Register New Account

New IOLTA Account Notification Form

Attorneys should use this online form AFTER opening each new IOLTA account.

To open an account, complete the Account Opening document found here. Once the account is open, fill out the online form below. The IOLTA Committee no longer receives a copy of the Account Opening document.

The undersigned, in accordance with the Massachusetts Rules of Professional Conduct, Rule 1.15, has established an IOLTA account with interest payable to the Massachusetts IOLTA Committee with the financial institution listed below.

Name of Financial Institution(*)

Please select your company.

Date Opened(*)

Please select a date.

Account Title(*)

Please enter account title exactly as stated on your statement.

Please enter account title.

Account Number(*)

Please enter account number exactly as stated on your statement. (Minimum 4 digits, numerical only, no alpha, no symbols)

Please enter account number exactly as stated on your statement.
(Minimum 4 digits, numerical only, no alpha, no symbols)

Re-enter Account Number(*)

Account Number fields must match. Please re-enter.

Name of Signatory(*)

Please Enter Name of Signatory.

Additional Signatories (if any). Please separate by comma.

Please Enter Name of Additional Signatory.

Firm Name(*)

Please Enter Firm Name.

Firm Address(*)

Please Enter Firm Address.

City(*)

Please Enter City.

State(*)

Please Enter State.

Zip(*)

Please Enter Zip.

Phone Number(*)

Please Enter Phone Number. (xxx-xxx-xxxx)

Email Address(*)

Please Enter a Valid Email Address.

Electronic Signature Authorization(*)

Please Enter Signature.

By choosing to transmit this form with an electronic signature, you agree that by typing your name above, this constitutes your electronic signature in lieu of a physical signature for all legal purposes.

MAIOLTA.ORG

The Massachusetts IOLTA Committee
18 Tremont Street, Suite1010
Boston, MA 02108-2316

Email: questions@maiolta.org
Phone: (617) 723-9093
Fax: (617) 367-8815

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From our Blog

29 August 2024 Effective Sept. 1, 2024, Lawyers Must Transfer Unidentified and Unclaimed IOLTA Funds to the IOLTA Committee

01 July 2024 Coming Soon: Starting September 1, 2024, the IOLTA Committee Will Accept Undistributable IOLTA Funds Under Amended Rule 1.15

19 March 2024 Massachusetts Supreme Judicial Court Appoints 3 New Members to the IOLTA Committee

See all blog posts!