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Forms and Templates

The New York City Campaign Finance Board’s (CFB) new online dashboard and registration system is now live for all candidates and political committees! Register and update your committee information using our new CFB Portal. This online system replaces many of the paper forms previously required of campaigns and political committees—read more below under the Forms tab.
For the health and safety of staff and visitors during the COVID-19 outbreak, the Campaign Finance Board's office remains closed to the public and staff is providing all services remotely. The Candidate Services Unit is available via email at CandidateServices@nyccfb.info or audio calls via Microsoft Teams by appointment during normal business hours (9 AM – 5 PM). While the office is closed, forms and documents will be accepted electronically. Please fill out the applicable form completely, sign, and submit it as a single PDF to documents@nyccfb.info.
Campaigns have reported that emails sent from CFB addresses are delivered to their Spam folder. Anyone in contact with the CFB should monitor their Spam folder for CFB communications.
FORMS
TEMPLATES

The new CFB Portal enables campaigns and political committees to register with the CFB and keep their registration up-to-date online, replacing many of the paper forms you previously had to fill out, have notarized, and submit via mail or email. If you need assistance setting up your CFB portal account, please contact Candidate Services at CandidateServices@nyccfb.info.

Register with the CFB

All candidates running for mayor, public advocate, comptroller, borough president, or City Council Member must register and file disclosure with the CFB using the online registration system. Set up your CFB portal account and register today! (See Getting Started for more information.)

Campaigns and political committees will also use the CFB portal to:

  • Change or add a committee bank account
  • Change contact information
  • Add new authorized campaign staff
  • Change treasurers​

Register a political committee

Political committees that want to contribute to participating candidates running for a CFB-covered office must register using the new CFB Portal. Political committees must re-register every election cycle (committees registered for previous cycles can easily re-register online after setting up their CFB Portal account). If you have questions, please contact ademos@nyccfb.info.

Note: Registered CFB candidates within the current four-year election cycle are automatically registered as a political committee.

Register as a small campaign

A candidate may register as a small campaign if they does not plan to raise or spend more than $1,000. Register as a small campaign using the CFB Portal.

Campaigns and political committees will also use the CFB portal to:
• Change or add a committee bank account
• Change contact information
• Add new authorized campaign staff
• Change treasurers

A few campaign activities and updates still require the use of forms, including the following:

Certified Statement of Active Candidacy
Participating candidates who lost a primary election but are on the ballot for the general election on another party or independent line must submit this form and documentation that they are continuing to actively campaign for the general election in order to be eligible to receive any general election public funds payments.

Certified Statement of Need 
Submit a Statement of Need with supporting documentation under the following conditions: (1) To receive any pre-ballot public funds unless you are running for an open seat (no incumbent is running for re-election) or an opponent has already received public funds; (2) To lift the 25% cap on post-ballot primary payments unless you are running for an open seat or your primary opponent has already received public funds; or (3) To lift the 25% cap on general election payments even for open seats unless an opponent has already received public funds for the general election. See the Statement of Need Guide for more information.

Rescission of Certification
Submit the Rescission of Certification if you wish to rescind your Certification, and no longer be a participant in the matching funds program.
Note: this form must be submitted no later than the legal certification deadline for your election cycle, and is not reversible.

Statement of Eligibility for Childcare Expenditures
Candidates who wish to make expenditures for childcare services under Local Law 196/2018 must complete and submit this form to the CFB prior to making any campaign-related childcare expenditures. See the Childcare Expenditures Guide.

Verification of Terminated Candidacy
If you are ending your candidacy, submit the Verification of Terminated Candidacy.
Note: terminated candidates must continue to file periodic disclosure and remain subject to the Act, Board Rules, and state election law.

Contribution Cards

For monetary contributions, have the contributor fill out and sign a contribution card. The CFB-provided template includes all of the contributor’s information and verification statements required by the Act & Rules.

Contribution Cards

Cash/Check/Money Order — English | Bengali | Chinese | Korean | Spanish
Credit Card — English | Bengali | Chinese | Korean | Spanish

Special Election Contribution Cards

Cash/Check/Money Order — English | Bengali | Chinese | Korean | Spanish
Credit Card — English | Bengali | Chinese | Korean | Spanish

TIE Donation Card
Use this donation card for all donations to your Transition and Inauguration Entity (TIE). For monetary contributions, have the donor fill out and sign a donation card. The CFB-provided template includes all of the donor’s information and verification statements required by the Act & Rules.

Contribution Card for Segregated Bank Account
Use this contribution card if you are soliciting contributions to pay debts from previous election cycles, or for use other than by your committee for the current election cycle. You must disclose your Segregated Bank Account with the CFB prior to accepting any contributions of this type.

In-Kind Contribution Card
Use the in-kind contribution card to collect information on goods or services donated to your campaign free of charge or at a discount that is not available to the general public. You may get a letter or other form of documentation detailing the same information from the contributor in lieu of using this card.
Note: You must also attach documentation substantiating the fair market value of the in-kind contribution.

Documentation for Your Records

At any point, the CFB may request copies of these documents.

Advance Repayment Voucher
Use the Advance Repayment Voucher if you need to repay an advance (e.g., to reimburse a campaign staffer for a campaign expense paid out of pocket).

Automobile Travel Expenses Log
Use the Automobile Travel Expenses Log to document and provide reimbursement for campaign-related personal vehicle use.

Campaign Documentation Labels
Organize your campaign’s documentation with these labels that were specifically designed in accordance with CFB best practices. You can print them on Avery 5163 Template Labels or use them as guidance for your e-files.

C-SMART Transaction IDs are required on any documentation that is submitted to the CFB related to that transaction. Affix these labels on your documentation in order to label them with the transaction ID. If you require more labels, you may print more using Avery Template 5167.

Intermediary Statement
Submit an Intermediary Statement for each individual/entity who solicits contributions for your campaign. A form should also be submitted for anyone who delivers (or directs someone to deliver) contributions to your campaign or fundraising agent.
Note: You must also obtain documentation for each contribution an intermediary solicits or delivers.

Loan Agreement
If your campaign chooses to take out a loan to cover expenses, the lender and the campaign must complete a loan agreement.

Subcontractor Disclosure
Vendors must fill out a Subcontractor Disclosure form to disclose any individual or entity they have hired to perform work contracted between them and your campaign.

Time Sheet – Daily
Use the Daily Time Sheet to document hours, duties, and wages of single-day or part-time campaign employees.

Time Sheet – Weekly
Use the Weekly Time Sheet to document hours, duties, and wages of part-time and full-time campaign employees.

Transfer Authorization Card
If your campaign intends to transfer funds, first obtain a list of all contributions received by the transferor committee to determine which contributions can be transferred. Then have the contributor complete a Transfer Authorization Card. The contribution must be from their personal funds and cannot be reimbursed in any manner.

Invalid Matching Claims Letters

A statement review is issued to each campaign after the CFB reviews a disclosure statement. If your campaign is seeking public matching funds, the statement review provides a list of matching claims found to be invalid and the reason. The following template letters assist campaigns in obtaining the necessary contributor information to address some invalid matching claims. For more information, refer to the Invalid Matching Claims (IMC) Codes guidance document.

Address Verification
SRC-9

Billing Address Verification
SRC-11

Contribution Affirmation
DOC-5; DOC-6; DOC-7; DOC-8; DOC-9; DOC-10; DOC-11; DOC-12; DOC-16

Contribution Affirmation—Notarization Required — Only if specifically requested by the CFB.

Contribution Drawn on Business Account
SRC-2

Contributor is Not an Individual
SRC-7

Contributor Under Eighteen Years of Age
SRC-6

Missing/Incomplete Employment Information
RPT-2

Missing/Incomplete Residential Information
RPT-4; SRC-10

Reported Contributor Does Not Match Backup
RPT-6