IOLTA for Banks

Banks committing to contributing 100% of IOLTA interest

If your bank would like to join this list, please contact the IOLTA Administrator

Arizona IOLTA Newsletter

Arizona Attorney General's Office Issues Opinion on IOLTA Interest

Community Reinvestment Act News

For more information about applying your bank's IOLTA contribution toward CRA credit, please contact the IOLTA administrator.

IOLTA Bank Information and Resources

Participation in Arizona's IOLTA program is voluntary for financial institutions. Financial institutions are invited to submit the Annual Participation Certification below to become approved participants in the program.

pdf 2016-2017 IOLTA Participation Certification

Updated 07/21/2016

pdf Rule 43 (Attachment A)

Updated 05/23/2012

pdf Arizona Attorney General Opinion (Attachment B)

Updated 05/14/2010

pdf Reporting Instructions (Attachment C)

Updated 07/01/2015

xls IOLTA Interest Remittance Report Form

Updated 05/02/2013

xls Sample Form for Reporting Insufficient Funds

Updated 5/11/2009



Arizona Attorney General's Office Issues Opinion on IOLTA Interest

Arizona Attorney General Opinion I09-005 concludes that, under Arizona law, the Arizona Foundation for Legal Services & Education owns the entire beneficial interest in and has the exclusive right to the interest income generated, minus a reasonable service charge or fee, on trust accounts required to be established by attorneys pursuant to the provisions of the Arizona State Bar's Interest on Lawyers Trust Accounts ("IOLTA") program, established by Rule 43 of the Rules of the Supreme Court. Read Opinion.

Online Services

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