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How to fill out the Fiduciary Bond - Forms online
Filling out a fiduciary bond form is an important step in managing an estate. This guide offers clear, step-by-step instructions to help you complete the Fiduciary Bond - Forms online with confidence.
Follow the steps to complete the Fiduciary Bond form efficiently.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering the case number and the court where the proceedings are taking place under the 'Case No.' and 'Court' sections.
- In the 'FIDUCIARY BOND' section, provide the name of the decedent and their last address. Make sure to fill in all address lines appropriately.
- Next, identify the name of the fiduciary appointed for the role by writing it in the designated field.
- Indicate the role of the fiduciary by selecting either 'Executor/Executrix' or 'Administrator/Administratrix' based on their designation.
- Fill in the date of the appointment in the space provided and set the amount for the bond in the 'sum of $' field, ensuring it meets the legal requirements for the estate.
- Provide the name and address of the principal, ensuring to complete each line thoroughly.
- Enter the name and address of the surety in the designated fields. If there is more than one surety, repeat this process for each.
- Complete the 'AFFIDAVIT OF SURETY' section by including the name of the county in Kentucky where the surety resides and the details of their property ownership.
- Both sureties must sign the form where indicated and ensure the date is accurately recorded.
- After completing the form, review all provided information for accuracy and save any changes made. You can then download, print, or share the form as needed.
Start completing your Fiduciary Bond - Forms online today to ensure the efficient management of estate responsibilities.
An ERISA bond covers employees who manage or have fiduciary responsibility for the company's retirement fund. A fidelity bond covers employees who may not be able to receive a bond due to concerns with their personal background or employment history.
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