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Bonds
Name
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
  • Three Years of Corporate Financial Statements as of the Fiscal Date of the Company
  • Aging of Accounts Receivable Schedules as of the Fiscal Year-end and Current Date
  • Most Recent Corporate Tax Return
  • Most Recent Personal Tax Return
  • Personal Financial Statement as of the Last Corporate Year-end
  • Driver list - (name, DOB, license no. & state licensed)
  • Current Bank Letter of Credit
  • Resumes on Key Individuals
  • Current Work on Hand Schedule
  • Current Insurance Certificate
  • Current Equipment List, with Equipment Values
Max. file size: 50 MB.
Group Benefits
Name
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
  • Copy of current invoice
  • Census
Max. file size: 50 MB.
Personal Insurance
Name
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
  • Copies of Current Polices
  • Vehicles Registration
  • Drivers License
Max. file size: 50 MB.
Management Liability
Name
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
  • Copies of current insurance policies to review comprehensiveness of the current program
Max. file size: 50 MB.
Commercial Insurance
Name
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
Documents Check List (Although not necessary, please upload the documents listed that apply to you.) :
  • Copies of current insurance policies to review comprehensiveness of the current program
  • Five years of currently generated loss run reports for all lines of coverage
  • Copy of sample sub-contractor agreement
  • Copy of safety manual index
  • Driver list - (name, DOB, license no. & state licensed)
  • Vehicle list - (year, make, model, vin, cost new & garaging location)
  • Equipment list – (year, make, model, serial no., value)
  • Estimated capped 2020-2021 payroll breakdowns per state & classification code
  • WIP – Work in Progress Report
Max. file size: 50 MB.

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