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5/25/10 11:37 AM Page Cov1. IOLTA . Fund of the Bar of New Jersey guidelines for Financial Institutions 5/25/10 11:37 AM Page 1. CONTENTS. Frequently Asked Questions ........................................ ..........3. Operational I. Change Account to Interest Bearing Transaction Account II. Remit Net Interest To IOLTA . III. Report to IOLTA . IV. Report to Attorney V. Miscellaneous Conclusion ........................................ .....................................18. 1. Rule: 1:28A ( The IOLTA Rule ).....................................19 . 2. Supreme Court Administrative Determination of February 18, 2009 ( The Best Customer Standard ) .....27. 3. The IOLTA Regulation ........................................ .............30. Sample Forms 1. Sample Financial Institution Certification (Click Here)( ). 2. Sample Participation Form (Click Here) ........................36. ( ). 3. Sample Remittance Form A (Click Here) .......................37. ( ).

IOLTA Fund of the Bar of New Jersey Guidelines for Financial Institutions 34743_IF_2010GuidelinesBook_WEB_34743_IF_2009GuidelinesBook.qxp 5/25/10 11:37 AM …

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