Handbook, Forms & Publications

Campaign Finance Handbook

Campaign Finance Handbook (pdf 2.8MB)

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

Disclosure Form (EFS Software Paper Version)

CF-01 - Campaign Financial Disclosure Report (pdf 1.3MB)

This form is no longer used by filers to submit itemized campaign financial disclosure reports, as all filers are now required to submit reports electronically via the EFS Software, unless a waiver has been granted by the NYSBOE (EL 14-102(4)).

Certain candidates/committees may still use this form to file In-Lieu-Of-Statements with the New York State Board of Elections (NYSBOE ).

Registration Forms

A committee must file the appropriate registration forms to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

Complete the form, print and sign it. All forms are fillable; however, original signatures are required. We cannot accept any kind of digital or Adobe-generated signatures. Then, mail the form to NYSBOE.

CF-02, Type 1 - Authorized Single Candidate Committee Campaign Finance Registration Form (pdf 162KB)

An Authorized Single Candidate Committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

CF-04 Candidate Registration And/Or To Request NYSBOE Filer ID# and PIN Campaign Finance Form (pdf 238KB)

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.

CF-02, Type 2 - Political Action Committee (PAC) Campaign Finance Registration Form (pdf 174KB)

A Political Action Committee (PAC) must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depostitory and prior to receiving or expending any funds.

CF-02, Type 3-7; 3H-7H - Constituted/Party Committees and Housekeeping Campaign Finance Registration Form (pdf 304KB)

A Constituted/Party Committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

CF-02, Type 8 - Independent Expenditure Committee Campaign Finance Registration Form (pdf 356KB)

An Independent Expenditure Committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

CF-02, Type 9 - Authorized Multi-Candidate Committee Campaign Finance Registration Form (pdf 185KB)

An Authorized Multi-Candidate Committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

CF-02, Type 9B - Ballot Issue Committee Campaign Finance Registration Form (pdf 211KB)

A Ballot Issue Committee must file this form to register with NYSBOE and obtain a Filer ID# and PIN. It must be submitted within five days of choosing a treasurer and depository and prior to receiving or expending any funds.

Claim of Exemption from Filing

CF-05 - Candidate or Committee Claim of Exemption from Filing Campaign Financial Disclosure Reports (pdf 353KB)

A candidate or committee must file this form with the New York State Board of Elections to claim an exemption from filing.

Complete the form, print and sign it. All forms are fillable; however, original signatures are required. We cannot accept any kind of digital or Adobe generated signatures. Then, mail the form to NYSBOE.

Authorization Forms

CF-16 - Candidate Authorization for a Committee to Make ALL Campaign Financial Disclosures (pdf 267KB)

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.

CF-03 - Committee Authorization Campaign Finance Form (pdf 116KB)

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.

Complete this form, print and sign it. All forms are fillable; however, original signatures are required. We cannot accept any kind of digital or Adobe-generated signatures. Then, mail the form to NYSBOE.

Resignation/Termination/Non-Participation Forms

CF-18 - Termination or Resignation Request Form/No-Activity Report Form (pdf 479KB)

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.

Complete this form, print and sign it. All forms are fillable; however, original signatures are required. We cannot accept any kind of digital or Adobe-generated signature. Then mail the form to NYSBOE.

Please note that a letter of resignation is required when requesting resignation as treasurer.

CF-19 - Application for Electronic Filing Exemption (pdf 150KB)

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.

CF-20 - Non-Participation in Election(s) by Registered PACs, Party and Constituted Committees or Independent Expenditure Committees (pdf 306KB)

The committee, which is registered with the New York State Board of Elections (NYSBOE), must file this form when it 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.
Then mail the form to NYSBOE.

Complete the form, print and sign it. All forms are fillable; however, original signatures are required. We cannot accept any kind of digital or Adobe-generated signatures. Then, mail the form to NYSBOE.

Statement of Identity Form

Statement of Identity Form for LLCs/PLLCs(pdf 163KB)

Limited Liability Companies (LLCs), including Professional Limited Liability Companies (PLLCs), that make contributions to or expenditures for candidates or political committees must file a Statement of Identity disclosing all direct and indirect owners of the membership interests in the LLC/PLLC and the proportion of each direct or indirect member’s ownership interest in the LLC/PLLC.

This form must be filed by December 31st of any year in which the LLC/PLLC makes a contribution to or expenditure for a candidate or political committee. The requirement applies to contributions and expenditures made on or after January 31, 2019.



Campaign Finance Disclosure

Schedules for Campaign Financial Disclosure Reporting Handout - Updated June 2020 (pdf 134KB)

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

Campaign Financial Disclosure Reporting FAQ Handout - Updated June 2020 (pdf 166KB)

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

Electronic Filing Software and User Guide Publications for EFS 5.1

Electronic Filing System 5.1 Software User Guide (pdf 949KB) - 23-page version with screen shots

Electronic Filing Software 5.1 Quick Reference Guide (pdf 577KB) - 7-page version

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

Electronic Filing Software 5.1 Software Handout - Updated April 2019 (pdf 155KB)

Electronic Filing Software Publications for EFS 4.0

Electronic Filing Software Reference Guide (pdf 551KB) - 10-page version