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REPORT ON EXAMINATION OF EXCELLED HEALTH PLAN, INC. AS OF DECEMBER 31, 2013, DATE OF REPORT APRIL 6, 2016, EXAMINERS JERRY EHL ERS, CFE WAS WONG TABLE OF CONTENTS ITEM NO. PAGE NO. 1. Scope of the
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How to fill out a financial examination report:

01
Begin by gathering all relevant financial documents and information. This may include bank statements, income statements, tax returns, and balance sheets.
02
Organize the information in a logical and systematic manner. Make sure to clearly label each section and provide accurate and up-to-date figures.
03
Start with the basic details of the organization or individual for whom the report is being prepared. Include their name, address, contact information, and any other relevant identification details.
04
Provide a summary of the financial situation. This can include a brief overview of assets, liabilities, income, expenses, and any notable financial transactions.
05
Break down the different sections of the report. This could include an analysis of income sources, a breakdown of expenses, an assessment of financial ratios, and an evaluation of financial performance over a specific period of time.
06
Include any additional information or disclosures that may be required. This could involve explaining any unusual transactions, addressing any potential risks or uncertainties, or highlighting any significant changes in financial circumstances.

Who needs a financial examination report:

01
Government agencies: Government bodies often require financial examination reports to assess the financial health and compliance of businesses or individuals. These reports help authorities ensure that financial operations are conducted within legal and regulatory frameworks.
02
Financial institutions: Banks, lenders, and other financial institutions may request financial examination reports to evaluate the creditworthiness of borrowers. These reports provide insights into the financial stability and repayment capacity of individuals or organizations seeking financial assistance.
03
Auditors and accountants: Professionals in the finance and accounting field may use financial examination reports to analyze and evaluate the financial condition of a client. This analysis can help identify areas of improvement, identify financial risks, and make informed decisions.
In summary, filling out a financial examination report involves gathering and organizing financial information, providing a summary of the financial situation, breaking down different sections, and including any required additional information or disclosures. This report is commonly used by government agencies, financial institutions, auditors, and accountants to assess financial health and make informed decisions.
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The financial examination report is a detailed analysis and evaluation of an organization's financial health.
Insurance companies are typically required to file a financial examination report.
The report is usually filled out by certified public accountants or financial examiners.
The purpose of the report is to ensure that the organization is operating in a financially sound manner.
The report typically includes information on the organization's assets, liabilities, income, and expenses.
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