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How to fill out the 497 Fillable Form online
Filling out the 497 Fillable Form online can streamline the reporting process for contributions related to state and local elections. This guide provides step-by-step instructions to help users navigate through the form effectively, ensuring compliance with reporting requirements.
Follow the steps to complete the 497 Fillable Form online.
- Click ‘Get Form’ button to obtain the form and open it in your preferred form editor.
- Fill in the 'Name of Filer' section with your full name or the name of your committee. Include your area code and phone number for contact.
- Complete the 'Date of This Filing' field with the current date and ensure to add the 'I.D. Number' if applicable.
- Provide your street address, city, state, and ZIP code to give a clear indication of your location.
- In 'Contribution(s) Received', enter the date received, the full name, street address, and ZIP code of the contributor. If the contributor is a committee, also include their I.D. number.
- Select the correct 'Contributor Code' from the provided options, such as IND for individual, COM for recipient committee, and others as necessary.
- Enter the 'Amount Received' for each contribution and check the box if it is a loan. Provide the interest rate if applicable.
- Once all fields are completed, proceed to Part 2 to report 'Contribution(s) Made' by following similar steps to fill out the recipient's details and the contribution amounts.
- Double-check all entered information for accuracy and completeness.
- After ensuring that everything is correct, save your changes, and then choose to download, print, or share the completed form as required.
Start filing your documents online today to ensure you meet all necessary deadlines.
Recipient Committees: Persons (including an officeholder or candidate), organizations, groups, or other entities that raise contributions from others totaling $2,000 or more in a calendar year to spend on California elections. They must register with the Secretary of State and report all receipts and expenditures.
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