Get Iolta Certification - Oregon State Bar

The IOLTA Certification is a crucial form for all active members of the Oregon State Bar. This guide will provide you with clear and concise instructions on how to complete this form online, ensuring compliance with the state regulations regarding trust accounts.

Follow the steps to complete the IOLTA Certification online.

1. Click the ‘Get Form’ button to access the IOLTA Certification form and open it in your browser.
2. Provide your personal details at the top of the form. Fill in your name and the name of your law firm.
3. Indicate your practice situation by checking the appropriate box: If you hold client funds, check box 1 and provide details about your Oregon IOLTA trust account, including the financial institution name, city and state, bank routing number, and Oregon IOLTA account number.
4. If you do not hold client funds, check box 2. If your trust account is maintained in another jurisdiction, check box 3. If you do not engage in the practice of law in Oregon, check box 4.
5. Certify the accuracy of the information by signing and dating the form. Ensure your Oregon State Bar number is included.
6. Once all fields are completed, save any changes. You can download a copy for your records or print it directly from your browser.
7. If needed, share the completed form or send it to the appropriate Oregon State Bar department via email or fax, or mail to the specified address.

Complete your IOLTA Certification online today to ensure compliance with Oregon State Bar regulations.