Form Description

This five page document gives a surety a quick overview of the contractor. Often this is the first document a surety underwriter reviews as it helps them get to know the company and the owners. The information listed on this form has been the difference in getting a bond approved. 

When is it needed

• When you are looking for a larger bond program
• If a Fast Track Bond Program has not approved your bond request. 
• For SBA Bonds 

Things To Consider

• All owners and their spouses information needs to be listed. Even if we are looking to waive indemnity. 
• Page 3 asks for you to list your largest contracts completed. This information directly impacts the bond approval capacity. Without this information your bond approval could be impacted. 
• Please be sure to list any affiliated companies the owners own.