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Trust Account Forms

Trust Account Forms

To use fillable forms (TA-3, TA-5, TA-5R), please save the form to your local computer and use Adobe Reader or Acrobat to complete the form.  You can download a current version of Adobe Reader here.  Please print and mail completed form to:

Law Society of Saskatchewan
1100-2002 Victoria Ave.
Regina, SK   S4P 0R7

Electronic copies will not be accepted.

 
TA-1 Firm Registration Form (Rule 1602)

Form TA-1

Must be completed and filed within 30 days of commencing practice.

TA-2 Power of Attorney (Rule 1604)

Form TA-2

Completion provides the Law Foundation of Saskatchewan with power of attorney to assess the accuracy of interest received or that should be received by the Law Foundation in regard to pooled trust accounts maintained by members/firms.  This form must be filed within 3 months of the member/firm fiscal year end.

TA-3 Annual Report (Rule 1604)

Form TA-3
Questions and Answers (Form TA-3, TA-5, TA-5R)

Must be completed by all members/firms operating a trust account at any time during the fiscal year.  This form must be filed within 3 months of the member/firm fiscal year end or termination of practice.

TA-5 Accountant's Report (Rule 1604)

Form TA-5
Questions and Answers (Form TA-3, TA-5, TA-5R)
Accountant's Instructions - Form TA-5 and TA-5R

Members/firms may be exempt from filing an Accountant's Report (TA-5 or TA-5R) for a particular year if approval has been received from the Law Society of Saskatchewan.  Exemption status is determined on an annual basis.

Members/firms not receiving a written exemption from filing an Accountant's Report for a particular year are required to file either a TA-5 or TA-5R.  The TA-5 is selected for completion for firms based on predetermined criteria (i.e. number of issues and complaints in previous years).  The Accountant's Report must be filed within 3 months of the member/firm fiscal year end or termination of practice.

TA-5R Accountant's Report (Random)

Form TA-5R
Questions and Answers (Form TA-3, TA-5, TA-5R)
Accountant's Instructions - Form TA-5 and TA-5R

Members/firms may be exempt from filing an Accountant's Report (TA-5 or TA-5R) for a particular year if approval has been received in writing from the Law Society of Saskatchewan.  Exemption status is determined on an annual basis.

Members/firms not receiving a written exemption from filing an Accountant's Report for a particular year are required to file either a TA-5 or TA-5R.  The TA-5R is selected on a random basis for firms that would be otherwise exempt.  The TA-5R is also required to be completed for each of the first two years that a firm is practicing and in the year in which a firm terminates.  Annual written approval from the Law Society of Saskatchewan is required to file a TA-5R.  The Accountant's Report must be filed within 3 months of the member/firm fiscal year end or termination of practice.

TA-8 $25 Million Non-Cheque Transfer Requisition Form (Rule 1514)

Form TA-8

Rule 1514 (4) requires all trust amounts in excess of $25 million be withdrawn electronically following strict procedures and protocols as outlined in the Rule and in this form.

TA-9 Unclaimed Trust Funds - Payment Application (Rule 1702)

Form TA-9

Rule 1702 provides for funds in excess of $50.00 held in trust for 2 or more years to be paid to the Law Society upon submissions and approval of Form TA-9 (Unclaimed Trust Funds - payment application).  Amounts under $50.00 held in trust for 2 or more years may be received by the Law Society as part of the annual reporting process provided certain criteria are met.