TRUST ACCOUNT OVERDRAFT NOTIFICATION AGREEMENT FOR FINANCIAL INSTITUTIONS - ARTICLE IV, RULE 2Trust Account Overdraft Notification Agreement • March 23rd, 2021
The undersigned, being a duly authorized officer of the named financial institution and the person(s) specifically authorized to enter into this Agreement, hereby applies to be approved to receive Attorney Trust Accounts. In consideration of the Supreme Court’s approval of the named financial institution, the institution agrees to comply with the reporting requirements for such institutions as set forth in Article IV, Rule 2, as may be amended from time to time.
ELC 15.4Trust Account Overdraft Notification Agreement • August 22nd, 2019
TRUST ACCOUNT OVERDRAFT NOTIFICATION AGREEMENTTrust Account Overdraft Notification Agreement • December 12th, 2022
Pursuant to Oregon Revised Statute 9.685, to Oregon Rules of Professional Conduct 1.15-1 and 1.15-2 and to Regulations which may be adopted by the Oregon State Bar pursuant to Chapter 131, Oregon Laws 1993, the undersigned financial institution hereby agrees with and covenants to the Oregon State Bar that, from the date on which this agreement is executed, and until this agreement is terminated as provided hereinbelow, the financial institution will provide notice to Disciplinary Counsel, Oregon State Bar, Post Office Box 23195, Tigard, Oregon 97281-1935 of any overdraft or dishonored instrument drawn on a lawyer trust account which has been identified as such by the lawyer or law firm holding the account (hereinafter called “identified lawyer trust accounts”). This agreement shall be binding upon and apply to all branches of the financial institution at which identified lawyer trust accounts are maintained during the term of this agreement.
TRUST ACCOUNT OVERDRAFT NOTIFICATION AGREEMENTTrust Account Overdraft Notification Agreement • March 9th, 2021
(Financial Institution) submits this Trust Account Overdraft Notification Agreement (TAON Agreement) to apply for approval to serve as a depository for lawyer trust accounts, including IOLTA and non-IOLTA trust accounts, pursuant to the requirements of Michigan Rule of Professional Conduct (MRPC) 1.15. In consideration for the approval, Financial Institution agrees to comply with the overdraft reporting requirements set forth in MRPC 1.15A, as amended from time to time, and with this TAON Agreement. The reporting requirements apply to all lawyer trust accounts, including both IOLTA trust accounts and non-IOLTA trust accounts that have been identified to the Financial Institution in writing as a lawyer trust account by the account holder pursuant to MRPC 1.15A(a)(2).
MEMORANDUMTrust Account Overdraft Notification Agreement • October 28th, 2021
Rule 1.15, Minnesota Rules of Professional Conduct (MRPC), is the rule pertaining to lawyer trust accounts. Among other things, it requires lawyers to maintain their client trust accounts only in financial institutions that have signed an agreement to report to this Office “in the event any properly payable instrument is presented against a lawyer trust account containing insufficient funds, irrespective of whether or not the instrument is honored.”
TRUST ACCOUNT OVERDRAFT NOTIFICATION AGREEMENTTrust Account Overdraft Notification Agreement • March 15th, 2016
Pursuant to Oregon Revised Statute 9.685, to Oregon Rules of Professional Conduct 1.15-1 and 1.15-2 and to Regulations which may be adopted by the Oregon State Bar pursuant to Chapter 131, Oregon Laws 1993, the undersigned financial institution hereby agrees with and covenants to the Oregon State Bar that, from the date on which this agreement is executed, and until this agreement is terminated as provided hereinbelow, the financial institution will provide notice to Disciplinary Counsel, Oregon State Bar, Post Office Box 23195, Tigard, Oregon 97281-1935 of any overdraft or dishonored instrument drawn on a lawyer trust account which has been identified as such by the lawyer or law firm holding the account (hereinafter called “identified lawyer trust accounts”). This agreement shall be binding upon and apply to all branches of the financial institution at which identified lawyer trust accounts are maintained during the term of this agreement.
