Enclosure (2) to COMDTINST 5370.9B
HELPFUL HINTS FOR CFDR FILERS AND REVIEWERS
(see instructions on SF-278 for complete requirements)
MISCELLANEOUS
The "Instructions for OGE Form 450, Confidential Financial Disclosure Report," which are
attached to the blank form, contain information and definitions necessary for properly
completing the form. Filers and reviewers should read these instructions carefully.
If filer has nothing to report in a part of the OGE Form 450, the NONE box to the left of the
part should be checked. Writing "N/A" in the blanks is not acceptable. If the filer does not
check NONE, the reviewer will have to contact the filer to verify information.
Ensure that all report pages, including any attachments, are numbered and that the filer's name
appears on each page.
TOP SECTION
Under "Reporting Status," "New Entrant" should be checked if filer is newly assuming a
position that requires filing of an OGE Form 450 (generally, new entrants file within 30 days
of assuming that type of position). Otherwise, if filing is done during the fall reporting cycle,
"Annual" should be checked.
Filer must SIGN AND DATE the OGE Form 450 or it must be returned as incomplete. Filer
must not date an Annual CFDR prior to October 1 because the reporting period covers the 12-
month period ending September 30.
PART I: ASSETS AND INCOME
Should include information about the filer, as well as spouse and dependent children (if
applicable).
The filer must provide the complete name of each asset or source of income, (including the
underlying assets within IRA/401K/Pensions, if the filer controls the investments). For
instance, "Fidelity investment fund" is not specific enough; "Fidelity Magellan Fund" should
be indicated if that is the full name of the particular fund held. If known, the filer should
include the ticker symbol for listed stocks and mutual funds, to assist the reviewer.
If an income-producing asset was not held at the close of the reporting period, the "X if no
longer held" column should be checked.
If non-federal pension is listed, agreement should be reported on Part IV (Agreements and
Arrangements).
Trusts--assets must be reported unless Excepted Trust.
If any other earned income from an outside position is reported, position must be reported on
Part III.