Debt-Investment Plan Template | RC1050-1

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easily editable in ms wordDebt-Investment Plan Template

The CFO should review the policies and goals for using surplus funds with Top Management and the Board of Directors and describe them in part I of the Debt-Investment Plan Template. The CFO should note the methods and results of the analysis, along with recommendations for using surplus funds, in part II of RC1050-1 DEBT AND INVESTMENT PLAN.

The CFO should use results and recommendations for surplus funds to create a list of actions required to accomplish surplus fund goals and meet all established investment and surplus funds criteria. These activities should be listed on the RC1050-2 DEBT AND INVESTMENT ACTION LOG. Activities can include specific actions such as:

  • Pay certain amounts toward certain debts over specified period of time;
  • Invest certain amounts in specifically listed investment accounts and funds over a specific period of time; and
  • Distribute specific funds to shareholders or owners during a specific period of time.

The CFO should annually review the Debt and Investment Plan with Top Management and the Board of Directors.

Debt-Investment Plan TemplateDebt-Investment Plan Template Details

Pages: 04
Words: 51
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Raising Capital
Procedure: Debt Investment Procedure RC1050
Type: Form

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