Enclosure (1) to COMDTINST 5370.9B
SCHEDULE B, PART II: GIFTS, REIMBURSEMENTS, AND TRAVEL EXPENSES
Free attendance at a widely attended gathering (such as a Coast Guard Foundation Award
dinner) constitutes a gift, and must be reported on Schedule B if the value of the gift exceeds
5 (include value of gift to spouse if accompanied by spouse to event).
SCHEDULE C, PART I: LIABILITIES
Generally, any reportable liabilities that exceed ,000 at any time during the reporting
period must be reported with the category of value for the highest amount owed indicated.
This section is not limited to those liabilities that exceed ,000 at the conclusion of the
reporting period (except for revolving charge accounts). For example, if rental property is
sold during the reporting period, the mortgage must still appear on Schedule C, if the
mortgage exceeded ,000 at any time during the reporting period.
SCHEDULE C, PART II: AGREEMENTS AND ARRANGEMENTS
Termination filers must report any arrangements that they have made for future
employment.
SCHEDULE D
The outside positions reported must include positions held at any time during the reporting
period, even those from which the individual may have resigned before the close of the
reporting period.
MISCELLANEOUS
Ensure that all sections of the report are complete. If a filer has nothing to report for an
applicable Schedule, ensure that the "None" box is checked.
Ensure that all report pages, including any attachments, are numbered, and that the filer's
name appears on each page.
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