How Do I Pull a Transaction to a Specific Line on the FEC Form 3?

Applies To: Federal Election Commission – Candidate Committees

FEC Form 3: Line by Line Breakdown

Below is a breakdown of each Receipt and Disbursement line on the Form 3. Due to the complexity of FEC reporting, some nuance is not reflected in this documentation.

Schedule A

Line 11ai: Contribution From Individuals/Persons Other Than Political Committees

Transaction Types: Monetary Contributions, Inkind Contributions
Entities: All entities besides Political Committees or The Candidate

Line 11b: Contribution From Political Party Committees

Transaction Types: Monetary Contributions, Inkind Contributions
Entities: Political Party Committees

Line 11c: Contributions From Other Political Committees (such as PACs)

Transaction Types: Monetary Contributions, Inkind Contributions
Entities: All Political Committees besides Party Committees

Line 11d: Contributions from The Candidate

Transaction Types: Monetary Contributions, Inkind Contributions
Entities: The Candidate

Line 12: Transfers From Other Authorized Committees

Group 1: Transfers from Unaffilated Political Committees

Transaction Types: Monetary Contributions
Transaction Tag: Transfer
Entities: Political Committees

Group 2: Contributions from Related Committees

Transaction Types: Monetary Contributions, Inkind Contributions
Entities: Committees that have a Relationship with the filer

Line 13a: Loans Made or Guaranteed by the Candidate

Transaction Types: Loans Received
Entities: The Candidate

Line 13b: Loans/All Other Loans

Transaction Types: Loans Received
Entities: All entities besides the Candidate

Line 14: Offsets to Operating Expenditures (Refunds, Rebates, etc.)

Transaction Types: Refunded Expenses

Line 15: Other Receipts (Dividends, Interest, etc.)

Group 1: Other Income

Transaction Types: Other Incomes

Group 2: Recounts

Transaction Types: Monetary Contributions, Inkind Contributions
Election Type: Recount

Group 3: Refunded Contributions

Transaction Types: Refunded Expenses
Transaction Tag: Refund of Contribution Made

Group 4: Loan Made Repayments

Transaction Types: Loan Made Repayments

Schedule B

Line 17: Operating Expenditures

Group 1: Standard Expenses

Transaction Types: Expenses, Accrued Expense Payments, Inkind Contributions

Note: Inkind contributions are reported as both contributions and expenses for a net zero cash impact.

Group 2: Accrued Expense Splits

Transaction Types: Accrued Expense – Splits

Note: Group 2 transactions are reported as a memos when they are paid.

Group 3: Fees to Conduits

Transaction Types: Monetary Contributions
Transaction Tag: Conduit – Conduit Check

Note: ISP automatically calculates processing fees based on difference between the splits and the main monetary contribution from the conduit.

Line 18: Transfers to Other Authorized Committees

Group 1: Expenses to Filer

Transaction Types: Expenses
Entities: Political Committees with a relationship with the Filer

Group 2: Reattribution/Redesignation Expenses to Affiliated

Transaction Types: Expenses
Has Dependent with Tag: Reattribution or Redesignation
Entities: Political Committees with a relationship with the Filer

Note: Group 2 will be reported as memos.

Note: When the reattribution/redesignation happens across
reporting periods, the original transaction gets re-reported as a memo.
That’s why you’ll see the original transaction on the report with a memo
that says Original Contribution as Previously Reported.

Line 19a: Loan Repayments, Individuals/Persons Other than Political Committees

Transaction Types: Loan Received Repayments
Entities: The Candidate

Line 19b: Loan Repayments, Of All Other Loans

Transaction Types: Loan Received Repayments
Entities: All entities besides the Candidate

Line 20a: Refunds of Contributions to Individuals/Persons other than Political Committees

Transaction Types: Refunded Contributions, Inkind Contributions (Reversal)
Entities: All entities besides Political Committees or the Candidate

Line 20b: Refunds of Contributions to Political Party Committees

Transaction Types: Refunded Contributions, Inkind Contributions (Reversal)
Entities: Political Party Committees

Line 20c: Refunds of Contributions to Other Political Committees (such as PACs)

Transaction Types: Refunded Contributions, Inkind Contributions (Reversal)
Entities: All Political Committees except Party Committees

Line 21: Other Disbursements

Group 1: Reporting Code “012”

Transaction Types: Support/Oppose Memos, Non-Monetary Expenses, and Expenses
Reporting Code: 012

Group 2: Recount Disbursement

Transaction Types: Expenses, Accrued Expense Payments
Election Type: Recount

Group 3: Other Disbursement

Transaction Types: Expenses, Accrued Expense Payments, Loans Made, and Inkind Contributions
Transaction Tag: Other Disbursement

Group 4: Contributions Made

Transaction Types: Support/Oppose Memo

Note: When supporting or opposing a candidate, enter the Support/Oppose memo linked to the candidate rather than their committee for proper itemization.

Schedule C: All Loans Received

Group 1: Loans Received

Transaction Types: Loans Received
Financial Account: Not State or Levin

Group 2: Loan Received Guarantees

Transaction Types: Loans Received Guarantee
Financial Account: Not State or Levin

Schedule C1: Loans and Lines Of Credit From Lending Institutions

Transaction Types: Loans Received
Financial Account: Not State or Levin
Entities: Financial Institutions/Credit Card Issuers

Schedule D: Debts and Obligations

Transaction Types: Accrued Expenses
Financial Account: Not State or Levin