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LLANCESUR RETYBOND DASSOCIA ATES,INC. TTollFree:(87 77)5145146 Fax:(26 67)3624817 Email:appliccations@sureetybonds.org www.sureetybonds.orgERISA A FIDE ELITY BOND D APPL LICAT TION (For use with bonds

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How to fill out erisa fidelity bond application

01

Gather all necessary information such as company name, address, and EIN

02

Fill out the required details about the plan being covered by the bond

03

Specify the coverage amount needed for the bond

04

Appoint a trustee or plan administrator to sign the application

05

Review the application for accuracy before submitting

Who needs erisa fidelity bond application?

01

Any organization or entity that sponsors or administers an employee benefit plan subject to ERISA requirements needs an ERISA fidelity bond application.

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What is erisa fidelity bond application?

The ERISA fidelity bond application is a legal document that employers file to secure a fidelity bond as required by the Employee Retirement Income Security Act (ERISA). This bond protects employee benefit plans from losses due to fraud or dishonesty by individuals who handle plan funds.

Who is required to file erisa fidelity bond application?

Employers who sponsor employee benefit plans covered by ERISA must file an ERISA fidelity bond application, particularly if they have individuals who manage or fund the plans.

How to fill out erisa fidelity bond application?

To fill out the ERISA fidelity bond application, employers should provide details such as the name of the plan, the names of individuals who handle plan funds, the amount of bond coverage desired, and any other required information specific to the application form.

What is the purpose of erisa fidelity bond application?

The purpose of the ERISA fidelity bond application is to obtain a fidelity bond that protects employee benefit plans against loss due to fraud or dishonesty, thereby ensuring the safety of plan assets.

What information must be reported on erisa fidelity bond application?

The ERISA fidelity bond application must report information such as the names of fiduciaries, the amount of the bond, the types of plans being covered, and details about the bond coverage.

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