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If you need immediate assistance, please feel free to contact us at 800-221-3662 or email us at info@colonialsurety.com. For ERISA, please email erisadept@colonialsurety.com or call 888-383-3313.

 

 

 

The Partnership Account

Apply OnlineClick here to Apply Online.
Apply by FaxDownload, complete and submit application.
Fax application and all to: (866) 449-8004.
Apply by MailDownload, complete and submit application.Mail application and all documents to:
Colonial Surety Company
123 Tice Boulevard, Suite 250
Woodcliff Lake, NJ 07677
Apply by PhoneCall (800) 221-3662.
FeePremium Rates are individually assigned.
There is a $375 annual Service Undertaking Fee.

The following documentation is required:

  • Two most recent year-end CPA-reviewed financial statements.
  • Current personal financial information for each owner of your company.
  • Current aging Accounts Receivable and Accounts Payable reports for your company.
  • Current work on hand form.

The Partnership Account® line of credit documentation (PDF format)