FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
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 Contribution, Inkind Contribution
- Financial Account: Not State or Levin
- Entities: All entities besides Political Committees
Line 11b: Contribution From Political Party Committees
All transactions from a Party Committee to a Party Committee are considered a transfer. See Line 12.
Line 11c: Contributions From Other Political Committees (such as PACs)
- Transaction Types: Monetary Contribution, Inkind Contribution
- Financial Account: Not State or Levin
- Entities: All Political Committees besides Party Committees
Line 12: Transfers From Other Authorized Committees
- Transaction Types: Monetary Contribution + TAG: Transfer
- Financial Account: Not State or Levin
- Entities: Political Committees
-or- - Transaction Types: Monetary Contribution, Inkind Contribution (with or without Dependent TAG: Reattribution or Redesignation)
- Financial Account: Not State or Levin
- Entities: Committee that has a relationship with the filer (example: Authorized Committee)
-or- - Transaction Types: Monetary Contribution, Inkind Contribution
- Financial Account: Not State or Levin
- Entities: Political Party Committees
Line 13: All Loans Received
- Transaction Types: Loan Received
- Financial Account: Not State or Levin
- Entities: All entities
Line 14: Loan Repayments Received
- Transaction Types: Loan Made Repayment
- Financial Account: Not State or Levin
- Entities: All entities
Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)
- Transaction Types: Refunded Expense without Tag: Refund of Contribution Made
- Financial Account: Not State or Levin
- Entities: All
Line 16: Refunds of Contributions Made to Federal Candidates and Other Political Committees
- Transaction Types: Refunded Expense + Tag: Refund of Contribution Made
- Financial Account: Not State or Levin
- Entities: All
Line 17: Other Receipts (Dividends, Interest, etc.)
- Transaction Types: Other Income
- Financial Account: Not State or Levin
- Entities: All
-or- - Transaction Types: Monetary Contribution
- Financial Account: Carey
- Entities: All entities
Schedule B
Line 21a (Sch H4): Allocated Federal/Non-Federal Activity
- Transaction Types: Expense, Accrued Expense Payment, Refunded Expense
- Allocation Type: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
- Entities: All
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
- Financial Account: Not State or Levin
- Entities: All
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Inkind Contribution
- Allocation Type: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
- Financial Account: State
- Entities: All
Line 21b: Other Federal Operating Expenditures
- Transaction Types: Expense, Accrued Expense Payment
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Support/Oppose Memo + Tag: IE to Support or IE to Oppose
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All
- Special: The original expense pulls to Line 21b only if the original expense date is earlier than the IE date.
-or- - Transaction Types: Inkind Contribution
- Entities: All except Party Committee
- Special: Inkind contributions are reported as both contributions and expenses for a net zero cash impact.
-or- - Transaction Types: Monetary Contribution + TAG: Conduit – Conduit Check
- Entities: All
- Financial Account: Not State or Levin
- Special: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.
-or- - Transaction Types: Expense, Accrued Expense Payment, Non-Monetary Expense + Tag: Exempt Party Activities
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All
-or- - Transaction Types: Support/Oppose Memo + Tag: Non-IE to Support or Non-IE to Oppose or {none}
- Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense Payment + Tag: Exempt Party Activities
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: Party Committee
Line 22: Transfers to Other Authorized Committees
- Transaction Types: Expense
- Entities: Political Committee and has relationship with the Filer
-or- - Transaction Types: Expense + Dependent Tag: Reattribution or Redesignation
- Entities:Political Committee and has relationship with the Filer
- Special: These will be reported as memos.
-or- - Transaction Types: Expense, Accrued Expense Payment, Loan Made, Loan Received Repayment
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: Party Committee
-or- - Transaction Types: Support/Oppose Memo + Tag: Non-IE to Support or Non-IE to Oppose or {none}
- Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense Payment
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: Party Committee
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: Party Committee
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Inkind Contribution
- Entities: Party Committee
- Special: 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
- Transaction Types: Support/Oppose Memo + Tag: Non-IE to Support or Non-IE to Oppose or {none}
- Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense Payment
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: The Support/Oppose memo must be to an entity that has a Federal jurisdiction
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: Original Accrued Expense must have a Support/Oppose Memo; the Support/Oppose memo must be to an entity that has a Federal jurisdiction; Accrued expense splits are reported as a memo (no cash impact) when they are paid.
Line 24: Independent Expenditure (Schedule E)
- Transaction Types: Support/Oppose Memo + TAG: IE to Support or IE to Oppose
- Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All
Line 25: Coordinated Party Expenditures (Schedule F)
- Transaction Types: Support/Oppose Memo + TAG: Coordinated
Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense - Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All
Line 26: Loan Repayments Made
- Transaction Types: Loan Received Repayment
- Entities: All Entities
Line 27: Loans Made
- Transaction Types: Loan Made
- Entities: All Entities
Line 28a: Refunds of Contributions to Individuals/Persons other than Political Committees
- Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
- Entities: All entities besides Political Committees or The Candidate
Line 28b: Refunds of Contributions to Political Party Committees
- Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
- Entities: Political Party Committees
Line 28c: Refunds of Contributions to Other Political Committees (such as PACs)
- Transaction Types: Refunded Contribution, Inkind Contribution (Reversal)
- Entities: All Political Committees except Party Committees
Line 29: Other Disbursements
- Transaction Types: Support/Oppose Memo + Tag: Non-IE to Support or Non-IE to Oppose or {none}
- Original Transaction Types: Expense, Non-Monetary Expense, Accrued Expense Payment
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: The Support/Oppose memo must be to an entity that does not have a Federal jurisdiction
-or- - Transaction Types: Expenses, Accrued Expense Payment and Non-Monetary Expense
- Reporting Code: 012
- Entities: All EXCEPT Party Committee
-or- - Transaction Types: Non-Monetary Expense
- Entities: All except Party Committee
-or- - Transaction Types: Splits of Accrued Expense when the whole Accrued Expense had Reporting Code 012
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Financial Account: Not State or Levin
- Entities: All except Party Committee
- Special: Original Accrued Expense must have a Support/Oppose Memo; the Support/Oppose memo must be to an entity that does not have a Federal jurisdiction; Accrued expense splits are reported as a memo (no cash impact) when they are paid.
Line 30a (Sch H6): Allocated Federal/Levin Election Activity
- Transaction Types: Expense, Accrued Expense Payment, Refunded Expense
- Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
- Entities: All
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
- Financial Account: Not State or Levin
- Entities: All
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Inkind Contribution
- Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
- Financial Account: Levin
- Entities: All
Line 30b: Federal Election Activity Paid Entirely With Federal Funds
- Transaction Types: Expense, Accrued Expense Payment, Non-Monetary Expense
- Allocation Type: none
- Reporting Code: 100% FEA
- Financial Account: Not State or Levin
- Entities: All
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Reporting Code: 100% FEA
- Financial Account: Not State or Levin
- Entities: All
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Support/Oppose Memo + TAG: Non-IE to Support or Non-IE to Oppose or {none}
- Original Transaction Type: Non-Monetary Expense
- Allocation Type: none
- Reporting Code: 100% FEA
- Financial Account: Not State or Levin
- Entities: All
- Special: The Support/Oppose memo must be to an entity that has a Federal jurisdiction
Schedule C: All Loans Received
- Transaction Types: Loan Received
- Financial Account: Not State or Levin
- Entities: All entities
-or- - Transaction Types: Loan Received Guarantee
- Financial Account: Not State or Levin
- Entities: All entities
Schedule C1: Loans and Lines Of Credit From Lending Institutions
- Transaction Types: Loan Received
- Financial Account: Not State or Levin
- Entities: Financial Institution/Credit Card Issuer
Schedule D: Debts and Obligations
- Transaction Types: Accrued Expense
- Financial Account: Not State or Levin
- Entities: All entities
Schedule H1: Method of Allocation
- Special: Add a new allocation with type 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 Transfer, Expense, Refunded Expense, Accrued Expense Payment, Inkind Contribution
- Allocation Type: Direct Candidate Support, Direct Fundraising
- Entities: All
- Special: Transaction with the Allocation must be on the current report
Schedule H3: Transfers from Nonfederal Accounts for Allocated Federal / Nonfederal Activity
- Transaction Types: Allocation Transfer
- Allocation Type: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
-or- - Transaction Types: Inkind Contribution
- Allocation Type: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
- Financial Account: State
- Entities: All
Schedule H4: Allocated Federal/Non-Federal Activity
- See Line 21a (Sch H4).
Schedule H5: Transfers from Levin Accounts for Allocated Federal Election Activity
- Transaction Types: Allocation Transfer
- Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
-or- - Transaction Types: Inkind Contribution
- Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
- Financial Account: Levin
- Entities: All
Schedule H6: Allocated Federal / Levin Election Activity
- See Line 30a (Sch H6).
Schedule L-A, Line 1a: Receipts from Persons
- Transaction Types: Monetary Contribution, Loan Received
- Allocation Type: none
- Financial Account: Levin
- Entities: All
Schedule L-A, Line 2: Other Receipts
- Transaction Types: Other Income, Refunded Expense
- Allocation Type: none
- Financial Account: Levin
- Entities: All
Schedule L-B, Line 4a: Transfers To Federal Or Allocation Account (Voter Registration)
- Transaction Types: Allocation Transfer
- Allocation Type: Voter Registration (Levin)
Schedule L-B, Line 4b: Transfers To Federal Or Allocation Account (Voter ID)
- Transaction Types: Allocation Transfer
- Allocation Type: Voter ID (Levin)
Schedule L-B, Line 4c: Transfers To Federal Or Allocation Account (GOTV)
- Transaction Types: Allocation Transfer
- Allocation Type: GOTV (Levin)
Schedule L-B, Line 4d: Transfers To Federal Or Allocation Account (Generic Campaign)
- Transaction Types: Allocation Transfer
- Allocation Type: Generic Campaign Activity (Levin)
Schedule L-B, Line 5: Other Disbursements
- Transaction Types: Expense, Loan Received Repayment, Accrued Expense Payment, Refunded Contribution
- Allocation Type: none
- Financial Account: Levin
- Entities: All
-or- - Transaction Types: Splits of Accrued Expense
- Allocation Type: none
- Financial Account: Levin
- Entities: All
- Special: Accrued expense splits are reported as a memo (no cash impact) when they are paid.
-or- - Transaction Types: Monetary Contribution + Tag: Conduit – Conduit Check
- Entities: All
- Financial Account: Levin
- Special: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.