Surety Bonds Inc Submission Requirements

Items Needed For Submission

  • Last 3 fiscal year-end CPA prepared financial statements including schedules of completed and uncompleted contracts
  • Aging of accounts receivable as of the most recent fiscal year-end
  • Most recent interim financial statement including schedules of completed and uncompleted contracts
  • Aged schedule of accounts receivable concurrently dated with interim financial statement
  • Most recent tax return for the business
  • Financial statements for all affiliated companies. If financial statements are not prepared, provide latest tax returns
  • Personal financial statements for all owners
  • Contractor’s questionnaire. A recently (last 3 years) completed questionnaire on any surety’s form is acceptable.
  • Letter from bank indicating amount, security and expiration date of line of credit. Copy of promissory note and security agreement is also sufficient
  • Resumes of key owners and employees
  • Copy of corporate buy/sell agreement including details of life insurance on key individuals
  • Copy of your written business plan (if available)

Any reference letters and/or company brochures or literature that you feel will help present your company in the best light possible

Let Surety Bonds Inc. find the right Bid Bond, Performance Bond, Payment Bond, or License Bond for you and help protect your business.