IOLTA annual compliance certification |
Each IOLTA participating institution shall certify to WisTAF annually that the financial institution meets the requirements of Wisconsin Supreme Court Rule (SCR) 20:1.15 for IOLTA accounts, and that it reports overdrafts on draft trust accounts and draft fiduciary accounts of lawyers and law firms to the Office of Lawyer Regulation.
The 2023 IOLTA Compliance Certification period has ended. If you are a financial institution that would like to join the Wisconsin IOLTA program, please contact Tehmina Islam at tislam@wistaf.org for a current compliance form.
Financial institutions are required to respond to reasonable requests from WisTAF for information needed for confirming the accuracy of an IOLTA participating financial institution’s self-certification.
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