IOLTA Enrollment Form

IOLTA Enrollment Form for Lawyers and Law Firms

You should use this form to:

1. open an IOLTA account or
2. convert a non-interest bearing
trust account to an IOLTA account

If your account status changes during the

year, please refer to the Change of Status form.

When you hit the submit button, a copy of the data you

entered will be sent to the be sent to the Bar Foundation.

A copy will also be sent your email address which you

can print and submit to the financial institution.

If completing the form for a firm, please email a

list of attorneys (including Bar numbers) to

iolta@scbar.org. Be sure to note that the list is

to accompany this IOLTA enrollment form.

To: *

Address: *

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From: *

Address: *

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As authorized by South Carolina Supreme Court Order dated January 20, 1987, and any amendments, the undersigned lawyer/law firm desires to participate in the Interest on Lawyers Trust Account Program (IOLTA), under which pooled interest-bearing trust accounts are converted to interest-bearing accounts with the interest to be paid to the South Carolina Bar Foundation, Inc., a nonprofit charitable organization.

Choose one of the following: *

I/we presently do not have a checking account at this financial institution for nominal or short-term clients trust funds and wish to establish an IOLTA account for those funds

I/we have a non-interest bearing client trust account at this financial institution which we request you convert to an interest-bearing IOLTA checking account effective immediately.

If converting an account:

We understand that you may require a supplemental account agreement in addition to your usual signature cards and other documentation.

Thank you for your prompt attention to this request. Please contact the South Carolina

Bar Foundation at 803-765-0517 if you have any questions regarding the program. Your cooperation and support is greatly appreciated.

Signature: *

clear

Print Name: *

Bar Number: *

Date: *

Email address: *

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