IOLTA participating institutions serve a worthwhile cause. |  |
Nationwide, over 5,500 financial institutions participate in IOLTA by maintaining IOLTA accounts. The legal profession values this worthwhile partnership with the banking community. In 2011, Wisconsin's Prime Partners and other IOLTA-participating institutions funded 15 agencies providing civil legal services to individuals and families in need.
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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.
Please contact IOLTA Program Manager, Tehmina Islam at tislam@wistaf.org or 608-257-6845 for the latest compliance certification form and materials.
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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As a Prime Partner since 2011, Farmers State 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. Farmers State Bank's participation reflects an admirable commitment to justice for all in Wisconsin.
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