Get Instructions For Completing Form 700-u - California State University ... - Calstate

This guide provides a clear, step-by-step approach to completing Form 700-U, the Statement of Economic Interests, which is essential for employees of the California State University involved in research projects. Following these instructions will help ensure accurate and compliant submissions.

Follow the steps to complete Form 700-U effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your document editor.
2. Fill in your personal information in the 'Filer Information' section, including your name, ID number, academic unit or department, and contact details.
3. Complete the 'Information Regarding Funding Entity' section. Here, you will need to provide the name and principal business of the entity, along with the amount of funding. Address any loans received from the entity as detailed in the form.
4. In the 'Type of Statement' section, select at least one of the available options: Initial, Interim, or Completion Statement, and fill in the required dates where applicable.
5. Respond to questions related to gifts, loans, income, and investments in the 'Filer Information' section. Be prepared to detail the value and descriptions of gifts received from the funding entity, and check if any loans or travel payments exceeded the specified amounts.
6. For each section, ensure all relevant boxes are checked, and appropriate values are filled in, including amounts for any gifts, income, or loans.
7. In the final section, verify the information you have provided. Signing and dating the form confirms that all information is true to the best of your knowledge.
8. Finally, save your changes, download the completed form, or print it for submission as required. Make sure to file the originally signed statement with your university.

Complete your documents online to ensure compliance and accuracy.