Report for the Period: OCTOBER 1, 2005 through SEPTEMBER 30, 2006 - calbar ca-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your bank's name, contact person, and mailing address in the designated fields at the top of the form.
3. In Part One, select one of the compliance options (A, B, or C) that best describes your bank's approach. Fill in any required details such as effective dates and product names as applicable.
4. Proceed to Part Two to provide information about IOLTA accounts. Specify product names and classifications along with interest rate details.
5. Complete Part Three by detailing interest rates offered by tier range and service fees charged on these accounts. Ensure all necessary data is accurately entered.
6. Review all sections for completeness and accuracy before saving your changes. Utilize our platform’s features to easily edit or adjust any information as needed.

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