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Handbook, Forms & Publications

Campaign Finance Handbook 03/14 (pdf 5,300KB)

The Campaign Finance Handbook will provide information to help you comply with the campaign financial disclosure laws and requirements.

CF-01 Campaign Financial Disclosure Report 01/13 (pdf 1,006KB)

Candidates/committees use this form to file campaign financial disclosure reports to the New York State Board of Elections (NYSBOE) and/or local Board of Election(s) and when they are not required to file electronically with NYSBOE.

CF-02 Committee Registration/Treasurer and Bank Information 03/14 (pdf 242KB) | CF-02 Fill-in Form (pdf 191KB)

A committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN and to register with their appropriate local Board of Election(s). It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-03 Committee Authorization Status 03/14 (pdf 80KB) | CF-03 Fill-in Form (pdf 129KB).

All committees that are taking part in the campaign of any candidate by making direct expenditures on the candidate’s behalf must file this form. It should be filed together with the Committee Registration/Treasurer and Bank Information (CF-02)

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-04 Candidate Campaign Finance Registration Form And/Or To Request NYSBOE Filer ID# and PIN 03/14 (pdf 61KB) | CF-04 Fill-in Form (pdf 162KB)

A candidate must file this form to register with NYSBOE and to obtain a Filer ID# and PIN if they do not have a registered authorized committee disclosing all of the financial activity of the candidate or the candidate has a registered authorized committee but chooses to have financial activity for the campaign that will not be disclosed by the authorized committee.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-05 Candidate or Committee Claim of Exemption from Filing Campaign Financial Disclosure Reports 03/14 (pdf 60KB) | CF-05 Fill-in Form (pdf 170KB)

A candidate or committee must file this form at each appropriate board of elections where the candidate or committee is required to file campaign financial disclosure reports.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-16 Candidate's Authorization for a Committee to Make ALL Campaign Financial Disclosures 03/14 (pdf 81KB) | CF-16 Fill-in Form (pdf 143KB)

File this form if you are a candidate with an authorized committee that will make all of the candidate’s required campaign financial disclosure filings. These filings would include all the financial activity of the campaign, including the financial activity of the candidate.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-18 Termination or Resignation Request Form/No-Activity Report Form 11/12 (pdf 103KB) | CF-18 Fill-in Form (pdf 322KB)

A candidate or committee treasurer, which is registered with the New York State Board of Elections (NYSBOE), must file this form requesting resignation as treasurer or termination of the candidate’s/committee’s filing obligation.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-19 Application for Electronic Filing Exemption 03/10 (pdf 81KB) | CF-19 Fill-in Form (pdf 174KB)

The committee, which is registered with the New York State Board of Elections (NYSBOE), must file this form when applying for exemption from the electronic campaign financial disclosure reporting requirements of Article 14 of the NYS Election Law.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

CF-20 Notice of Non-Participation in Election(s) by a Registered PAC, Party and Constituted Committee or Independent Expenditure Committee 05/14 (pdf 112KB) | CF-20 Fill-in Form (pdf 153KB)

The committee, which is registered with the New York State Board of Elections (NYSBOE), will not support or has not supported, in any way, any candidate or political committee which is a participant in the current year’s Primary and/or General Election.

*If you select the Fill-in Form, once it is completed, you need to print the form and sign it. We cannot accept any kind of digital or Adobe-generated signature. Then, mail the form to NYSBOE and/or county board of elections as applicable.

Schedules for Campaign Financial Disclosure Reporting Brochure 03/13 (pdf 367KB)

Schedules described in this brochure are used to provide details of contributions and expenses in campaign financial disclosure reports.

Campaign Financial Disclosure Reporting FAQ Brochure (pdf 409KB)

Questions that are frequently asked by filers of campaign financial disclosure reports are available in this brochure.

Electronic Filing Software and User Guide Publications for EFS 5.1

Electronic Filing System 5.1 Software User Guide (pdf 892KB) - 23-page version with screen shots

Electronic Filing Software 5.1 Quick Reference Guide (pdf 578KB) - 7-page version

Electronic Filing Software 5.1 Frequently Asked Questions (pdf 381KB)

Electronic Filing Software 5.1 Brochure (pdf 477KB)

Electronic Filing Software and User Guide Publications for EFS 4.0

Electronic Filing Software Reference Guide (pdf 562KB) - 10-page version

Electronic Filing Software User Guide (pdf 2,705KB) - 39-page version with screen shots