Surety Bonds Inc Submission Requirements

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

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