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Conflict of Interest Office Northwestern University 720 University Place Evanston, Illinois 60208 nuclei northwestern.edu (847) 4674515 Name: Department: 2016 ANNUAL DISCLOSURE FOR STAFF Annually,
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How to Fill Out 2016 Annual Disclosure Form:

01
Gather the necessary information: Make sure you have all the relevant financial and personal details required for the form. This may include income, debts, assets, investments, and any other financial information from the year 2016.
02
Review the instructions: Carefully read through the instructions provided with the form to understand the requirements and any specific guidelines for filling it out properly.
03
Provide personal identification details: Begin by filling out your personal information such as name, address, social security number, and any other requested identification details.
04
Declare income: Specify your total income from all sources during the year 2016. This might include salaries, self-employment income, rental income, dividends, and interest, among others. Be sure to accurately report the amounts and sources.
05
List assets and liabilities: Provide a comprehensive list of your assets and liabilities acquired during the year 2016. This can include properties, vehicles, loans, credit card debts, mortgages, and other financial obligations. Be detailed and transparent in reporting these.
06
Report investments and financial accounts: Disclose all investments, retirement accounts, bank accounts, and any other financial assets or holdings you may have had during the year 2016. Include any income or gains earned from these investments.
07
Include any additional required information: Some annual disclosure forms may have additional sections or attachments for specific types of income, deductions, or credits. Make sure to review the form thoroughly and fill out these sections accurately.
08
Sign and date: Once you have completed filling out the form, sign and date it appropriately. This confirms the accuracy of the provided information to the best of your knowledge.

Who needs the 2016 annual disclosure form?

01
Individuals with taxable income: Any individual who had taxable income during the year 2016 may be required to fill out the annual disclosure form. This includes employees, self-employed individuals, freelancers, or those receiving income from investments.
02
Individuals with financial assets and liabilities: If you owned significant assets or had significant financial liabilities during the year 2016, you may need to complete the annual disclosure form. This helps provide a comprehensive view of your financial situation.
03
Those complying with legal or regulatory requirements: Certain professions or industries may have legal or regulatory requirements that necessitate the submission of annual disclosure forms. This could include licensed professionals like attorneys, accountants, or financial advisors.
Note: The requirements for submitting the annual disclosure form may vary depending on your jurisdiction and specific circumstances. It is always advisable to consult with a tax professional or seek guidance from the relevant authorities to ensure compliance.
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Annual disclosure for staff is a report of financial interests and potential conflicts of interest that employees are required to submit.
All staff members, including employees at all levels, are required to file annual disclosure for staff.
Annual disclosure for staff can usually be filled out online through a designated portal provided by the organization.
The purpose of annual disclosure for staff is to promote transparency, accountability, and ethical behavior within the organization.
Employees must report any financial interests, investments, outside employment, and potential conflicts of interest on their annual disclosure for staff.
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