH Application w AttachmentsOutside Certificate of Course CompletionAssign to CohortWithdraw from STASHRe-entry to STASH ProgramMAHA Homebuyer Graduate Follow-Up SurveySavings Withdrawn for PurchaseSTASH Individual Income VerifiedSTASH Household Income VerifiedSTASH Class AttendanceSTASH Savings StatementAccepted into STASHNot SelectedSTASH NonComplianceApplied to STASH pre-web formPrevious Application to STASHSTASH Welcome Letter SentRequest Account ClosureSTASH Coursework CompletedSTASH OtherSTASH OrientationSTASH Savings Account Opened Activity Subject Activity Details Activity Date Month MonthJanFebMarAprMayJunJulAugSepOctNovDec Day Day12345678910111213141516171819202122232425262728293031 Year Year2020202120222023202420252026 Withdrawal Reason Child-related Matter Family Emergency Health Issue Rental Relocation Resolving debt / credit matter Self-terminated from Program Stopped Contributing to Savings Plan Terminated from STASH Other (describe below) No Longer Interested in Homeownership Rental Increase / Rental Arrears Other Reason Other reason detail Cohort - None -BC2019Fall-ABC2020Winter-ABC2020Year3-AFG2020Fall-AFG2021Fall - AFG2022Winter-AFG2022Summer-AFG2022Fall-AFG2023Summer-AFG2023Winter-APP2023Fall-APP2023Fall-BPP2024Winter-APP2024Winter-BPP2024 Summer-APP2024Summer-BPP2024 Summer-CPP2024 Summer-D2024Fall-A2024Fall-B2025Winter-A2025Winter-B2025Summer-A2025Summer-B2025Fall-A2025Fall-B Reasons for NonCompliance Missed Savings Contributions Missed STASH Classes