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Filing FEC Form 3

Article ID: 680
Last updated: 26 Feb, 2010

Your FEC Report 
 
When all of your data entry is done and you are ready to view your report, results are just a click
away.  Go to “Reports” in the menu bar and select “Federal” and “Form 3 – Candidate
Committee”.  This will immediately bring up the Live Update prompt box:
 


Live Update Prompt 
 
If you wish to check the Aristotle servers for new FEC updates, make sure you are connected to the
Internet and press Yes.  If you do not wish to check for updates, press No.  Be advised that by clicking
yes this will not check for all updates for PAC MANAGER but just for updates related specifically to
the FEC forms and application. 
 
 
Once you have chosen Yes or No, the Form 3 window will appear with the “Form 3
Information” tab selected:

Upper Left
Reporting Period:    Date range this report covers
Itemization Threshold:  Lowest aggregate dollar amount needed before transactions are
itemized
Itemization Threshold
Start Date:      Aggregate start date
Election Date:  Date of the next election, including Primary, General, Special, etc 
 
Upper Right
Committee Information:  Brings up the Committee Information Window.  The information
in this window must initially be filled out for any report to pass
FEC Validation.
Bank Accounts:    Brings up the Bank Accounts window to allow you to
choose only specific bank accounts to report
Default Primary:  Allows you to state the Period you wish to be treated as the
“Primary” period.  Should always be “Primary” unless you have
created custom periods.
General:   Allows you to state the Period you wish to be treated as the
“General” period.  Should always be “General” unless you have
created custom periods.
Quarter:   Contains the names for the various reporting periods
Period:   The current period

Bottom
Beginning COH:    Cash On Hand at the beginning of the reporting period
Mail Name on Sch11:  Check if you wish to use the Mail Name field on Schedule 11
Address3 on Electronic:  Check if you wish the Address3 Line to show in your report
Amendment:    Check if you are filing an amendment
Amendment Text Box:  Enter the full FEC Confirmation number of the original report (eg
FEC-12345).  This number should never be the confirmation
number of an amendment.
Amendment Number: Select the amendment number.
Contribution Pay Period:  Select the frequency of your payroll deductions
Order By:      Affects the order of your itemizations
Destination: Check Print/Preview Version IV Forms to preview your report. 
Check Electronic to file your report electronically.
 
After entering in all the necessary information for the Form 3 Information Tab, click on the Form
3 Schedules Tab to select which schedules you would like to see.

If there is nothing to print for a particular schedule, that schedule will of course not show up. 
For this reason, it is very effective to simply check all schedules except N/A.  The schedules of
course match the FEC schedules for Form 3:

Cover Page  Cover Page
Schedule A  Itemized Receipts
Schedule B  Itemized Disbursements
Schedule C  Loans
Schedule D  Debts and Obligations
N/A Not used
 
 
The Form 3 Other Schedules Tab is not used for standard FEC Form 3 filing.  It covers auxiliary
forms used by Candidate Committees. 
 
 
Form 3, Other Schedules
 
Except for Form 3Z, each of the forms on this tab are filed independently of Form 3. 
 
Form 1 and Form 1s:
  Check these boxes if you are filing a Statement of Organization. 
The information for this report is pulled from your Committee
Information (reached via the Form 3 Information Tab).  Please
uncheck everything on the Form 3 Schedules Tab when filing a
Statement of Organization. 
 
Form 2:    Check this box is you are filing a Statement of Candidacy.  The 
information for this report is pulled from your Committee Information
(reached via the Form 3 Information Tab).  Please uncheck everything on
the Form 3 Schedules Tab when filing a Statement of Candidacy. 
 
Form 6, 48 Hour:  Check this box if you are filing a 48 Hour report for contributions of
$1000 or more received less than 20 days, but more than 48 hours, before
an election.  Please uncheck everything on the Form 3 Schedules Tab
except Schedule A when filing a 48 Hour report.  For accurate results, it is
best to change your Reporting Period and Itemization Threshold Start
Date to the day you received your contribution(s) as well as increasing
your Itemization Threshold to $1000.00. 
 
Form 3Z (PCC):  Check this box and click on the Form 3Z button to file a Consolidated
Report for the campaign. 
 
Form 99:  Check this box and click on the Form 99 button to file the free-form text
message to the FEC, the Form 99.  Please uncheck everything on the Form
3 Schedules Tab when filing a Form 99.  When you click on the Form 99
button, a text box will appear for you to type in your message.  Whenyou
finish your message, press OK.  The program will then prompt you for a
file name, with the default being “FEC_FORM_99”.  DO NOT CHANGE
THIS FILE NAME.  Simply press Save.  If it asks you to overwrite the
existing file, say yes.  The file FEC_FORM_99 simply serves as a
placeholder that will then be incorporated into your actual report.  After
this, the filing is the same as any other FEC filing. 
 
Form 1M:  Check this box if you are filing a Notification of Multi-Candidate Status. 
The information for this report is pulled from your Committee Information
(reached via the Form 3 Information Tab).  Please uncheck everything on
the Form 3 Schedules  Tab when filing a Notification of Multi-Candidate
Status.

Important for every FEC report is the Committee
Information, reached via the Form 3 Information Tab. 
Pressing this button will open the Committee
Information window where you will be able to enter the
Committee Information, Candidate Information, and Other important information associated
with your committee.  When pressed, you will immediately be presented with the Committee
Information Tab:

The most important fields on this tab are the Committee Name, FEC ID Number, Signature,
and Date.  Although you will want to fill out all appropriate fields, without the previous entries
your report will fail validation.
 
After filling out your Committee Information, move on to the Candidate Information Tab:

like the Committee Information Tab, the Candidate Information Tab is very
straightforward and easy to fill out.  If you are filing a Form 1M, you will need to also press the
Multi-Candidate button and enter your qualifying information.
 
After the Candidate Information Tab is the Other Tab.
 


The Other Tab encompasses all the other miscellaneous information about your Committee that
was not covered in the first two.  Chief among the options here is the Treasurer button.  The
Treasurer information must be filled in for the report to pass FEC validation.  Everything else
here should be filled in as needed.

Form1s Addition Accounts:  Pressing  this  button will provide additional spaces for
Banks, Agents, and Affiliated Committees.  Each ‘page’
has space provided for one additional Bank, Agent, or
Committee.  You may use as many pages as necessary.

Special Note:  Load Candidates
Press this button to load the FEC candidate list.  When pressed, the program will prompt you to
open the candidate file.  You will need to find the file “FOIACN.DAT” that you downloaded
from the FEC (http://ftp.fec.gov) or the less recent one that came with CM4/PM4 in your
CM4/PM4 directory.  The program will then proceed to load the candidate list into CM4/PM4. 
This is important only if your committee ever makes contributions to congressional candidates.

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Article ID: 680
Last updated: 26 Feb, 2010
Revision: 1
Views: 672
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FEC Form 3x Schedule A       FEC Form 3x - Schedule H1-H6