Forms for Elected and Appointed Officials

These forms  will help candidates meet their filling and reporting requirements.

 

Reporting Modifications

The Public Disclosure Commission may suspend or modify the reporting requirements if it decides that the law works a "manifestly unreasonable hardship on the filer" and the "modification will not frustrate the purposes" of the disclosure law. If you believe your situation meets these two statutory tests and you can provide convincing arguments to that effect, you may request a reporting modification. Requests for modification typically come from people who are partners in or owners of a business who would face a competitive disadvantage by disclosing the names of their business customers who paid $10,000 or more during the reporting period.

Instructions for requesting a reporting modification:

  • Complete The Reporting Modification (application):
  • Complete the Personal Financial Affairs Statement, except for the section covered by the reporting modification application.
  • Send the completed application and Personal Financial Affairs Statement to the Commission.

A hearing will be scheduled to consider your request. It's best if you attend the hearing, but your presence is not required. The Commission can arrange for you to participate in the hearing by telephone.

If the Commission grants your reporting modification, it only applies to one reporting period. Another application must be submitted the next time you file the Personal Financial Affairs Statement if you still need the modification.

F1 Personal Financial Affairs Statement - (MS Word Template), (PDF),
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This form is used to report sources of income, real estate transactions, bank accounts, stocks, debts owed, business holdings and business customers.

Due Date: Elected officials must file between January 1 and April 15 during the year they hold office. Appointees to elective office must file within two weeks of being appointed. Any local elected official whose term of office expires immediately after December 31 shall file a statement of financial affairs for the calendar year which ended on that date.


Personal Financial Affairs Supplement - (MS Word Template), (PDF)
Identifies relationships with businesses, associations, or other entities and state-level lobbying activity. Incumbent elected and appointed officials also disclose receipt of food, travel, and education payments from anyone outside of their agency.

Due Date: File with F-1 Any local elected official whose term of office expires immediately after December 31 shall file a statement of financial affairs for the calendar year which ended on that date.


Personal Financial Affairs Statement Short Form - (MS Word Template), (PDF)
A shorter version of the Personal Financial Affairs Statement (F-1) that may be used by annual filers who have filed a full F-1 within the last three years if the information reported on the full F-1 is still accurate or needs only minor changes.

Due Date: Elected officials must file between January 1 and April 15 during the year they hold office. Any local elected official whose term of office expires immediately after December 31 shall file a statement of financial affairs for the calendar year which ended on that date. Appointees to elective office must file within two weeks of being appointed.


Reporting Modification Application Templates