Get Application Or Agency Data

This guide provides essential steps and guidance for completing the Application OR AGENCY DATA form online. Follow these instructions to ensure accurate and efficient submission of your application.

Follow the steps to complete your application successfully.

1. Click the ‘Get Form’ button to access the form and open it in your chosen editing interface.
2. Begin by filling out the contractor data section. Provide your company name, address, email, phone number, and the type of business. Ensure to select the appropriate type of business entity from the options available.
3. In the owner data section, include the information for each owner or partner involved in the business. Fill in their names, addresses, and social security numbers, and indicate their percentage of business ownership and whether they are married.
4. If applicable, complete the bond request data section. You will need to specify the anticipated start date, the obligee’s name and address, and provide detailed job descriptions.
5. For aggregate programs in excess of $250,000, complete both pages 1 and 2. In the financial data section, submit required financial documents for your business, either through CPA-prepared statements or personal financial statements.
6. List your experience data by providing details of the three largest contracts completed in the past five years and the two largest jobs currently underway, including contract prices and completion status.
7. Fill out the operations data section, indicating your liability insurance provider and limits, types of trades performed, and territories of work.
8. In the general data section, disclose any disputes, financial difficulties, or relevant past experiences in relation to bonding. Answer 'yes' or 'no' to each question and provide explanations if needed.
9. Finally, review your completed application for accuracy. Save your changes, and use options to download, print, or share the form as necessary.

Ensure your documentation is complete by filing your Application OR AGENCY DATA online today.