Probate, Administrator, Executor, Conservator, Guardian Bond
What is Needed to Apply
- Probate and Fiduciary Application
- Personal Financial Statement
- A copy of the court order signed by that judge that compelled the bond and stating the bond amount
- Required bond if the court has one
Provide the court documents via email to [email protected] . Please view Liberty Mutual’s updated CA Privacy Notice here.
Appeal, Injunction, Replevin, Supersedeas Bond
What is Needed to Apply
- Application signed and dated
- Personal Financial Statement
- Last two years of company year-end financials (if applicable)
- Copy of the judgement and court documents that compelled the bond and stating bond amount
- Copy of bond form that should be used – The attorney helping your client should be able to provide this
- ***For Supersedeas/Appeal: A copy of the relevant statute from the state to verify whether recovery on the bond is limited to the penal sum listed or not — Again the attorney for your client should be able to provide this
Provide the court documents via email to [email protected] .
Please view Liberty Mutual’s updated CA Privacy Notice here.
ERISA Bond
The Act requires a bond limit equal to 10% of the maximum assets that the insured thinks will be held in the plan over the fiscal year (per the federal statute). The maximum bond limit required by federal statute is $500,000 (unless the U.S. Department of Labor advises the insured otherwise). If the bond amount needed is over $500,000, please advise before completing the attached application as a different document will be required.
The application above is for qualified assets (assets including cash, stocks, bonds). If you are needing an ERISA bond for non-qualified assets (assets including real estate, art, jewelry and collectables) please reach out to [email protected]
Business Services
What is Needed to Apply
- Application thoroughly completed, dated, and signed
Commercial Crime
What is Needed to Apply
- Application thoroughly completed, dated, and signed
For all other court and fidelity bonds, contact Goldleaf Surety:
Email: [email protected]
Call: 320.269.3144
How to proceed:
- Download file(s) to your computer.
- Fill out information and sign online.
- Gather all additional required documents.
- Upload files to our secure ShareFile account.
