ORS 9.675 mandates that every active member certify annually to the bar whether the member maintains any lawyer trust accounts in Oregon. The member must disclose the financial institution in which each account is held and the account number for each account. This form includes the reporting of a member's Oregon IOLTA account and not an individual client trust account. Please do not report IOLTA accounts from other states.
All active members of the Oregon State Bar need to complete an IOLTA Reporting Form.
You still need to complete the form by checking box 2 or 3, which ever applies to your situation. Check only one box.
You will need to check box one on the form and include your firm’s Trust Account information. You may also inquire if your firm is participating in the Company Administrator program and reporting the information on your behalf. It is your responsibility to ensure the information is reported annually before the deadline.
Check box 3 indicating you do not hold client funds or funds of third persons.
If you have your IOLTA account in that state then please check box 2 and leave the financial information blank.
Yes, each active Oregon State Bar member in the firm must submit a report annually. The firm may choose to utilize our Company Administrator program and designate a member of the firm to report on behalf of all firm members. If you are already designated as the Company Administrator, you can report your Company’s information here. It is every active member's responsibility to ensure the IOLTA report is submitted annual before the compliance deadline.
Yes, please certify the account information is still accurate and submit the form.
Yes, please report all open accounts regardless of their current balance or activity.
No, please only report Oregon IOLTA accounts.