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:
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Attach latest year-end financial statements
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Personal Net Worth Statement – complete if sole proprietor or new company less than 2 years
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
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Lottery Bonds
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Securities Act Bonds
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Tobacco Tax Bonds
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Trustee in Bankruptcy
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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
- Personal Net Worth Statement
- Certificate of Independent Legal Advice is required for bonds over $250,000 CAD
Please submit the following documents with your application when additional signature is required on the Indemnity Agreement
- Personal Indemnitors Signature Page
- Corporate Indemnitors Signature Page
- Notarial copy of deceased’s Death Certificate and Copy of the Will, if applicable
- Copy of letter from Transfer Agent confirming the requirement for Waiver of Probate Bond (Letter of Indemnity); must be dated within last twelve (12) months
For brokers
Tools and resources for contracted brokers to submit and manage bonds quickly and securely.
Contact our surety team
Contact our surety specialists for expert guidance with applications, underwriting questions and platform support.
Report a claim
Submit a written notice of claim to [email protected] or call 800.661.5522.