November 3, 2020 Candidate Packet - Flipping Book Version

Lender Information and Contributor Code Provide the full name, street address, city, state, and zip code, of each lender of $100 or more. For each itemized lender, check the appropriate box to indicate whether the lender is an individual, a committee, “other” (such as a business entity), or a political party. (The code “SCC” is for small contributor committees and is applicable only to state candidates and committees.) Financial Institution If a financial institution (i.e., bank or credit union) has made a loan to the committee, or the committee has drawn on a line of credit from a financial institution, report the institution as the lender, even if the candidate has established the line of credit. Individual Lender If the lender is an individual (including a candidate or officeholder using personal funds to make a loan to his or her committee), provide the individual’s occupation and the name of his or her employer. If the individual is self-employed, provide the name of his or her business. Do not leave this column blank. If this information has not yet been obtained, enter “requested” or similar language and amend Schedule B, Part 1, when the information is received. (See Chapter 2 for information about the requirement to return contributions/loans if the name, address, occupation, or employer information is not received.) 1 2

Quick Tip

A loan received from a commercial

lending institution in the normal course of business is reportable on Schedule B but is not considered a contribution. Contributor codes and cumulative amounts are only required for loans that are contributions. A candidate or officeholder who deposits personal funds into his or her own campaign bank account may report the funds as a loan on Schedule B or as a contribution on Schedule A.

Quick Tip

Quick Tip

Report each loan separately, even if

Loan Amounts Outstanding Balance Beginning This Period a

the committee has received more than one loan from a single source.

Enter the outstanding loan balance at the beginning of this reporting period (Column (d) of the last report filed). If the loan was received this period, enter zero. Amount Received This Period Enter the amount received from the lender during this reporting period. If this loan was received in a previous reporting period, enter zero. b

Fair Political Practices Commission advice@fppc.ca.gov

Chapter 8. 22

Campaign Manual 2 June 2020