Campaign Finance Handbook
Campaign Finance Handbook (
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 (
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 (
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.
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 (
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.
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 (
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 (
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 (
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
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 (
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 (
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 (
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 (
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.
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(
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 (
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 (
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 (
949KB) - 23-page version with screen shots
Electronic Filing Software 5.1 Quick Reference Guide (
577KB) - 7-page version
Electronic Filing Software 5.1 Frequently Asked Questions (
381KB)
Electronic Filing Software 5.1 Software Handout - Updated April 2019 (
155KB)
Electronic Filing Software Publications for EFS 4.0
Electronic Filing Software Reference Guide (
551KB) - 10-page version
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