Annual forms are due April 1st.
CLICK THE LINK BELOW FOR FILING INSTRUCTIONS:
Please send your completed Form 700 with the original signature to:
ATTN: Karin Rice
Office of the General Counsel
1111 Franklin Street, 5th Floor
Oakland, CA 94607-5200
Form 700: 10 Common Errors
How to avoid ten common errors in filing conflict of interest statements:
- Sign your statement. An unsigned statement is not considered filed and could subject you to late filing penalties.
- Submit the original. The statement must contain an original signature. The University cannot accept a photocopy of the verification section in which you certified your statement as true and correct under penalty of perjury.
- Know your jurisdiction. The jurisdiction for University officials is the State.
- Check your disclosure categories. You may need to report only certain types of interests. Be sure to check your Disclosure Categories (see Appendix A - List of Designated Positions) for your appropriate location that describe the specific types of interests you must report.
- Report your spouse’s interests. Your spouse’s investments and interests in real property are reportable. Fifty percent of your spouse’s income is considered your income and must be disclosed.
- University salary or reimbursements. You are not required to report the salary or reimbursements for expenses, including travel expenses, that you receive from the University.
- Don’t report personal residences. You need only to report the portion of a personal residence that is used as a place of business for tax purposes.
- Diversified mutual funds are not reportable. Neither are bank accounts, savings accounts, insurance policies or government bonds.
- Use the schedules. Don’t attach brokerage statements or other extraneous information.
- Annual Form 700 is due April 1st. There is no provision in the law for extensions of filing deadlines.
Send questions, comments, or suggestions to firstname.lastname@example.org.