Helpful Resources for Public Financial Disclosure

For Employees

• How to File an SF 278 Report WBT (2010) 
  An interactive web-based training tutorial designed for executive branch employees who need to file a public financial disclosure report (Standard Form 278, now the OGE Form 278). (Begin Module)
• Periodic Transaction Reports (2012)
  This video is an introduction to the periodic transaction reporting requirement for public financial disclosure filers. (Begin Module)
• 278 FAQs 
• Presidential Transition Guide (2009) (PDF)

For Reviewers/Ethics Officials

• Public Financial Disclosure: A Reviewer’s Reference (2004) (PDF)
• Guide to Reporting Selected Financial Instruments (PDF)
• PAS Nominee Ethics Agreement Guide (2008) (MS Word) (PDF) 
• Certificate of Divestiture Request (to be completed by the agency ethics official only) (MS Word) (PDF) 
• FAQs About/Beginner’s Guide to CDs (DAEOgram DO-99-019A)
• Reporting Requirements for Discretionary Trusts (Legal Advisory LA-13-04)
• Model Qualified Blind and Diversified Trust Documents