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, please contact Director of Banking Terri Smith Ashford via email or at 312-938-3001 or 800-624-8962.
|Rate Comparability Requirement Forms and Information
|Application for Certification
|Safe Harbor Certification Statement
|IOLTA Rate Adjustment Application
|Summary of Allowable Reasonable Fees
|IOLTA Account Management and Interest Remittance Forms
|Notice to Financial Institution/Notice of Enrollment
|ACH Interest Remittance Procedures
|Interest Remittance Report Template
|Remittance Error Report
|IOLTA Account Closing and Unidentified Funds
|Notice of IOLTA Account Closing
|Unidentified Funds Remittance Report
Whenever possible, submit reports and forms electronically to IOLTAREPORT@ltf.org.
Reports and forms may also be faxed to 312-938-3091 or mailed to: Lawyers Trust Fund of Illinois, 65 East Wacker Place, Suite 1900 Chicago, Illinois 60601.