Arizona — ERISA Bond
Choose an Arizona ERISA fidelity bond option for the employee benefit plan you administer. RLI applications are available for one-year and three-year terms.
Also known as Arizona ERISA Bond (1 Year); Arizona ERISA Bond (3 Years); Arizona ERISA Bonds
2 options on record. Choose the one that matches your requirement, then purchase.
Fidelity protection responds to covered dishonest acts. The form identifies whose money or property is protected, the covered persons, and the applicable limits.
- Bond family
- Fidelity bond
- Recorded state
- Arizona
- Category
- Fidelity & employee dishonesty
- Federal programme authority
- United States Department of Labor, Employee Benefits Security Administration
What this bond does
The bond protects plan assets against covered fraud or dishonesty by people handling the plan's funds or property.
- Who needs it
- Employers and administrators arranging required bonding for handlers of ERISA-covered plan assets. Exemptions depend on the plan and the people involved.
- Who is protected
- The insured interest belongs to the plan. This is fidelity protection, separate from fiduciary liability insurance and business liability coverage.
Choose from 2 options
Each option is a separate record. Where a term, bond amount, premium, or E&O limit is known, it is listed; match it to what your requirement asks for.
- 1 yearPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
- 3 yearsPurchase Now (opens in a new tab)Continue to our secure checkout partner, RLI (opens in a new tab).
The coverage amount describes a limit of protection, not the price. Match the requested protection and covered persons to the actual fidelity form. The premium is what you pay and must be confirmed for the actual option. An E&O limit, where listed, is separate errors and omissions insurance.
Sources
- U.S. Department of Labor: ERISA Fidelity Bond Guide (opens in a new tab)Checked October 18, 2026
Have these ready
- Have the full plan name and identifiers available.
- Gather existing bond documents, if any.
- List people with access to or control over plan property.
- Prepare funds-handled figures for the preceding year.
- Confirm the amount and any exemption with your adviser.
- Check the proposed effective date against existing coverage.
Questions about this bond
Does choosing one year set my coverage amount?
No. Duration and amount are separate decisions. Use the amount established for your plan when completing the provider's application.
Can an outside administrator need bonding?
A service provider or its employees may need bonding if they handle plan funds or other property, unless an exemption applies.
Will fiduciary liability insurance do the same job?
No. It addresses fiduciary responsibilities and does not satisfy ERISA's fidelity bonding requirement for covered fraud or dishonesty.
Where does Purchase Now take me?
It opens the selected RLI application in a new tab. Applying is separate from issuance; check the issued document and keep it in the plan's records.