For candidates and committees that register with OCPF

Depository Candidates and Committees
Candidates for the statewide offices, county and district offices, Governor's Council, mayor, city council and alderman seats in cities with 75,000 or more in population, political action committees, and the state political party committees. Read more...
  • The Statewide Offices: The constitutional offices of Governor, Lieutenant Governor, Attorney General, State Secretary, State Treasurer or State Auditor.
  • County and Disctrict Offices: County Clerks of Court, Commissioners and Treasurers; Registers of Deeds and Probate; District Attorneys; Sheriffs and Suffolk County Clerks of the Superior and Supreme Judicial Courts.
  • Governor's Council: One of the eight district seats of the Executive Council.
  • Mayors and City Councilors:This includes the communities of Boston, Brockton, Cambridge, Fall River, Lawrence, Lowell, Lynn, New Bedford, Newton, Quincy, Somerville, Springfield and Worcester.
  • Political action committees. (People's committees must organize and operate as political action committees for six months before they can seek a change of status.)
  • The state committees of political parties organized under M.G.L. chapter 52, section 1.

Non-Depository Candidates and Candidate Committees
Candidates for The General Court (legislative seats in the State Senate and State House) and Mayoral candidates in cities with a population of less than 75,000 more...

which include Agawam, Amesbury, Attleboro, Beverly, Braintree, Chicopee, Easthampton, Everett, Fitchburg, Gardner, Gloucester, Greenfield, Haverhill, Holyoke, Leominster, Malden, Marlboro, Medford, Melrose, Methuen, Newburyport, North Adams, Northampton, Peabody, Pittsfield, Revere, Salem, Taunton, Waltham, West Springfield, Westfield, Weymouth and Woburn.


Statement of Organization: CPF 101.

Segregated fund accounts Legal defense, recount and inaugural funds
On behalf of candidates or committees who register with OCPF
  • Statement of Organization: CPF 101 SFA
  • Notice of Dissolution: Segregated Fund Account CPF 18E

Independent expenditure political action committees
Statement of Organization: CPF 101 IEPC

Ward, town and city political party committees
Statement of Organization: CPF 101 WTC

State ballot question committees
Statement of Organization: CPF 101 BQ
Initial Report: CPF 102 BQ

People's Committees
  • Statement of Organization: A people's committee must organize as a PAC (see above) and must be in existence for at least six months before seeking a change of status.
  • Declaration of Status: PAC becoming a People's Committee: Form CPF 101 DS-1
  • Declaration of Status: People's Committee becoming a PAC: Form CPF 101 DS-2

Committee Organization Forms for candidates & committees that register with local election officials

Candidates and Candidate Committees
Candidates for local offices with reporting requirements to their local election officials
Statement of Organization: CPF M 101.

Segregated Fund Accounts Legal defense, recount and inaugural funds
On behalf of candidates who register with their local election officials
Statement of Organization: CPF M 101 SFA.

Local Political Action Committees
Organized to support or oppose a roster of candidates in a single municipality.
Statement of Organization: CPF M 101 PC

Local Ballot Question Committees
Organized to support or oppose a question appearing on a city or town ballot.
Statement of Organization: CPF M 101 BQ

Reporting Forms & Instructions for candidates and committees that file with their local election officials

  • Municipal Campaign Finance Report - CPF M 102   Instructions   (Sch. A addendum)   (Sch. B addendum)
  • Itemization of Reimbursements Form - CPF R 1
  • Municipal Campaign Finance Report - No Financial Activity - CPF M 102-0
  • Amendment to Campaign Finance Report - CPF 102A
  • Municipal Report of Ballot Question Expenditures by Corporation, Organization or Individual - CPF M 22
  • Municipal Report of Governmental Treasurer - CPF 22A
  • Municipal Report of Independent Expenditures Promoting Election or Defeat of Candidate(s) - CPF M18A
  • Municipal Report of Independent Expenditures Promoting Election or Defeat of Candidate(s) for Independent Expenditure PACs CPF M102IEPAC
  • Municipal Report of Subvendor Payments - CPF M18D
  • Municipal Report of Donations to Inauguration, Recount or Legal Defense Funds Form - CPF M18E
  • Municipal Report of Electioneering Communication Expenditure - CPF M18F
  • Municipal Report of Contributions from Gaming License Applicants - CPF M119

Miscellaneous Reporting Forms

Campaign Finance Report for Local Party Committees
Ward, town and city political party committees
CPF 102 WTC    Instructions
(Sch. A addendum)   (Sch. B addendum)

Itemization of Travel Expenditures
CPF T-1

Disclosure of Wire Transfer Expenditures
CPF WT-1

Statement of Settlement
CPF S-1

Affidavit of Candidate/Treasurer with Outstanding Liabilities
Affidavit

Report of Association or Other Group Making Contributions to or Expenditures on Behalf of Candidates, PACs or Party Committees
Only filed by organizations that made political contributions or expenditures or incurred liabilities to support candidates or political committees in excess of the "incidental threshold" (See IB-88-01).
CPF 111

Report of Joint Fundraising Agent Sponsoring Joint Fundraising Event
CPF 102JT

Public Financing Forms (Statewide Candidates Only)
  • Statement on Campaign Expenditure Limits: Primary and General Campaign - CPFA 20    Instructions
  • Statement of Maximum Expenditures: Primary Election Campaign - CPFA 21
  • Statement of Maximum Expenditures: General Election Campaign - CPFA 22
  • Statement of Maximum Expenditures: Candidate Team - CPFA 22T
  • Candidate's Post-Primary Balance Statement CPFA 10
  • Post Primary Expenditure Report CPFA 30

Changing Treasurer?

If you have a change in your committee's treasurer, you will need to download and complete one of these forms:

For candidates and committees registered with OCPF:
Change of Treasurer/Acceptance of Office by New Treasurer - CPF T 101
For candidates and committees registered with their local election officials:
Municipal Change of Treasurer/Acceptance of Office by New Treasurer - CPF M T 101

There is important information you need to know about a change in treasurer for your committee. Read more...

The office of Treasurer is vital to an organized political committee. Under the campaign finance law, no money or anything of value can be received and no expenditures or disbursements can be made by a political committee (or any person acting under the authority of or on behalf of a political committee) while it has no treasurer.

An appointed treasurer must be in place prior to the time a political committee files its Statement of Organization with OCPF since the treasurer's name and address must appear on the completed form.

A treasurer is appointed, or qualified, for his or her office by filing a written acceptance of the office with OCPF (or if organized for the purpose of a city or town election only, with the city or town clerk).

The treasurer remains subject to all the duties and liabilities imposed by the campaign finance law until his or her written resignation of the office is received or his successor's written acceptance is filed with OCPF (or the city or town clerk). The treasurer is primarily responsible for:

  • authorizing expenditures made on behalf of the political committee;
  • keeping detailed accounts of the campaign finance activities of the political committee;
  • keeping and preserving detailed records of the campaign finance activities of the political committee; and
  • preparing and filing required campaign finance activity reports.

If a political committee needs to appoint a new treasurer, the former treasurer should submit a written letter of resignation to the political committee. The political committee should appoint a new treasurer who will complete and sign a CPF T 101: Change of Treasurer form. The political committee must submit the change of treasurer form and a copy of the former treasurer's resignation letter to OCPF (or the town or city clerk) within ten days following the change.

Care must be taken when selecting a new treasurer for the political committee. There are restrictions on who may serve as the treasurer for a political committee organized in Massachusetts. Those who cannot serve as the treasurer of a political committee include:

  • a public employee (one who is employed by the Commonwealth, a county or a city or town.);
  • the Secretary of the Commonwealth;
  • a city or town clerk (except those that do not administer elections);
  • a member of a board of registrars of voters in any city or town; or
  • a member of an election commission in any city or town.
  • a candidate may not be the treasurer of the political committee which has been organized on his behalf.

If you have further questions, or require additional information, please contact OCPF.

Changing Office?

If you decide to run for a different office, you need to download and complete this form:
Change of Purpose (Office Sought) CPF 101P

Once completed, return this form to OCPF or your local election official.

OCPF Campaign Finance Activity Guides and Fact Sheets

OCPF issues various publications to help candidates, committees, public employees and others understand the campaign finance law. Every publication is available at no cost and we will provide them via email, fax or mail upon request.

TitleDescription# of Pages
CAMPAIGN FINANCE GUIDES Campaign finance guides explain the disclosure requirements and filing process for candidates and committees.
Depository Candidates and Committees This guide is for candidates for the statewide offices, county and district offices, Governor's Council, mayor, city council and alderman candidates in Boston, Brockton, Cambridge, Fall River, Lawrence, Lowell, Lynn, New Bedford, Newton, Quincy, Somerville, Springfield and Worcester, as well as PACs, People's Committees and the state political party committees. 25
Candidates for The General Court This guide is for candidates for seats in the state senate or state house. 24
Candidates for Municipal Office This guide is for candidates running for local offices that have their reporting requirements with their local election officials. 22
Local Election Officials This guide is designed to introduce city and town clerks and local election officials to the provisions of the campaign finance law. 22
Independent Expenditure
Political Action Committees (IE PACs)
This guide is for political action committees that receive contributions for the purpose of making independent expenditures to support or oppose a candidate or candidates. 18
State Ballot Question Committees This summary guide describes how to organize a State Ballot Question Committee with OCPF, and how to disclose its financial activity. 20
Municipal Ballot Question Committees This summary guide describes how to organize and operate a Municpal Ballot Question Committee, and how to disclose its finance activity with local election officials. 18
Local Political Party Committees This summary guide describes how to operate a Local Political Party Committee that is organized on the ward, town or city levels. 22
Public Employees, Public Resources and Political Activity This guide is intended to answer questions concerning political and fundraising activity by government workers. 23
Committee Treasurers This guide provides basic information about the role and duties of the treasurer of a political committee in Massachusetts. 24
CAMPAIGN FINANCE FACT SHEETS Campaign finance fact sheets are brief overviews, explainers or charts that contain basic information about aspects of the campaign finance law.
Annual Campaign Contribution Limits View a chart of the contribution limits to candidates and political committees in Massachusetts. 1
Filing Responsibilities with OCPF By Report Type All political committees file regular campaign finance reports. But what about other forms and reports, such as independent expenditures or late contribution reports? This chart shows committees, businesses, groups and individuals when they need to file other reports. 1
Public Employees and Campaigns This is a one-page summary describing the implications of the campaign finance law for public employees and public buildings, and the use of public resources for political purposes. 1
How to Report Late Contributions This guide describes how and when to file Late Contribution Reports. 3
Reporting Out-of-Pocket Campaign Expenditures This is a one-page, step-by-step guide to explain how to report out-of-pocket campaign expenditures.
(For legislative and municipal candidates only.)
1
Electronic Filing Instructions This one-page explainer provides step-by-step instructions for using either OCPF's reporting software or online application. 1
Common Errors Made When Completing Campaign Finance Reports This guide helps committees to avoid common errors made when completing campaign finance reports. 1
Campaign Finance Disclosure in Municipal Elections Local candidates will want to review this guide prior to filing reports with their local election officials. 2
An Overview of the Massachusetts Public Finance System Statewide candidates should review this guide, whether they plan on participating in the public financing system or not. The public financing system provides matching contributions to qualified candidates. 2
Application of Spending Limit Declarations This guide describes the process that statewide candidates follow concerning spending limit statements. 1
Statewide Candidates Expenditure Statements This guide describes the process that statewide candidates follow concerning expenditure statements. 1

OCPF Reports The quarterly newsletter of the Massachusetts Office of Campaign & Political Finance

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File Formats

All of the forms and publications on this page are in PDF file format so you will need Adobe Acrobat Reader to view them. If you do not have Adobe Acrobat Reader, click on the icon to download the installation file at no cost.