ERISA Fidelity Bonds
The ERISA Application is designed specifically for the required coverage of Trustees of Employee Retirement Accounts as set for th by the Employees Retirement Income Security Act of 1974. Most plans are required to have a Bond in an amount that will cover at least 10% of the Total Plan Assets. Complete the application and sign as directed.
For ERISA Bonds over $1,000,000, include this ERISA Supplemental Application
ERISA Investment Advisor Application (PDF)
Fax To: (877) 577-1722 or (209) 954-0800
Or Email: [email protected]
Or Mail To:
Sanguinetti & Co. Insurance
7337 Pacific Avenue
Stockton, CA 95207-1924