NC IOLTA P.O. Box 25996 Raleigh, N.C. 27611-5996 919-828-0477
FAX: 919-821-9168 E-mail: IOLTA@ncbar.gov
2020 Mandatory NC IOLTA Compliance Certification
NAME: ________________________ BAR ID: __________________
Under the NC State Bar’s IOLTA rules, lawyers must certify their IOLTA status
annually when paying their NC State Bar dues.
Please certify below that either all general client trust accounts (those that hold
short-term and nominal deposits) maintained by the lawyer/law firm for North
Carolina client funds are IOLTA accounts or that your status is Exempt as defined
below.
Check A or B to make your MANDATORY IOLTA Certification
A. ( ) NC IOLTA ACCOUNTS: I certify that all of my firm’s general client trust
accounts for North Carolina client funds are established as North Carolina
IOLTA Accounts.
Name of Law Firm/ Employer: _________________________________________
OR
B. ( ) NO NC IOLTA ACCOUNTS: I certify that neither I nor my employer
maintain any general trust accounts holding North Carolina client funds.
Name of Law Firm/ Employer: _________________________________________
If you have questions regarding compliance, call NC IOLTA at 919-828-0477.
