For agencies proposing to offer debt management plans, what documentation of required bonding and insurance needs to be submitted with the application?
If available, the required original bond(s) and/or proof of adequate fidelity insurance should be submitted with the application. This will help expedite the application review process. If the required original bond(s) and/or proof of adequate fidelity insurance are not readily available, an application may be submitted for preliminary review. Final approval is subject to submission of the original surety bond and/or proof of adequate employee bonding or fidelity insurance.
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