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Get Coltaf Enrollment Form
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How to fill out the Coltaf Enrollment Form online
This guide provides a step-by-step approach to successfully completing the Coltaf Enrollment Form online. It ensures that users can easily navigate the process and provide the necessary information to open a COLTAF account.
Follow the steps to complete your enrollment form online.
- Click ‘Get Form’ button to access the enrollment form and open it in the editor.
- Begin by entering the firm name in the designated field. This should reflect the official name of the law firm or legal practice applying for the COLTAF account.
- In the 'Lawyer Name' section, input the full name of the lawyer responsible for the COLTAF account. Make sure to use the proper format for clarity.
- Fill in the mailing address, including the street address, city, state, and zip code. Ensure all details are accurate to avoid any miscommunication.
- Provide a valid email address for correspondence related to the account. This will be essential for receiving updates or any required documentation.
- Enter the telephone number where the lawyer or firm can be reached. It’s advised to check the number for correctness.
- Optionally, include the attorney registration number in the corresponding field, if applicable.
- The authorized signature section must be signed by the lawyer or representative of the law firm, confirming that the information provided is accurate.
- Next, provide the details for the financial institution opening the account. This includes the institution's name and address, along with a contact telephone number.
- The financial institution representative should sign and date the form, verifying their role in the account establishment.
- Specify the account name and the account number assigned by the financial institution to ensure proper identification.
- Review all completed sections of the form to ensure accuracy before proceeding to submit it.
- Save changes to the completed form. Users can download, print, or share the form as needed, ensuring a copy is retained for your records.
Complete your Coltaf Enrollment Form online today to establish your COLTAF account efficiently.
Interest on Lawyer Trust Accounts (IOLTA) is a method of raising money for charitable purposes, primarily the provision of civil legal services to indigent persons, through the use of interest earned on certain lawyer trust accounts.
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