Notice to Financial Institution Enrollment Form - The Mississippi Bar - msbar 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in your Bar number at the top of the form. This is essential for identification purposes.
3. Enter your name, law firm name, and complete address details including city, state, and zip code.
4. Provide your phone number for any necessary follow-up communication regarding the IOLTA account.
5. In the section labeled 'Name on Account', specify how you want the account to be titled. Also, include the account number if applicable.
6. Authorize the financial institution to disclose information about your IOLTA account to the Mississippi Bar Foundation as required.
7. Ensure that you designate the account with the tax identification number of the Foundation (64-6029087) instead of your law firm’s tax ID.
8. Sign and date the form where indicated, ensuring all authorized signatories are included.
9. Attach a list of all lawyers in your law firm before submitting this form to ensure compliance.

Start using our platform today for free to streamline your document editing and signing process!