Get Own Money

Filling out the Own Money form is essential for associations that make expenditures on ballot questions using only their own funds. This guide will walk you through each section of the form, ensuring a smooth and accurate submission process.

Follow the steps to accurately complete the Own Money form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Provide your association information. Fill in the association name, political fund registration number, treasurer name, political fund name, treasurer's street address, email address, city, state, zip code, and telephone number.
3. Choose the report options. Check any applicable box — if no expenditures were made, select the 'No change statement' box. If this is an amendment or termination report, check the corresponding box.
4. Complete the certification section. Print your name and include your signature as the treasurer or deputy treasurer. Mark the date of certification.
5. If needed, fill out Schedule 1 for ballot question expenditures. List each vendor's name and address, the date of expenditure, identification of the ballot question, and the purpose of the expenditure. Make sure to categorize expenditures as cash, unpaid bills, or in-kind contributions.
6. Complete Schedule 2 only if applicable, detailing underlying sources for non-profit associations that made independent expenditures using $5,000 or more of membership dues, fees, and/or donations.
7. Review your entries for accuracy. Once all fields are completed, you can save changes, download, print, or share the form as required.

Complete your Own Money form online today for a smooth filing experience.