Probate/Estate Bond Application

Welcome, {name}. Please start a new application or edit an existing application by selecting one from the table below.

Application #	Applicant	Application Status	Payment Status	Credit Score	Bond Amount	Premium	Bond Rate	Decedent	Last Updated	Bond Number

Application #	Applicant	Application Status	Payment Status	Bond Amount	Premium	Bond Rate	Decedent	Last Updated	Bond Number

Edit Application

Stop Editing

New Application

Application Number: Not Selected

Agency:

Associate Or Add a user:

Error message

Associate A User

Add New User

Add & Associate

Conditional Premium:

Surrogate Court Location

State

County

In The Matter Of:

Bond Amount:

Court Docket Number:

Decedent's Date of Death:

Decedent's Date of Birth:

Was the decedent a citizen of the U.S.A.?

Yes

Section: 1 / 4

reset

Error message

Has an Attorney been hired for the distribution of this estate?

Yes

Attorney's Name

Phone

-

Attorney's Address

Attorney's Email

Will the Attorney remain involved throughout the duration of this matter?

Yes

Has any Surety denied an application for this Bond?

Yes

Is an ongoing business (including rental property) an asset of the Estate?

Section: 2 / 4

reset

back

Yes

Error message

Administrator/Applicant's Personal Information:

First Name

Last Name

Applicant Home Address

Phone

-

Social Security Number

Date of birth

Is the applicant a US citizen?

Yes

SSN is invalid. Please enter again.

Section: 3 / 4

reset

back

Error message

Please review the application. If there are mistakes, click "MISTAKES" to correct the mistakes. Otherwise, click continue to complete the application.

mistakes

CONTINUE

Click this button to get the bond number without PayPal invoicing the applicant. The Service Insurance Company will send you the invoice at a later time.

Generate bond number

Click this button to send a PayPal invoice to the applicant for the price of the bond. You will be charged a processing fee for using PayPal.

Invoice applicant for bond

When you click this button, the applicant will receive an email from Dropbox Sign to complete the application.

E-Sign

Use this button to submit an uploaded application to underwriting. Click the "print application" button, to print the application. Next, sign the application, scan it, then upload it below. Lastly, click this button.

Submit uploaded application

Please use this button to submit the unsigned bond form and any other supporting documentation. You can also use this button to upload an already signed application.

Upload

Print Application

Are there any notes or recommendations that you would like to add to the application for underwriting consideration?

Yes

Placeholder

Save notes

record_id	file_urll	File Name	Upload Time

Application Summary

Signed Application

Credit Report

Error message

Premium

Submit

Upload

Save

Probate/Estate Bond Application

Welcome, {name}. Please start a new application or edit an existing application by selecting one from the table below.

Application Number: Not Selected

Associate Or Add a user:

Conditional Premium:

Surrogate Court Location

State

County

In The Matter Of:

Bond Amount:

Court Docket Number:

Decedent's Date of Death:

Decedent's Date of Birth:

Was the decedent a citizen of the U.S.A.?

Section: 1 / 4

Has an Attorney been hired for the distribution of this estate?

-

-

Will the Attorney remain involved throughout the duration of this matter?

Has any Surety denied an application for this Bond?

Is an ongoing business (including rental property) an asset of the Estate?

Section: 2 / 4

Administrator/Applicant's Personal Information:

-

-

Is the applicant a US citizen?

SSN is invalid. Please enter again.

Section: 3 / 4

Has Applicant ever filed for bankruptcy?

Has Applicant ever had a criminal conviction?

Are there any unresolved lawsuits involving Applicant or Applicant's Spouse?

Are there any unpaid judgments or liens against Applicant or Applicant’s Spouse (including judgments or liens in favor of any state/local/federal tax authority, any state agency or for child support)?

Is Applicant over 30 days past due on any credit cards/auto payments/mortgages?

Is Applicant aware of any disputes among heirs or interested parties related to this matter?

Is there a surviving spouse?

Does the surviving spouse live outside the U.S.A.?

Are there surviving children?

Do any of the children live outside the U.S.A.?

Did Decedent have any children with someone other than Decedent's surviving spouse(s)?

Section: 4 / 4

Please review the application. If there are mistakes, click "MISTAKES" to correct the mistakes. Otherwise, click continue to complete the application.

Click this button to get the bond number without PayPal invoicing the applicant. The Service Insurance Company will send you the invoice at a later time.

Click this button to send a PayPal invoice to the applicant for the price of the bond. You will be charged a processing fee for using PayPal.

When you click this button, the applicant will receive an email from Dropbox Sign to complete the application.

Use this button to submit an uploaded application to underwriting. Click the "print application" button, to print the application. Next, sign the application, scan it, then upload it below. Lastly, click this button.

Please use this button to submit the unsigned bond form and any other supporting documentation. You can also use this button to upload an already signed application.