IOLTA Program Forms

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Forms for Attorneys:

  • New IOLTA Account Agreement (To be completed by the attorney and financial institution when a new IOLTA account is established)
  • Attorney Change of Status Form (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)
  • IOLTA Post Notice (To be posted in the lawyer's office)

Forms for Banks:

 

 

These forms are Adobe Acrobat pdf files. You may need to download the Adobe Acrobat Reader to view them.