ERISA / 401K Fidelity Trustee Bond Quote Step 1 of 3 33% Name Email Number Legal Name of Plan(s) Business AddressWhen do you need the bond to start?MMDDYYYY Term of Bond 1 Year 3 Years List each Trustee's Name and Bond Amount NeededTrustee's Full NameAmount of Bond Needed? A plan official must be bonded for at least 10% of the amount of funds he or she handles. Number of Participants in your plan? Is there a Union? Yes No Total Plan Assets Has the applicant experienced any claims in the past five years? Yes No Is plan audited by a CPA? Yes No Explain why your plan isn't audited by a CPADate of Last Audit?DDMMYYYY Previous ERISA Coverage? Yes No Is this bond required because more than 5% of plan assets are "non-qualifying"? Yes No
