Notice financial 2026

1. Click ‘Get Form’ to open the notice financial document in the editor.
2. Begin by filling in your name and law firm details in the designated fields at the top of the form. Ensure accuracy as this information is crucial for establishing your IOLTA account.
3. In the section regarding account status, indicate whether you are opening a new account or converting an existing one. Provide the name on the account and its number if applicable.
4. Authorize the financial institution to disclose necessary information to the Indiana Bar Foundation by checking the appropriate box or signing where indicated.
5. Complete all signatory fields at the bottom of the form, ensuring that each signatory provides their printed name and signature along with the date.
6. Finally, review all entries for accuracy before saving your completed form. You can then easily share it via email or print it directly from our platform.

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