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THE CITY AND COUNTY OF SAN FRANCISCO STATEMENT OF ECONOMIC INTERESTS FORM 700 E-FILING GUIDE San Francisco Campaign and Governmental Conduct Code, Article III, Chapter 1 San Francisco Ethics Commission

How to fill out statement of economic interests

How to fill out a statement of economic interests:

1. Begin by gathering all necessary information and documents. This may include details about your income, assets, investments, and any potential conflicts of interest. Make sure to have copies of relevant financial statements, tax forms, and supporting documents ready.
2. Review the instructions and guidelines provided with the statement of economic interests form. Familiarize yourself with the specific requirements and any specific questions or sections that need to be completed. These instructions will vary depending on the jurisdiction or organization requesting the statement.
3. Start by providing basic personal details such as your name, occupation, and contact information. Ensure that all information provided is accurate and up to date.
4. Proceed to the section that addresses income sources. Carefully list all sources of income, including employment earnings, business revenue, investments, rental income, and any other relevant sources. Include details about the nature of the income, the name of the employer or organization, and the estimated amount earned or received.
5. Move on to the assets section. Declare any real estate holdings, vehicles, stocks or bonds, retirement accounts, or other valuable assets that you possess. Include details such as the ownership percentage, the current market value, and any loans or mortgages associated with the assets.
6. If applicable, disclose any potential conflicts of interest. This section typically requires you to list any positions held in other organizations, partnerships, or businesses that may have an impact on your decision-making or judgment. Include details about the nature of the relationship or position and explain how these connections may influence your economic interests.
7. Attach any relevant supporting documents, such as tax forms, financial statements, or legal agreements, as instructed. These documents can help verify the accuracy and completeness of the information provided.
8. Carefully review your completed statement of economic interests form for any errors or omissions. Ensure that all sections have been accurately filled out and that all relevant information has been disclosed.
9. Once reviewed, sign the form and submit it as instructed. Keep a copy for your records.

Who needs a statement of economic interests:

1. Public officials: Elected officials, government employees, and individuals serving in public office often need to complete a statement of economic interests to ensure transparency and identify potential conflicts of interest.
2. Candidates for public office: As part of the election process, candidates for public office may be required to disclose their economic interests to demonstrate their financial integrity and to ensure that they are not influenced by any conflicts when making decisions.
3. Government contractors: Individuals or companies engaging in contracts with government entities may be asked to complete a statement of economic interests to disclose any potential conflicts or biases that may affect their work.
4. Board members: Individuals serving on boards of public or private organizations may be required to file a statement of economic interests to reveal any financial relationships that could influence their decision-making.
5. Lobbyists: Individuals or organizations involved in lobbying activities may need to disclose their economic interests to maintain transparency and integrity in their interactions with government officials.

It is important to note that the specific requirements for a statement of economic interests may vary depending on the jurisdiction and the organization requesting the information.

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What is statement of economic interests?

Statement of economic interests is a disclosure form that public officials and certain government employees are required to file to disclose financial interests that may conflict with their official duties.

Who is required to file statement of economic interests?

Public officials and certain government employees are required to file statement of economic interests.

How to fill out statement of economic interests?

Statement of economic interests can typically be filled out online or on a paper form provided by the relevant government agency. The filer must disclose their financial interests, including sources of income, investments, and real estate holdings.

What is the purpose of statement of economic interests?

The purpose of statement of economic interests is to promote transparency and accountability in government by disclosing potential conflicts of interest.

What information must be reported on statement of economic interests?

Information such as sources of income, investments, real estate holdings, and other financial interests must be reported on statement of economic interests.