Looking for a Fppc Form 700 Templates? Download it for free!

Types of Form 700 Filings

Assuming Office Statement:

•

If your disclosure category changes during a

reporting period, disclose under the old category

If you are a newly appointed official or are newly employed

until the effective date of the conflict of interest code

in a position designated, or that will be designated, in

amendment and disclose under the new disclosure

a state or local agency’s conflict of interest code, your

category through the end of the reporting period.

assuming office date is the date you were sworn in or

otherwise authorized to serve in the position. If you are a

Leaving Office Statement:

newly elected official, your assuming office date is the date

Generally, the period covered is January 1, 2016,

you were sworn in.

through the date you stopped performing the duties of

•

Investments, interests in real property, and business

your position. If the period covered differs from January

positions held on the date you assumed the office

1, 2016, through the date you stopped performing the

or position must be reported. In addition, income

duties of your position (for example, you assumed office

(including loans, gifts, and travel payments) received

between October 1, 2015, and December 31, 2015, or

during the 12 months prior to the date you assumed the

you are combining statements), the period covered must

office or position is reportable.

be specified. The reporting period can cover parts of two

calendar years.

For positions subject to confirmation by the State Senate

or the Commission on Judicial Performance, your

•

Investments, interests in real property, business

assuming office date is the date you were appointed or

positions held, and income (including loans, gifts, and

nominated to the position.

travel payments) received during the period covered

by the statement must be reported. Do not change the

Example:

preprinted dates on Schedules A-1, A-2, and B unless

Maria Lopez was nominated by the Governor to serve

you are required to report the acquisition or disposition

on a state agency board that is subject to state Senate

of an interest that did not occur in 2016.

confirmation. The assuming office date is the date Maria’s

Candidate Statement:

nomination is submitted to the Senate. Maria must report

investments, interests in real property, and business

If you are filing a statement in connection with your

positions she holds on that date, and income (including

candidacy for state or local office, investments, interests

loans, gifts, and travel payments) received during the 12

in real property, and business positions held on the date

months prior to that date.

of filing your declaration of candidacy must be reported.

In addition, income (including loans, gifts, and travel

If your office or position has been added to a newly

payments) received during the 12 months prior to the date

adopted or newly amended conflict of interest code, use

of filing your declaration of candidacy is reportable. Do not

the effective date of the code or amendment, whichever is

change the preprinted dates on Schedules A-1, A-2, and B.

applicable.

Candidates running for local elective offices (e.g., county

•

Investments, interests in real property, and business

sheriffs, city clerks, school board trustees, or water

positions held on the effective date of the code or

district board members) must file candidate statements,

amendment must be reported. In addition, income

as required by the conflict of interest code for the elected

(including loans, gifts, and travel payments) received

position. The code may be obtained from the agency of

during the 12 months prior to the effective date of the

the elected position.

code or amendment is reportable.

Amendments:

Annual Statement:

If you discover errors or omissions on any statement, file

Generally, the period covered is January 1, 2016,

an amendment as soon as possible. You are only required

through December 31, 2016. If the period covered by

to amend the schedule that needs to be revised; it is not

the statement is different than January 1, 2016, through

necessary to refile the entire form. Obtain amendment

December 31, 2016, (for example, you assumed office

schedules from the FPPC website at

between October 1, 2015, and December 31, 2015, or you

are combining statements), you must specify the period

covered.

•

Investments, interests in real property, business

positions held, and income (including loans, gifts, and

travel payments) received during the period covered

by the statement must be reported. Do not change the

preprinted dates on Schedules A-1, A-2, and B unless

FPPC Form 700 Reference Pamphlet (2016/2017)

you are required to report the acquisition or disposition

FPPC Advice Email: advice@fppc.ca.gov

of an interest that did not occur in 2016.

FPPC Toll-Free Helpline: 866/275-3772

Ref. Pamphlet - 4

Instructions For Fppc Form 700 Reference Pamphlet - Statement Of Economic Interests - 2016/2017 Page 4

Related Articles

Related forms

Related Categories