Resources for Financial Disclosure Filers

This page contains resources for both public and confidential financial disclosure filers. All reports are filed with the employee’s employing agency. Federal employees who have questions about filing these reports should contact their agency ethics official.

Public Financial Disclosure Filers

Integrity: The Primary Financial Disclosure System

This is the electronic system for filing public financial disclosure reports. Integrity is accessible only to those with an assigned role, a username, and a password.

278e (XLS) | (accessible PDF)

This version of the OGE Form 278e, the Public Financial Disclosure Report, is for individuals who cannot file using an electronic financial disclosure system.

278-T Form (XLS | Accessible PDF)

The OGE Form 278-T is used by employees within the executive branch who must file public periodic transaction reports. This version of the report is for individuals who cannot file using an electronic financial disclosure system.

Public Financial Disclosure Guide (HTML) | (PDF)

Please note that OGE is phasing out the PDF version of the Guide and the PDF has not been updated.

This Guide is a resource to assist individuals who file or review public financial disclosure reports (OGE Form 278e or OGE Form 278-T). The Guide offers helpful instructions, illustrations of sample language, definitions of terms, and plain-language answers to frequently asked questions.

Guide for Nominees (2024) (PDF)

The Guide is for prospective nominees to PAS positions and those confirmed to these positions.It is organized to take a nominee through the life cycle of a person who will serve as a Senate-confirmed Presidential appointee (PAS official). It includes sections explaining what to expect during the nominee process, how to have an ethical start to Federal service, how to be a leader in ethics, and what to consider when planning to leave Federal service. The appendix contains detailed reference information, such as instructions for Integrity and financial disclosure checklists.

Nominee Process Tips (2024) (PDF)
This one-page resource provides crucial tips about the ethics review process for prospective nominees to PAS positions.

What to Gather Before You Start Your Public Financial Disclosure Report (2024) (PDF)
This one-page resource provides a list of documents and information that employees and prospective employees need to collect before completing a Public Financial Disclosure Report (OGE Form 278e).

• Periodic Transaction Reports (PDF)

  This Filer Aid explains the periodic transaction reporting requirement and provides examples of the transactions to which it applies.

• Sector Funds (PDF)

  This Filer Aid explains what qualifies as a sector fund and why that information is important to filers.

• Reporting 529 Plans on the Public Financial Disclosure Report (PDF)

  This Filer Aid explains the reporting requirements for 529 plans on the OGE Form 278e.

• Reporting Retirement Plans on the Public Financial Disclosure Report (New Entrant Filers) (PDF)

  This Filer Aid explains the reporting requirements for retirement plans on a New Entrant OGE Form 278e.

• Reporting Retirement Plans on the Public Financial Disclosure Report (Annual Filers) (PDF)

  This Filer Aid explains the reporting requirements for retirement plans on an Annual OGE Form 278e.

• Reporting Retirement Plans on the Public Financial Disclosure Report (Termination Filers) (PDF)

  This Filer Aid explains the reporting requirements for retirement plans on a Termination OGE Form 278e.

Nominee Public Financial Disclosure Review Checklists (2024)  (PDF)

OGE developed this collection of public financial disclosure checklists for prospective incoming Presidential nominees who file public financial disclosure reports, as well as for agency reviewers. The collection includes a general checklist applicable to all nominees, a checklist regarding trust interests, and supplemental checklists that target certain categories of professionals: attorneys; corporate officers, employees, and directors; university professors and deans; and investment fund managers.

Certificate of Divestiture (CD) Fact Sheet (2016) (PDF)

This one-page reference guide summarizes key elements of the CD program including eligibility requirements, instructions on how employees can request a CD, and what to do after one is issued.

Confidential Financial Disclosure Filers

Confidential Financial Disclosure Guide (2023) (PDF)

This Guide is a resource to assist individuals who file or review confidential financial disclosure reports (OGE Form 450). The Guide offers helpful instructions, illustrations of sample language, definitions of terms, and plain-language answers to frequently asked questions.

• Sector Funds (PDF)

  This Filer Aid explains what qualifies as a sector fund and why that information is important to filers.

Confidential Financial Disclosure Report (OGE Form 450) (accessible PDF) | (XLSX)

This form is used by executive branch employees who are less senior than public filers to report their financial interests as well as other interests outside the government. (For individuals using a pre-2010 version of Adobe: To save the form, use the "Save as" option.) Do not use the "Save a Copy" option, because this option will lock the form, preventing you from making changes.)

Video: Completing a Confidential Financial Disclosure Report (New Filers)

OGE has produced a short orientation video to help new entrant confidential financial disclosure filers complete their reports. Agencies can share this video with new filers as a supplement to the instructions on the form.

Video: Completing a Confidential Financial Disclosure Report (Annual Filers)

OGE has produced a short orientation video to help annual confidential financial disclosure filers complete their reports. Agencies can share this video with annual filers as a supplement to the instructions on the form.