State Capitol, Suite 220. Salt Lake City, Utah 84114 . Phone: (801)538-1041 . Fax: (801)538-1133 . gherbert@utah.gov

Financial Disclosure

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 28, 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 Elections Office.

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.