IOLTA for Banks

NEW IOLTA FDIC Insurance coverage Notice

IOLTA Information and Resources

Downloadable forms for banks are listed below. If you would prefer forms emailed or faxed to you, please contact the IOLTA Administrator at 602-340-7366.

Bank Documents

pdf Financial Institution IOLTA Participation Agreement

Updated 6/05/2009

pdf Rule 43 (Attachment A)

Updated 5/11/2009

Interest Remittance Instructions (Attachment B)

Updated 5/11/2009

Reporting Instructions (Attachment C)

Updated 5/11/2009

xls IOLTA Interest Remittance Report Form

Updated 6/11/2009

Sample Form for Reporting Insufficient Funds

Updated 5/11/2009

Online Services

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