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
Trust Account Compliance Certificate Instructions
2020-2021 Trust Account Compliance Certificate & Pro Bono Report
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.