Field guide · 21 March 2026

Preparing documents for a contribution audit without oversharing

How to supply the financial records needed for a medical aid application contribution audit while removing unrelated sensitive details.

Organised paper files prepared for a confidential financial review

Supply the calculation trail

An auditor usually needs the application version behind the quote, the dated quotation, the relevant contribution schedule and any employer subsidy rule. For a payroll question, include only the affected periods.

Remove unrelated clinical detail

Contribution arithmetic rarely requires diagnoses, treatment histories or clinical questionnaires. Redact those sections unless the auditor explains why a specific field affects the financial question.

Mask identifiers

Hide full identity numbers, bank account details, signatures and unrelated member numbers. Leave enough of a reference to match pages consistently, such as the final four characters.

Create a short issue note

State the amount expected, amount quoted or deducted, period concerned and who has already answered. A precise note limits unnecessary document handling and keeps the review within scope.


Need a figure checked against your application? Ask for an independent contribution review.