FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?

Applies To: Federal Election Commission – Party Committees

Below is a breakdown of each Receipt and Disbursement line on the Form 3x (Party). If you are looking to pull a specific transaction to a specific spot, or want to know how transactions pull to the FEC Form 3x (Party), you will find that information below.

Schedule A

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

Transaction Types: Monetary Contributions, Inkind Contributions
Financial Account: Not State or Levin
Entities: All entities besides Political Committees

Line 11b: Contribution From Political Party Committees

No transactions show on this line. All transactions from a Party Committee to a Party Committee are considered a transfer and will show on Line 12.

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

Transaction Types: Monetary Contributions, Inkind Contributions
Financial Account: Not State or Levin
Entites: All Political Committees but not Party Committees

Line 12: Transfers From Other Authorized Committees

Group 1: Contributions that are Transfers

Transaction Types: Monetary Contributions
Transaction Tag: Transfer
Financial Account: Not State or Levin
Entites: Political Committees

Group 2: Contributions from related Entities

Transaction Types: Monetary Contributions, Inkind Contributions
Financial Account: Not State or Levin
Entities: Political Committees with a Relationship with the filer (example: Authorized Committee)

Group 3: Contributions from Political Party Committees

Transaction Types: Monetary Contributions, Inkind Contributions
Financial Account: Not State or Levin
Entities: Political Party Committees

Line 13: All Loans Received

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

Line 14: Loan Repayments Received

Transaction Types: Loan Made Repayments
Financial Account: Not State or Levin

Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)

Transaction Types: Refunded Expenses
Transaction Tag: All except Refund of Contribution Made
Financial Account: Not State or Levin

Line 16: Refunds of Contributions Made to Federal Candidates and Other Political Committees

Transaction Types: Refunded Expenses
Transaction Tag: Refund of Contribution Made
Financial Account: Not State or Levin

Line 17: Other Receipts (Dividends, Interest, etc.)

Group 1: Contribution from Other source

Transaction Types: Other Income
Financial Account: Not State or Levin

Group 2: Carey Contribution

Transaction Types: Monetary Contributions
Financial Account: Carey

Schedule B

Line 21a (Sch H4): Allocated Federal/Non-Federal Activity

Group 1: Expenses, Accrued Expense Payments, and Refunded Expenses

Transaction Types: Expenses, Accrued Expense Payments, Refunded Expenses
Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support

Group 2: Splits of Accrued Expenses

Transaction Types: Splits of Accrued Expenses
Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
Financial Account: Not State or Levin

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made. If a memo does not appear under the parent transaction on a report, this may be due to the nature of the original Accrued Expense. According to FEC rules, Splits on the original Accrued Expense only pull when thefirst Accrued Expense Payment is made.

Group 3: Inkind Contributions

Transaction Types: Inkind Contributions
Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
Financial Account: State

Line 21b: Other Federal Operating Expenditures

Group 1: Expenses and Accrued Expense Payments

Transaction Types: Expenses, Accrued Expense Payments
Not Allocated
Financial Account: Not State or Levin
Entities: Any besides Party Committee

Group 2: Splits of Accrued Expenses

Transaction Types: Splits of Accrued Expense
Not Allocated
Financial Account: Not State or Levin
Entities: Any besides Party Committee

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 3: IEs to Support and Oppose Paid Before Dissemination

Transaction Types: Support/Oppose Memos
Transaction Tag: IE to Support or IE to Oppose
Not Allocated
Financial Account: Not State or Levin

Note: The original expense pulls to Line 21b only if the original expense date is earlier than the IE date. When the IE date is in the period, the transaction will move to Line 24. The transaction will appear as a negative on Line 21b and then a positive on Line 24.

Group 4: Inkind Contributions

Transaction Types: Inkind Contributions
Entites: All except Party Committee

Note: Inkind contributions are reported as both contributions and expenses for a net zero cash impact. If the original Inkind came from a party committee, it will itemize on Sch B no matter the amount.

Group 5: Conduit Fees

Transaction Types: Monetary Contributions
Transaction Tag: Conduit – Conduit Check
Financial Account: Not State or Levin

Note: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.

Group 6: Exempt Party Activities

Transaction Types: Support/Oppose Memos
Transaction Tag: None
Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments with the Tag: Exempt Party Activities
Not Allocated
Financial Account: Not State or Levin
Entities: Party Committee

Line 22: Transfers to Other Authorized Committees

Group 1: Expenses to Related Political Committees

Transaction Types: Expenses
Entities: Political Committees with Relationship with the Filer

Group 2: Expenses with dependent Reattribution or Redesignation

Transaction Types: Expenses
Transaction Tag: Has a dependent support/oppose memo with tag reattribution or redesignation
Entities: Political Committees with Relationship with the Filer

Note: These will be reported as memos.

Group 3: Expenses and similar transactions to Party Committees

Transaction Types: Expenses, Accrued Expense Payments, Loans Made, Loan Received Repayments
Not Allocated
Financial Account: Not State or Levin
Entities: Party Committees

Group 4: Support/Oppose Memos to Party Committees

Transaction Types: Support/Oppose Memos
Transaction Tag: None
Original Transaction Types: Expense, Non-Monetary Expenses, Accrued Expense Payments
Not Allocated
Financial Account: Not State or Levin
Entities: Party Committees

Group 5: Split of Accrued Expenses to Party Committees

Transaction Types: Splits of Accrued Expenses
Not Allocated
Financial Account: Not State or Levin
Entities: Party Committees

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 6: Inkind Contributions from Party Committees

Transaction Types: Inkind Contributions
Entities: Party Committees

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

Line 23: Contributions to Federal Candidates/Committees and Other Political Committees

Group 1: Support/Oppose Memos

Transaction Types: Support/Oppose Memos
Transaction Tag: None
Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments
Not Allocated
Financial Account: Not State or Levin
Entities: All except Party Committee

Note: Support/Oppose memos must be to an entity that has a Federal jurisdiction

Group 2: Splits of Accrued Expenses with Support/Oppose Memos

Transaction Types: Splits of Accrued Expenses
Not Allocated
Financial Account: Not State or Levin
Entities: All except Party Committee

Note: Original Accrued Expenses must have a Support/Oppose Memo; Support/Oppose memos must be to an entity that has a Federal jurisdiction; Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Line 24: Independent Expenditure (Schedule E)

Transaction Types: Support/Oppose Memos (Jurisdiction must be Federal)
Transaction Tag: IE to Support, IE to Oppose
Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expenses
Not Allocated
Financial Account: Not State or Levin

Note: Support/Oppose memos must be to an entity that has a Federal jurisdiction

When there is an Accrued Expense with no payment:

We disclose the Independent Expenditure information on Sch E as a memo. Per request of the FEC, we do not disclose a payment date, just a dissemination date.
The original Accrued Expense is still disclosed on Sch D.

When there is a payment on the Accrued Expense:

We disclose the payment to the original entity on Sch E. We removed the Support/Oppose information from this transaction, and added the memo text “Debt Payment. See additional transactions for Independent Expenditure details.”
We disclose the Independent Expenditure information as a memo. We pull the Accrued Expense Payment date (not the original Accrued Expense date) as the payment date.

Line 25: Coordinated Party Expenditures (Schedule F)

Transaction Types: Support/Oppose Memos
Transaction Tag: Coordinated
Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expenses
Not Allocated
Financial Account: Not State or Levin

Line 26: Loan Repayments Made

Transaction Types: Loan Received Repayments

Line 27: Loans Made

Transaction Types: Loans Made

Line 28a: Refunds of Contributions to Individuals/Persons other than Political Committees

Transaction Types: Refunded Contributions, Inkind Contributions (Reversals)
Entities: All except Political Committees or the Candidate

Line 28b: Refunds of Contributions to Political Party Committees

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

Line 28c: Refunds of Contributions to Other Political Committees (such as PACs)

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

Line 29: Other Disbursements

Group 1: Non-Federal Support/Oppose Memos

Transaction Types: Support/Oppose Memos
Transaction Tag: None, IE to Support, IE to Oppose
Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments
Not Allocated
Financial Account: Not State or Levin
Entities: All except Party Committee

Note: Support/Oppose memos must be to an entity that does not have a Federal jurisdiction

Group 2: Expenses and other Transactions with Reporting Code 012

Transaction Types: Expenses, Accrued Expense Payments, Non-Monetary Expenses
Reporting Code: 012
Entities: All except Party Committees

Group 3: Non-Monetary Expenses

Transaction Types: Non-Monetary Expenses
Entities: All except Party Committee

Group 4: Split of Accrued Expense with Reporting Code 012

Transaction Types: Splits of Accrued Expenses with Reporting Code 012
Not Allocated
Financial Accounts: Not State or Levin
Entities: All except Party Committee

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 5: Other Splits of Accrued Expense

Transaction Types: Splits of Accrued Expenses
Not Allocated
Financial Account: Not State or Levin
Entities: All except Party Committees

Note: Original Accrued Expenses must have a Support/Oppose Memo; Support/Oppose memos must be to an entity that does not have a Federal jurisdiction; Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Line 30a (Sch H6): Allocated Federal/Levin Election Activity

Group 1: Levin Disbursements

Transaction Types: Expenses, Accrued Expense Payments, Refunded Expenses
Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)

Group 2: Splits of Levin Disbursements

Transaction Types: Splits of Accrued Expenses
Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
Financial Account: Not State or Levin

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 3: Levin Inkind Contributions

Transaction Types: Inkind Contribution
Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
The Financial Account is marked for Levin use

Line 30b: Federal Election Activity Paid Entirely With Federal Funds

Group 1: Expenses and other Transactions with Tag 100% FEA

Transaction Types: Expenses, Accrued Expense Payments, Non-Monetary Expenses
Not Allocated
Transaction Tag: 100% FEA
Financial Account: Not State or Levin

Group 2: Splits of Accrued Expenses with Tag 100% FEA

Transaction Types: Splits of Accrued Expenses
Not Allocated
Transaction Tag: 100% FEA
Financial Account: Not State or Levin

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 3: Support/Oppose Memos with Tag 100% FEA

Transaction Types: Support/Oppose Memos
Transaction Tag: 100% FEA
Original Transaction Types: Expenses, Non-Monetary Expenses
Not Allocated
Financial Account: Not State or Levin

Note: Support/Oppose memos must be to an entity that has a Federal jurisdiction. The 100% FEA Tag will always pull Support/Oppose memos to line 30b even if there are Independent Expenditures indicated.

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: Loan Received Guarantees
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

Note: If debts appear on an incorrect line, then ensure that previously filed reports have been marked as filed.

Schedule H1: Method of Allocation

Allocation: Administrative, Exempt, Public Communications, Voter Drive

Schedule H2: Allocation Ratios for Allocable Fundraising Events and Direct Candidate Support Activities Appearing on this Report

Transaction Types: Allocation Transfers, Expenses, Refunded Expenses, Accrued Expense Payments, Inkind Contributions
Allocation: Direct Candidate Support, Direct Fundraising

Note: Schedule H2 reports on allocations rather than individual transaction. It will only report an allocation if there is one or more transactions with that allocation on the current report.

Schedule H3: Transfers from Nonfederal Accounts for Allocated Federal / Nonfederal Activity

Group 1: Allocation Transfers

Transaction Types: Allocation Transfers
Allocation: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support

Group 2: State Allocated Inkind Contributions

Transaction Types: Inkind Contributions
Allocation: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
Financial Account: State

Schedule H4: Allocated Federal/Non-Federal Activity

See Line 21a (Sch H4).

Schedule H5: Transfers from Levin Accounts for Allocated Federal Election Activity

Group 1: Allocation Transfers

Transaction Types: Allocation Transfers
Allocation: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)

Group 2: Levin Allocated Inkind Contributions

Transaction Types: Inkind Contributions
Allocation: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
Financial Account: Levin

Schedule H6: Allocated Federal / Levin Election Activity

See Line 30a (Sch H6).

Schedule L-A, Line 1a: Receipts from Persons

Transaction Types: Monetary Contributions, Loans Received
Not Allocated
Financial Account: Levin

Schedule L-A, Line 2: Other Receipts

Transaction Types: Other Income, Refunded Expenses
Not Allocated
Financial Account: Levin

Schedule L-B, Line 4a: Transfers To Federal Or Allocation Account (Voter Registration)

Transaction Types: Allocation Transfers
Allocation: Voter Registration (Levin)

Schedule L-B, Line 4b: Transfers To Federal Or Allocation Account (Voter ID)

Transaction Types: Allocation Transfers
Allocation: Voter ID (Levin)

Schedule L-B, Line 4c: Transfers To Federal Or Allocation Account (GOTV)

Transaction Types: Allocation Transfers
Allocation: GOTV (Levin)

Schedule L-B, Line 4d: Transfers To Federal Or Allocation Account (Generic Campaign)

Transaction Types: Allocation Transfers
Allocation: Generic Campaign Activity (Levin)

Schedule L-B, Line 5: Other Disbursements

Group 1: Levin Expenses and other Transactions

Transaction Types: Expenses, Loan Received Repayments, Accrued Expense Payments, Refunded Contributions
Not Allocated
Financial Account: Levin

Group 2: Levin Splits of Accrued Expenses

Transaction Types: Splits of Accrued Expenses
Not Allocated
Financial Account: Levin

Note: Splits of Accrued Expenses are reported as a memo (no cash impact) only when the first Accrued Expense Payment is made.

Group 3: Levin Conduit Fees

Transaction Types: Monetary Contributions
Transaction Tag: Conduit – Conduit Check
Financial Account: Levin

Note: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.