Forms & Resources for Lawyers

NC IOLTA Information Update Form

The NC IOLTA rules (Rule .1316(c)) require that a lawyer/law firm or settlement agent advise NC IOLTA of the opening or closing of an IOLTA account. Notification can be made electronically through the North Carolina State Bar Member Portal or by submitting this form. Changes in employment or contact information should also be reported.

IOLTA Certification Form

Under NC IOLTA rules (Rule .1319), lawyers must certify their IOLTA status to the NC State Bar by June 30 of each year. Failure to certify may result in suspension of the law license. Certification should be made when paying State Bar dues. If certification was not made when paying dues, this certification form may be used.