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What's New: Regulatory

Fidelity Rules Manual and Binder of Standard Forms updated for ERISA Dishonesty Bond Filing

Friday, November 3, 2017  
Updates to the Fidelity and Forgery Rules Manual and Binder of Standard Forms has been posted to the Regulatory Filings page for the ERISA Dishonesty Bond Filing. The most recent updates are effective November 3, 2017.

The Fidelity and Forgery Rules Manual has been updated for Members and Subscribers (effective date 11/3/2017). 


The Binder of Standard Fidelity and Forgery Forms is accessible online for Members, Subscribers, and Claims Advisors

 Hard copy order form for non-Members:


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Phone: 202-463-0600 · Fax: 202-463-0606

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