Bond requests move more smoothly when common company and project information is already organized. The exact documents depend on the surety and the request, but contractors can save time by maintaining a current file of frequently requested information.
- Company and ownership information
- Current contact details
- Relevant licenses and registrations
- Project and contract documents
- Work history and similar completed projects
- Current work-in-progress or backlog information
- Financial information when required
- Any bond form or obligee instructions
Keep documents current and avoid sending outdated information simply because it is already on hand.
This resource is general information. Bond requirements and underwriting decisions depend on the specific request and surety review.