Short answer
For most standard bonds, you'll need the bond type, the obligee, the required bond amount, the principal's legal name and address, and basic personal information. Larger or specialized bonds may require additional financial details.
What this means
The most important detail is exactly which bond is being required. The obligee usually specifies the bond name, amount, form number, and effective period. Quoting the wrong form can cause delays or rejection at the agency.
Beyond the bond itself, the surety needs to know who is being bonded. For small standard bonds this can be quick. For larger bonds, contractor license bonds, or contract bonds, the surety may also request financial statements, work history, or indemnitor information.
- Exact bond name, form, and required amount
- Obligee (the agency or party requiring the bond)
- Principal's legal business name, address, and entity type
- Owner / officer information for personal guarantees
- License or application number, if applicable
- Financial information for larger or contract bonds
What to prepare
- Exact bond name, form, and required amount from the obligee
- Principal's legal business name, address, and entity type
- Owner / officer information for any required indemnity
- License or application number, if applicable
- Financials, work history, or indemnitors for larger bonds
Nevada & Colorado note
Nevada and Colorado obligees often publish the exact bond form they require. Bringing that form to the quote saves time and reduces the chance of issuing the wrong bond.
Bond requirements, underwriting, approval, pricing, and eligibility vary by state, obligee, surety company, and application details. This information is educational and is not legal advice. Completing a quote does not guarantee approval or issuance.
Next step
For many standard bonds, you can quote and purchase online in minutes. For larger or specialized bonds, book a short bond review with an advisor.