Can this form be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and record retention standards are met. Exceptions (wills, certain court filings) may still require wet signatures or notarization.

Is notarization required for the amendment?

Notarization requirements vary by state, document type, and obligee. Some agencies accept remote online notarization (RON) under state rules; verify the obligee and local notary statutes or commission rules before relying on a particular notarization method.

Who is authorized to sign?

The form must be signed by an authorized representative: the bonded principal, an authorized surety officer (often via power of attorney), and the obligee when their acceptance is required. Confirm delegated authority in corporate resolutions or POA documents.

What supporting documents should be attached?

Common attachments include the original bond copy, change orders, amended contract pages, power of attorney, financial statements, and any state filing forms. Providing complete exhibits at submission reduces requests for additional information from the surety.

How long will processing take?

Simple completeness checks often take 1–3 business days; underwriter review typically ranges from 3–10 business days, while complex underwriting or agency filings can extend to multiple weeks depending on jurisdiction and required investigations.

How can I revoke or cancel a submitted request?

Before the surety accepts, you may withdraw the request by notifying all parties in writing. After acceptance, revocation usually requires a counter-endorsement or separate agreement among obligee, principal, and surety. Consult counsel for disputed or retroactive revocations.

Electronic Signature
Templates
Miscellaneous
Bond Change Request Form

Bond Change Request Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Bond Change Request Form

WHEREAS, Principal: currently holds a bond identified below; and

WHEREAS, Surety Company: issued the Bond at the request of the Principal; and

WHEREAS, the Principal requests a change to the bond described below and agrees that the proposed change is subject to underwriting review, premium adjustment, and execution of any required endorsement by the Surety.

Bond Identification

Bond Number Type of Bond

Original Bond Date

Original Bond Amount

Principal Address Obligee Name Obligee Address

Requested Change

Indicate the requested change(s) (check all that apply):

Change of Principal Change of Obligee Increase Bond Amount Decrease Bond Amount Extend Term Shorten Term Substitute Surety Cancellation

If Other, specify Requested Effective Date Supporting Documents Attached

Power of Attorney Amendment/Agreement Financials Other

Scope of Work

Describe the precise action requested, the responsibilities to be assumed by the Surety or Principal in connection with issuing the endorsement, and any deadlines or conditions precedent:

Payment Terms

The Principal agrees to pay any additional premium, fees, or charges assessed by the Surety for underwriting and issuing the requested endorsement. Payment terms are as follows:

Estimated Additional Premium / Fee Payment Schedule / Terms Late Fee or Interest for Overdue Payment

Term and Termination

The requested change, if accepted, will be made by endorsement to the bond and shall be effective as of the date specified in the endorsement. Parties acknowledge that issuance of the endorsement is subject to Surety's approval and premium payment.

Requested Start Date

Requested End Date (if applicable)

Notice Period for Termination

Confidentiality

All non-public information exchanged in connection with this request and any underwriting review shall be treated as confidential by the receiving party and shall not be disclosed except as required by law or with the other party's written consent. Confidential information may be disclosed to reinsurers, legal counsel, and auditors on a need-to-know basis under obligations of confidentiality.

Acknowledgment of Confidentiality Requester acknowledges and agrees to the confidentiality terms above

Governing Law

This request and any resulting endorsement shall be governed by and construed in accordance with the law of the state specified below, without regard to its conflicts of law principles.

Governing State

Entire Agreement

This Bond Change Request Form, together with any accepted endorsement, attached documents, and correspondence signed by the Surety, constitutes the entire agreement between the parties with respect to the requested change and supersedes all prior negotiations, understandings, or agreements, whether written or oral.

Authorization and Certification

By signing below, the Requesting Party certifies that the information provided in this form is true, complete, and accurate to the best of its knowledge and authorizes the Surety and its authorized representatives to obtain any additional information required for underwriting. The Requesting Party agrees to reimburse the Surety for additional premium and fees associated with the requested change.

Requester Contact Name and Title Requester Contact Phone / Email

Requesting Party:

By:

Date:

Surety / Authorized Agent:

By:

Date:

What the Bond Change Request Form Is

The Bond Change Request Form is a standardized document used to request a modification to an existing surety bond or bond schedule, such as increasing or decreasing the penal sum, extending or shortening the bond term, substituting a principal or surety, or amending the obligations covered. The form records the original bond identifiers, parties involved, the precise amendment requested, and supporting documentation so the obligee, principal, and surety can verify and process the change through underwriting, state filing, or project administration workflows.

Why Accurate Bond Change Requests Matter

A correctly completed Bond Change Request Form documents consent, clarifies responsibilities, and creates an audit trail needed for underwriting, state filings, indemnity administration, and claims handling. Accurate forms reduce processing delays, limit disputes over coverage, and help maintain compliance with contract and statutory bond obligations.

Who Normally Prepares and Reviews This Form

Typical users include obligees, contractors, sureties, bond administrators, and counsel responsible for managing bond terms and changes.

Contractors and project managers submitting bond adjustments after contract modifications or scope changes.
Surety underwriting teams reviewing substitutions, limit changes, or risk-related endorsements before approval.
Obligees and owners receiving updated bond coverage for project administration and claims protection.

Clear role identification on the form speeds review, assigns responsibility, and reduces the risk of processing delays or miscommunication between parties.

Representative User Profiles

Contractor CFO

A Contractor CFO typically initiates change requests after contract amendments to align bond coverage with updated scope and budget. They gather supporting financials, verify the legal entity name, confirm signatory authority, and coordinate with project management to avoid coverage gaps or potential contract noncompliance.

Surety Bond Manager

A Surety Bond Manager receives the request, verifies principal credit and underwriting criteria, confirms the power of attorney for the signatory, and issues endorsements or substitutions. They document the decision and notify the obligee to ensure continuous protection and compliance with contract terms.

Essential Sections of a Professional Bond Change Request Form

A professional Bond Change Request Form uses clearly labeled sections for parties, original bond data, requested amendment, justification, supporting exhibits, and signature blocks so underwriters and obligees can process the amendment efficiently and maintain an auditable record.

Bond Identifiers

Record the original bond number, obligee, principal, surety, original penal sum, and issuance date so all parties can unambiguously reference the instrument being amended.

Requested Change

Clearly describe the amendment: increase or decrease penal sum, extend or shorten term, substitute surety/principal, or modify obligations, with exact figures and proposed effective date.

Reason and Justification

Explain the contractual or business reason for the change, citing change orders, contract clauses, or regulatory triggers that necessitate the amendment.

Supporting Documents

Attach change orders, amended contracts, financial statements, power of attorney, or underwriting materials the surety requires for review and approval.

Signatures

Include signature blocks for the principal, authorized surety representative (with power of attorney reference), and the obligee when required to accept the amendment.

Effective Date

Specify the exact MM/DD/YYYY effective date for the change and indicate whether it is retroactive, prospective, or conditional upon approval.

Step-by-Step: Completing and Submitting a Bond Change Request

Follow these four steps to prepare a complete Bond Change Request Form: verify bond identity, describe the amendment, attach supporting documentation, and secure required signatures for processing.

01

Verify Bond: Confirm original bond number and parties before editing or submitting.
02

Describe Change: State exact amendment, amounts, and effective date in clear terms.
03

Attach Evidence: Include change orders, financials, and power of attorney as PDFs.
04

Obtain Signatures: Secure authorized signatures from principal and surety; date each signature.

Configuring a Digital Workflow for the Form

Set up a digital routing workflow that validates fields, enforces authentication, and routes the signed form and attachments to underwriting, the obligee, and archival storage.

Field	Configuration
Signer Authentication	Email plus SMS code or KBA depending on transaction risk and surety policy.
Conditional Fields	Show or hide fields based on change type to reduce errors and incomplete submissions.
Auto Routing	Route the completed package to surety underwriter, obligee, and contract administrator in sequence.
Document Retention	Store signed PDF with audit trail in a secure repository with retention controls.

Typical Processing Flow for a Bond Change Request

A standard workflow moves the request from submitter through review, underwriting, endorsement issuance, and distribution while capturing an audit trail at each step.

Submit Request: Sender uploads form and supporting documents.
Reviewer Check: Obligee or admin reviews for completeness.
Underwriter Review: Surety assesses risk and requests additional materials.
Issue Endorsement: Surety issues endorsement or denial and updates records.

Platform Requirements for Electronic Completion and Storage

Choose a platform that supports required signer authentication, secure PDF retention, and integrations with your contract and project systems.

Authentication: Email, SMS, KBA, or SSO options available for signer verification.
File Formats: Accepts PDF and Word DOCX files for attachments and signed output.
Integrations: NetSuite, Salesforce, Procore, and Google Workspace supported for sync and storage.

Security and Compliance Controls to Verify

Encryption in Transit: TLS 1.2 and TLS 1.3

Encryption at Rest: AES-256 encryption at rest

SOC 2: SOC 2 Type II certified

HIPAA: HIPAA compliant; BAA required

ESIGN / UETA: ESIGN and UETA compliant

21 CFR Part 11: Supports 21 CFR Part 11 needs

Common Preparation Errors to Avoid

Submitting incomplete bond identifiers, such as a truncated bond number or missing obligee name, commonly causes routing delays and misapplied endorsements.
Failing to attach the required power of attorney or underwriting financials leads sureties to request additional documentation and prolong approval timelines.
Using inconsistent legal names or abbreviations for entities can trigger TIN mismatches and underwriter holds or rejections for identity verification.
Requesting retroactive effective dates without contract basis or clear justification increases dispute risk and may be refused by the surety.

Consequences of an Incorrect or Incomplete Request

Underwriting Delay: Approval may take weeks.

Coverage Gap: Liability may be unprotected.

Contractual Breach: Owner may assess damages.

Regulatory Filing: State filing may be rejected.

Financial Penalty: Fines or late fees possible.

Rejection Risk: Surety can deny amendment.

Typical Timelines and Processing Expectations

Key timelines for a Bond Change Request include initial completeness checks, surety response windows, underwriting review, state filing processing, and final record updates; actual times vary by complexity and jurisdiction.

Internal Review Period:

Typically 1–3 business days for completeness checks.

Surety Response Window:

Underwriter initial response often 3–10 business days.

Underwriting Decision Time:

Complex changes may require 2–4 weeks for full underwriting.

State Filing Processing:

Agency processing can take 1–8 weeks depending on jurisdiction.

Record Update Deadline:

Update project and contract records immediately upon approval.

Sequential Milestones from Submission to Filing

These numbered milestones represent the common sequential stages for processing a Bond Change Request from submission through endorsement and record updates.

01

Submit Request

Sender uploads the completed form with attachments to the routing system.

02

Surety Review

Underwriter assesses risk, requests clarifications, and evaluates coverage impact.

03

Endorsement Issued

Surety issues an endorsement or denial and documents the decision.

04

State Filing

File with the agency if required and update obligee and project records.

Representative eSignature Pricing and Feature Comparison

Comparison of common starter pricing and selected features relevant to signing Bond Change Request Forms; signNow is listed first per vendor data and compliance considerations.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100/year	Varies	Varies	Varies

Frequently Asked Questions About Bond Change Requests

Common questions and concise answers to help prepare, sign, and process a Bond Change Request Form correctly while addressing legal and operational considerations.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and record retention standards are met. Exceptions (wills, certain court filings) may still require wet signatures or notarization.
Is notarization required for the amendment?
Notarization requirements vary by state, document type, and obligee. Some agencies accept remote online notarization (RON) under state rules; verify the obligee and local notary statutes or commission rules before relying on a particular notarization method.
Who is authorized to sign?
The form must be signed by an authorized representative: the bonded principal, an authorized surety officer (often via power of attorney), and the obligee when their acceptance is required. Confirm delegated authority in corporate resolutions or POA documents.
What supporting documents should be attached?
Common attachments include the original bond copy, change orders, amended contract pages, power of attorney, financial statements, and any state filing forms. Providing complete exhibits at submission reduces requests for additional information from the surety.
How long will processing take?
Simple completeness checks often take 1–3 business days; underwriter review typically ranges from 3–10 business days, while complex underwriting or agency filings can extend to multiple weeks depending on jurisdiction and required investigations.
How can I revoke or cancel a submitted request?
Before the surety accepts, you may withdraw the request by notifying all parties in writing. After acceptance, revocation usually requires a counter-endorsement or separate agreement among obligee, principal, and surety. Consult counsel for disputed or retroactive revocations.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now