Resources & Forms
Forms
IOLTA Interest Remittance Report
- Download Excel Spreadsheet
Download of the Excel file may not work in certain browsers depending on the browser settings or need for updates. If you have trouble downloading the file, we recommend trying a different web browser to complete the download. If you still are unable to access the file, contact NC IOLTA for assistance. - Remittance Portal
Eligible NC financial institutions should use the remittance portal to upload their remittance reports or other documents.
Establish an IOLTA Account
Resources
IOLTA Interest Remittance Report
On Jan. 28, 2010, the NC Supreme Court approved revisions to the NC IOLTA Rules that will require lawyers to hold their IOLTA accounts only at “eligible” banks that have agreed to pay comparable rates on those accounts (comparability requirement). The revised rule has an effective date of July 1, 2010. For more information about comparability, see Frequently Asked Questions about Comparability.
To view the rules that regulate IOLTA accounts and comparability, see Subchapter D, .1316 and Subchapter D, .1317.
The NC IOLTA Program recognizes those financial institutions that go above and beyond the IOLTA eligibility requirements in their commitment to improving access to justice in their communities. For more information, see Prime Partner Information for Banks.
- North Carolina State Bar: Trust Account Handbook
Detailed information about trust account practices and regulations. - North Carolina State Bar: IOLTA Regulation
For regulations governing NC IOLTA, see the Administrative Rules of the State Bar, Subchapter D, Section .1300, Rules Governing the Administration of the Plan for Interest on Lawyers’ Trust Accounts (IOLTA). - North Carolina State Bar: IOLTA Purpose
NC IOLTA is a program of the North Carolina State Bar, the state agency responsible for regulating the practice of law in North Carolina. - North Carolina State Bar: Ethics & Safekeeping of Trust Accounts
For the ethics rules pertaining to the safekeeping of client funds in a trust account, see also:
- North Carolina State Bar: Accounts & Comparability
To view the rules that regulate IOLTA accounts and comparability, see: