ATTORNEY'S NOTICE OF ENROLLMENT

Notice to Financial Institution to Establish an IOLTA Account

ATTORNEY INFORMATION

INSTRUCTIONS TO ATTORNEYS: (1) COMPLETE THE “ATTORNEY INFORMATION” SECTION, (2) BRING THIS FORM TO THE FINANCIAL INSTITUTION OF YOUR CHOICE, (3) AFTER THE INSTITUTION HAS COMPLETED ITS SECTION BELOW, SEND A COPY OF THE FORM TO THE IOLTA COMMITTEE ALONG WITH A DEPOSIT SLIP OR VOIDED CHECK.

Firm Name: __________________________________________________

Attorney Name: ____________________________________________________________________________

Mailing Address: ___________________________________________________________________________

City: ____________________ State:_________ Zip Code:_____________ Telephone:__________________

The undersigned hereby enrolls in the comprehensive Interest on Lawyers’ Trust Account (IOLTA) program established by the Massachusetts Supreme Judicial Court. Under this program, please open an account subject to negotiable orders of withdrawal (NOW, SuperNOW Account or other suitable interest-bearing account).

Authorized Signatories: __________________________________________________________________

__________________________________________________________________

(Attach additional sheets for additional signatories)

FINANCIAL INSTITUTION INFORMATION

NOTE TO FINANCIAL INSTITUTION: PLEASE CALL (617) 723-9093 IF YOU REQUIRE ASSISTANCE IN SETTING UP THIS ACCOUNT.

Financial Institution Name: ___________________________________________________________________

Mailing Address: ___________________________________________________________________________

City: ____________________ State:_________ Zip Code:_____________ Telephone:__________________

Date Opened: ______________________ By:______________________________________

Please attach deposit slip or voided check to the copy sent to the IOLTA Committee

(financial institution representative)

Account Name: ______________________________________________________

Account Number: _____________________________________________________

Interest as computed in accordance with your standard account disclosure should re remitted monthly or quarterly to:

THE MASSACHUSETTS IOLTA COMMITTEE

ELEVEN BEACON STREET, SUITE 820

BOSTON, MA 02108-3009

(617) 723-9093

TAXPAYER I.D. NO. 04-3168608

Remittance of interest may be made by your bank check via U.S. Mail to the above address, or by Electronic Funds Transfer. Please call the IOLTA Committee for specific instructions on electronic payments. For each remittance, please submit a complete “Interest Remittance Report” and “IOLTA Summary Sheet”.

COPIES FILED WITH THE BANK, THE ATTORNEY, & IOLTA

For More complete instructions on opening and remitting interest on IOLTA Accounts, contact the IOLTA Committee and request the “Operations Handbook for Financial Institutions”.