ERISA / 401K Fidelity Trustee Bond Quote Step 1 of 3 33% NameEmail Number Legal Name of Plan(s) Business AddressWhen do you need the bond to start?MMDDYYYY Term of Bond1 Year3 YearsList 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?YesNoTotal Plan AssetsHas the applicant experienced any claims in the past five years?YesNoIs plan audited by a CPA?YesNoExplain why your plan isn't audited by a CPADate of Last Audit?DDMMYYYY Previous ERISA Coverage?YesNoIs this bond required because more than 5% of plan assets are "non-qualifying"?YesNo
