Form Changes for Trust Safety Program
In conjunction with the Trust Safety Program Rule changes, the forms for Trust Safety Program have been modified. Many of the changes are amendments or simplifications. However, the forms listed below have changed significantly.
Please note that the preferred method of submission is for the forms to be completed electronically, printed, signed, scanned and emailed to Trust.Safety@lawsociety.ab.ca.
Law Firm Self Report
No longer labeled “Transitional Form (2012)”, this version of the form is required for all filers starting in December 2012. Delinquent filers must use the new version of the form. Many of the questions have been removed or clarified. There is also an updated “Filing Instructions” document available for usage when completing the form.
$25 Million Non-Cheque Transfer Requisition
This form is now obsolete.
Electronic Banking Withdrawal
While this form still needs to be completed for all electronic payments under Rule 119.42, the form and the related documents no longer needs to be remitted to the Law Society of Alberta. However, the form is to be retained in accordance with Rule 119.35 and available for review upon request of the Law Society of Alberta.
Application to Designate a Responsible Lawyer and/or Operate a Trust Account
In response to member feedback regarding classification of application circumstances, the form was amended to include the designation of Alternate Responsible Lawyers and further clarify the procedures. Please use this redesigned form when (1) designating or changing a Responsible Lawyer or Alternate Responsible Lawyer and/or (2) seeking approval to operate a trust account.