Candidates & Current Office
Holders
Financial Disclosure
Requirements for State Office Candidates and Officeholders
Candidates for public are required to report expenditures and contributions made to bring about their nomination or election. The reports must be received in the Lt. Governor's Office by 5 p.m. on the due date or clearly postmarked 3 days before the due date. If a candidate fails to file the required financial disclosure reports, the Lt. Governor will disqualify the candidate and remove his or her name from the ballot.
Starting in 2008, all Officeholders will have a yearly financial disclosure due on January 10.
What happens when the report due date is on a Saturday, Sunday, or holiday?
The Election Code extends the deadline to the next business day when a due date falls on a Saturday, Sunday, or holiday (see Utah Code section 20A-1-401). For example, August 31, 2008 is a Sunday. Monday, September 1, 2008 is the Labor Day holiday. Therefore, the August 31st report is actually due on Tuesday, September 2, 2008. Candidates should report all contributions received and expenditures made through five days prior to the report’s actual due date. In this example, that is Thursday, August 27, 2008.
When exactly is seven days before a convention or election date?
The Election Code directs that the day of an event is not counted when calculating the number of days before the event (see Utah Code section 20A-1-401). For example, if a party convention is held on Saturday, May 3, 2008, then seven days before that convention is Saturday, April 26, 2008. As explained above, since that deadline falls on a Saturday, the report is actually due on Monday, April 28, 2008 and should include contributions received and expenditures made through Wednesday, April 23, 2008.
State Executive
Office Candidates
|
Type of Report
|
Who is Required to File?
|
Due Date
|
What the Report Includes
|
|
Pre-Convention Report
|
All candidates
|
7 days before the party
convention
|
Expenditures and contributions as of 5 days before the due
date. Current officeholders
report everything since the last report. Other candidates report all expenditures and contributions
made as of 5 days before the due date.
|
|
Pre-Primary Report
|
All candidates
|
7 days before the primary election
|
Expenditures and contributions since the last report as of 5 days
before the due date.
|
|
August 31 Report
|
All candidates
|
August 31 of even-numbered years
|
Expenditures and contributions since the last report as of
5 days before the due date.
|
|
Pre-General Election Report
|
All candidates
|
7 days before the general election
|
Expenditures and contributions since the last report as of 5 days
before the due date.
|
|
Year-End Report
|
All candidates
|
January 10 of every year
|
Expenditures and contributions as of December 31.
|
|
Final Report
|
Candidates no longer receiving campaign funds.
|
Anytime
|
Statement of dissolution; final summary report with a zero
balance.
|
State Legislative
Office Candidates
|
Type of Report
|
Who is Required to File?
|
Due Date
|
What the Report Includes
|
|
Pre-Convention Report
|
All candidates
|
7 days before the convention
|
Expenditures and contributions as of 5 days before the due date.
Current officeholders report everything since the last report.
|
|
Pre-Primary Election Report
|
All candidates |
7 days before the primary election
|
Expenditures and contributions since the last report as of 5 days
before the due date.
|
|
August 31 Report
|
All candidates
|
August 31 of even-numbered years
|
Expenditures and contributions since the last report as of 5 days
before the due date.
|
|
Pre-General Election Report
|
All candidates
|
7 days before the general election
|
Expenditures and contributions since the last report as of 5 days
before the due date.
|
|
Year-end Report
|
All candidates
|
January 10 of every year
|
Expenditures and contributions as of December 31.
|
|
Final Report
|
Candidates no longer receiving campaign funds
|
Anytime
|
Final summary report with a zero balance.
|
State School Board
Candidates
|
Type of Report
|
Who is Required to File?
|
Due Date
|
What the Report Includes
|
|
Spring report |
All candidates |
May 15 of even numbered years |
Expenditures and contributions as of 5 days before the due date. Current officeholders report everything since the last report. |
|
Pre-Primary Election Report
|
All candidates
|
7 days before the primary election
|
Expenditures and contributions as of 5 days before the due
date. Current officeholders
report everything since the last report.
|
|
August 31 report
|
All candidates
|
August 31 of even-numbered years
|
Expenditures and contributions since the last report as of 5 days before the report is due.
|
|
Pre-General Election Report
|
All candidates
|
7 days before the general election
|
Expenditures and contributions since the last report as of 5 days before the report is due.
|
|
Year-End Report
|
All candidates
|
January 10 of every year
|
Expenditures made as of December 31.
|
|
Final Report
|
Candidates no longer receiving campaign funds
|
Promptly upon disbursing all funds.
|
Final summary report with a zero balance.
|
How to Submit Reports
Paper
To
print off an executive candidate financial disclosure
form, click here.
To print off a legislative candidate financial
disclosure form, click
here.
If you received NO contributions and made
NO expenditures, click
here.
To print off a school board candidate financial
disclosure form, click
here.
Filing a Financial
Disclosure Report Electronically
Candidates should file financial disclosure reports electronically
by using the Utah Reporting
System.
Step 1: Contact the
Lt. Governor's Office by e-mail at disclosure@utah.gov
or call (801) 538-1041 to obtain a user ID and password.
Step 2: Go to the Utah Reporting System.
Step 3: Log into the
Utah Reporting System by entering your user ID and password.
Step 4: Begin entering
contributions and expenditures.
Step 5: Submit report.
You must click “Submit Report” for your report to
be submitted to the Lt. Governor's Office.
OR
You may email the report. For instruction on emailing your report to our office please go to this website, http://www.elections.utah.gov/URS_Import-1.htm.
Note: Financial Disclosure
reports must be received in the Lt. Governor’s Office by
5 p.m. on the due date.
If a candidate fails to file the required financial disclosure
reports, the candidate will be disqualified.
Contact the Lt. Governor's Office by e-mail at disclosure@utah.gov or call (801) 538-1041
if you have any questions.
In Person
Reports that are hand-delivered must be turned in
to the Lt. Governor's Office by 5 p.m. on the due date.
By Mail
Reports must be mailed to:
Office of the
Lt. Governor
Utah State Capitol, Suite 220
Salt Lake City, Utah 84114-2325
If a report is mailed, it must be postmarked at least 3 days before
the due date to be considered timely filed.
By Fax
Reports
can be faxed to (801) 538-1133 and must arrive in the
Lt. Governor's Office by 5 p.m. on the due date. Please do not wait until the last minute to fax, as the Lt. Governor's office has only 1 fax machine, and it will be very difficult to fax the closer to the deadline you wait.
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