ADDITIONAL INFORMATION FOR THE BOARD OF BAR OVERSEERS
Date of birth: ____/____/____
Names of all other jurisdictions in which you are admitted to practice and admission dates:
State Date Federal Date Administrative Bodies Date
_________________________ __________________________ ___________________________
_________________________ __________________________ ___________________________
_________________________ __________________________ ___________________________
Are you in good standing in all jurisdictions where you have been admitted to practice? Yes No
If not, please state the jurisdiction and attach statement of the circumstances. ___________________________
_________________________________________________________________________________________
CERTIFICATION OF PROFESSIONAL LIABILITY INSURANCE
I certify that I am (CHOOSE ONE):
_____ covered by professional liability insurance.
_____ not covered by professional liability insurance.
_____ not covered by professional liability insurance because I (1) practice law as a government lawyer or
am employed by an organizational client, AND (2) do not represent clients outside that capacity. You can
choose this option if you are a government attorney, military attorney or an in-house counsel of a
corporation.
COMPLIANCE STATEMENT
INTEREST ON LAWYER’S TRUST ACCOUNTS (IOLTA)
Supply your IOLTA account information or complete the REQUEST for EXEMPTION below.
_____ I have established an IOLTA account or
_____ My firm has established an IOLTA account
IOLTA ACCOUNT NAME _____________________________________________________________
LAW FIRM NAME ___________________________________________________________________
IOLTA ACCOUNT NUMBER ___________________________________________________________
BANK _____________________________________________________________________________
REQUEST FOR EXEMPTION
I am exempt from the provisions of the Massachusetts Rules of Professional Conduct Rule 1:15 because:
_____ I am not engaged in the practice of law in Massachusetts.
_____ I am engaged in the practice of law but not within a private practice and DO NOT RECEIVE
CLIENT FUNDS. (e.g. publicly employed, corporate counsel, teacher)
_____ Other - Specify: ______________________________________________________________
Any attorney who fails to fill out this IOLTA Compliance Statement is subject to suspension.
For additional information, please call the IOLTA Committee at (617) 723-9093.