Info for Banks

IOLTA Information and Resources

Forms for banks are listed below. To download the forms, click to the right on the desired format. If you would prefer forms emailed or faxed to you, please contact Alvaro Flores at (602)340-7358.

Bank Documents

Document Name Downloadable Formats Last Update
Recommended Form For
Insufficient Funds Reporting
pdf PDF October 6, 2006
Rule 44 pdf PDF January 2, 2005
Financial Institution IOLTA
Participation Agreement
pdf PDF July 14, 2008

Bank IOLTA Reporting

Document Name Downloadable Formats Last Update
Electronic Reporting Instructions pdf PDF July 23, 2008
Sample Online Bank IOLTA Report text TXT
excel CSV
excel XLS
May 5, 2005
Interest Remittance Report
(10 or less accounts only)
pdf PDF (Fill-In Form) July 14, 2008

Online Services

Online Registration Page

IOLTA Banks Login Page
(Electronic Report Upload Webpage)

FAQ's

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