WHEN IS THE ANNUAL STATEMENT DUE?

• March 1 – Elected State Officers, Judges and Court Commissioners, State Board and Commission members listed in Government Code Section 87200
• April 1 – Most other filers

WHERE DO I FILE?

Most people file the Form 700 with their agency. If you’re not sure where to file your Form 700, contact your filing officer or the person who asked you to complete it.

ITEMS TO NOTE!

• The Form 700 is a public document.
• Only filers serving in active military duty may receive an extension on the filing deadline.
• You must also report interests held by your spouse or registered domestic partner.
• Your agency’s conflict of interest code will help you to complete the Form 700. You are encouraged to get your conflict of interest code from the person who asked you to complete the Form 700.

NOTHING TO REPORT?

Mark the “No reportable interests” box on Part 4 of the Cover Page, and submit only the signed Cover Page. Please review each schedule carefully!

Schedule	Common Reportable Interests	Common Non-Reportable Interests
A-1:Investments	Stocks, including those held in an IRA or 401K. Each stock must be listed.	Insurance policies, government bonds, diversified mutual funds, funds similar to diversified mutual funds.
A-2:Business Entitites/Trusts	Business entities, sole proprietorships, partnerships, LLCs, corporations and trusts. (e.g., Form 1099 filers).	Savings and checking accounts, and annuities.
B:Real Property	Rental property in filer’s jurisdiction, or within two miles of the boundaries of the jurisdiction.	A residence used exclusively as a personal residence (such as a home or vacation property).
C:Income	Non-governmental salaries. Note that filers are required to report only half of their spouse’s or partner’s salary.	Governmental salary (from school district, for example).
D:Gifts	Gifts from businesses, vendors, or other contractors (meals, tickets, etc.).	Gifts from family members.
E:Travel Payments	Travel payments from third parties (not your employer).	Travel paid by your government agency.

Note: Like reportable interests, non-reportable interests may also create conflicts of interest and could be grounds for disqualification from certain decisions.

QUESTIONS?

• advice@fppc.ca.gov
• (866) 275-3772 Mon-Thurs, 9-11:30 a.m.

E-FILING ISSUES?

• If using your agency’s system, please contact technical support at your agency.
• If using FPPC’s e-filing system, write to form700@fppc.ca.gov.

What’s New

Gift Limit Increase

The gift limit increased to $520 for calendar years 2021 and 2022. The gift limit in 2020 was $500.

Who must file

• Elected and appointed officials and candidates listed in Government Code Section 87200
• Employees, appointed officials, and consultants filing pursuant to a conflict of interest code (“code filers”). Obtain your disclosure categories, which describe the interests you must report, from your agency; they are not part of the Form 700
• Candidates running for local elective offices that are designated in a conflict of interest code (e.g., county sheriffs, city clerks, school board trustees, and water board members)

  Exception:

  • Candidates for a county central committee are not required to file the Form 700
  • Employees in newly created positions of existing agencies

For more information, see Reference Pamphlet, page 3, at www.fppc.ca.gov.

Where to file

87200 Filers

• State offices file with Your agency
• Judicial offices file with The clerk of your court
• Retired Judges file with Directly with FPPC
• County offices file with Your county filing official
• City offices file with Your city clerk
• Multi-County offices file with Your agency

Code Filers — State and Local Officials, Employees, and Consultants Designated in a Conflict of Interest Code

File with your agency, board, or commission unless otherwise specified in your agency’s code (e.g., Legislative staff files directly with FPPC). In most cases, the agency, board, or commission will retain the statements.

Members of Newly Created Boards and Commissions

File with your agency or with your agency’s code reviewing body pursuant to Regulation 18754.

Employees in Newly Created Positions of Existing Agencies

File with your agency or with your agency’s code reviewing body. (See Reference Pamphlet, page 3.)

Candidates file as follow:

• State offices, Judicial offices and multi-county offices file with County elections official with whom you file your declaration of candidacy
• County offices file with County elections official
• City offices file with City Clerk
• Public Employee’s Retirement System (CalPERS) file with CalPERS
• State Teacher’s Retirement Board (CalSTRS) file with CalSTRS

How to file

The Form 700 is available at www.fppc.ca.gov. Form 700 schedules are also available in Excel format. Each Statement must have a handwritten “wet” signature or “secure electronic signature,” meaning either (1) a signature submitted using an approved electronic filing system or (2) if permitted by the filing officer, a digital signature submitted via the filer’s agency email address. (See Regulations 18104 and 18757.) Companies such as Adobe and DocuSign offer digital signature services. All statements are signed under the penalty of perjury and must be verified by the filer. See Regulation 18723.1(c) for filing instructions for copies of expanded statements.

When to file

Annual Statements

March 1, 2022

• Elected State Officers
• Judges and Court Commissioners
• State Board and State Commission Members listed in Government Code Section 87200

April 1, 2022

Most other filers

Individuals filing under conflict of interest codes in city and county jurisdictions should verify the annual filing date with their filing official or filing officer.

Statements postmarked by the filing deadline are considered filed on time.

Statements of 30 pages or less may be emailed or faxed by the deadline as long as the originally signed paper version is sent by first class mail to the filing official within 24 hours.

Assuming Office and Leaving Office Statements

Most filers file within 30 days of assuming or leaving office or within 30 days of the effective date of a newly adopted or amended conflict of interest code.

Exception: If you assumed office between October 1,2021, and December 31, 2021, and filed an assuming office statement, you are not required to file an annual statement until March 1, , 2023, or April 1, 2023, whichever is applicable. The annual statement will cover the day after you assumed office through December 31, 2022. (See Reference Pamphlet, page 6, for additional exceptions.

Candidate Statements

File no later than the final filing date for the declaration of candidacy or nomination documents. A candidate statement is not required if you filed an assuming office or annual statement for the same jurisdiction within 60 days before filing a declaration of candidacy or other nomination documents.

Late Statements

There is no provision for filing deadline extensions unless the filer is serving in active military duty. (See page 19 for information on penalties and fines.)

Amendments

Statements may be amended at any time. You are only required to amend the schedule that needs to be revised. It is not necessary to amend the entire filed form. Obtain amendment schedules at www.fppc.ca.gov.

End of Title Page, Quick Start Guide, HTML text-only version of Form 700, Years 2021 and 2022