- Company’s Financial Statements - last three fiscal or calendar year-ends. If statements are more than 6 months old, we will need a current interim statement.

- Current Personal Financial Statement(s), on stockholders owning more than 10% of the company. These should be dated concurrently with the company’s year-end statement.

- Completed Contractor’s Questionnaire.

- Business Plan

- Bank Reference Letter

- Status of Contracts or Work in Progress Schedule.

- Information on project being bid. What percentage of the project is materials and what is labor. What is being subcontracted.

- Agents comments to assist in underwriting the account for underwriting considerations.