New York Banking Law § 580 (Article 12-C, Budget Planners) conditions the issuance and retention of a budget planner license on a surety bond in the principal amount of $250,000, issued by a company authorized in New York and filed with the superintendent of the Department of Financial Services. DFS sizes required security against the debtor funds a licensee holds in its New York trust account, and the superintendent may require a larger amount — confirm your required figure with DFS before filing.

What the bond actually guarantees

You need this bond if you're

Checkout-priced bonds like this issue the moment you pay. Your e-signed bond will arrive by email, ready to file with DFS.

NY Budget Planner Bond: $1,250 flat for the $250,000 DFS license bond under Banking Law § 580. Soft credit pull only — never a hard inquiry. Issued instantly.

Budget Planner Bond (New York Instruments) ($250,000)

New York - Budget Planner (New York Instruments) ($250,000)

Final premium can vary based on underwriting factors

How this works?

If you are a non profit select Corporation

All future bond correspondence and renewals will be sent to this address

Clear pricing.Instant issuance.