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Electronic Questionnaires for Investigations Processing (e-QIP)

Frequently Asked Questions... about Financial Disclosure Form (SF-714)

Sections include:

Overview;  |  Employee Identification;  |  Annual Income;  |  Bank Accounts;  |  Investment Accounts;  |  Owned Real Estate;  |  Owned Vehicles, Boat, Airplanes, Other;  |  Real Estate You Lease or Rent From Another;  |  Leased Vehicles, Boats, Airplanes, Other;  |  Other Assets;  |  Mortgages, Loans and Other Liabilities;  |  Credit Cards;  |  Additional Income/Bankruptcy;  |  Safe Deposit Box;  |  Comments;  |  Certification;

Investment Accounts

1. Where do Federal employees report their Thrift Savings Plan (TSP) balance?
2. Should the Civil Service Retirement System (CSRS) balance amount be reported in the Investment Accounts section?
3. Where do I report IRA and Roth IRA accounts?
4. I have an IRA account that receives dividends. Are the dividends reportable on the FDF?
5. Where do I report college savings accounts?
6. Do we include Social Security accounts in the Investment Accounts section?

1. Where do Federal employees report their Thrift Savings Plan (TSP) balance?

   Answer: TSP balances are reported in Section 4: Investment Accounts, U.S. and Foreign.

2. Should the Civil Service Retirement System (CSRS) balance amount be reported in the Investment Accounts section?

   Answer: No. The CSRS balance amount should not be reported.

3. Where do I report IRA and Roth IRA accounts?

   Answer: IRA and Roth IRA accounts should be reported in Section 4: Investment Accounts.

4. I have an IRA account that receives dividends. Are the dividends reportable on the FDF?

   Answer: Dividends paid to an IRA account are incorporated into the ending balance figure and should not be reported separately.

5. Where do I report college savings accounts?

   Answer: College savings accounts should be reported in Section 4: Investment Accounts.

6. Do we include Social Security accounts in the Investment Accounts section?

   Answer: No, Social Security accounts should not be reported on the Financial Disclosure Form.

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