Attorney IOLTA trust account agreement

At the time an attorney/law firm opens an IOLTA trust account at their financial institution of choice, the attorney/law firm is required to complete the Attorney IOLTA Trust Account Agreement and distribute as described below.

Click here to access the Attorney IOLTA Trust Account Agreement (PDF)

After filling out the form, please make two copies from the original and distribute as follows:

• Original – Held by the financial institution
• Copy 1 – Upload your copy via this secure link or mail to Wisconsin Trust Account Foundation, 203 S Paterson St., Suite 200, Madison, WI 53703
• Copy 2 – Retained by the attorney