Financial institutions provide the substance of IOLTA.

WisTAF

 

Contingent on interest rates, IOLTA (Interest on Lawyers Trust Accounts) funds help sustain providers of invaluable legal services such as helping people combat discrimination, resolve disability claims, become independent from an abusive partner, and much more.

 

IOLTA interest remittance instructions and forms

The Wisconsin Trust Account Foundation, Inc. has created a Financial Institution IOLTA Account Manual for financial institutions in the IOLTA program. Please reference this manual for information regarding remittance and reporting requirements and forms.

Please note: Per amended Wisconsin Supreme Court rule 20:1.15, only allowable reasonable fees may be deducted from the interest or dividends earned on IOLTA accounts.

WisTAF requests that all participating financial institutions use the set of instructions below to remit and report IOLTA interest. 

Questions on the IOLTA interest remittance process or forms? Contact us.

UPCOMING MEETINGS & EVENTS
WHAT'S NEW
Hurricane Maria Relief Efforts - Fondo Legal de Emergencia
Hurricane Harvey Legal Aid Fund
2017 Direct Legal Services Grantee Mid-Year Report Materials Now Available
Now Available: WisTAF 2018 Direct Legal Services Grant Application Materials
WisTAF 2016-17 DVSA Civil Legal Services State Appropriation Grant Annual Report Materials Now Available

More...

PRIME PARTNER SPOTLIGHT

A Prime Partner member of the Wisconsin IOLTA program since 2010, Mound City Bank strives to be the most admired community bank in the State of Wisconsin. Mound City Bank goes above and beyond IOLTA participation requirements by paying additional interest on its clients' IOLTA accounts - helping to expand access to civil legal services in Wisconsin.


Contact us
WisTAF
825 Williamson Street, Suite A, Madison, WI 53703
Phone: 608.257.6845 or 877.749.5045 (toll-free)
Email: service@wistaf.org

Board & Staff
WisTAF
Board of Directors
WisTAF
De Ette Tomlinson, Executive Director
WisTAF
Rebecca Murray, Assistant Director
WisTAF
Tehmina Islam, Program Assistant

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