To start working on your Financial Disclosure Report, you first need to request an account and submit a signature page with your physical signature to activate the account. This can be done via email or by hand delivery to the Committee's office. Once your account is approved, you can log in at https://efd.senate.gov to begin your report.
If you need more time to complete your report, you can request an extension of up to 90 days (except for PTRs and Candidate Reports close to an election). The request must be submitted before the deadline through your eFD account, as no extensions are granted after the deadline.
For any assistance reviewing your report before filing, you can request a draft review from Committee staff. Keep in mind their availability might be limited as the deadline nears.
All Financial Disclosure Reports are publicly accessible for six years, except for non-elected Candidate Reports, at the Office of Public Records, where a fee may apply for copies.
Detailees with the Senate must file Financial Disclosure Reports if they earn above the filing threshold, adding locality pay to their base pay for calculation. They also must file a Termination Report at the end of the detail.
For various types of income, assets, and transactions, including federal and non-federal retirement plans, IRAs, spousal assets, and investments managed by others, specific disclosure requirements apply. Generally, federal employee and Thrift Savings Plan incomes are not reportable, while non-federal assets, transactions over $1,000, and related agreements are reportable.
Personal residences, if not for rental income, are generally not reportable unless used for rental income or held in a trust or business. Mortgages are usually not reportable for officers.
For transactions, a Periodic Transaction Report (PTR) must be filed within 30 days of notification or 45 days post-transaction if over $1,000, not extendable by law. Most publicly traded mutual funds and ETFs are Excepted Investment Funds, reportable on an Annual or Termination Report. Dividend reinvestments over $1,000 must also be reported.
Further detailed guidance on special situations, Qualified Blind Trusts, and more can be found in the Committee's Financial Disclosure Instructions.