ERISA Bond

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to regulate most types of employee benefit plans. A fidelity bond equal to at least 10 percent of the amount of plan funds handled must be purchased to protect against acts of fraud or dishonesty by plan fiduciary.

NOTE: The bond amount must be at least 10% of the plan assets. Premiums are based upon this bond amount, as the chart on the application shows.

ERISA Bond Application (47k)
ERISA Fidelity Bond Price Reference Sheet (45.5k)

 
   

Fax Instructions

  1. Complete the necessary forms.
    DO NOT LEAVE FIELDS BLANK
  2. Sign and date the forms.
  3. Fax the completed forms and documentation to
    1-877-577-1722 or
    (209) 954-0800

    Please forward by U.S. Mail the original signed forms and documentation in addition to your faxed items

 

Mail Instructions

  1. Complete the necessary forms.
  2. Sign and date the forms.
  3. Mail the completed forms and documentation to:
    Sanguinetti & Co.
    7337 Pacific Avenue
    Stockton, CA 95207-1924