IOLTA Forms & Reports

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

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.

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