Attorneys Forms and Rules

Know the requirements

Attorneys Forms and Rules

To open an IOLTA account(s):

-- download the document Notice to Financial Institution and W-9 form (34 KB)

-- take the forms to an approved financial institution to open an account(s)

 -- verify that the Tax Identification Number attached to the new account(s) matches the number on the W-9 form

-- when the account(s) is opened, return the completed Notice form to the Foundation at the address or fax listed on the form.

To file information to verify your compliance with Supreme Court rules related to trust accounting:

-- complete the Trust Account Certification Form and return it to the Foundation at the address or fax listed on the form.

To learn more specifics of how to appropriately manage trust accounts, please download and review the pdf Lawyer Trust Account Handbook (650 KB) .