Fillable PARTICIPATION FORM Instructions to Attorneys about Using this

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PARTICIPATION FORM Instructions to Attorneys about Using this

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PARTICIPATION FORM
(INSTRUCTIONS ON REVERSE SIDE)
1. Name the account: IOLTA/
2. Trust Account Number
3. Enter IOLTA’s T.I.N. #22-2878549
4. IOLTA’s name shall not appear on checks or deposit slips.
TO:
FINANCIAL INSTITUTION
ADDRESS
FROM:
ATTORNEY FIRM
ADDRESS
FIRM CONTACT PHONE
The account named below is my/the firm’s general trust account. I/we shall participate in the Interest on Lawyer’s Trust
Accounts (IOLTA) Program established pursuant to New Jersey Court Rule 1:28-A. Please change the account identified
below to an interest-bearing transaction account. Interest shall be paid by you directly to IOLTA. The effective date for use
of this account shall be as soon as possible but no later than the first of the month following receipt of the form.
Instructions to Attorneys about Using this Form: is form should be completed and returned to
IOLTA. Do not send it to the bank. Use this form for NEW accounts that are expected to have an
average balance over $2,500 or for an EXISTING trust account that was formerly designated a Low-
Balance account, but which is now eligible to be converted to an interest-bearing IOLTA account.
Instructions to Financial Institution:
FOR IRS REPORTING:
The IOLTA Fund of the Bar of New Jersey
New Jersey Law Center
One Constitution Square
New Brunswick, NJ 08901-1520
(732) 247-8222
www.ioltanj.org
Your participation helps provide equal access to justice – thank you.
IF3 12/18
Return to:
(Attorney/firm name: include “Attorney Trust Account”)
Account signatory - (please print) Signature Date
click to sign
signature
click to edit
INSTRUCTIONS FOR COMPLETING THE PARTICIPATION FORM:
1. If any account list
ed is used by more than one attorney, please attach a list (or firm
letterhead, if appropriate) of each attorney who uses such account. In instances of shared law
firm accounts where all IOLTA-eligible trust funds of attorneys in the firm are deposited in
the account designated on the Participation Form, ONLY ONE FORM NEED BE
RETURNED PER FIRM (and per account, if necessary), with the signature of the managing
partner or other authorized attorney representative.
2. If you have more than one IOLTA-eligible account, please make copies of the
Participation Form and complete a form for each account.
3. Rule 1:28-A directs The IOLTA Fund of the Bar of New Jersey to implement and
administer the IOLTA program. Where appropriate, the IOLTA staff will transmit a copy
of your form authorizing the IOLTA conversion to your financial institution.
4. Please be sure to SIGN the form.
5. You may wish to make and retain a copy of this form for your records. You must certify com-
pliance with Rule 1:28-A on the Annual Attorney Registration Statement.
6. If you have other questions about IOLTA, please call the number listed below or visit us online
at www.ioltanj.org.
IF YOU ARE FILING ON BEHALF OF A FIRM, BE SURE TO
INCLUDE A LIST OF FIRM ATTORNEYS ADMITTED TO THE
BAR OF NEW JERSEY.
The IOLTA Fund of the Bar of New Jersey
New Jersey Law Center
One Constitution Square
New Brunswick, NJ 08901-1520
(732) 247-8222
www.ioltanj.org
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PARTICIPATION FORM Instructions to Attorneys about Using this

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Completed 1 March 2021

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