IOLTA Program Forms

Forms for Attorneys

IOLTA Account Agreement

IOLTA Account Agreement

To be completed by the attorney and financial institution when a new IOLTA account is established.

IOLTA Account Agreement

Attorney Change of Status

To be completed by the attorney when and attorney’s contact information changes, when the attorney closes an IOLTA account, or when the attorney’s participation status in the IOLTA Program changes.

IOLTA Compliance Statement

IOLTA Compliance Statement

To be completed annually and returned to the Clerk of the Supreme Court prior to March 1. Also, to be competed by the attorney whenever his/her status changes during the year and attached to the Attorney Change of Status Form.

IIOLTA Compliance Statement

IOLTA Post Notice

To be posted in the lawyer’s office.

IIOLTA Compliance Statement

Report of Unclaimed or Unidentifiable Client Trust Account Funds

To be completed when an attorney or the estate of a deceased attorney is unable to locate or identify the rightful owner of funds an IOLTA account. File won’t open? Try a different browser.

IIOLTA Compliance Statement

Affidavit for Return of Funds

To be provided if rightful owner of unclaimed or unidentifiable funds remitted to the Foundation makes a claim for those funds. File won’t open? Try a different browser.

Ask Your Bank to Become a Preferred IOLTA Bank

Ask Your Bank to Become a Preferred IOLTA Bank

Letter template to ask your IOLTA Bank to become a Preferred IOLTA Bank. Preferred IOLTA Banks pay extra interest, at no cost to you, to fund legal aid programs.

Forms for Banks

IOLTA Account Agreement

Attorney Trust Account Overdraft Reporting Agreement

To be completed by bank as a prerequisite to participation in IOLTA program.

IOLTA Account Agreement

Error Report Form

To be completed by bank when a remittance error occurs.

IIOLTA Compliance Statement

Bank Remittance Form Template

Excel spreadsheet for download.

IOLTA Account Agreement

Sample of Completed Remittance Form

IOLTA Account Agreement

IOLTA Checklist for Banks

To assist banks in complying with the IOLTA Program’s rules. For full program rules, see the IOLTA Program Guidebook.