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  • Fiduciary Liability

Fiduciary Liability Applications and Forms

Being a Fiduciary is a lot of responsibility and potential liability. As a fiduciary your clients may be putting their own assets at risk as they can be held personally liable for breaches of fiduciary duty and other acts, as well as errors and omissions that harm the plan’s participants. That is why Fiduciary Liability coverage is important for the well-being of any company and its fiduciaries.

Applications and Forms:

Asset Management, Financial Institutions and Insurance Companies

Multi-Coverage Applications - SelectOne+® Asset Management Firms

  • New Business - Investment Advisers and Funds
  • Renewal - Investment Advisers and Funds
  • New Business - Private Equity
  • Renewal - Private Equity
  • New/Renewal – Small Investment Advisers Application (for use by Registered Investment Advisers with up to $2 Billion in Assets Under Management and do not manage investment funds)

Multi-Coverage Applications - SelectOne+® Financial Institutions and Insurance Companies

  • New Business - Community Banks - Private
  • New Business - Community Banks - Public
  • New Business - Credit Unions - Private
  • New Business - Insurance Companies - Private
  • Renewal - Community Banks & Credit Unions - Private
  • Renewal - Community Banks - Public
  • Renewal - Insurance Companies - Private
  • Renewal - Insurance Companies - Public 

Stand-Alone Applications - SelectOne+® Financial Institutions and Insurance Companies 

  • New Business
  • Renewal
  • Excess Policy Application - New Business and Renewal  
  • Acceptance of Competitor Application - Not for use in: AK, IL, KY, MO or NY

Supplemental Application

  • Employers Security Supplemental Application

State Application Notices

  • California
  • Illinois
  • Louisiana
  • Minnesota
  • New York Claims Made - Asset Management and Insurance Companies
  • New York Claims Made
  • New York Duty-to-Defend
  • New York - Defense Within Limits

Sample Policy Forms - SelectOne+® Asset Management Firms

  • Declarations
  • Insuring Agreement
  • General Terms and Conditions

Sample Policy Forms - SelectOne+® Community Banks, Credit Unions and Insurance Companies

  • Declarations  
  • Insuring Agreement
  • Liability General Terms and Conditions

Private Companies and Nonprofit Organizations

Multi-Coverage Applications - Wrap+® 

  • New Business - Private Company
  • Renewal - Private Company
  • New Business - Nonprofit
  • Renewal - Nonprofit 

Stand-Alone Applications - Wrap+®

  • New Business 
  • Renewal
  • Excess Policy Application - New Business and Renewal  
  • Acceptance of Competitor Application - Not for use in: AK, IL, KY, MO or NY

Supplemental Application

  • Employers Security Supplemental Application

Small Business Applications

These applications accepted for nonprofit organizations with 30 or fewer employees and $5 million or less in assets and $5 million or less in revenues or privately held companies with 250 or fewer employees and $100 million or less in assets and $100 million or less in revenues.

  • New Business - Multi-Coverage PDO with Fiduciary
  • Renewal - Multi-Coverage PDO with Fiduciary
  • New Business - Multi-Coverage NDO with Fiduciary
  • Renewal Business - Multi-Coverage NDO with Fiduciary
  • New Business - Stand-Alone
  • Renewal - Stand-Alone

Designated Benefit Plan Applications

  • New Business - Not available in MT, NH, PR
  • Renewal - Not available in MT, NH, PR

State Application Notices

  • Affiliate (non-Subsidiary) Application Addendum Notice - Note: Only applies to PNP Wrap+® applications and excludes all Programs, Chatham, GJ Sullivan, Kevin Davis. This notice must physically attach to the PNP Wrap+® application.
  • California
  • Illinois
  • Louisiana
  • Minnesota
  • New York Claims Made DOL - Nonprofit DOL only
  • New York Claims Made
  • New York Duty-to-Defend

Sample Policy Forms - Fiduciary

  • Declarations  
  • Insuring Agreement
  • Liability General Terms and Conditions  

Sample Policy Forms - Designated Benefit Plan

  • Declarations
  • Insuring Agreement

Public Companies

Multi-Coverage Applications - Executive Choice+®

  • New Business
  • Renewal

Stand-Alone Applications - Executive Choice+®

  • New Business
  • Renewal
  • Excess Policy Application - New Business and Renewal  
  • Acceptance of Competitor Application - Not for use in: AK, IL, KY, MO or NY

State Application Notices

  • California
  • Illinois
  • Louisiana
  • Minnesota
  • New York Claims Made
  • New York Duty-to-Defend

Sample Policy Forms

  • Declarations
  • Insuring Agreement
  • Liability General Terms and Conditions
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© 2023 The Travelers Indemnity Company. All rights reserved.

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