SURETY

New Clients

 

If you are a new client wishing to obtain bonding, please provide us with the following information:

  • 3 Years of CPA prepared Financials Statements (Audit or Review)
  • Supporting Schedules (Work in progress with Open and Closed job schedules in conjunction with financials)
            Download Excel Document
            Download PDF
  • Aging of Accounts Receivable to coincide with current financial statement
  • Personal Financial Statements on All Owners
            Download Excel Document
            Download PDF
  • Completed Contractors Questionnaire
            Download Word Document
            Download PDF
  • Bank Line of Credit Information (Amount of Line, terms and expiration)
  • Current Insurance Certificate (If Smith Brothers we will obtain.)
  • Resumes on Key Personnel
  • Reference Letters