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Chubb erisa bond application

Chubb erisa bond application 2026

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The document is a renewal application for a Fiduciary Fidelity Bond for Employee Benefits Plans (ERISA Bond) issued by the Chubb Group of Insurance Companies. It outlines the necessary information and documentation required from the applicant, including details about the applicant's operations, financial statements, and compliance with internal controls. The application emphasizes the importance of accurate information and warns against misrepresentation. It also includes sections on material changes in operations and declarations regarding the truthfulness of the provided information.

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Click ‘Get Form’ to open the Chubb ERISA Bond Application in the editor.
Begin by filling out Section I, which requires the name, address, and contact information of the applicant. Ensure all fields are completed accurately.
Proceed to Section II for general applicant information. Here, you will need to provide details such as the year the applicant was established and a brief description of operations.
Attach necessary documents as specified in Section II, including financial statements and CPA letters. Use our platform's attachment feature for easy uploads.
In Section III, review any material changes that may affect your application. If applicable, provide written explanations for any changes.
Finally, complete Section IV by signing and dating the application. Ensure that it is signed by an authorized officer responsible for ERISA accounts.

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How to obtain an ERISA bond?

To highly rated public and private companies, we offer license and permit bonds, court bonds, commercial contract bonds, reclamation bonds, customs bonds, workers compensation bonds, and more. We serve commercial businesses and individuals that have small or infrequent surety needs.

Does Chubb issue bonds?

Your destination for small commercial and individual surety bonds. Through Chubb Surety Marketplace, you can quote, issue, and renew surety bonds online.

Does Chubb do bonds?

ERISA Fidelity Bond Requirements ERISA requires that anyone who handles plan funds must be covered by a bond equal to at least 10% of the plan assets handled in the previous year.

How much does a $500,000 surety bond cost?

Best Surety Bond Companies Overall The Hartford. Best Overall. Get Quote. From Tivly. Jet Surety. Best for Small Businesses. Get Quote. Call: (855) 296-2663. Travelers. Runner-Up; Best for Small Contractors. Liberty Mutual. Best for Bad Credit. Get Quote. From Tivly. Zurich. Best for Large Contractors.