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- Most current fiscal year end CPA reviewed corporate financial statement
- 2 years prior year end CPA prepared corporate financial statements (if available)
- Most current corporate tax return
- Current personal financial statement of owner(s) (find under forms tab)
- Most current personal tax return
- Work in Progress schedule for most current year end (find under forms tab)
- Current Year Work in Progress schedule (find under forms tab)
- Copy of Bank Line of Credit letter
- Completed Contractor’s questionnaire (find under forms tab)
- Resumes on key personnel (including owners) – if available
- Any reference letters from prior owners/architects you may have
Please return this information to your insurance agent.
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