In order to apply for surety bond(s) the insurance companies will need a number of items to complete the underwriting and determine if the bond is approved or not. If you have any questions regarding this process please see our Frequently Asked Questions page. These items are but not limited to:

• Completed application (click here for application)
• Personal financial statements (click here for a blank from if needed)
• Personal credit reports of all owners – must be less than 60 days old and with a FICO score listed
• A copy of the Articles of Incorporation/Organization
• A copy of the most recent 12-month financial statement (audited if available) as well as a year-to-date balance sheet and profit & loss statement
• If the company is a start up, an opening balance sheet and bank statement can be used in place of the 12-month year end financial statement and year-to-date financials (click here for form if needed )
• A list of the bonds) needed and their amounts
• A list of the current surety bonds) that you have with another company
• A copy of the Declarations Page (DEC) from your E&O policy if you have such coverage**

**We also sell E&O insurance which protects your company in the event of a loss, if you are interested please contact us for the additional information required**

In order to apply for the surety bond(s), please fax (503-566-5891) or email the items listed above to our office. The underwriting will take 2-3 days AFTER all items have been received and submitted to the surety for review.

Please note: we cannot apply or provide a quote for the surety bond(s) needed until ALL of the items above have been received.