Trust Accounting Forms

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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

Monthly Reconciliation 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.

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