The California State Bar IOLTA Trust Account Registration is the mandatory process every active California attorney uses to report client trust accounts to the State Bar through the Client Trust Account Protection Program (CTAPP) and, when opening or closing an account, through the State Bar IOLTA Notice form sent to the bank and the State Bar of California IOLTA Program. The registration tells the State Bar where every dollar of client money lives, who controls it, and which eligible financial institution holds the interest that funds legal aid across California under Business and Professions Code section 6211.
Get one box wrong and the result is not a polite letter. The State Bar can place an attorney on involuntary inactive enrollment, freeze the right to practice, and refer the file to the Office of Chief Trial Counsel for discipline under Rule of Professional Conduct 1.15. According to the State Bar’s 2024 CTAPP compliance report posted on its CTAPP reporting page, more than 12,000 California attorneys missed the February 1 deadline in the program’s first reporting cycle, and roughly 1 in 7 of those attorneys faced a non-compliance fee or enrollment hold.
Here is what you will learn in this guide:
- 📋 How to complete the CTAPP annual registration inside My State Bar Profile line by line
- 🏦 How to fill out the paper IOLTA Notice of Establishment, Change, or Closure form for your bank
- ⚖️ How Business and Professions Code sections 6211 to 6213 and Rule 1.15 shape every field you touch
- 💸 The exact fees, deadlines, and penalties tied to late or wrong filings
- 🛡️ Three full filer walkthroughs covering solo, firm, and exemption scenarios so you can copy the pattern
What the IOLTA Trust Account Registration Is and Who Must File It
An IOLTA, or Interest on Lawyers’ Trust Account, is a pooled, interest-bearing bank account that holds client funds that are nominal in amount or short-term in duration. Under Business and Professions Code section 6211, the interest does not belong to the lawyer or the client. The interest is swept by the bank and paid directly to the State Bar’s Legal Services Trust Fund Program, which funds nonprofit legal aid for low-income Californians.
Registration is not one form. It is a system. The first piece is the bank-side IOLTA notice that opens, changes, or closes the account at an eligible financial institution. The second piece is the State Bar side annual CTAPP registration that every active licensee files inside My State Bar Profile between January 1 and February 1 each year, as required by State Bar Rule 2.5.
Every active California attorney must file CTAPP, even if you do not hold client funds. If you have no trust account, you still log in and certify that fact. If you hold flat fees, advanced costs, settlement proceeds, or any other client money, you must list the account and self-certify compliance with the Client Trust Account Protection Program rules. Attorneys on inactive status who do not handle client funds are generally exempt, but inactive attorneys who still hold trust money must report.
Out-of-state attorneys admitted in California are not off the hook. If you are an active California licensee practicing from another state, the Multijurisdictional Practice rules still pull you into CTAPP. Government, in-house, and judicial-officer licensees often qualify for the no-trust-account certification, but they must still log in and check the box.
Before You Start: Documents and Information You Need
Walking into either form cold is the fastest way to mistype a routing number, misspell a bank, or pick the wrong exemption code. Gather everything below first. Each item maps to a specific field on the bank form or the CTAPP screen.
- State Bar number and password for My State Bar Profile. Without these you cannot start CTAPP. If you forgot the password, reset takes 10 to 15 minutes.
- Full legal name as it appears on your State Bar record. A mismatch with your bank signature card triggers a manual review at the State Bar.
- Bank name and branch address of the eligible institution. Must match the State Bar’s eligible bank list exactly.
- IOLTA account number (full, no spaces). The State Bar masks all but the last four digits in your profile, but you must enter the entire number.
- ABA routing number for the IOLTA. Nine digits. Wrong digits route the interest to the wrong place.
- Account opening date in MM/DD/YYYY format. Required on the bank notice form.
- Names and bar numbers of every attorney with signatory authority. CTAPP asks who can sign on the account.
- Highest balance held during the reporting year. A CTAPP self-assessment field.
- A copy of the most recent bank statement. Used to confirm the title of the account reads “IOLTA” or “Client Trust Account.”
- W-9 for the State Bar of California, EIN 94-1304322. Your bank needs this to route interest correctly.
- Most recent three-way reconciliation, if you have one. CTAPP asks whether you perform monthly reconciliations.
If any item is missing, stop. Filing with a blank or wrong field is worse than filing late, because corrections require a follow-up Notice of Change form and a written explanation to the Office of Attorney Regulation and Consumer Resources.
Where to Get the Form and How to Access It
There is no single PDF that does the whole job. The CTAPP annual registration lives only inside the secure My State Bar Profile portal. You cannot download it, print it, or mail it. The bank-side form, by contrast, is a fillable PDF posted on the State Bar IOLTA forms page titled Notice of Establishment, Change, or Closure of an IOLTA Account. The current revision is dated January 2025, printed in the footer of the PDF.
To reach CTAPP, log in to My State Bar Profile, select My Records, then Client Trust Account Reporting. The system opens the registration only between January 1 and February 1 of each reporting year. After February 1, you can still file, but the page shows a red Non-Compliant banner and a $75 late fee is assessed under the Schedule of Charges and Deadlines.
To reach the bank form, open the IOLTA forms library and click Notice of Establishment, Change, or Closure. Save a copy to your desktop, complete it in Adobe Acrobat, print, sign, and deliver one copy to your bank and one to iolta@calbar.ca.gov. Banks will not open an IOLTA without this form because it tells them where to remit the interest.
If you are setting up a brand-new IOLTA, also request the bank’s internal IOLTA opening packet. Most eligible institutions have their own signature card and resolution that supplements the State Bar form. The bank packet is not filed with the State Bar, but it must be on file at the branch.
Step-by-Step: How to Fill Out the California IOLTA Registration Line by Line
This section walks both forms in the order you will actually encounter them: the bank-side IOLTA Notice first, because the account must exist before CTAPP can list it, then the CTAPP annual registration screen by screen. Use the exact field labels printed on the forms.
Part 1 of Bank Form: Type of Notice
The first box asks whether you are filing to Establish, Change, or Close an IOLTA. Check exactly one box. Establishing means brand-new account at this bank. Changing means same account, but a fact about it has changed (your name, the firm name, the address, or the signatory list). Closing means the account is being shut down.
How to answer: tick a single box with a dark X. Do not initial. Do not write N/A next to the unused boxes.
Example: Maria Lopez, a solo attorney opening her first IOLTA at Wells Fargo, checks Establish.
Nuance: if you are moving an account from one bank to another, you must file two forms. A Close notice at the old bank and an Establish notice at the new bank. One Change form does not cover a bank-to-bank move.
Common mistake and consequence: filers check Change when they should have checked Close. The State Bar’s records then show the account is still active, and interest from a phantom account keeps getting expected. The fix requires a written explanation under Rule 1.15.
Misconception: many attorneys think Change covers a switch of bank. It does not. Change is only for changes inside the same institution.
Part 2 of Bank Form: Attorney or Law Firm Information
This block captures the registered owner of the trust account. Enter the full legal name of the attorney or the registered name of the law firm, the State Bar number, the office mailing address, the phone, and the email.
How to answer: use the legal name on file with the State Bar. For firms, use the name registered with the California Secretary of State. Format the State Bar number as six digits with no leading zeros. Format the phone as (XXX) XXX-XXXX. Format the address with street, suite, city, state, and ZIP+4 if known.
Example: Marcus Chen, owner of Chen Immigration Law, APC, writes Chen Immigration Law, APC, bar number 298471, 1200 Wilshire Blvd, Suite 410, Los Angeles, CA 90017-2310.
Nuance: if you practice under a DBA, list the DBA in parentheses after the legal entity name. The bank’s signature card must match the legal name, not the DBA.
Common mistake and consequence: filers list a fictitious business name without registering it with the Secretary of State. Banks then refuse to open the IOLTA because the entity does not legally exist, and the attorney loses two weeks while paperwork is fixed.
Misconception: some attorneys believe a sole practitioner can title the IOLTA in a DBA only. Under Business and Professions Code section 6212, the licensed attorney’s name must appear on the account.
Part 3 of Bank Form: Eligible Financial Institution Information
This block identifies the bank. Enter the full bank name, the branch address, the contact at the bank, the bank phone, and the bank email if available.
How to answer: pull the bank name from the State Bar’s eligible institution list exactly as printed. If the bank you want is not on the list, you cannot open an IOLTA there. The branch address is the branch where the account is held, not the bank’s corporate headquarters.
Example: Janet Park writes JPMorgan Chase Bank, N.A., branch at 355 S Grand Ave, Los Angeles, CA 90071, contact Linda Romero, (213) 555-0144.
Nuance: credit unions are eligible only if they appear on the list. Many California credit unions are not, including some large ones, because they have not signed the State Bar’s Eligible Institution Agreement.
Common mistake and consequence: filers list a bank not on the eligible list. The bank cannot remit interest to the State Bar, the account fails to qualify as an IOLTA, and the attorney is in technical violation of Rule 1.15 from day one.
Misconception: some attorneys think any FDIC-insured bank works. Eligibility requires both FDIC insurance and a signed agreement with the State Bar.
Part 4 of Bank Form: Account Information
This block captures the account number, the ABA routing number, the account title as it appears on bank records, and the date the account was opened or will be opened.
How to answer: write the full account number with no spaces or dashes. Write the nine-digit ABA routing number. The account title must include the words IOLTA or Client Trust Account. Enter the date in MM/DD/YYYY. If the account is being established, use the expected opening date.
Example: Maria Lopez writes account number 4567891234, routing 121000248, title Maria Lopez, Attorney at Law – IOLTA, opened 02/14/2026.
Nuance: if the account number is not yet assigned because the bank has not opened it, write Pending and submit a follow-up Change notice within 30 days of receiving the number.
Common mistake and consequence: filers transpose two digits in the routing number. The bank cannot remit interest, the State Bar shows a zero-interest account, and the attorney gets flagged for review under the CTAPP compliance audit.
Misconception: filers assume the State Bar will catch routing errors. The State Bar relies on what you enter. There is no automated cross-check against bank records.
Part 5 of Bank Form: Signatures and Certification
The last block on the bank form is the attorney’s signature, the date, and a certification that the account complies with Business and Professions Code section 6211.
How to answer: sign in blue or black ink. Print the name beneath the signature. Date in MM/DD/YYYY. If a firm administrator is filing on behalf of the attorney, the attorney still signs personally.
Example: Marcus Chen signs, prints Marcus Chen, Esq., dates 03/02/2026.
Nuance: electronic signatures are accepted only if applied through Adobe Sign, DocuSign, or a comparable platform with an audit trail. A typed name in a signature box is not enough.
Common mistake and consequence: a paralegal signs the attorney’s name. The form is invalid, the bank may still open the account, but the State Bar treats the filing as never received, and CTAPP cannot match the account.
Misconception: many filers think the certification is a formality. It is a sworn statement, and a false certification is grounds for discipline.
CTAPP Screen 1: Licensee Verification
After logging into My State Bar Profile, CTAPP begins with a screen confirming your name, address, status, and email. The State Bar will not let you proceed until every field is correct.
How to answer: review each field. If anything is wrong, click Update Address or Update Email before continuing. The CTAPP screen reads from your profile in real time.
Example: Aisha Robinson, a new attorney admitted in November 2025, confirms her address as 500 Capitol Mall, Suite 2200, Sacramento, CA 95814.
Nuance: a P.O. Box is allowed as a mailing address but not as the official membership records address under Rule 2.1. You need a physical address on file.
Common mistake and consequence: filers proceed without correcting an outdated address. The State Bar mails compliance notices to the address of record, and missed notices do not excuse missed deadlines.
Misconception: attorneys assume email is enough. The State Bar still relies on physical mail for formal discipline notices.
CTAPP Screen 2: Trust Account Holder Status
The second screen asks one question: Did you, your law firm, or any entity in which you have an ownership interest hold client funds in a client trust account at any time during the reporting year? You answer Yes or No.
How to answer: select Yes if you held even one dollar of client money at any moment during the year. Select No only if you held no client funds the entire year.
Example: Marcus Chen held a $5,000 retainer in his IOLTA in March, so he selects Yes. Janet Park, a government attorney who handles no client funds, selects No.
Nuance: a flat fee deposited under Rule 1.15(b) counts as client funds unless the fee agreement and the engagement letter properly characterize the fee as earned on receipt.
Common mistake and consequence: attorneys say No because they think they are too small or had only one client. The answer triggers a false exemption, and a later audit can find the misstatement and refer the file to discipline.
Misconception: filers think advanced costs do not count as client funds. They do. Any unearned money held for a client is trust money.
CTAPP Screen 3: Account Listing
If you answered Yes, CTAPP opens a table for every trust account. For each row you enter the bank name, account number, account type (IOLTA or non-IOLTA), highest balance during the year, and average balance.
How to answer: add one row per account. Click Add Account for additional accounts. Save after each entry.
Example: Maria Lopez enters one row: Wells Fargo, account 4567891234, IOLTA, highest balance $18,400, average $6,200.
Nuance: a separate non-IOLTA trust account is required for any single client deposit large enough or held long enough that interest would meaningfully benefit the client. The CTAPP table includes both account types.
Common mistake and consequence: attorneys omit a closed account that was open part of the year. CTAPP requires every account held at any time during the year, and omitting one is a reporting violation.
Misconception: filers think only the year-end balance matters. CTAPP wants peak and average across the entire year.
CTAPP Screen 4: Self-Assessment Certification
The fourth screen is a list of yes/no certifications about your trust accounting practices. You must certify whether you keep an individual client ledger, perform monthly three-way reconciliations, maintain a written trust accounting policy, complete the required one-hour client trust account self-study, and have not commingled funds.
How to answer: check each box truthfully. If you cannot certify a practice, leave the box unchecked. CTAPP will flag the file for additional review, but a truthful unchecked box is far better than a false certification.
Example: Marcus Chen checks all five boxes. Aisha Robinson, new to practice, leaves the three-way reconciliation box unchecked because she has not yet performed one.
Nuance: the one-hour self-study must be completed inside California MCLE-approved providers or through the State Bar’s free CTAPP module.
Common mistake and consequence: attorneys check all boxes by reflex. A later random audit finds no reconciliation records and the attorney faces discipline for a false self-certification, which is more serious than the underlying gap.
Misconception: filers think the self-assessment is private. It is not. The State Bar can subpoena the underlying records in any audit.
CTAPP Screen 5: Signature and Submission
The final CTAPP screen displays the full report for review, asks for an electronic signature (typing your full legal name and bar number), and submits the registration.
How to answer: review every screen using the back arrows inside CTAPP, not the browser back button. Type your name exactly as on your State Bar record. Click Submit. Save the PDF confirmation that downloads.
Example: Janet Park types Janet M. Park, SBN 142099, clicks Submit, and saves the confirmation as CTAPP-2026-Park.pdf.
Nuance: the confirmation PDF is your only proof of timely filing. The State Bar does not mail a receipt.
Common mistake and consequence: filers close the browser before downloading the confirmation. CTAPP records the submission, but if a dispute arises, the attorney has no contemporaneous proof.
Misconception: attorneys assume they can edit after submission. You cannot. Corrections require a written request to CTAPP@calbar.ca.gov.
Three Filled-Out Examples Using Real Scenarios
Scenario A: Solo Attorney Opening a Brand-New IOLTA
Maria Lopez opened her solo practice in Long Beach in February 2026 and is establishing her first IOLTA at Wells Fargo.
| Form Section | What Maria Enters |
|---|---|
| Type of Notice | Establish |
| Attorney Name | Maria Lopez |
| State Bar Number | 345218 |
| Firm Name | Law Office of Maria Lopez |
| Office Address | 100 Oceangate, Suite 1200, Long Beach, CA 90802 |
| Bank Name | Wells Fargo Bank, N.A. |
| Branch Address | 333 S Grand Ave, Los Angeles, CA 90071 |
| Account Number | 4567891234 |
| Routing Number | 121000248 |
| Account Title | Maria Lopez, Attorney at Law – IOLTA |
| Opening Date | 02/14/2026 |
| Signature | /s/ Maria Lopez, 02/14/2026 |
Scenario B: Law Firm Closing One IOLTA and Opening Another
Marcus Chen is moving Chen Immigration Law, APC from JPMorgan Chase to Bank of America. He files two notices, then updates CTAPP.
| Form Section | What Marcus Enters |
|---|---|
| Type of Notice (Form 1) | Close |
| Type of Notice (Form 2) | Establish |
| Firm Name | Chen Immigration Law, APC |
| State Bar Number | 298471 |
| Old Bank | JPMorgan Chase Bank, N.A. |
| Old Account Number | 998877665 |
| Closing Date | 03/01/2026 |
| New Bank | Bank of America, N.A. |
| New Account Number | 325048172 |
| New Routing Number | 121000358 |
| New Account Title | Chen Immigration Law, APC – Client Trust Account – IOLTA |
| CTAPP Update | Adds new account row, marks old account as closed |
Scenario C: Newly Admitted Attorney with No Client Funds
Aisha Robinson, admitted November 2025, is a contract attorney with no trust account.
| CTAPP Screen | What Aisha Enters |
|---|---|
| Licensee Verification | Confirms Sacramento address |
| Trust Account Holder Status | No |
| Account Listing | Skipped (system grays out) |
| Self-Assessment | Certifies no client funds held |
| One-Hour Self-Study | Confirms completion of free CTAPP module |
| Commingling Certification | Certifies no commingling |
| Signature | Types Aisha N. Robinson, SBN 358912 |
| Confirmation | Downloads PDF receipt dated 01/18/2026 |
How to File the Completed Form
The bank-side IOLTA Notice goes to two places. The original signed copy goes to your bank’s new-accounts officer at the branch where the IOLTA will be held. A scanned copy goes to the State Bar at iolta@calbar.ca.gov or by mail to State Bar of California, IOLTA Program, 180 Howard Street, San Francisco, CA 94105-1639. There is no filing fee for the bank notice. Banks process the IOLTA opening within 3 to 7 business days. The State Bar updates its records within 10 business days of receipt. Keep the email confirmation or certified-mail green card as your proof of filing.
The CTAPP annual registration is filed only through My State Bar Profile. There is no paper alternative. The filing fee is $0 if completed by February 1. After February 1, a $75 non-compliance fee is added to your next annual State Bar fee statement under the Fee Schedule. The portal accepts credit card, debit card, or electronic check for the late fee. Processing is instantaneous. The downloadable PDF confirmation is your proof of filing.
For attorneys without internet access, the State Bar provides an accommodation request form that allows paper CTAPP submission, but the request must be made before January 1 of the reporting year. The accommodation does not waive the February 1 deadline.
If you discover an error after submitting CTAPP, you cannot reopen the file yourself. Email ctapp@calbar.ca.gov within 10 days with a written description of the error, the corrected information, and your bar number. The State Bar will reopen the record, allow the correction, and log the amendment.
What Happens After You File
After you submit the bank-side IOLTA Notice, the bank opens the account, codes it as an IOLTA in its core system, and begins remitting interest to the State Bar on a monthly or quarterly basis. The State Bar’s Legal Services Trust Fund Program receives the interest, pools it with all other California IOLTA interest, and distributes grants to legal aid nonprofits. You will not see the interest. You will see monthly statements showing the IOLTA balance and the remittance line.
After you submit CTAPP, the State Bar logs the filing, marks your record Compliant, and stores the confirmation in your profile. A random subset of attorneys, roughly 3 percent each year per the State Bar’s published audit methodology, is selected for a deeper review called a Compliance Review. If selected, you receive a letter within 60 days of submission asking for ledgers, statements, and reconciliations covering the prior 12 months.
If you missed the deadline, the State Bar adds the $75 fee to your annual fee bill and posts a Non-Compliant status on your public profile. Continued non-compliance can lead to involuntary inactive enrollment under Rule 2.31, which prevents you from practicing law in California until the filing is cured.
Mistakes to Avoid When Filling Out the Form
- Using the browser back button inside CTAPP. This wipes the screen. Always use CTAPP’s own back arrows.
- Typing the State Bar number with leading zeros. The system rejects the entry.
- Listing a bank not on the eligible institution list. The account will not qualify as an IOLTA.
- Forgetting to file a Close notice when moving banks. The State Bar shows two active accounts.
- Checking all self-assessment boxes by reflex. False certification is more serious than the gap itself.
- Skipping the one-hour self-study. Required under CTAPP regardless of trust-account status.
- Listing only the year-end balance. CTAPP wants peak and average.
- Filing CTAPP from a paralegal’s login. The attorney must sign personally.
- Closing the browser before downloading the confirmation PDF. You lose your only proof.
- Submitting the bank form without signing in ink or with a verified e-signature. A typed name is not a signature.
- Misreporting client funds as zero when a flat fee was held. Flat fees are trust funds unless properly earned on receipt.
- Missing the February 1 deadline by even one day. The $75 fee triggers automatically.
Do’s and Don’ts
- Do download the confirmation PDF before closing the CTAPP tab, because it is your only proof of filing.
- Do verify your bank is on the eligible list before opening the account, because banks cannot remit interest otherwise.
- Do complete the free CTAPP self-study in January, because it is required and free.
- Do keep ink-signed originals of every bank IOLTA Notice in your file for at least five years, because audits look back five years.
- Do update your State Bar address before starting CTAPP, because the system reads from your profile in real time.
- Do call your bank before filing the Establish notice, because some branches require their own packet first.
- Don’t rely on a paralegal to sign the certification, because false signatures are discipline-triggering.
- Don’t answer No to the trust-account question if you held any client money, because that is a false certification.
- Don’t wait until January 31 to file, because portal slowdowns hit hard the last week.
- Don’t assume the State Bar will catch typos, because CTAPP relies on attorney-entered data.
- Don’t combine the Change and Close notices, because they serve different purposes.
- Don’t delete the CTAPP confirmation PDF, because you may need it years later.
Pros and Cons of Filing on Your Own vs. With Help
| Filing Solo | Filing With a Bookkeeper or Compliance Vendor |
|---|---|
| Pro: Free, because there is no third-party fee. | Pro: Reduces error risk, because vendors catch routing typos. |
| Pro: Takes 20 to 30 minutes for a clean filer. | Pro: Tracks the February 1 deadline, because vendors send reminders. |
| Pro: You learn the trust rules, because filing forces familiarity. | Pro: Provides reconciliation reports, because most vendors include them. |
| Pro: No data-sharing with a third party. | Pro: Maintains an audit trail, because vendor logs survive subpoena. |
| Pro: Faster for simple no-trust-account filers. | Pro: Helps multi-attorney firms coordinate, because one dashboard tracks all. |
| Con: Higher error rate, because filers rush. | Con: Costs $200 to $1,500 a year. |
| Con: No deadline reminders, because the State Bar emails are sparse. | Con: Requires sharing trust-account data with a vendor. |
| Con: No reconciliation support, because the portal does not compute. | Con: Vendor mistakes still belong to the attorney. |
| Con: All risk falls on the attorney. | Con: Onboarding the vendor takes time. |
| Con: No audit-defense help if selected for compliance review. | Con: May be overkill for a single-attorney no-trust filer. |
FAQs
Do I have to file CTAPP if I never hold client money?
Yes. Every active California attorney must file CTAPP annually, even if you certify that you held no client funds at any time during the reporting year.
Can a paralegal file CTAPP for me?
No. A paralegal can prepare the data, but the attorney must personally log in and sign the certification under penalty of perjury inside the portal.
Is the IOLTA Notice form the same as CTAPP?
No. The IOLTA Notice is a bank-facing form that opens, changes, or closes the account, while CTAPP is the annual State Bar registration filed online.
What if my bank is not on the eligible list?
No, you cannot open an IOLTA there. You must use a bank from the State Bar’s eligible institution list, or ask your bank to apply for eligibility.
Do I list the account number with dashes in CTAPP?
No. Enter the full account number without spaces, dashes, or punctuation. The portal rejects entries that include separators.
Should I include leading zeros in my State Bar number?
No. Enter the bar number as six digits with no leading zeros. The portal trims them automatically and a manual zero causes a validation error.
Do flat fees count as client funds in the trust-account question?
Yes. Flat fees held in trust count as client funds unless your engagement agreement and Rule 1.15(b) procedures make them earned on receipt.
Is the highest-balance field rounded?
No. Enter the exact highest balance held during the year. CTAPP does not require rounding, and rounded numbers can trigger audit flags if statements show otherwise.
Can I amend CTAPP after I submit it?
Yes, but only by emailing ctapp@calbar.ca.gov within a reasonable time, explaining the error, and waiting for the State Bar to reopen the record for correction.
Is there a fee to file CTAPP on time?
No. Filing by February 1 is free. A $75 non-compliance fee applies only after the deadline passes.
Do I need to file CTAPP if I am on inactive status?
No, unless you still hold client funds. Inactive attorneys with no trust account are generally exempt, but inactive attorneys holding trust money must report.
Can I use a P.O. Box on the bank IOLTA Notice?
No, the bank requires a physical branch and a deliverable street address for the attorney’s office, though a P.O. Box may be acceptable for the State Bar’s mailing field.
What happens if I miss the February 1 deadline?
No practice is suspended immediately, but a $75 non-compliance fee is added to your fee statement, and continued non-compliance can lead to involuntary inactive enrollment under Rule 2.31.
Is a typed name in the signature box of the bank form acceptable?
No. The bank IOLTA Notice requires an ink signature or a verified electronic signature with an audit trail through a platform like DocuSign or Adobe Sign.
Related reading
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