1.03: Forms and Methods of Filing



Forms

OGE currently provides two forms for public financial disclosures.

  • OGE Form 278e:  Used to file Candidate, Nominee, New Entrant, Annual, and Termination reports.  In certain cases, filers may need to complete multiple reports and are permitted to use a single form (e.g., a combined Annual and Termination report).
  • OGE Form 278-T:  Used to file Periodic Transaction reports.

Use of Attachments

5 C.F.R. § 2634.313(b)

Use of Attachments for PAS Filers

Nominees to positions requiring Presidential appointment and Senate confirmation (PAS) may not attach brokerage statements or other materials in lieu of entering required financial disclosure information into the OGE Form 278e.  In certain circumstances, OGE may permit a PAS filer to provide clarifying notes to the OGE Form 278e; however, such material is used to supplement, not to substitute for, required information.

Use of Attachments for Other Public Filers

All filers must complete the Cover Page of the OGE Form 278e and the equivalent fields of the OGE Form 278-T.  If approved by the agency reviewing officials, filers may supply some or all of the information for the substantive Parts by attaching a statement from a financial institution, brokerage report, or other material.

These attachments must:

  • include all of the information that the OGE Form 278e or OGE Form 278-T requires,
  • cover the appropriate time periods completely, and
  • readily disclose the information in a clear and concise manner.

A public financial disclosure report must be a complete document in itself.  Although the OGE Form 278e or OGE Form 278-T may incorporate material from other sources, the material must be made part of the form by attaching it and referencing it in the relevant Parts.

Methods of Filing

Individuals filing as Candidates should download a copy of the OGE Form 278e from OGE’s website and submit a completed copy to the Federal Election Commission.

In most other cases, individuals should file their reports electronically, either through Integrity, the web-based system developed and administered by OGE for the executive branch, or through another agency-supported electronic financial disclosure system.  If necessary, however, agencies may permit filers to submit a copy of the OGE Form 278e or OGE Form 278-T downloaded from OGE’s website.