Budget Forms

Recipients of Legal Services Trust Fund Program grants are required to submit a separate budget proposal for IOLTA and Equal Access Fund allocations. Proposed IOLTA and Equal Access Fund budgets are due as noted below.

All completed IOLTA and EAF budget forms are due Sept. 18, 2014.

Proposed IOLTA Budget
PDF Document IOLTA budget electronic forms instructions (PDF)
For Legal Services Projects
PDF document IOLTA LSP budget instructions (PDF)
Word Document IOLTA LSP budget forms A-D, F-G (Word)
Microsoft Excel Spreadsheet IOLTA LSP budget form E (Excel)
For Support Centers
PDF document IOLTA SC budget instructions (PDF)
Word Document IOLTA SC budget forms A-D, F (Word)
Microsoft Excel Spreadsheet IOLTA SC budget form E (Excel)

Proposed EAF Budgets
PDF Document EAF budget electronic forms instructions (PDF)
PDF Document EAF budget instructions (PDF)
Microsoft Word Document EAF budget forms A, D, E (Word) 
Microsoft Excel Spreadsheet EAF budget forms B, C (Excel)

Proposed carry-over budgets
For Legal Services Projects and Support Centers
Microsoft Excel Spreadsheet IOLTA proposed carry-over budget form
Microsoft Excel Spreadsheet EAF proposed carry-over budget form

Budget Revisions
For Legal Services Projects and Support Centers:
Microsoft Excel Spreadsheet Budget revision form

 

For more information, call 415-538-2252 or e-mail trustfundprogram@calbar.ca.gov.