To start working on your Financial Disclosure Report, you must request an account and submit a signature page with your physical signature, which can either be emailed or hand-delivered to the Committee’s office.
Once your account is approved, you can begin the report by logging in at https://efd.senate.gov.
If you need more time to complete your report, extensions of up to 90 days can be requested before the filing deadline, except for Periodic Transaction Reports (PTRs) or a Candidate Report requested fewer than 30 days before an election.
Draft reports can be reviewed by Committee staff upon request.
Reports are publicly accessible through the Office of Public Records and can incur a fee for reproduction and mailing.
You must file to the same extent as Senate employees, except you do not need to file PTRs.
Detainees’ filing obligations vary, and it might be necessary to contact the Committee for clarification based on specific pay structures or employment transitions.
Assets such as non-federal retirement plans, IRAs, and separate accounts require specific reporting, while some federal retirement accounts like the Thrift Savings Plan (TSP) are exempt.
If married, you must report your spouse's financial accounts unless living separately with the intention of divorce.
Information about children depends on their age, marital status, and dependency.
Personal residences generally aren't reported unless they generate rental income.
Mortgage reporting is not usually required unless it pertains to business or rental properties.
Values should be as of December 31st for Annual Reports or within a month for other reports.
Qualifying transactions over $1,000 need reporting and must be monitored, even if managed by a financial advisor.
Separately Managed Accounts (SMAs) are usually not excepted and need full disclosure.
529 educational accounts require reporting of investments and transactions if owned by you or dependents.
Publicly traded mutual funds typically fall under Excepted Investment Funds (EIFs) and follow different reporting guidelines.
A Periodic Transaction Report (PTR) covers specific transactions over $1,000, with filing required within strict time limits.
Dividend reinvestments and most mutual funds don't need PTRs but should appear in annual reports as appropriate.
For more details or guidance, contacting the Committee is advised.