IOLTA participating institutions serve a worthwhile cause. |  |
Prime Partners contribute to the well-being of their communities through their support for civil legal aid.
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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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| | D O N A T E |  | | UPCOMING MEETINGS & EVENTS | | | WHAT'S NEW | More... | | PRIME PARTNER SPOTLIGHT |
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One of our newest Prime Partners, Farmers & Merchants Bank (Berlin) 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. Farmers & Merchants Bank's participation reflects an admirable commitment to justice for all in Wisconsin.
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