Most recent fiscal year-end balance sheet and income statement. For larger programs, CPA-prepared (reviewed or audited) carries the most weight.
A current statement if your year-end is more than a few months old - sureties want a recent picture.
For each owner with 20%+ ownership. Most contract bonds require personal indemnity.
Current jobs with contract amount, percent complete, costs to date, billings, and estimated profit.
Your largest projects over the last 2-3 years: owner, contract value, and how they finished.
Your lender, credit limit, and current balance - it shows the surety you have liquidity.
Business and personal credit; flag and briefly explain any past issues up front rather than letting them surprise the underwriter.
Years in business, your single largest completed project, and your typical project size.
For the job you are bonding: owner/obligee, scope, dollar amount, completion time, and the bond form required.
Key suppliers, major subcontractors, and recent project owners.
Newer or rebuilding credit? The SBA Surety Bond Guarantee Program can get you bonded when a standard market would decline.