Financial Information Request Template
Upon receiving a phone or in-person request for financial information, the Accounting or Finance Department manager/employee should complete a Financial Information Request Template, and forward the request to the CFO. FS1050-1 FINANCIAL INFORMATION REQUEST includes company/person making request, reason for requesting financial information, contact information, and more.
All requests for financial information shaould be forwarded to the CFO. The CFO should have sole authority to decide what information may be released according to the context and situation of the request, and should direct the release of financial information or direct a denial response. Those who request financial information should typically receive a reply as soon as possible, and always within thirty days.