20
20 NC IOLTA Information Update Form
NC IOLTA · PO Box 25996 · Raleigh NC · 27611-5996
919-828-0477 (phone) · 919-821-9168 (fax) · iolta@ncbar.gov
I am submitting this form to notify the IOLTA
office of the following: (check all that apply)
( ) Changes to attorney contact information (Field B)
( ) New law firm or firm name change (Field C)
( ) Opening of a new IOLTA account (Field D)
( ) Closing of an IOLTA account (Field E)
Field A – REQUIRED
Name:
NC State Bar #:
Field D - New IOLTA Account Information
The following general trust accounts have been
established as an NC IOLTA account:
Firm Name:
1. Account Name:
Account Number:
Bank Name:
2. Account Name:
Account Number:
Bank Name:
(For additiona
l accounts, please attach a separate sheet.)
Field B – Changes to Contact Information
Employer:
Address:
Phone: e-mail:
Changes in contact information should also be reported to the NC State Bar Membership Department
at 919-828-4620 or on-line at www.ncbar.gov.
Field C– New Firm Information (Include firm name changes and mergers here)
New Firm Name:
Address:
Phone: e-mail:
Please include a list of all NC attorne
s associated with the new firm.
Field E – Closing an IOLTA account
The following IOLTA accounts have been closed:
Firm Name:
1. Account Name:
Account Number:
Bank Name:
Date Closed:
2. Account Name:
Account Number:
Bank Name:
Date Closed:
( ) My firm now has no open IOLTA accounts
