How to Fill Out Michigan Annual Bar Dues Statement (w/Examples) + FAQs

The Michigan Annual Bar Dues Statement is the yearly billing and certification form that every member of the State Bar of Michigan must complete and return to keep their law license active. It bundles your dues payment, your IOLTA trust account certification, your Client Protection Fund assessment, and your voluntary contributions into one filing that is due by the start of the State Bar’s fiscal year on October 1.

Roughly 47,000 attorneys file this statement every year, and the State Bar reports that thousands of members miss the October 1 deadline and trigger a late fee, with several hundred members each year facing administrative suspension under Rule 4 of the Supreme Court Rules Concerning the State Bar of Michigan for failing to pay. Getting this form right is not optional, and small mistakes carry real consequences.

Here is what this guide will walk you through:

  • 📝 Every line, box, and certification on the dues statement, explained in plain English
  • 💳 How to pay through the State Bar member portal, by mail, or by phone
  • 🏦 How to certify your IOLTA trust account or claim the proper exemption
  • 👥 Three full filled-out examples covering new, active, and inactive members
  • ⚖️ The exact deadlines, late fees, and suspension rules you must avoid

What the Michigan Annual Bar Dues Statement Is and Who Must File It

The Annual Dues Statement is the State Bar of Michigan’s official billing notice and member certification form, sent each summer to every licensed Michigan attorney for the fiscal year that runs October 1 through September 30. It is mandated by Rule 4 of the Supreme Court Rules Concerning the State Bar of Michigan, which gives the Michigan Supreme Court the authority to set dues and require payment as a condition of practicing law in the state.

Every member of the State Bar must file. That includes Active members, Inactive members, Emeritus members, Affiliate members, Law Student Section members, and Judicial members. The required dues amount differs by class, but the duty to return the statement does not.

The form does four things at once. First, it collects your annual dues. Second, it collects the Client Protection Fund assessment that funds reimbursement to clients harmed by attorney theft. Third, it captures your IOLTA trust account certification under MRPC 1.15 and 1.15A. Fourth, it offers you a chance to make voluntary contributions to the Michigan State Bar Foundation, the Access to Justice Fund, and to join voluntary State Bar sections.

If you skip the form, the consequence is direct. The State Bar refers nonpaying members to the Michigan Supreme Court for administrative suspension, and a suspended attorney cannot lawfully practice, sign pleadings, or hold client funds.

A common misconception is that paying dues alone is enough. It is not. The IOLTA certification and the signed statement must also be returned, even if you pay online, or the file is treated as incomplete.

Before You Start: Documents and Information You Need

Pull everything together before you log in or open the paper form. The dues statement looks short, but it touches your trust account, your contact record, and your discipline file, and a missing item can stall the filing.

Here is the pre-filing checklist every Michigan attorney should gather:

  • Your P-number (the seven-digit Michigan attorney ID assigned at admission) because every field on the form is keyed to it, and entering the wrong number routes your payment to another lawyer’s account.
  • Your current State Bar login credentials for the member portal so you can pay online, since lost passwords delay filing past October 1.
  • Your IOLTA account number and financial institution name for the trust account certification, because MRPC 1.15A requires you to certify the exact account.
  • A list of any non-IOLTA trust accounts you maintain, since the form asks you to identify each one separately.
  • Your current mailing address, email, and phone number, because the State Bar uses this record for service of discipline notices under Rule 2 of the State Bar Rules.
  • Your employer information (firm, government agency, court, or solo practice) so the form’s practice setting field is accurate.
  • A valid credit card, debit card, or checkbook because the State Bar accepts Visa, MasterCard, Discover, American Express, and personal or firm checks.
  • Your list of voluntary section memberships you want to renew or join, since each section has its own annual fee that flows through this single statement.
  • Your judicial or government employer status if applicable, because Judicial members and certain government attorneys may have a different dues rate.
  • A printed or PDF copy of last year’s filed statement so you can confirm what changed, including any address corrections.

If you skip any one of these, the most common result is that you submit a partial form, the State Bar flags it as incomplete, and your “paid” status does not post until you cure the gap.

Where to Get the Form and How to Access It

The State Bar mails a paper Annual Dues Statement to every member in late July or early August, addressed to the official address on file. The same statement is also posted to your account inside the State Bar member portal at the start of the dues cycle, and that is the version most members use today.

To access the online version, go to the member login page, enter your P-number and password, and click “Pay Dues” on your member dashboard. The portal pre-fills your name, P-number, address, and dues class so you only need to confirm the data, complete the certifications, and pay. If you have never logged in, use the “Forgot Password” link to receive a reset email at your address of record.

If you prefer paper, you can also download a blank PDF copy of the current year’s statement from the State Bar dues page. The downloaded PDF carries a revision date in the lower corner, and you should confirm that date matches the current fiscal year before filling it out.

A common misconception is that the paper copy and the online version are different forms. They are not. They collect the same information, and the State Bar treats both as the official Annual Dues Statement, but the online portal is faster, gives you an instant receipt, and reduces the risk of postal delays past the October 1 deadline.

If your paper statement does not arrive by mid-August, do not wait. Members are responsible under Rule 4 §1 for paying on time even if they never receive the mailed copy, so log into the portal or call the State Bar membership office at (517) 346-6300 to request a duplicate.

Step-by-Step: How to Fill Out the Michigan Annual Bar Dues Statement Line by Line

The dues statement is organized into a header block, a member information section, a dues calculation section, an IOLTA trust account certification, voluntary contribution lines, a section enrollment block, and a signature line. Walk through them in the order they appear.

Field 1: Member Name and P-Number

The form asks for your full legal name as registered with the State Bar and your seven-digit P-number printed in the upper right corner.

To answer it, write your name exactly as it appears on your bar admission record, last name first, and confirm the P-number that the form pre-prints. Do not abbreviate, and do not use a nickname.

For example, Maria Elena Rodriguez, P-78421 writes her name as Rodriguez, Maria Elena and confirms the P-number P-78421 in the box.

A common edge case is a recent name change after marriage or divorce. If your name has changed, do not just write the new name in this field, because the State Bar’s record will not match. Submit a separate Name Change Notice at the same time you file dues.

The most common mistake on this field is using a professional or firm name instead of your legal name, which causes the membership record and the discipline record to misalign.

A misconception filers carry is that the State Bar can fix a name mismatch later. It can, but the unmatched payment sits in suspense until the name change is processed, and you may show as unpaid in the meantime.

Field 2: Mailing Address, Email, and Phone

This field captures your address of record under Rule 2, the email address used for State Bar communications, and a phone number.

Enter the address where you actually receive mail, in standard U.S. Postal Service format, with the city, state abbreviation, and ZIP+4 if you know it. Use a working email you check daily, because discipline notices, MCLE communications, and dues reminders all flow there.

For example, James O’Connor enters 1234 Woodward Ave, Suite 500, Detroit, MI 48226-1908, email joconnor@oconnorlaw.com, phone (313) 555-0142.

If you use a P.O. Box for mail and a separate street address for service of process, list the street address as the primary record and add the P.O. Box in the alternate field. The State Bar requires a deliverable physical address, not just a P.O. Box, for licensed Michigan attorneys.

The most common mistake here is leaving an old firm email after a job change, which means discipline notices reach a former employer and never reach you. A missed notice can result in a default discipline ruling under the Michigan Court Rules.

A misconception is that updating your address on a firm website or LinkedIn updates your State Bar record. It does not. Only the dues statement or the member portal address-change page updates the official record.

Field 3: Membership Class

The form lists the membership classes — Active, Inactive, Emeritus, Affiliate, Law Student, and Judicial — and asks you to confirm or change yours.

Check the class that matches your current status. If you are practicing law in Michigan, you must be Active. If you have stopped practicing but want to keep membership, choose Inactive. Emeritus is for retired members who meet the age and service criteria under Rule 3 §4.

For example, Janet Park is retiring at age 71 after 40 years of practice and checks Emeritus, which carries no annual dues but keeps her membership intact.

A nuance applies to attorneys who switch classes mid-cycle. If you go from Active to Inactive after October 1, you owe full Active dues for the year and the change applies the following cycle, unless you file a written request and meet the State Bar’s mid-year change criteria.

The most common mistake is checking Inactive while still holding client funds or signing pleadings. Inactive members are not allowed to practice law, and any practice activity creates a Rule 4 violation that can be referred to the Attorney Grievance Commission.

A misconception is that Emeritus is a discount class for older attorneys who keep practicing. It is not. Emeritus members may not engage in the active practice of law except limited pro bono work under approved programs.

Field 4: Dues Calculation

This block computes the dues amount based on your class. Active member dues are the highest, Inactive dues are roughly half, and Emeritus, Judicial, and Law Student categories are reduced or zero.

Read the dollar amount the form prints next to your class and enter it on the “Dues” line. Do not change the amount unless your class changed, in which case use the printed table to look up the correct figure.

For example, Carlos Mendoza, an Active member, sees the printed Active dues amount on his line and writes that exact figure in the “Dues Amount” box.

A nuance: newly admitted attorneys admitted after April 1 of the current cycle pay a prorated amount for their partial first year, set by the State Bar’s pro rata schedule on the dues page.

The common mistake here is rounding the figure or guessing from last year. Dues amounts are reset by the Board of Commissioners each spring, and last year’s number is often wrong.

A misconception is that you can negotiate or split the dues. You cannot. The amount is fixed by the State Bar and only the prorated, exempt, or reduced classes pay less.

Field 5: Client Protection Fund Assessment

This is a separate fee that funds the Michigan Client Protection Fund, which reimburses clients whose money was stolen by a Michigan attorney.

Enter the printed assessment amount on the “Client Protection Fund” line. The amount applies to Active members, with Inactive and Emeritus members exempt or assessed at a reduced level.

For example, Maria Rodriguez enters the printed Client Protection Fund amount on the line, in addition to her dues.

A nuance applies if you were admitted under a reciprocity rule within the last year. The first-year assessment may be prorated, and the form will show the adjusted figure for first-year admittees.

The common mistake is treating this as optional. It is not. The Client Protection Fund assessment is mandatory for Active members under Rule 4 §3, and skipping it leaves your file incomplete.

A misconception is that the Fund pays you back if a client sues you. It does not. The Fund only reimburses clients harmed by attorney misconduct, never the attorney.

Field 6: IOLTA Trust Account Certification

This certification asks every Active member to identify each Interest on Lawyer Trust Account (IOLTA) they maintain or to certify that they hold no client funds and qualify for an exemption.

Check one of three boxes. Box A: I maintain an IOLTA account. Box B: I hold client funds in a non-IOLTA trust account because the funds are nominal in amount or short-term and qualify for IOLTA, and I list the IOLTA. Box C: I do not hold client funds, and I claim the exemption under MRPC 1.15A.

For example, James O’Connor checks Box A, writes the IOLTA account number 0123456789 at Comerica Bank, and signs the certification.

A nuance applies to in-house counsel and full-time government attorneys, who almost never hold client funds and should check Box C. Solo practitioners almost always check Box A and must list the bank.

The common mistake is checking Box C while still depositing client retainers into a personal or business account, which violates MRPC 1.15 and triggers a discipline referral.

A misconception is that the IOLTA box is informational. It is not. It is a sworn certification, and a false certification is itself a discipline-eligible act.

Field 7: Voluntary State Bar Foundation Contribution

The form invites a voluntary contribution to the Michigan State Bar Foundation, which funds civil legal aid for low-income Michiganders.

Enter any dollar amount you want to contribute, or leave the line blank. The full amount you enter is added to your total payment.

For example, Janet Park writes $50 on the Foundation line as a voluntary gift.

A nuance is that this is a charitable contribution and is generally tax-deductible if the Foundation qualifies under IRC 501(c)(3), which the Michigan State Bar Foundation does.

The common mistake is writing a contribution on the dues line by accident, which inflates the dues figure and may cause your payment to bounce or be returned. Always confirm which line you are entering money on.

A misconception is that this contribution is required. It is fully voluntary, and skipping it has no effect on your membership.

Field 8: Voluntary Access to Justice Contribution

This is a separate voluntary contribution to the Access to Justice Fund, administered by the Michigan State Bar Foundation, which directly funds legal aid programs for low-income clients.

Enter any dollar amount or leave the line blank. The State Bar suggests a baseline contribution but accepts any amount.

For example, Carlos Mendoza enters $100 on the Access to Justice line because his firm encourages each lawyer to contribute the suggested amount.

A nuance: this is separate from the State Bar Foundation gift, even though both go through the Foundation. You can give to one, both, or neither.

The common mistake is assuming you already gave because you contributed to the Foundation line. They are tracked separately.

A misconception is that the State Bar withholds names of nondonors. It does not publish either way, but firms sometimes track participation internally.

Field 9: Section Enrollment

The form lists the State Bar’s voluntary practice sections, each with its own annual fee, and lets you check the sections you want to join or renew.

Check the box next to each section you want, and the form will add the listed fee to your total. Sections include Family Law, Real Property, Business Law, Criminal Law, and many more.

For example, Maria Rodriguez checks Family Law Section ($35) and Young Lawyers Section ($15), and the form adds $50 to her total.

A nuance applies to law student members, who pay reduced section fees and should use the law student column on the section list.

The common mistake is checking too many sections without budget, then bouncing payment. Pick the sections that match your current practice.

A misconception is that section membership is automatic if you practice in that area. It is not. You must affirmatively join and pay each year.

Field 10: Total Amount Due and Payment Method

The form sums dues, Client Protection Fund, voluntary contributions, and section fees into a single total.

Add the lines and enter the total in the “Total” box. Then choose payment: credit/debit card, check, or electronic funds transfer through the portal.

For example, James O’Connor totals dues, Client Protection Fund, a Foundation gift, and one section fee, writes the sum, and pays by Visa through the portal.

A nuance: if you pay by check, make it payable to State Bar of Michigan and write your P-number on the memo line so it credits to the right account.

The common mistake is forgetting to include section fees in the total, leaving the section enrollment unpaid even though dues posted.

A misconception is that partial payment counts as on-time. It does not. The full balance, including all checked items, must clear by October 1.

Field 11: Signature and Date

The signature line certifies that everything on the form, including the IOLTA certification, is true.

Sign in ink on the paper form, or click the electronic signature box on the portal, and date the entry.

For example, Janet Park signs Janet Park and dates 09/15/2026.

A nuance applies to attorneys filing under a power of attorney. The State Bar generally does not accept POA signatures because the IOLTA certification is personal.

The common mistake is leaving the signature blank in a paper filing, which voids the certification even if dues were paid.

A misconception is that the electronic checkbox in the portal is weaker than a wet signature. It is not. Both carry the same legal weight under Michigan’s Uniform Electronic Transactions Act.

Three Filled-Out Examples Using Real Scenarios

Three realistic filers show how the statement looks when it is fully completed.

Scenario 1: Maria Rodriguez — Newly Admitted Solo Practitioner

Maria was admitted in March of the current cycle and is paying her first dues statement.

Form Section What Maria Enters
Member Name and P-Number Rodriguez, Maria Elena, P-78421
Mailing Address 55 Monroe Ave NW, Suite 200, Grand Rapids, MI 49503
Membership Class Active
Dues Calculation Prorated first-year Active dues
Client Protection Fund Prorated assessment for first-year admittee
IOLTA Certification Box A — IOLTA at Fifth Third Bank, account 9876543210
State Bar Foundation Contribution $25
Section Enrollment Family Law ($35), Young Lawyers ($15)
Total Sum of prorated dues, CPF, $25, $50
Payment Method Visa through member portal
Signature and Date Maria E. Rodriguez, 08/22/2026

Scenario 2: Carlos Mendoza — Mid-Career Active Member at a Firm

Carlos is in his 12th year, practices commercial litigation, and is renewing without changes.

Form Section What Carlos Enters
Member Name and P-Number Mendoza, Carlos Antonio, P-65120
Mailing Address 1500 Woodward Ave, 22nd Floor, Detroit, MI 48226
Membership Class Active
Dues Calculation Full Active dues
Client Protection Fund Full assessment
IOLTA Certification Box C — exemption, no client funds held (firm holds in firm IOLTA)
Access to Justice Contribution $100
Section Enrollment Business Law ($45), Litigation ($35)
Total Sum of dues, CPF, $100, $80
Payment Method Firm check, P-65120 on memo line
Signature and Date Carlos A. Mendoza, 09/05/2026

Scenario 3: Janet Park — Active to Inactive Switch at Retirement

Janet is retiring and switching to Inactive for the new fiscal year.

Form Section What Janet Enters
Member Name and P-Number Park, Janet Marie, P-31044
Mailing Address 842 Lakeview Dr, Traverse City, MI 49684
Membership Class Inactive (changed from Active)
Dues Calculation Inactive dues amount
Client Protection Fund Not assessed for Inactive
IOLTA Certification Box C — no client funds held
State Bar Foundation Contribution $50
Section Enrollment None
Total Sum of Inactive dues plus $50
Payment Method Personal check
Signature and Date Janet M. Park, 09/15/2026

How to File the Completed Form

You can file three ways, and each one has its own steps, fees, and proof-of-filing rules.

Online through the member portal. Log in at the State Bar member portal, open the dues statement, complete every field, and pay with Visa, MasterCard, Discover, or American Express. There is no convenience fee. The portal posts your payment within minutes, and you should download and save the on-screen receipt as your proof of filing. Processing time is immediate.

By mail. Send the signed paper statement and a check payable to State Bar of Michigan to State Bar of Michigan, Membership Department, 306 Townsend Street, Lansing, MI 48933-2012. Write your P-number on the memo line. There is no fee beyond the dues amount. Use certified mail with return receipt as your proof, because regular mail leaves no record if the envelope is lost. Allow two weeks for posting.

By phone. Call the State Bar membership office at (517) 346-6300 during business hours and pay by credit card. The clerk will read back the total and email a receipt. Phone payment does not satisfy the IOLTA certification, so you still must mail or upload the signed statement separately. Processing time is one to three business days.

A nuance: the postmark rule applies to mail filings. A statement postmarked by September 30 is treated as on-time, even if it arrives in early October.

A misconception is that paying late but before December 31 avoids consequences. It does not. Late payment after October 1 triggers a late fee, and nonpayment by the State Bar’s cutoff date (typically late winter) triggers referral for administrative suspension.

What Happens After You File

Once your statement and payment post, the State Bar updates your membership record to “In Good Standing” for the new fiscal year, and that status is searchable on the State Bar member directory. Courts, opposing counsel, and clients can verify your status in real time.

You will receive an emailed receipt and, if you paid online, a downloadable PDF showing the dues breakdown. Save it for your records, because the State Bar does not automatically issue a paper receipt and you may need it for firm reimbursement or tax records.

If you missed the IOLTA certification, the State Bar’s membership office will email you within a few weeks asking for the missing certification. You must respond, or your file will revert to incomplete and you risk suspension referral.

If your payment is rejected (bounced check, declined card), the State Bar mails a notice of rejection, charges a returned-payment fee, and gives you a short cure window. Cure quickly, because each day past the cure date moves you closer to suspension.

A misconception is that a referral for administrative suspension is automatic and final. It is not. The State Bar gives multiple notices before referral, and reinstatement is available under Rule 8 of the State Bar Rules once you pay all dues, fees, and reinstatement costs.

Mistakes to Avoid When Filling Out the Form

Avoid these errors, each of which has cost real Michigan attorneys real money or status.

  • Writing the wrong P-number. Your payment posts to another lawyer’s account, and you show as unpaid.
  • Using a nickname or firm-styled name instead of your legal name. The record cannot match, and your file is flagged incomplete.
  • Leaving an old firm email after a job change. You miss discipline notices and risk default rulings.
  • Checking the wrong membership class. Inactive while practicing creates a Rule 4 violation.
  • Skipping the Client Protection Fund line. The file is treated as incomplete even though dues posted.
  • Falsely claiming the IOLTA exemption (Box C) while holding client funds. This is itself an MRPC 1.15 violation.
  • Forgetting to add section fees to the total. Sections never enroll, and you miss CLEs and bulletins all year.
  • Paying by check without the P-number on the memo line. Your check sits in suspense and posts late.
  • Mailing without certified tracking. A lost envelope becomes your problem, not the post office’s.
  • Leaving the signature blank on a paper statement. The IOLTA certification is void even if dues were paid.
  • Submitting after the October 1 deadline. A late fee posts immediately, and the late status appears in your record.

Do’s and Don’ts

These short rules keep your filing clean.

  • Do pay through the member portal for instant posting and a downloadable receipt.
  • Do verify your IOLTA account number against your bank statement, because a typo voids the certification.
  • Do update your address and email at the same time, so discipline notices reach you all year.
  • Do print and keep a copy of the filed statement for at least seven years, matching the MRPC 1.15B record retention rule.
  • Do file in August, not late September, to avoid portal congestion and missed deadlines.
  • Do confirm prorated dues if you were admitted after April 1, because the system does not always auto-prorate.

  • Don’t pay only the dues line and skip the Client Protection Fund. The file is incomplete.

  • Don’t check Box C (no client funds) if you accept any retainer, because false certification is discipline-eligible.
  • Don’t sign for another attorney, even a partner, because the IOLTA certification is personal.
  • Don’t assume a missing paper statement excuses late payment. Members are responsible regardless of mail delivery.
  • Don’t enter voluntary contributions on the dues line. The total will not match, and the payment may bounce.
  • Don’t ignore a State Bar email asking for a missing certification. Cure within the stated window or risk suspension.

Pros and Cons of Filing Online vs. Paper

Choose the channel that fits your practice, your timing, and your record-keeping habits.

Pros of online filing through the member portal:

  • Instant posting, with a same-day receipt that prevents disputes about timing.
  • Pre-filled fields reduce typos in your name, P-number, and address.
  • Built-in totals add the dues, Client Protection Fund, contributions, and section fees automatically.
  • Card payment avoids check-writing and bank-trip time.
  • Downloadable PDF receipt simplifies firm reimbursement and tax records.

Cons of online filing through the member portal:

  • A forgotten password near the deadline can stall your filing.
  • Some firms restrict personal credit-card use on work-related dues.
  • Card processors occasionally decline large totals, especially when section fees push the amount up.
  • You still need a separate name-change or address-change form for major updates.
  • Portal outages, while rare, do happen near peak deadlines.

Pros of filing on paper by mail:

  • Useful for attorneys who do not use online portals routinely.
  • Allows firm bookkeeping to cut a single check covering many attorneys.
  • Provides a physical signed copy for your file without printing from the portal.
  • Lets you write notes or attach explanatory letters for class changes.
  • Avoids any payment-processor decline issues.

Cons of filing on paper by mail:

  • Slower posting, often two weeks behind online filers.
  • Risk of postal loss without certified mail tracking.
  • Higher rate of arithmetic errors in the totals.
  • No instant receipt, which complicates tax and reimbursement records.
  • Easier to forget the signature line and void the IOLTA certification.

FAQs

Is the Annual Bar Dues Statement filing mandatory for every Michigan attorney?

Yes. Every State Bar member, including Inactive and Emeritus members, must return the statement each fiscal year, even if the dues amount for their class is zero or reduced.

Is the October 1 deadline strictly enforced by the State Bar?

Yes. Payments postmarked or posted after September 30 trigger a late fee, and continued nonpayment leads to administrative suspension under Rule 4.

Do I have to certify my IOLTA trust account on this form?

Yes. Active members must check one of the IOLTA boxes and either list each trust account or claim the no-client-funds exemption under MRPC 1.15A.

Can I pay my dues by credit card through the State Bar?

Yes. Visa, MasterCard, Discover, and American Express are accepted through the member portal or by phone, with no convenience fee added to the total.

Do I write my maiden name or married name in the Member Name field?

No. Use the legal name on file with the State Bar. If your name changed, file a separate Name Change Notice along with the dues statement.

Should I check Box A or Box C if my firm holds client funds in a firm IOLTA?

Yes, Box C is appropriate when the firm, not you personally, holds the IOLTA, and you do not personally maintain a separate client trust account.

Do I include section fees in the total amount due?

Yes. Section enrollment fees flow through the same statement and must be added to dues, the Client Protection Fund assessment, and any voluntary contributions before payment.

Is the Michigan State Bar Foundation contribution required?

No. The contribution to the Foundation is fully voluntary, and skipping it has no effect on your dues, your status, or your good standing.

Are dues prorated for attorneys admitted mid-year?

Yes. New admittees after April 1 of the cycle pay a prorated first-year amount listed on the State Bar dues page, and the form displays the adjusted figure.

Does paying late suspend my license automatically?

No. Late payment triggers a late fee first, and only continued nonpayment past the State Bar’s later cutoff results in referral for administrative suspension under Rule 4.

Can I switch from Active to Inactive on this form?

Yes. Check the Inactive box in the membership class field, but stop practicing as of the effective date, because Inactive members may not engage in the practice of law in Michigan.

Do I need to keep a copy of the filed statement?

Yes. Keep the receipt and a copy of the completed form for at least seven years, matching the trust account record retention period under MRPC 1.15B.

Can my firm administrator file my dues statement for me?

No. The IOLTA certification and signature are personal, but a firm administrator can prepare the form and pay the total on your behalf as long as you sign it.

Does the State Bar refund dues if I switch to Emeritus mid-year?

No. Dues paid for a fiscal year are not refunded for mid-cycle class changes, but the new class rate applies starting the next October 1.