Forms & resources

The forms in this section are relevant for anyone who manages an IOLTA account — either at a financial institution or a law firm. We also ask financial institutions in particular to fill out our financial institution contact form and, annually, our IOLTA compliance certification form. 

For a copy of the IOLTA compliance certification form, or if the information here does not address your question or need, please contact:

Tehmina Islam
Assistant Executive Director, Wisconsin Trust Account Foundation    
608-257-6845