As a business owner or financial manager, it’s important to keep track of all financial information that is released to third parties. This includes information such as financial statements, tax returns, and other sensitive data. The Financial Information Release Log Template Word from Bizmanualz is the perfect tool to help you keep track of this information.

The Financial Information Release Log Template Word is a customizable template that allows you to easily record all financial information that is released to third parties. The template includes fields for the date of release, the recipient of the information, the type of information released, and any additional notes or comments.

Using the Financial Information Release Log Template Word can help you stay organized and ensure that all financial information is being released in a secure and controlled manner. By keeping track of who has access to your financial information, you can reduce the risk of fraud or other financial crimes.

The Financial Information Release Log Template Word is easy to use and can be customized to fit the specific needs of your business. Whether you’re a small business owner or a financial manager at a large corporation, this template can help you stay on top of your financial information and keep it secure.

Don’t let financial information slip through the cracks. Use the Financial Information Release Log Template Word from Bizmanualz to keep track of all financial information that is released to third parties.

Financial Information Release Log Template

The CFO should log each request for financial information during a given fiscal year, as well as note whether the request was fulfilled or denied, in the Financial Information Release Log Template. The CFO should determine the appropriate response for each financial information request, and enter each request in the FS1050-2 FINANCIAL INFORMATION RELEASE LOG, along with appropriate information, such as:

Name of requester and date of request;
The reason for the request (and possible referral to reporting agency);
Whether the request is approved or denied with appropriate notes or reasons (particularly for denial);
Contact information for providing financial information;
The appropriate financial information to provide (i.e. most recent financial statements, most recent pro-forma statements, most recent annual financial statements); and
The types of financial statements to provide (i.e. Balance Sheet only, full set of Financial Statements, Summarized Statements).

The CFO should determine if the release of financial information to certain parties requires signing a nondisclosure agreement prior to release, and note this requirement on the Financial Information Release Log by listing the date the nondisclosure request or form is sent in the appropriate column.

Financial Information Release Log Template Details

Pages: 01
Words: 21
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Financial Statements
Procedure: Financial Information Release Procedure FS1050
Type: Log