The Florida Bar IOTA Trust Account Registration is the mandatory filing every Florida-licensed lawyer who holds nominal or short-term client funds must submit to The Florida Bar Foundation and certify to The Florida Bar so client money sits in a properly titled, interest-bearing account at an eligible institution. The registration links the lawyer, the firm, and the bank to the Foundation’s IOTA program, which funnels the interest to legal aid for low-income Floridians under Rule 5-1.1(g).
Roughly 70,000 active Florida attorneys must certify IOTA compliance every year on the annual fee statement, and the Foundation reports that incorrectly titled or unreported accounts are a leading cause of Bar audit referrals. Getting this filing right protects your license, your clients, and your firm from suspension under Rule 3-7.13.
- 📋 How to complete both the Notice to Eligible Institution and the annual Bar IOTA certification without errors
- 🏦 Which Florida banks count as eligible institutions and how to confirm yours before you sign
- ✍️ Exactly how to title your account so it satisfies Rule 5-1.1(g)(2) and survives a compliance audit
- ⏰ The August 15 fee-statement deadline, the Rule 5-1.2 trust accounting rules, and the discipline that follows a missed certification
- 🛟 Three named, real-world walkthroughs — a new solo, a merging partnership, and a remote out-of-state admittee — so you can match your facts to a working example
What the IOTA Trust Account Registration Is and Who Must File It
The IOTA (Interest on Trust Accounts) registration is the paperwork that opens, identifies, and certifies a Florida lawyer’s pooled client trust account at an eligible financial institution. The registration has two halves that work together. The first half is the Notice to Eligible Institution and Notice to The Florida Bar Foundation of Establishment of IOTA Account, completed when the account is opened. The second half is the annual IOTA certification that every Bar member checks on the Member Portal fee statement by August 15 each year.
Every Florida lawyer who receives nominal or short-term funds from a client or third person must file. That includes solo practitioners, partners, associates, of counsel, and even out-of-state lawyers admitted in Florida who handle a single closing or retainer here. A lawyer who never touches client money — for example, a salaried in-house counsel — still must certify, but checks the exempt box on the fee statement.
The Foundation receives the bank-side notice; The Florida Bar receives the lawyer-side certification. The two agencies share data, so a mismatch (lawyer says “compliant,” bank says “no IOTA account on file”) will trigger a written inquiry from the Lawyer Regulation Department. The governing authority is the Rules Regulating The Florida Bar, Chapter 5, with Rule 5-1.1(g) creating the IOTA duty itself, Rule 5-1.2 imposing the trust accounting procedures, and Rule 3-7.13 authorizing summary suspension for failure to comply.
Before You Start: Documents and Information You Need
Open both forms only after you have gathered the items below in one folder. Pulling data mid-form is the most common cause of typos that later force a corrected filing with the Foundation.
- Florida Bar number for every lawyer who will sign on the account — without it, the Foundation cannot match the notice to a member record and will return the form.
- Firm legal name and FEIN as it appears on IRS letter CP-575 — a mismatch with the bank’s W-9 file will cause the institution to refuse to code the account as IOTA.
- Firm street address (no P.O. boxes for the bank file) and a separate mailing address if different — the Foundation mails the welcome letter and remittance reports here.
- Bank’s full legal name, branch address, and routing number taken from the Foundation’s eligible institutions list — using a non-eligible bank voids the IOTA designation.
- Proposed account title in the exact phrasing required by Rule 5-1.1(g)(2): “[Firm Name] Trust Account – IOTA” — wrong titling is the single most cited audit defect.
- Signature authority documentation (operating agreement, partnership resolution, or sole-proprietor affidavit) — banks will not accept signers without it, and Florida requires only lawyers as signatories under Rule 5-1.2(b).
- Prior IOTA account information if you are closing or transferring an existing account — the Foundation needs the closing date and final balance for reconciliation.
- Email address monitored daily — the Foundation sends a confirmation of registration within 10 business days, and you must keep it for your records.
- Member Portal login for The Florida Bar so you can later check the IOTA Compliance box on the August fee statement.
- Trust accounting software credentials (QuickBooks, Clio, TrustBooks) configured to receive the new account number — Rule 5-1.2(c) requires monthly three-way reconciliation from day one.
Where to Get the Form and How to Access It
The official Notice of Establishment of IOTA Account form lives on the Foundation’s website as a fillable PDF at the IOTA Forms page. You can also request a paper copy by calling the Foundation at (407) 960-7000 or emailing iota@flabarfndn.org. Most eligible banks keep copies at the branch, and many will fill in the institution-side fields for you while you wait.
The annual lawyer certification is not a separate downloadable form — it appears as a check-the-box section inside the Member Portal’s annual fee statement at floridabar.org/member. The Bar opens the fee statement in early June, and the deadline is August 15 of each year. Late certification triggers a $150 late fee and, after October 1, administrative delinquency under Rule 1-3.7.
If you prefer to file by mail, send the completed Notice form to The Florida Bar Foundation, 1200 Edgewater Drive, Orlando, FL 32804. Online submission through the Foundation’s secure upload portal is faster and provides an immediate confirmation number you should screenshot and save. Always confirm you have the revision printed at the bottom of page 2 — the current version is dated Rev. 01/2026; older revisions still float around bank backrooms and will be rejected.
Step-by-Step: How to Fill Out the IOTA Notice Line by Line
The Notice form has two pages and is broken into four parts: Lawyer/Firm Information, Account Information, Eligible Institution Certification, and Signatures. Walk through each field below in order. Every sample entry is italicized to separate it from instructions.
Part I, Box 1 — Name of Law Firm or Sole Practitioner
Box 1 asks for the legal name of the law practice that owns the trust account. Type the firm’s full legal name in capital letters exactly as registered with the Florida Division of Corporations or, for a sole proprietor, the lawyer’s own legal name followed by P.A. or PLLC if applicable. Maria Lopez writes “LOPEZ IMMIGRATION LAW, PLLC” in Box 1.
If you practice under a fictitious name (DBA), enter the registered legal name first and the DBA in parentheses. The most common mistake here is using a marketing name that is not on file with the Department of State; the Foundation will reject the notice and the bank will not code the account as IOTA. A widespread misconception is that the firm name on the IOTA notice can differ from the firm name on the bank signature card — it cannot, because Rule 5-1.2(b)(2) requires identical titling across every record.
Part I, Box 2 — Florida Bar Number(s) of Responsible Attorney(s)
Box 2 asks for the six-digit Florida Bar number of every lawyer who will sign on the account. Write each number on its own line, separated by commas if you run out of room, with no spaces or dashes. David Chen and his partner Aisha Patel enter “0123456, 0987654” on the form.
If a non-lawyer office manager will be a bookkeeper but never a signer, do not list that person here — Rule 5-1.2(b) limits signature authority to Florida lawyers. The classic error is entering a paralegal’s name in Box 2; the bank will then refuse to honor checks signed by the lawyer alone, freezing client funds. A common misconception is that out-of-state lawyers can be listed as signers; only Florida-admitted lawyers may sign on a Florida IOTA account.
Part I, Box 3 — Firm Federal Employer Identification Number (FEIN)
Box 3 asks for the firm’s nine-digit FEIN exactly as it appears on the IRS CP-575 letter. Format it with a dash after the second digit: XX-XXXXXXX. Lopez Immigration Law, PLLC writes “82-1234567” in Box 3.
A sole practitioner with no employees may use a Social Security Number instead, but it is strongly discouraged because the Foundation reports interest under that number and the lawyer will receive the 1099-INT personally even though the interest belongs to clients. The most common mistake is transposing two digits, which causes the bank’s annual interest remittance to be flagged as a TIN mismatch by the IRS. A widespread misconception is that the lawyer pays tax on IOTA interest — they do not, because the Foundation, not the lawyer, is the beneficial owner of the interest under Rule 5-1.1(g)(1).
Part I, Box 4 — Firm Street Address, City, State, ZIP
Box 4 captures where the firm physically operates. Enter the street address, suite number, city, two-letter state abbreviation, and full nine-digit ZIP+4. Maria Lopez enters “450 N Orange Ave, Suite 1200, Orlando, FL 32801-1685” in Box 4.
If your firm is virtual, use the registered agent address listed with the Florida Department of State, never your home unless your home is the registered agent address. A frequent mistake is using a P.O. box; the bank’s USA PATRIOT Act customer-identification rules forbid P.O. boxes for the primary record. A misconception is that you can list the bank branch address — the Foundation needs the firm’s address to mail remittance reports and audit notices.
Part I, Box 5 — Firm Mailing Address (if different)
Box 5 lets you separate where mail goes from where you work. If they are identical, write SAME AS BOX 4; otherwise list the P.O. box or mail-handling service in full. Chen & Patel, LLP enters “P.O. Box 4455, Tampa, FL 33601” in Box 5.
If the firm uses a virtual mailbox like Earth Class Mail or iPostal1, list that address — the Foundation does accept virtual mail handlers here even though the bank record cannot. The common mistake is leaving Box 5 blank when the addresses differ; remittance reports then go to the physical office and may be misrouted by building mailrooms. A misconception is that a missed remittance report does not matter — it does, because Rule 5-1.2(c)(1)(I) requires the lawyer to retain remittance documentation for six years.
Part I, Box 6 — Firm Telephone, Fax, and Email
Box 6 collects the firm’s main phone, optional fax, and a monitored email. Use a direct-dial number, not a general voicemail, and an email checked at least once per business day. Janet Rivera, sole practitioner, enters “(305) 555-0144 / janet@riveralawmiami.com” in Box 6.
If you change email later, you must file an IOTA Account Change Form within 30 days under Rule 5-1.1(g)(4). The biggest mistake is using a personal Gmail that you no longer monitor; the Foundation’s confirmation, and any future audit notice, will land in a dead inbox. A misconception is that a phone-only firm may skip email — the Foundation will return the form because the IOTA program is now electronic-first.
Part II, Box 7 — Eligible Institution Name
Box 7 asks for the legal name of the bank, savings association, or credit union that will hold the account. Enter the institution’s name exactly as it appears on the Foundation’s eligible institutions list, including any “N.A.” or “, FSB” suffix. Lopez Immigration Law writes “BANK OF AMERICA, N.A.” in Box 7.
If your bank is not on the list, you cannot use it — period. The most common mistake is using a regional bank that has merged but not yet updated its IOTA agreement with the Foundation; ask the branch manager for written proof of current eligibility before signing. A widespread misconception is that any FDIC-insured bank qualifies — only banks that have signed the Foundation’s Eligible Institution Agreement qualify under Rule 5-1.1(g)(3).
Part II, Box 8 — Branch Address and Routing Number
Box 8 captures the specific branch where the account is opened and the nine-digit ABA routing number. Pull the routing number from the bank’s official wire instructions, not from a personal check, because IOTA routing numbers sometimes differ from retail routing numbers. Chen & Patel enter “100 N Tampa St, Tampa, FL 33602 / Routing 063100277” in Box 8.
If the firm later switches branches inside the same bank, no new IOTA notice is required, but a switch to a different bank does require a new Notice and a closure letter for the old account. The common mistake is copying the wrong routing number, which the Foundation cannot fix without contacting the bank. A misconception is that the routing number is optional — it is not, because the Foundation uses ACH for monthly interest sweeps.
Part II, Box 9 — IOTA Account Number
Box 9 asks for the new trust account number assigned by the bank. Leave this field blank if the account is not yet open, then return and complete it within 10 days of opening. Janet Rivera writes “898123456789” in Box 9 the day the account is funded.
If the bank issues a temporary account number that later changes (common at credit unions), you must file a corrected Notice. The common mistake is writing the firm’s operating account number here by accident; the Foundation will then code your operating funds as IOTA and the bank will start sweeping interest on business funds — a serious Rule 5-1.1(a) commingling problem. The misconception is that the same account number can serve operating and trust functions — it cannot, ever.
Part II, Box 10 — Account Title
Box 10 is the most-audited field on the form. The account must be titled exactly as required by Rule 5-1.1(g)(2): the firm’s name, the words “Trust Account,” and the abbreviation “IOTA.” Maria Lopez titles her account “LOPEZ IMMIGRATION LAW, PLLC TRUST ACCOUNT – IOTA” in Box 10.
If the bank’s system limits characters, abbreviate “Trust Account” to “Tr Acct” only with written permission from the Foundation; never drop “IOTA.” The most common mistake is letting the bank default to “Maria Lopez DBA” titling, which strips the trust designation and exposes client funds to the lawyer’s personal creditors. A widespread misconception is that “Escrow Account” satisfies the rule — it does not; Rule 5-1.1(g)(2) requires the literal word “Trust.”
Part III, Box 11 — Eligible Institution Certification
Box 11 is filled in by a bank officer, not the lawyer. The officer certifies that the institution will (a) pay interest at the highest rate available to similarly situated customers, (b) remit interest monthly to the Foundation, and (c) waive all fees that would reduce principal. The branch operations manager signs “Robert Hayes, VP, on 03/14/2026.”
If the bank refuses to sign because it is not on the eligible list, stop and choose another bank — never accept a “we’ll work it out later” promise. The most common mistake is accepting an electronic stamp without a wet signature; the Foundation requires an original or notarized digital signature. A misconception is that the bank can charge service fees against the lawyer’s operating account — Rule 5-1.1(g)(3)(A) allows only “reasonable service charges” against the interest itself, never against principal.
Part IV, Box 12 — Lawyer Signature, Date, and Bar Number
Box 12 is the lawyer’s affirmation under penalty of perjury that the information is true. Sign in blue ink, print your name, write your Florida Bar number, and date in MM/DD/YYYY format. David Chen signs “/s/ David Chen, Bar No. 0123456, 03/14/2026.”
If two or more lawyers share signature authority, each must sign separately on a continuation page. The most common mistake is dating the signature before the bank officer’s signature in Box 11; the Foundation reads dates chronologically and will return out-of-sequence forms. A misconception is that an electronic signature is invalid — it is valid if it complies with the Florida Uniform Electronic Transaction Act, Chapter 668.50.
How to Fill Out the Annual IOTA Certification on the Bar Fee Statement
The annual certification is a five-question screen inside the Member Portal fee statement. After logging in with your Bar number and password, click Annual Fee Statement, then IOTA Compliance. Choose one of three radio buttons: I maintain an IOTA account, I am exempt because I do not handle client funds, or I handle client funds but maintain a non-IOTA trust account under Rule 5-1.1(g)(5). Then enter the bank name, account number last four digits, and firm FEIN, and click Submit. The portal returns a confirmation PDF — save it for six years as required by Rule 5-1.2(c)(1).
Three Filled-Out Examples Using Real Scenarios
Below are three complete walkthroughs. Each table shows the exact entries one named lawyer puts in the most critical fields.
Scenario 1 — Maria Lopez, New Solo Immigration Lawyer in Orlando
| Form Section | What Maria Enters |
|---|---|
| Box 1 — Firm Name | LOPEZ IMMIGRATION LAW, PLLC |
| Box 2 — Bar Number(s) | 1056789 |
| Box 3 — FEIN | 82-1234567 |
| Box 4 — Street Address | 450 N Orange Ave, Suite 1200, Orlando, FL 32801-1685 |
| Box 7 — Eligible Institution | BANK OF AMERICA, N.A. |
| Box 9 — Account Number | 898123456789 |
| Box 10 — Account Title | LOPEZ IMMIGRATION LAW, PLLC TRUST ACCOUNT – IOTA |
| Box 12 — Signature | /s/ Maria Lopez, Bar No. 1056789, 03/14/2026 |
Scenario 2 — Chen & Patel, LLP, Two-Partner Firm Merging Two Old IOTA Accounts in Tampa
| Form Section | What Chen & Patel Enter |
|---|---|
| Box 1 — Firm Name | CHEN & PATEL, LLP |
| Box 2 — Bar Number(s) | 0123456, 0987654 |
| Box 3 — FEIN | 47-7654321 |
| Box 4 — Street Address | 100 N Tampa St, Suite 2200, Tampa, FL 33602-5810 |
| Box 7 — Eligible Institution | TRUIST BANK |
| Box 9 — Account Number | 0001234567 |
| Box 10 — Account Title | CHEN & PATEL, LLP TRUST ACCOUNT – IOTA |
| Box 12 — Signature | /s/ David Chen, Bar No. 0123456, 04/01/2026 and /s/ Aisha Patel, Bar No. 0987654, 04/01/2026 |
Scenario 3 — Janet Rivera, Out-of-State Admittee Opening Remotely from New York
| Form Section | What Janet Enters |
|---|---|
| Box 1 — Firm Name | RIVERA LAW MIAMI, P.A. |
| Box 2 — Bar Number(s) | 1122334 |
| Box 3 — FEIN | 88-2233445 |
| Box 4 — Street Address | 1 SE 3rd Ave, Suite 2900, Miami, FL 33131-1714 |
| Box 5 — Mailing Address | P.O. Box 4455, New York, NY 10001 |
| Box 7 — Eligible Institution | CITY NATIONAL BANK OF FLORIDA |
| Box 10 — Account Title | RIVERA LAW MIAMI, P.A. TRUST ACCOUNT – IOTA |
| Box 12 — Signature | /s/ Janet Rivera, Bar No. 1122334, 05/02/2026 |
How to File the Completed Form
Filing happens at two agencies. Below is every channel currently accepted in 2026.
- Online to The Florida Bar Foundation. Upload the signed PDF at the Foundation’s IOTA portal. No fee. Processing time is 5 to 10 business days. Save the confirmation email as your proof of filing.
- Mail to The Florida Bar Foundation. Send to The Florida Bar Foundation, 1200 Edgewater Drive, Orlando, FL 32804. No fee. Processing time is 2 to 3 weeks. Use USPS Certified Mail with return receipt as proof.
- In person at the bank. Most eligible banks will fax or email the completed Notice to the Foundation on your behalf. Ask for a stamped copy as proof.
- Online to The Florida Bar (annual certification). Submit through the Member Portal. The annual Bar fee includes IOTA certification at no extra cost; the standard active member fee in 2026 is $265, payable by Visa, MasterCard, AMEX, Discover, or eCheck. Processing is instant. Save the confirmation PDF.
- Mail to The Florida Bar. Mail the paper fee statement and check payable to The Florida Bar to 651 E Jefferson St, Tallahassee, FL 32399-2300. Processing time is 3 to 4 weeks. Use Certified Mail.
What Happens After You File
Within 10 business days of filing, the Foundation emails a Confirmation of IOTA Registration with a Foundation account ID. The bank receives a parallel notice and begins coding your account so monthly interest is swept to the Foundation rather than to the firm. The Bar updates your member record to show IOTA Compliant, viewable on the public Find a Lawyer profile.
If you do not receive the confirmation within 15 business days, call the Foundation at (407) 960-7000. A missing confirmation usually means the bank has not yet returned the institution-side certification, which the Foundation will not finalize without. After confirmation, expect a monthly remittance report showing interest earned and remitted; keep these for six years under Rule 5-1.2(c)(1)(I).
Mistakes to Avoid When Filling Out the Form
- Wrong account title — leaving off “IOTA” or “Trust Account” voids the IOTA designation and exposes client funds to creditors of the firm.
- Using a P.O. box in Box 4 — banks reject the customer record under USA PATRIOT Act rules and the account never opens.
- Listing a non-lawyer signer — Rule 5-1.2(b) prohibits non-lawyer signature authority and the Bar will issue a compliance letter.
- Mismatched FEIN — the IRS flags the bank’s interest reporting and the Foundation cannot reconcile remittances.
- Choosing a non-eligible bank — the account earns interest for the lawyer instead of the Foundation, creating a Rule 5-1.1(g)(1) violation.
- Forgetting to certify on the August 15 fee statement — triggers a $150 late fee and possible delinquency under Rule 1-3.7.
- Using a Social Security Number when an FEIN exists — causes a personal 1099-INT for funds the lawyer does not own.
- Skipping Box 5 when addresses differ — remittance reports go missing and audit defense suffers.
- Backdating the lawyer signature before the bank officer signature — Foundation rejects the form for out-of-sequence dates.
- Failing to file a change form within 30 days of any update — violates Rule 5-1.1(g)(4) and is a frequent grievance trigger.
- Commingling operating funds in the trust account — even one personal deposit is grounds for discipline under Rule 5-1.1(a).
Do’s and Don’ts
- Do title the account exactly as Rule 5-1.1(g)(2) requires, because audit defense begins at the title line.
- Do confirm the bank is on the eligible institutions list the same week you file, because mergers can change eligibility overnight.
- Do keep the confirmation email and monthly remittance reports for six years, because Rule 5-1.2(c)(1) requires them on demand.
- Do file a change form within 30 days of any firm name, address, bank, or signer change.
- Do certify on the Member Portal by August 15, because late certification is the single most common discipline trigger.
-
Do reconcile the trust account three ways every month — bank statement, ledger, and individual client balances — because Rule 5-1.2(c)(2) mandates it.
-
Don’t sign the form before the bank officer signs, because the Foundation reads dates in order.
- Don’t allow a paralegal or office manager to sign on the trust account, because Rule 5-1.2(b) limits signers to Florida lawyers.
- Don’t use a marketing DBA in Box 1, because the Department of State legal name controls.
- Don’t accept an “escrow” or “client funds” account label from the bank, because only “Trust Account – IOTA” satisfies the rule.
- Don’t deposit personal or operating funds, even for a moment, because commingling is per-se misconduct.
- Don’t ignore a Foundation inquiry letter, because the next step is a referral to Lawyer Regulation.
Pros and Cons of Filing on Your Own vs. With Help
Filing the IOTA notice yourself is reasonable for most lawyers because the form is short and the Foundation’s staff will answer questions by phone. Hiring help — usually a Florida-licensed CPA familiar with trust accounting or a practice-management consultant — makes sense for multi-state firms or anyone opening more than one account at once.
Pros of filing on your own – Saves the consultant fee, typically $300 to $750 per account. – Forces the lawyer to learn the rules, which pays off at audit time. – Keeps the timeline under your control rather than a third party’s. – Builds a direct relationship with the Foundation’s IOTA staff. – Avoids the risk of a consultant entering wrong data on your behalf.
Cons of filing on your own – One typo in the FEIN or routing number can delay the account by weeks. – Missing the August 15 certification deadline costs $150 and possible discipline. – Account-titling errors are common for first-time filers. – The lawyer absorbs the time cost, often 3 to 5 hours for a first filing. – Without trust accounting experience, the post-filing reconciliation duties under Rule 5-1.2 can overwhelm a solo.
IOTA vs. Non-IOTA Trust Account at a Glance
| Feature | IOTA Account |
|---|---|
| Required when funds are nominal or short-term | Yes, under Rule 5-1.1(g)(1) |
| Interest payee | The Florida Bar Foundation |
| Account titling | “[Firm] Trust Account – IOTA” |
| Annual certification | Required on Bar fee statement by August 15 |
| Bank eligibility | Must be on Foundation list |
| Tax reporting | 1099-INT issued to Foundation |
FAQs
Do I need an IOTA account if I never hold client money?
No. You must still certify on the annual fee statement, but you check the exempt box because Rule 5-1.1(g) applies only when nominal or short-term funds are received.
Can I use my regular business bank for an IOTA account?
No. The bank must appear on the Foundation’s eligible institutions list and have signed the Eligible Institution Agreement before any IOTA designation is valid.
Do I write my SSN or my firm’s FEIN in Box 3?
Yes, use the firm’s FEIN whenever one exists, because using an SSN causes a personal 1099-INT mismatch that the IRS will flag every year.
Should the account title in Box 10 include the word “Escrow”?
No. Rule 5-1.1(g)(2) requires the literal words “Trust Account” plus “IOTA”; “Escrow” alone does not satisfy the rule and will fail audit.
Can a paralegal sign on the IOTA account in Box 2?
No. Rule 5-1.2(b) limits signature authority to Florida-admitted lawyers; listing a non-lawyer signer voids the bank’s authority to honor checks.
Is there a fee to register an IOTA account?
No. The Foundation charges nothing to register, and the bank cannot charge fees against principal under Rule 5-1.1(g)(3)(A).
Do I file a new Notice if my firm changes address?
Yes. File an IOTA change form within 30 days under Rule 5-1.1(g)(4), because outdated records cause missed remittance reports.
When is the annual certification due?
Yes, it is due by August 15 every year on the Member Portal fee statement, with a $150 late fee after that date.
Do I owe income tax on the interest the account earns?
No. The Foundation is the beneficial owner of IOTA interest under Rule 5-1.1(g)(1), so the lawyer never reports the interest as personal income.
Can two lawyers share one IOTA account?
Yes, partners in the same firm may share one IOTA account, and each partner-signer must list their Bar number in Box 2 and sign Box 12 separately.
What happens if I miss the August 15 certification deadline?
Yes, you face a $150 late fee, and after October 1 you risk administrative delinquency under Rule 1-3.7, which suspends your right to practice.
Do I need to file in Box 9 if the account is not yet open?
No, leave Box 9 blank at first, then file a corrected Notice within 10 days of the bank assigning the final account number so the Foundation can reconcile.
Can I use an electronic signature in Box 12?
Yes, an electronic signature complying with Chapter 668.50, Florida Statutes is valid, provided the platform produces a tamper-evident audit trail.
Related reading
- How to Fill Out Florida Bar IOTA Trust Account Confirmation (w/Examples) + FAQs
- How to Fill Out Texas Bar IOLTA Trust Account Registration + FAQs
- How to Fill Out Michigan IOLTA Trust Account Registration + FAQs
- How to Fill Out Ohio IOLTA Trust Account Registration (w/Examples) + FAQs
- How to Fill Out NJ IOLTA Trust Account Registration + FAQs
- How to Fill Out Georgia IOLTA Trust Account Registration (GA) + FAQs
- How to Fill Out the State Bar of Arizona Annual Registration + FAQs