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.

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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.

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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”

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Business Services

What is Needed to Apply

• Application thoroughly completed, dated, and signed

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

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