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  • NOTICE TO FFLA FORM

    (to be completed by lawyer/law firm for each IOTA account)
  • IOTA ACCOUNT


  • FFLA USE ONLY  

     ELIGIBLE INSTITUTION                                  

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  • FFLA USE ONLY  

     

     LAWYER/LAW FIRM                                  

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  •  I/my law firm is establishing this IOTA account in compliance with 5-1.1(g) Rules Regulating The Florida Bar (IOTA Program) for all nominal or short-term funds of clients or third persons that “the lawyer has determined cannot practicably be invested for the benefit of the client or third person.” Client or third-person trust funds that lawyers or law firms determine can earn income for the individual client or third person, in excess of the costs to secure such income, cannot be deposited into IOTA accounts. For further guidance in determining IOTA eligible funds, visit the FFLA website at https://fundingfla.org   

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  • FFLA MEMBERSHIP           

    Every member of The Florida Bar, whether in solo practice or in a law firm, who maintains an IOTA account automatically becomes a member of FFLA, unless declined, (whether or not the member individually maintains client or third-party trust funds).

    For FFLA membership records, please enter the full name and Florida Bar attorney number of The Florida Bar member in solo practice, or every Florida Bar member in the law firm: (Add more as needed).

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    • For more information about the IOTA program and the charitable programs it supports, or for assistance in setting up this account, remitting interest or dividends to FFLA, or handling remittance errors, please visit FFLA's website at fundingfla.org, or call (407) 960-7000, or (800) 541-2195 (FL), and ask for the IOTA Department.

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