Submission Requirements
For all submissions, personal credit history will be reviewed on applicant(s). Additional supporting information may be requested after our review of the above information.
If you need a bond not listed below, please contact our office and speak to an underwriter. We are not writing fidelity bonds at this time. Quik-CIC 250K • Complete the QUIK-CIC application and print. • Obtain signatures on page 2 of application. • Attach copy of contract. • Attach original bond forms if Obligee's Form must be used. • Fax items No. 1-4 above to 405-568-3001 or send by email to barb.paske@amsafety.com. Contract Bond Bid Maintenance/Defect Performance Payment/Statutory Subdivision Supply • Contractor Questionnaire • Financial statement on the company for the three (3) most recent fiscal year ends, including accounts receivable aging reports • Current company financial statement • Tax Returns on the company for last three (3) years if S-Corp, LLC or Partnership. • Current personal financial statement(s) on any owners with 10% or more interest in the company • Current bank reference letter for all business and personal bank accounts • Current Work-on-Hand report • Copy of the contract or bid information for which you need the bond • Copy of bank revolving line of credit agreement including all applicable terms and conditionsOil and Gas Bond
Bureau of Indian Affairs- Property Lease Bureau of Land Management- Property Lease Oil & Gas Production, Plugging, Drilling Reclamation (oil, gas & minerals) Surface Damage
• Oil & Gas Questionnaire • Financial statement on the company for the three (3) most recent fiscal year ends • Current personal financial statement(s) on any owners with 10% or more interest in the company • Current bank reference letter for all business and personal bank accounts Note: 100% collateral usually is required on mineral lease bonds that do not provide a cancellation clause on the bond. Court Bonds Administrator/Personal Representation Guardianship Probate Receiver • Application for Court, Probate, Supersedeas • Copy of the original complaint (petition) and of the judgment • Schedule of ALL assets and liabilities of the Estate. • Depending on the circumstances, financial statement on the principal(s) Appeal Injunction Replevin Supersedeas• Application for Court, Probate, Supersedeas • 100% collateral in the form of cash or equivalent • Copy of the original complaint (petition) and of the judgment • Depending on the circumstances, financial statement on the principal(s) License and Permit Bonds Adjustor Mixed Beverage Non-Resident Contract Private School • Application for License, Permit, Tax, Miscellaneous • Current company financial statement (balance sheet) • Current personal financial statement(s) on any owners with 10% or more interest in the company • Current bank reference letter for all business and personal bank accounts Note: Current personal financial statement (balance sheet) on the individual for Adjuster Bonds Contractor License Private Investigator Process Server Security Guard Salesman Auctioneer Application for License, Permit, Tax, Miscellaneous Manufactured Home Dealer • Application for License, Permit, Tax, Miscellaneous • Current company financial statement (balance sheet) • Current personal financial statement(s) on any owners with 10% or more interest in the company • Current bank reference letter for all business and personal bank accounts Dealers; Wholesalers • Application for License, Permit, Tax, Miscellaneous • Current company financial statement (balance sheet) Non-Profit Organization Tag Agency • Application for License, Permit, Tax, Miscellaneous • 100% collateral in the form of cash or equivalent Utility Bond• Application for License, Permit, Tax, Miscellaneous • Current company financial statement (balance sheet) • Current personal financial statement(s) on any owners with 10% or more interest in the company • Current bank reference letter for all business and personal bank accounts Note: 100% collateral is normally required
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