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VOLTA Operations Manual Guidance for Illinois Financial Institutions October 2022Prepared by the Lawyers Trust Fund of Illinois 65 East Wacker Place, Suite 1900 Chicago, IL 60601 Main phone: 312.938.2906
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Who needs iolta operations manual guidance?

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Law firms and legal organizations that handle client funds through trust accounts.
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04
Any individual or organization looking to establish best practices for handling client funds and maintaining trust account integrity.
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Iolta operations manual guidance provides instructions and procedures for managing funds in IOLTA accounts.
Lawyers and law firms who manage IOLTA accounts are required to file iolta operations manual guidance.
Fill out iolta operations manual guidance by following the instructions provided in the guidance document and providing accurate information about fund management.
The purpose of iolta operations manual guidance is to ensure compliance with rules and regulations governing IOLTA account management.
Information regarding fund management, client transactions, interest accrual, and other relevant details must be reported on iolta operations manual guidance.
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