Goldleaf Surety

Application for Court and Fidelity Bonds

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.

Probate and Fiduciary Application (pdf)

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.

Probate and Fiduciary Application (pdf)

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.

What is Needed to Apply

  • Application signed and dated
  • The name of the plan must include “401k” or “Profit Sharing Plan”
ERISA Bond Application (pdf)

Business Services

What is Needed to Apply

  • Application thoroughly completed, dated, and signed
Business Services Application (pdf)

Commercial Crime

What is Needed to Apply

  • Application thoroughly completed, dated, and signed
Commercial Crime Application (pdf)

For all other court and fidelity bonds, contact Goldleaf Surety:

Email: [email protected]
Call: 888-294-6747

How to proceed:

  1. Download file(s) to your computer.
  2. Fill out information and sign online.
  3. Gather all additional required documents.
  4. Upload files to our secure ShareFile account.
Start Uploading Files
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