IOLTA Program Forms

IOLTA Account Agreement To be completed by the attorney and financial institution when a new IOLTA account is established.	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 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.
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.	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.	IOLTA Post Notice To be posted in the lawyer’s office.

Attorney Trust Account Overdraft Reporting Agreement To be completed by bank as a prerequisite to participation in IOLTA program.	Error Report Form To be completed by bank when a remittance error occurs.	Bank Remittance Form Template Excel spreadsheet for download.
	Sample of Completed Remittance Form