Trust Accounting Forms
See RRTFB Chapter 5: Rules Regulating Trust Accounts
Forms to Open an IOTA Account
Notice to Eligible Institution Form
Sample Trust Account Bank Notification Letter
Notice to Bar Foundation Form (Complete Online )
Form to Close an IOTA Account
Notice of Closed IOTA Account (Complete Online)
Additional Forms
Minimum Requirements Trust Account Plan Form
Extended Trust Account Plan Form
2021-2022 Trust Account Compliance Certificate & Pro Bono Report (Instructions)
Eligible Institution IOTA Error Report Form (Complete Online )
Voluntary Monthly Trust Account Certificate
Checklist: Trust Disbursements
Procedural Statement – Trust Account Receipts
For more information please visit our Trust Accounting page.