- IOTA Overview
- IOTA Rule
- Information for Lawyers/Law Firms
- Information for Participating Institutions
- Enrollment/Error Report Forms
For Assistance or additional information, please contact the Foundation's IOTA operations manager:
Ms. Lushawn Phillips
IOTA Operations Manager
The Florida Bar Foundation
250 S. Orange Ave.
Suite 600P
Orlando, FL 32801-3362
Post Office Box 1553
Orlando, FL 32802-1553
toll free: (800) 541-2195
fax: (407) 839-0287
e-mail: lphillips@flabarfndn.org
IOTA Overview
IOTA Rule
Information for Lawyers and Law Firms
- Tips for Law Office Personnel
- Opening or Closing an IOTA Account
- Annual IOTA Account Verification
- Enrollment Information
- Determination of IOTA Eligible Funds
- Reasonable Service Charge Policy
- Handling Errors
- Closing IOTA Accounts
- Declining Membership in the Foundation
Information for Participating Institutions
- Tips for Participating Institutions
- IOTA Contact
- Community Reinvestment Act
- Non-IOTA Trust Accounts
- Tax Reporting
- Participation in IOTA Information
- Reporting and Remitting Process
- Reasonable Service Charge Policy
- Handling Errors
- IOTA Operations Manual (.doc)
Enrollment/Error Report Forms
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Giving Opportunities
Fellows are life members of The Florida Bar Foundation; core supporters who believe in the value of justice and the importance of the Foundation’s leadership and charitable programs. If you haven’t already done so, please consider making your Fellows pledge.
Grant Programs
Revenue from Florida's Interest on Trust Accounts (IOTA) program is the chief source of support for the Foundation’s grant programs. Learn more.