IOLTA Forms & Reports

The forms required to open, manage and close IOLTA accounts are listed in downloadable format below. If you have any questions or need forms faxed to you, please contact Director of Banking Terri Smith via email or at 312-938-3001 or 800-624-8962.

Notice to Financial Institutions/Notice of Enrollment
(for opening IOLTA accounts)
Word PDF
Interest Remittance Report
(required for monthly remittances; submit by email or fax)
PDF Excel
Interest Remittance Report Instructions PDF
Sample Online Bank IOLTA Report
(use this format if you plan to submit using your own form)
Account Closing Form Word PDF

Whenever possible, submit reports and forms electronically to

Reports and forms may also be faxed to 312-938-3091 or mailed to: Lawyers Trust Fund of Illinois, Two Prudential Plaza, 180 North Stetson Avenue, Suite 820, Chicago, Illinois 60601.

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