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

2022-2023 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.