(603) 463-8970

ERISA Online Application

IMPORTANT: The ERISA Fidelity Bond must equal 10 percent of the funds handled by a Trustee or Fiduciary with a minimum Bond limit of $5,000 per plan and a maximum Bond limit of $500,000 per plan. Plans holding employer securities are required to carry a maximum Bond limit of $1,000,000.

Please contact us for limits over $500,000.

All Bonds are written for a 3 year term.

For your convenience, we accept all major credit cards. To pay for your Bond using a credit card, call us at 603-463-8970 M-F 9AM to 5PM. *A convenience fee is applied to all credit card payments.


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