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Applications and Forms

All the forms and information you need to start your surety application. Download applications and other forms for contract and commercial surety, organized by bond type and region so you can find them faster.

Not sure which form you need? Contact us and we’ll point you in the right direction.

Commercial Surety

We provide comprehensive commercial surety solutions, from license and customs bonds to fiduciary, guardianship and probate guarantees, backed by experienced underwriting and fast, straightforward application support.

Up to $50,000


Select province/territory of client location

Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon

Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island

Application for Quebec


Over $50,000


Select province/territory of client location


Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon

Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island

Application for Quebec


Please submit the following documents with your application:

Province of Alberta applicants


Pursuant to the Guarantees Acknowledgement Act of Alberta, all personal indemnities must be accompanied by a signed Certificate of Notary Public. (Exception: sole proprietors signing on behalf of themselves are exempt from this requirement.)

Other bond types

  • Lottery Bonds

  • Securities Act Bonds

  • Tobacco Tax Bonds

  • Trustee in Bankruptcy

  • Carnet Bonds

Please contact us for more information about these bond types.

Administration, foreign executors bonds

Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon

Application for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island

Application for Quebec

Please submit the following documents with your application:

  • Personal Net Worth Statement – complete if sole proprietor or new company less than two years
  • Certificate of Independent Legal Advice is required for bonds over $150,000
  • Copy of the Will, if applicable
  • Copy of application to Court or Office of the Public Guardian and Trustee
  • Affidavits and/or Court Orders
  • Copies of all related correspondence

Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon

Application for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island

Application for Quebec

Please submit the following documents with your application:

  • Personal Net Worth Statement – complete if sole proprietor or new company less than two years
  • Certificate of Independent Legal Advice is required for bonds over $150,000
  • Copy of the Management Plan, approved by the Public Guardian or Trustee / Scheme of Management of Estate Assets
  • Copy of the Application to Replace the Public Guardian and Trustee as Statutory Guardian of Property
  • Documentation from the Public Guardian and Trustee Office with respect to the appointment or refusal of the applicant as Statutory Guardian
  • Copy of Will, if applicable
  • Consent(s) to appointment of Guardian by next of kin/Consents of beneficiaries

Application for Central Region

Application for Western Region

Please submit the following documents with your Application:

  • Copy of letter from Transfer Agent confirming the stop transfer, must be dated within last twelve (12) months
  • Copy of the duly executed in triplicate and notarized Affidavit of Loss
  • If this submission involves an estate matter, certified notarial copies of all relative documentation granting legal fiduciary representation; ie - Letters Probate, Letters of Administration, Granted Powers of Attorney, Trusteeship etc. must be provided
  • If applicant is a public corporation, copy of latest year-end financial statements
  • If applicant is a private company, copy of latest year-end financial statements and Personal Net Worth Statement of all major shareholder(s)
  • If applicant is an individual, Personal Net Worth Statement
  • Certificate of Independent Legal Advice may be required

Up to $100,000


Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon

Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island

Over $100,000 in addition to the above

Please submit the following documents with your application when additional signature is required on the Indemnity Agreement

For brokers

Tools and resources for contracted brokers to submit and manage bonds quickly and securely.

Learn more

Contact our surety team

Contact our surety specialists for expert guidance with applications, underwriting questions and platform support.

Get in touch

Report a claim

Submit a written notice of claim to [email protected] or call 800.661.5522.