Page 78 - Webinar workbook

Check List Items

• Birth Certificate or Passport
• Drivers Licenses

• Bank Signature Card/Authorization Sheet
• First Meeting of Corporation & 3 Most Recent Meetings (4 in total)
• By Laws
• Stock (Front and Back)

• Stock Ledger
• Balance Sheet (last 3 years or for duration of business existence)
• 3 Most recent Contract/Invoice or PO’s (if applicable)

• Resume (must be current and one per owner)
• BTRC (Business Tax Registration Number)
• EIN (Copy from IRS)
• SAMS / Cage Number

• Duns Number
• Articles of Incorporation
• Statement of Information

• DBA (Fictitious Business Name) Dated Copy
• All relevant licenses, permits and certificates with expiration dates
• Documented proof of ownership or signed lease agreement(s) for all office,
warehouse, storage space, etc. owned or leased by your firm
1. Equipment List:

2. Company Vehicles
3. Registrations
4. Insurance
5. Estimated value for vehicle
6. Tools (cement mixers, pressure-washers, etc.)

• Federal Taxes for the last 3 years (must be signed or e-file document must be
included):
1. Personal
2. Business

78
Email: truckitright2@gmail.com Website: www.truckitright.com Phone: (323) 301 6531