IOLTA

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. ( ). 4. Sample Remittance Form B (Click Here)..38. ( ). 5. Sample Remittance Form C (Click Here)..39. ( ). 5/25/10 11:37 AM Page 2.

GUIDELINES FOR FINANCIAL INSTITUTIONS 4 FREQUENTLY ASKED QUESTIONS 12.5% of net revenue is awarded to the New Jersey State Bar Foundation, for educational programs and publications on legal and

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