Attorney IOLTA trust account agreement

At the time an attorney/law firm opens an IOLTA trust account at their financial institution of choice, the attorney/law firm is required to complete the Attorney IOLTA Trust Account Agreement. After filling out the form, please make two copies from the original and distribute as follows:

Original – held by the financial institution
Copy 1 – upload your copy via the secure link below or mail to Wisconsin Trust Account Foundation, 811 East Washington Avenue, Suite 400, Madison, WI 53703
Copy 2 – retained by the attorney

Staff listing |
4600 American Parkway, Suite 104, Madison, WI 53718
608.257.6845 or 877.749.5045 (toll-free)

WisTAF FacebookWisTAF TwitterWisTAF Linkedin

Disclaimer of liability | Terms & conditions of use | Privacy statement | Financial institution login
Web services by FotoPlant llc.