ClickCease
 

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 the application
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Agency: 

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Application Number:

Conditional Premium: 

Surrogate Court Location

State
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County
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IN THE MATTER OF:
Court Docket Number:
Bond Amount:
Decedent's Date of Death:
Decedent's Date of Birth:

Was the decedent a US Citizen?

Section: 1 / 4

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

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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

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Administrator/Applicant's Personal Information:

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SSN is invalid. Please enter again.

Is the applicant a US citizen?

Section: 3 / 4

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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 suriving spouse live outside the US?

Are there surviving children?

Do any of the children live outside the US?

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

Section: 4 / 4

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

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CONTINUE

Verify identity

Enter your social security number and date of birth to see the application

Verify

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Click this button to send the applicant an email so they can verify the entered information. After they verify/modify it, they can submit a signature request to complete processing the application. We know the applicant email as {email}. Please correct this if it is incorrect before sending the verification request.

Send applicant verification link

Click this button to get the bond number without PayPal invoicing the applicant. SIC 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 HelloSign 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.

Submit uploaded application

 You may also submit any supporting documents with this button.

Upload

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Print Application

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

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Upload Time
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Application Summary
Signed Application
Credit Report
Print Application
Verify Uploaded Application
Upload
Approve Application
Deny Application
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PayPal Invoice Reminder
Send Bond # To Agent
PayPal Invoice applicant

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