(1) Complete this form, (2) Take this form to a financial institution eligible to offer IOLTA accounts, (3) Send a copy of the completed form to the Legal ...

Instructions: Complete this form and provide the original to your financial institution, retain a copy for your records, and also send a copy to the ...

The depositor's IOLTA/IOTA account is to be established at an “eligible institution” as determined by the Connecticut Bar Foundation.

... IOLTA Account/IOLTA Enrollment Form” for each new account should be forwarded via email to the MLSC office at iolta@mlsc.org. 4. Information returns (IRS Form ...

You are authorized to open an interest-bearing checking account meeting the requirements of Rule 1.15. The account shall pay the highest interest rate or ...

INTEREST ON LAWYERS TRUST ACCOUNTS (IOLTA). ENROLLMENT FORM. INSTRUCTIONS: Please complete this form and provide the original to your financial institution, ...

This enrollment form may be used to open a new Pennsylvania IOLTA account or it may be used to convert an existing. Pennsylvania escrow account to an ...

DC IOLTA ACCOUNT REGISTRATION FORM. NOTICE TO FINANCIAL INSTITUTION. To: (Name of Financial Institution). Date: The undersigned has opened an account in the ...

IOLTA enrollment steps and compliance statement can be found here along with the OBA Trust Accounting Reporting Form.

The forms required to open, manage and close IOLTA accounts are listed in downloadable format below. If you have any questions or need forms faxed to you, ...