IMPORTANT NOTE - PLEASE READ BEFORE ACCESSING OR DOWNLOADING FINANCIAL DISCLOSURE REPORT FORMS

FOR USE STARTING JANUARY 1, 2007

Confidential Financial Disclosure Report (OGE Form 450)

IMPORTANT:  Please do not send your completed OGE Form 450 to OGE.  Your agency, not OGE, is responsible for reviewing and maintaining the forms for its employees.  Contact your agency ethics official to obtain the correct address for mailing your form. 

Provided below are two enhanced versions of our electronically fillable OGE Form 450 PDF form. One version meets the accessibility requirements of Section 508 of the Rehabilitation Act Amendments of 1998 (Section 508). The second version is a non-accessible version of the electronically fillable OGE Form 450 PDF form. The programming for both versions of these electronically fillable forms has been revised to allow users to insert more information in various data fields, generate automatically unlimited additional pages for Part I, Parts II and III, and Parts IV and V (only available in the non-accessible version), and save and reuse a completed form without having to purchase Adobe Acrobat software. Through our purchase of special licensing and software from Adobe, users can now save a completed form and generate unlimited additional pages by using the latest version of the Adobe Reader, Version 7.0, which is available for free from the Adobe website ( www.adobe.com ).

NEW!

OGE Form 450 – Electronically Fillable Non-accessible PDF Version of OGE Form 450 (2007)

IMPORTANT: Although this version of the form is capable of accepting digital signatures, OGE has not authorized any agency to accept forms with digital signatures except those participating in an OGE-approved pilot program. For the 2007 filing season, each filer must place an actual signature on the form and submit a paper copy of the form. In the future we hope to authorize the use of digital signatures and for that reason designed the form for this future use.

Filers will notice that the form has been substantially revised. It is critical that you read through the entire form, gather your financial records that contain the information requested by the form, and then fill out the form.

This revised PDF version of the form has been programmed by OGE to be filled in electronically through the use of the Adobe Reader Version 7.0 and then printed. Users may now use either the free Adobe Reader Version 7.0 software or Adobe Acrobat software in order to electronically save completed PDF versions of the OGE Form 450 or to generate additional pages.

NEW!

OGE Form 450 - Electronically Fillable Accessible PDF Version of OGE Form 450 (2007)

OGE Form 450 - Part I Continuation page (PDF)
OGE Form 450 - Parts II and III Continuation page (PDF)
OGE Form 450 - Parts IV and V Continuation page (PDF)

IMPORTANT: Although this version of the form is capable of accepting digital signatures, OGE has not authorized any agency to accept forms with digital signatures except those participating in an OGE-approved pilot program. For the 2007 filing season, each filer must place an actual signature on the form and submit a paper copy of the form. In the future we hope to authorize the use of digital signatures and for that reason designed the form for this future use.

Filers will notice that the form has been substantially revised. It is critical that you read through the entire form, gather your financial records that contain the information requested by the form, and then fill out the form.

This revised, accessible PDF version of the form has been programmed by OGE to be filled in electronically through the use of the Adobe Reader Version 7.0 and then printed. Users may now use either the free Adobe Reader Version 7.0 software or Adobe Acrobat software in order to electronically save completed PDF versions of the OGE Form 450. Due to constraints of screen reader software, some automated features, such as automatic generation of continuation pages, are not available in this version. Instead, we have created three separate files (listed above) that represent the continuation pages for Part I, Parts II and III, and Parts IV and V. Filers can save as many copies as necessary of these files.

Due to accessibility issues with the Adobe Reader Version 8.0 software, vision-impaired users may have difficulty completing the OGE Form 450 using that version of Adobe.  Please use Adobe Reader Version 7.0 or an earlier version.

FOR CONTINUED USE (in applicable years if permitted by OGE and agency procedures)

Confidential Certificate of No New Interests (Executive Branch)
(OGE Optional Form 450-A) (2005) - In the 08/2005 edition of the OGE Form 450-A, OGE updated the Privacy Act Statement. Printable PDF Version (not fillable)

OGE Optional Form 450-A Printable PDF Version

Public Financial Disclosure Report (SF 278)

Provided below are two enhanced versions of our electronically fillable SF-278 PDF form. One version meets the accessibility requirements of Section 508 of the Rehabilitation Act Amendments of 1998 (Section 508). This version was programmed in a manner that makes it accessible to those persons with vision impairments. The second version is a non-accessible version of the electronically fillable SF-278 PDF form that does not use the current screen reader technology. The programming for both versions of these electronically fillable forms has been revised to allow users to insert more information in various data fields, generate automatically unlimited additional schedules (only available in the nonaccessible version), and save and reuse a completed form without having to purchase Adobe Acrobat software. Through our purchase of special licensing and software from Adobe, users can now save a completed form and generate unlimited additional schedules by using the latest version of the Adobe Reader, Version 6, which is available for free from the Adobe website (www.adobe.com).

Important Note: It could take approximately 20 minutes to download the nonaccessible version of our electronically fillable SF-278 PDF form if the user does not have a high-speed Internet connection. Because this may be impractical for some users, we are providing a link on our website to a Department of Defense website that has an electronically fillable Microsoft Excel software version of the SF-278. This Excel version will take users less time to download but will require users to have Microsoft Excel on their computers to complete and save the form. It will not, however, have all the features of our enhanced nonaccessible version.

As other electronically fillable versions of the SF-278 form become known to us and are posted on the Internet, we will provide links on our website to agency websites that have the form. Users may then choose the electronic version that they find most suitable to them.

Notes:

• Printed copies are currently available through the General Services Administration Customer Supply Centers.
• The InternetForms Viewer is no longer available.
• Instrs., Privacy Act Statement. There are now three additional routine uses as well as those listed on the SF 278 form (see DAEOgram DO-03-015 (PDF - HTML - TXT) of August 25, 2003 (p.2) for more details on the new uses.
• Sch. B, Part II. The reporting threshold for gifts and travel reimbursements received from one source is now further increased to more than $305, with a $122 or less de minimis aggregation exception (see OGE DAEOgram DO-05-007 (PDF - HTML - TXT) of March 17, 2005 for more details on this change.

Public Financial Disclosure Report (SF 278) (2000)
(Electronically Fillable PDF Version of SF 278 ) (Non-accessible)
Software Revised 11/1/04 (PDF)

SF 278 Form - Electronically Fillable Non-accessible Version (PDF)

This revised PDF version of the form has been programmed by OGE to be filled in electronically through the use of the Adobe Reader Version 6.0 and then printed. Important: Users may now use either the free Adobe Reader Version 6.0 software or Adobe Acrobat software in order to electronically save completed PDF versions of the SF 278 or to generate additional pages.

Public Financial Disclosure Report (SF 278) (2000)
(Electronically Fillable PDF Version of SF 278 ) (Accessible)

SF 278 Form - Electronically Fillable Accessible Version (PDF)

SF 278 Form - Schedule A Continuation page (PDF)
SF 278 Form - Schedule B Continuation page (Parts I and II) (PDF)
SF 278 Form - Schedule B Continuation page (Part I) (PDF)
SF 278 Form - Schedule C Continuation page (PDF)
SF 278 Form - Schedule D Continuation page (PDF)

This revised, accessible PDF version of the form has been programmed by OGE to be filled in electronically through the use of the Adobe Reader Version 6.0 and then printed. Important: Users may now use either the free Adobe Reader Version 6.0 software or Adobe Acrobat software in order to electronically save completed PDF versions of the SF 278, or to generate additional pages. However, due to constraints of screen reader software, some automated features, such as automatic generation of contintuation schedules are not available in this version.

Public Financial Disclosure Report (SF 278) (2000)
Printable PDF Version (not fillable)

SF 278 Form Printable Version (PDF)

This PDF version is for printing out a copy of the SF 278 form only, and contains no programming to allow the user to electronically complete the form. This PDF version is for printing out a copy of the SF 278 form only. If you only need to print the form, so you can complete it manually, and have the free Adobe Reader, download the non-fillable PDF version.

Department of Defense
Public Financial Disclosure Report (SF 278)

Department of Defense SF 278 Form - Microsoft Excel Version

This electronically fillable Microsoft Excel software version of the SF-278 (without all the features of the enhanced PDF version) will require much less time to download. Defense's Excel version requires users to have Microsoft Excel on their computers to complete and save the form.

Request to Inspect or Receive Copies of SF 278s or Other Covered Records
(OGE Form 201) (2006) (Electronically Fillable PDF Version of OGE Form 201) (PDF) 

This PDF version of the form has been programmed to be filled in electronically through the use of the Adobe®Reader 6.0 and then printed. This version of Adobe Reader is freely available from the Adobe Web Site. Important: Users must have the full version of the Adobe®Acrobat 6.0 software in order to electronically save completed PDF versions of this form.

Notice of Conflict of Interest Referral (OGE Form 202) (2004) (PDF)

This PDF version of the form has been programmed to be completed and saved electronically through the use of the Adobe®Reader 6.0 and above. These versions of the Adobe®Reader are freely available from the Adobe Web Site . Important: Users need not have the full version of the Adobe®Acrobat software in order to electronically save completed PDF versions of this form. That capability has been imbedded in this form, provided users have Adobe®Reader 6.0 and above. Note: Although the form itself is Section 508 compliant, some accessibility features do not work correctly in the Adobe Reader 8.0.

Agencies are now invited to provide submissions of OGE Form 202 via email to: referrals@oge.gov. In cases where email submission is not possible, please mail or fax completed forms to:

U.S. Office of Government Ethics
Attn: Associate Director, Program Review Division
1201 New York Avenue, N.W., Suite 500
Washington , DC 20005-3917

Fax # 202-482-9238

Qualified Blind Trust Models

Model Qualified Blind Trust Provisions (2002) (PDF)

Model Qualified Blind Trust Provisions (For use in the case of multiple
fiduciaries) (2002) (PDF)

Model Qualified Blind Trust Provisions (For use in the case of an irrevocable
pre-existing trust) (2002) (PDF)

Qualified Diversified Trust Models

Model Qualified Diversified Trust Provisions (2002) (PDF)

Model Qualified Diversified Trust Provisions (For use in the case of multiple fiduciaries) (2002) (PDF)

Model Qualified Diversified Trust Provisions (For use in the case of an irrevocable pre-existing trust)
(2002)  (PDF)

Hybrid Version of Model Qualified Diversified Trust Provisions (2002) (PDF)

Additional Trust Documents

Blind Trust Communications (2002) (PDF)

Model Confidentiality Agreement Provisions (For use in the case of investment management activities)
(2002) (PDF)

Model Confidentiality Agreement Provisions (For use in the case of a privately owned business)
(2002) (PDF)

Documents from the Office of the Director of OGE

OGE Director Robert Cusick discusses OGE's Leadership Initiative at the 15th National Government Ethics Conference on March 14, 2007 (PDF)

OGE Director Robert Cusick's Keynote Address at the Defense Industry Initiative's Best Practices Forum on June 14, 2007. (PDF)

Robert Cusick gave the keynote address to open the Defense Industry Initiative's Best Practices Forum for 2007 in Washington, DC June 14 and 15.  The Forum attracted approximately 250 participants representing numerous defense industry contractors.  Mr. Cusick's remarks focused on the issues resulting from the increasingly blended government employee/contractor employee workforce.

Documents from the Office of Agency Programs

Program Review Division

Program Services Division

Ethical Implications of Emergency Response Conference Report (June 2006)  (PDF)

This report is the result of a 6 month effort of a working group comprised of staff from the Office of Government Ethics and numerous ethics officials. The working group was initiated in response to hurricanes Katrina and Rita and ethics officials request that the community come together to develop common solutions to shared problems and experiences. The effort culminated in a conference that was held March 21 and 22, 2006. In addition to the conference report, many speakers prepared Powerpoint presentations which are listed on the report. If you would like a copy of those presentations, please contact Cheryl Kane-Piasecki at 202-482-9252 or at clkanepi@oge.gov. (Note: This file contains links to documents on web sites outside of the Office of Government Ethics. These documents were not created and are not maintained by the Office of Government Ethics and the Office of Government Ethics takes no responsibility for the accuracy, propriety or legality of these documents.)

Miscellaneous Ethics Documents

List of Designated Agency Ethics Officials (April 2008)  (PDF)

OGE Calendar of Ethics Reports (2008)  (PDF)

Schedule of Important Ethics Dates (2008)  (PDF)

List of U.S. Government Entities with Ethics/Conduct-Related Authority  (PDF)

Sample Format for Requesting a Certificate of Divestiture (2007) 
(Microsoft Word) or  (PDF) (508 Compliant Version - requires Acrobat Reader 8.0)

PAS Nominee Ethics Agreement Guide (2008)
(Microsoft Word) or (PDF) (508 Compliant Version - requires Acrobat Reader 8.0)

OGE Administrative and Management Reports

Performance Accountability Report

• 2007 (PDF) (HTML)
• 2006 (PDF) (HTML)
• 2005 (PDF) (HTML)
• 2004 (PDF) (HTML)

Buy American Act Reports

• 2007 (PDF)
• 2006 (PDF)
• 2005 (PDF)
• 2004 (PDF)

E-Government Reports

• 2006 (PDF) (HTML)
  

FIPS 201 PIV Report

• 2007 (PDF)
  

Annual Employee Survey Results

• 2007 (PDF)
  

Fiscal Year 2009 Explanatory Notes and Annual Performance Plan Prepared for the Committee on Appropriations (PDF) (HTML)

Fiscal Year 2008 Explanatory Notes and Annual Performance Plan Prepared for the Committee on Appropriations (PDF) (HTML)

OGE Strategic Plans

OGE Strategic Plan for Fiscal Years 2007-2011 (PDF) (HTML)

OGE Strategic Plan for Fiscal Years 2001-2006 (PDF)

IRM Strategic Plan for Fiscal Years 2005-2011 (PDF)