The OGE Form 278

Getting the Form

The OGE Form 278 is available in three versions on OGE’s website under “Forms Library.”

•  Adobe Acrobat (PDF) 
•  Microsoft Excel
•  Screen-Reader Compatible

Click here for a link to a page that includes the forms and download instructions.

Report Contents

The OGE Form 278 consists of a cover page and seven substantive areas, divided into Schedules and Parts. You must complete each Schedule and Part other than Schedule B.  Schedule B is not applicable for Nominee and New Entrant filers. 

Schedule Reporting Period Individuals Covered

Schedule A:
Assets and Income

Preceding Calendar Year to
Filing Date 

You, Spouse, and
Dependent Children

Schedule B, Part I:
Transactions

 N/A - Leave blank N/A - Leave blank

Schedule B, Part II:
Gifts and Travel Reimbursements

 N/A - Leave blank N/A - Leave blank

Schedule C, Part I:
Liabilities

Preceding Calendar Year to
Filing Date 

You, Spouse, and
Dependent Children

Schedule C, Part II:
Agreements or Arrangements

 As of Filing Date You

Schedule D, Part I:
Positions (other than with
U.S. Government)

Preceding Two Calendar Years to
Filing Date 

 You

Schedule D, Part II:
Sources of Compensation in
Excess of $5,000

Preceding Two Calendar Years to
Filing Date 

 You

Disclose Interests of Your Spouse and Dependent Children

You need to report the financial interests of your spouse and dependent children in Schedule A and Schedule C, Part I, but the reporting thresholds and requirements differ depending on the type of interest. In this guide, we explain the requirements for you, your spouse, and dependent children for each type of reportable interest.

As a limited exception to this rule, you do not need to report the interests of a spouse living separate and apart with the intention of terminating the marriage or providing for a permanent separation.

Use of Brokerage Statements and Attachments

Presidential nominees (“Nominee” filers) may not attach brokerage statements in lieu of entering required financial disclosure information into Schedule A. In certain circumstances, OGE may permit a Nominee filer to provide clarifying notes in an attachment to the OGE Form 278; however, such material is used to supplement, not to substitute for, required information.

If you are a New Entrant filer, rather than a Nominee, you should consult with your agency’s ethics official regarding your agency’s policy regarding the use of, in very limited circumstances, brokerage statements that contain all required information and that present the information in a clear, understandable format. (Be sure to redact personal information, including account numbers.)

 

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This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.