In order to establish a bond line and to be able to assist you with your bonding needs, it will be necessary for you to provide the following documents for review by our team and surety provider(s):

• Personal Financial Statements for all Owners

• Current YTD Profit and Loss Statement

• Current Balance Sheet

• Current Aged Receivables

• Current Work in Progress (WIP)

• Most recent Fiscal Year-End Financial Statement (P&L, Balance Sheet, Aged Receivables)

• Most recent Fiscal Year-End WIP

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Please email these documents securely to:

Jake@trycwi.com, Jeff@trycwi.com, or Agency@trycwi.com