Forms & resources

The forms in this section are relevant for anyone who manages an IOLTA account — either at a financial institution or a law firm. We also ask financial institutions in particular to fill out our financial institution contact form and, annually, our IOLTA compliance certification form. 

For a copy of the IOLTA compliance certification form, or if the information here does not address your question or need, please contact:

Tehmina Islam
Assistant Executive Director, Wisconsin Trust Account Foundation    

Staff listing |
811 East Washington Ave., Suite 400
Madison, WI 53703
608.257.6845 or 877.749.5045 (toll-free)

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