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What is CA Economic Interests

The California Statement of Economic Interests (Form 700) is a legal document used by public officials and employees in California to disclose their financial interests annually.

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CA Economic Interests is needed by:
  • California public officials
  • State employees in California
  • Local government officials
  • Candidates for public office
  • Members of certain boards and commissions
  • Employees of state agencies

How to fill out the CA Economic Interests

  1. 1.
    Access pdfFiller and search for 'California Statement of Economic Interests Form 700'. Click on the form to open it.
  2. 2.
    Familiarize yourself with the layout, including fields for 'NAME OF FILER', 'Agency Name', and 'Position'.
  3. 3.
    Gather your financial information before starting. You will need details about investments, real property, and sources of income.
  4. 4.
    Begin filling out the form by entering your name in the 'NAME OF FILER' field, followed by your agency name and position.
  5. 5.
    Select the appropriate 'Type of Statement' using the checkboxes provided. Ensure you choose the correct jurisdiction for your office.
  6. 6.
    Provide the required details about your financial interests, including business entity names, descriptions, fair market values, and nature of the investments.
  7. 7.
    Review the entries to ensure all information is complete and accurate, as certifying incorrect information could lead to legal repercussions.
  8. 8.
    Once you have filled everything out, finalize the form by certifying under penalty of perjury if required.
  9. 9.
    Save your progress periodically by clicking the 'Save' button. You can also download the form to your local device using the 'Download' option.
  10. 10.
    Submit the completed form through the instructions provided by your agency or through the designated submission channels.
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FAQs

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Public officials, state employees, local government officials, and candidates for office in California must file the California Statement of Economic Interests to disclose their financial activities.
The form must be filed annually or upon leaving office, covering the financial year from January 1 to December 31. Check with your agency for specific deadlines.
You can submit the completed form electronically via your agency's designated submission method or by mailing it to the appropriate office as instructed in the filing guidelines.
Typically, no additional documents are required, but you may need to have financial records on hand for reference when completing the form.
Ensure that all fields are filled out accurately, avoid omitting details about investments, and double-check your signature. Missing or incorrect information may lead to delays or penalties.
Processing times can vary depending on the agency, but generally, allow a few weeks after submission for your form to be processed and any necessary feedback.
No, filing is required only for specific roles such as public officials, candidates, and employees in certain positions where financial disclosures are mandated.
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