Who Files, Where They File, and How to Access Their Documents

Who Files Document Types Where the Document Resides How to Access the Documents Retention Period Notes
President and Vice President 278e (Annual and Termination)
278-T 		OGE and the White House Search the Officials' Individual Search Collection 278e: Generally 6 years.

278-T: Generally 7 years. 		Reports date back to 2015.
Presidential candidates 278e (Candidate) OGE and the Federal Election Commission Search the Officials' Individual Search Collection One year after the filer is no longer a candidate. N/A
Nominees to and incumbents in presidentially appointed Senate-confirmed (PAS) positions 278e (Nominee, Annual, and Termination)

278-T

Ethics Agreements

Certification of Ethics Agreement Compliance 		OGE and the nominee and incumbent’s agency Search the Officials' Individual Search Collection, fill out the online Form 201 if prompted. 278e: Generally 6 years.

278-T: Generally 7 years. 		The OGE Form 278e of nominees are destroyed one year after nominee ceases to be under consideration for the position or when no longer needed for an active investigation, whichever is later.

Quick Guide to PAS Reports OGE Reviews

All nominee reports and ethics agreements amended after 8/12/2019 now include the date the amendment became available in the type column.
Other public financial disclosure positions 278e (New Entrant, Annual, and Termination)

278-T 		The employee’s agency. Search the Agency Ethics Program Contact Information page to find the filer’s agency. Complete and submit Form 201 to the contact listed in the column titled “How to request public financial disclosure reports from your agency.”

Requests for financial disclosure reports of White House staff and appointees from prior administrations should be submitted to the National Archives and Records Administration:

Trump.library@nara.gov for Trump Administration records or

Obama.library@nara.gov for Obama Administration records. 		N/A N/A
Designated Agency Ethics Officials (DAEOs) 278e (New Entrant, Annual, and Termination)

278-T 		OGE and the DAEO’s agency Search the Officials' Individual Search Collection, fill out the online Form 201 if prompted. 278e: Generally 6 years.

278-T: Generally 7 years. 		N/A