For Financial Institutions...

Please click on the any of the following links to learn more about the IOLTA program. You will need Adobe© Acrobat Reader, which you can download for free by clicking on the icon.

What is IOLTA? - a brief description of the New Mexico IOLTA program

Interest Remittance Form Adobe© PDF or Excel© spreadsheet - to be completed and submitted with interest sent to IOLTA

Financial Institution Compliance Statement - to be completed and submitted for certification as an IOLTA-eligible financial institution

Frequently Asked Questions - questions and answers about IOLTA

Attorney Notice to Eligible Financial Institutions - to be completed, taken to the bank, with a copy forwarded to IOLTA when a trust account is opened as an IOLTA account or converted to IOLTA

If, after reviewing the above information, you still have questions, please call the IOLTA program at 505-764-9417 or 1-800-451-1941 (in New Mexico, but outside Albuquerque) or send an e-mail.