Enclosure (2) to COMDTINST 5370.9B
Ensure that all assets and income sources on prior report still held during this reporting period
are shown in this part (to facilitate review, should report them in the same order).
Part II: LIABILITIES
Should include information about filer, as well as spouse and dependent children (if
applicable).
All liabilities shown on prior report that carried over into this period should be listed, if they
had a value greater than ,000 at any time during the reporting period.
Part III: OUTSIDE POSITIONS
Should only include the filer's outside positions (not those of spouse or dependent children).
Other than the listed exclusions, which appear to the left of Part III, any position held during
the year, other than a Government position, must be reported, whether or not the filer received
compensation.
Filer should write "comp" in the last column if he or she received compensation, and "not
comp" if he or she did not.
If the filer received over 0 in compensation, this must also be reported under Part 1.
Part IV: AGREEMENTS AND ARRANGEMENTS
Should only include the filer's own agreements and arrangements (not spouse's or dependent
children's).
Filer must provide the terms and conditions of any agreement or arrangement that filer has
regarding future employment, payments from a former employer, or participation in an
employee benefit plan, other than the government's plans. "Parties" are the persons or
companies with whom filer has the agreements or arrangements. For example, if filer has a
pension, it should be reported here, as well as in Part 1.
Part V: GIFTS AND TRAVEL REIMBURSEMENT
Should include information about filer, as well as spouse and dependent children (if
applicable).
Filer does not have to report a gift or reimbursement that spouse or dependent children receive
if it is received totally independently from filer; e.g., a gift or reimbursement the spouse
receives solely because of his/her job or professional pursuits.
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).
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