Get Financial Institution Participation Form - The West Virginia State Bar - Wvbar

Filling out the Financial Institution Participation Form is an essential step for lawyers and firms wishing to participate in the Interest on Lawyers Trust Account Program in West Virginia. This guide provides clear, step-by-step instructions to help users easily complete the form online.

Follow the steps to properly complete the form.

1. Press the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by filling out the Lawyer or Firm Information section. Include the name, address, city with zip code, telephone number, email, and branch contact details as necessary.
3. Next, provide the Financial Institution Information. This includes the name and address of the financial institution along with their city, zip code, telephone number, and relevant email.
4. Indicate your participation in the IOLTA program by selecting one of the options provided: either converting an existing account, establishing a new account, or closing an account. Fill in the necessary account information as required.
5. Review the Terms and Conditions outlined in the form. Make sure you understand the remittance procedures, tax identification number certifications, and the requirements for each statement related to interest earned.
6. Provide an authorized signature in the designated area at the bottom of the form. Print your name clearly beneath the signature.
7. Once all sections have been completed and verified, you can save the changes you've made to the form, and choose to download, print, or share the completed document as needed.

Complete your Financial Institution Participation Form online today and ensure your participation in the IOLTA program.