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 - 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.