Year End File Updates

Below is a list of updates that surety needs to renew your bonding program.

• Year end Financials – CPA statement if available – Balance Sheet and P&L on Accrual Basis
• Bank Reference (link for attachment) and copy of bank line if available
• Update Questionnaire (Link for attachment)
• Updated Personal Financials

Extensive list and other items that may be required

• Corporate Tax Returns
• AR Aging to match year end
• Work on Hand

If you have any questions feel free to reach out to your agent or our office.