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Stockton Location
7337 Pacific Ave
Stockton, CA 95207

800-350-7700
Fax: 877-577-1722

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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.

 

ERISA Bond Application (PDF)

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: bonds@sanguinettico.com

 

Or Mail To:

Sanguinetti & Co. Insurance

7337 Pacific Avenue

Stockton, CA 95207-1924

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