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.
| Notice to Financial Institutions/Notice of Enrollment (for opening IOLTA accounts) |
Word | ||
| Interest Remittance Report (required for monthly remittances; submit by email or fax) |
Excel | ||
| Interest Remittance Report Instructions | |||
| Sample Online Bank IOLTA Report (use this format if you plan to submit using your own form) |
Excel | ||
| Account Closing Form | Word |
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.