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Forms

IOLTA Interest Remittance Report

Download PDF

Download Excel Spreadsheet

Bank Compliance

Prime Partner Program

Bank Compliance Statement

Bank Rate Survey

Establish an IOLTA Account

NC IOLTA Status Update Form

Bank Directive on NSF Trust Checks

Resources

On January 28, 2010, the NC Supreme Court approved revisions to the NC IOLTA Rules that will require lawyers to hold their IOLTA accounts only at “eligible” banks that have agreed to pay comparable rates on those accounts (comparability requirement). The revised rule has an effective date of July 1, 2010. For more information about comparability, see: Frequently Asked Questions about Comparability.

To view the rules that regulate IOLTA accounts and comparability, see: Subchapter D, .1316 and Subchapter D, .1317.

The NC IOLTA Program recognizes those financial institutions that go above and beyond the IOLTA eligibility requirements in their commitment to improving access to justice in their communities. For more information, see: Prime Partner Information for Banks.

The NC State Bar regulates the trust account practices of North Carolina lawyers. For more information about trust account practices, see: Trust Account Handbook.