IOLTA Program Forms
Forms for Attorneys
![]() IOLTA Account AgreementTo be completed by the attorney and financial institution when a new IOLTA account is established. | ![]() Attorney Change of StatusTo 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 StatementTo 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. | ![]() IOLTA Post NoticeTo be posted in the lawyer’s office. |
![]() Report of Unclaimed or Unidentifiable Client Trust Account FundsTo 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. | ![]() Affidavit for Return of FundsTo 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 BankLetter 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
![]() Attorney Trust Account Overdraft Reporting AgreementTo be completed by bank as a prerequisite to participation in IOLTA program. | ![]() Error Report FormTo be completed by bank when a remittance error occurs. | ![]() Bank Remittance Form TemplateExcel spreadsheet for download. | ![]() Sample of Completed Remittance Form |
![]() IOLTA Checklist for BanksTo assist banks in complying with the IOLTA Program’s rules. For full program rules, see the IOLTA Program Guidebook. |