Checklist for IOLTA account holders

Know the requirements

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Checklist for IOLTA account holders

  • Ensure IOLTA account(s) is structured as interest-bearing
  • Verify account(s) is placed in an approved financial institution (see “Financial Institutions”)
  • The Tax Identification Number on all IOLTA accounts should be 43-1355525, the number for the Missouri Lawyer Trust Account Foundation (“MLTAF”)
  • All IOLTA account information is provided to MLTAF through the attorney enrollment Mandatory Trust Account Certification process
  • Any subsequent changes to trust account information is timely reported to the Foundation at (573) 634-8117.

Should you have any questions about IOLTA accounts or the Missouri Lawyer Trust Account Foundation, please call the Foundation office at (573) 634-8117, or email This email address is being protected from spambots. You need JavaScript enabled to view it..

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