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IOLTA Compliance Information

The annual IOLTA compliance process begins on or after March 1 of each year and
runs concurrent within the time period the State Bar requires payment of their
annual bar dues.

All attorneys must annually notify the Foundation as to their IOLTA compliance.
Please complete the following steps:

 1. Log in below to verify or update your IOLTA account information.

 2. Check the appropriate IOLTA box when you log in to the State Bar website to
    pay your annual membership dues.

 

Contact us directly at 800-252-3401.ext. 108 or compliance@teajf.org if you have
any questions.


All attorneys must verify their IOLTA information online is correct and
up-to-date annually when paying annual bar dues or when one of the events occur:

• Closing an IOLTA account (a closure form is required)

• Opening a new IOLTA account (a notice form is required)

• Indicate that you are no longer with the firm listed

• Indicate that you are with a different firm listed

Please follow the instructions below to certify IOLTA compliance.


ATTORNEY LOGIN – VERIFY OR CHANGE YOUR IOLTA ACCOUNT INFORMATION



O   IF NO IOLTA NEEDED  

 Attorneys who are not in private practice or do not handle client funds in
Texas do not need an IOLTA in Texas.

Even if you do not handle client funds, you still need to verify the information
under your bar card number is correct.

 1. Use your Texas Bar card number and Texas Bar Password to login. If you do
    not have your Texas Bar Password to login, you will have to contact the
    State Bar membership department.

 2. Verify that an IOLTA is not associated with your bar card. (see example
    below)
    

 3. Once you review, check the box to certify your compliance.

o   If IOLTA is Needed  

Attorneys in private practice and receive or handle clients’ funds in Texas must
deposit those funds in a separate bank account designated as “trust” or “escrow”
account.  See Rule 1.14 of the Texas Disciplinary Rules of Professional Conduct.
If the client funds received are nominal in amount or are short-term, they must
be deposited in an IOLTA at an eligible financial institution.


 1. Use your Texas Bar card number and Texas Bar Password to login. If you do
    not have your Texas Bar Password to login, you will have to contact the
    State Bar membership department.

 2. Review the information for the IOLTA associated with your bar card and
    update, e.g. close your IOLTA, open an IOLTA, indicate you are no longer
    with the firm listed, or indicate you are with a new firm and any changes of
    address.

 3. Once you review, check the box to certify your compliance.


FIRM LOGIN – (WITH 7 OR MORE ATTORNEYS) -- MANAGE YOUR IOLTA ACCOUNT INFORMATION
(ADD OR DELETE ATTORNEYS)

THIS COMPLIANCE INFORMATION APPLIES TO TEXAS IOLTA ACCOUNTS ONLY.  WE DO NOT
REQUIRE NOTIFICATION OF OUT-OF-STATE IOLTA ACCOUNTS.

 

YOU WILL NOT RECEIVE A PAPER COMPLIANCE FORM OR EMAIL FROM THE FOUNDATION.   SEE
MORE INFORMATION IN THE IOLTA COMPLIANCE INFORMATION BROCHURE.

ARTICLE XI OF THE STATE BAR RULES, ALONG WITH THE RULES GOVERNING THE OPERATION
OF THE TEXAS ACCESS TO JUSTICE FOUNDATION, ADOPTED BY THE SUPREME COURT OF TEXAS
TO ADMINISTER THE INTEREST ON LAWYERS TRUST ACCOUNT PROGRAM REQUIRE THE
FOLLOWING:

·       LICENSED ATTORNEYS WHO DO NOT HANDLE CLIENT TRUST FUNDS ARE NOT REQUIRED
TO ESTABLISH AN IOLTA BANK ACCOUNT; HOWEVER, THEY MUST NEVERTHELESS NOTIFY THE
FOUNDATION DURING THE ANNUAL IOLTA COMPLIANCE PROCESS THAT THEY DO NOT HANDLE
CLIENT TRUST FUNDS AND DO NOT HAVE OR NEED AN IOLTA ACCOUNT.

·    LICENSED ATTORNEYS MUST REPORT TO THE FOUNDATION ANNUALLY AS TO THEIR IOLTA
BANK ACCOUNT STATUS.

·    LICENSED ATTORNEYS MUST NOTIFY THE FOUNDATION WITHIN 30 DAYS OF THE
ESTABLISHMENT OF IOLTA ACCOUNT OR ACCOUNTS OR ANY CHANGE IN THEIR IOLTA ACCOUNT
STATUS.

·    AN ATTORNEY, LAW FIRM, OR PROFESSIONAL CORPORATION ENGAGED IN THE PRACTICE
OF LAW AND MAINTAINING IOLTA BANK ACCOUNTS MUST NOTIFY THE FOUNDATION WITHIN 30
DAYS OF THE CLOSING OF SUCH ACCOUNT(S).

·    AN ATTORNEY'S REFUSAL TO COMPLY MAY RESULT IN THEIR SUSPENSION.

 

DURING PEAK TIMES, PLEASE ALLOW 7 TO 10 BUSINESS DAYS FOR YOUR IOLTA COMPLIANCE
INFORMATION TO BE UPDATED. 

TO MAKE CHANGES TO YOUR STATE BAR OF TEXAS MEMBERSHIP RECORD, PLEASE VISIT:
WWW.TEXASBAR.COM

 

ALL QUESTIONS REGARDING IOLTA COMPLIANCE SHOULD BE DIRECTED TO 800-252-3401,
EXT. 108, OR BY CONTACTING, COMPLIANCE@TEAJF.ORG.

 


RECENT NEWS


 


OCTOBER 31, 2023

TAJF honors contributions to access to justice at luncheon with Supreme Court


OCTOBER 10, 2023

TAJF adds Aranda to board of directors; Hon. Deborah Hankinson reappointed as
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JULY 13, 2023

Cendera Bank Joines Prime Partner Bank Program


JUNE 12, 2023

TAJF Sponsors Five Equal Justice Works Fellows


JUNE 1, 2023

Texas Access to Justice Commission renews statewide legal clinic initiative for
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MAY 29, 2023

Capitol Credit Union Joins the Prime Partner Program  


MAY 17, 2023

Betty Balli Torres Receives Lifetime Achievement Award  


APR. 25, 2023

Statewide Virtual Court Kiosk Project Launches to Improve Texans’ Access to
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NOV. 29, 2022

Wells Fargo Joins the Prime Partner Program

More news

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