Confidential Financial Disclosure Form Confidential Financial Disclosure Form 2026

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  1. Click ‘Get Form’ to open the Confidential Financial Disclosure Form in the editor.
  2. Begin with Section 1, where you will enter your identifying information. Fill in your last name, first name, and middle initial. Ensure you sign and date the certification statement.
  3. Proceed to Section 2 to report any employment or consulting work for yourself and your spouse over the past two years. Include all relevant positions and organizations, marking spouse's employment with (S).
  4. In Section 3, document any compensated expert testimony provided by you or your spouse in the last two years. If none, simply write 'NONE'.
  5. Move on to Section 4 to report any research support or project funding received in the last two years. Provide details about each funding source.
  6. In Section 5, list any assets held for investment valued over $1,000 or generating more than $200 per year in income. Use appropriate designations for family members as needed.
  7. Finally, if applicable, answer the supplemental ethics questions in Section 6 regarding your impartiality related to advisory roles.

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