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 (119k)

Fax Instructions Complete the necessary form. Sign and date the application. Fax the completed form to 1-877-577-1722 or (209) 954-0800 Please forward by U.S. Mail the original signed application in addition to your faxed application.   Mail Instructions Complete the necessary form. Sign and date the application. Mail the completed form to: Sanguinetti & Co. 7337 Pacific Avenue Stockton, CA 95207-1924