The Great Seal of the State of Montana

Forms

Campaign Finance (Candidates and Committees)

Campaign Electronic Reporting System (CERS) (Instructions)

The Inspection and Exam Process

Both candidates and committees will become familiar with the inspection and exam process.   An Inspection Report is a COPP inspection that occurs each time a candidate or committee files a campaign finance report leading up to an election. The Inspection Report notes all changes a candidate or committee must make to each campaign finance report in order to comply with Montana law. A CFR Compliance Report will only detail one specific financial report, which will be stated in the “Reference Report” field.

An Exam occurs after an election and serves as a final and cumulative inspection of all financial reports filed by a candidate or committee (required by 13-37-123, MCA). All campaign finance reports are included in the Exam, and the COPP alerts the candidate or committee to all outstanding items or issues that must be addressed by the candidate or committee. The candidate or committee then has 10 business days to correct all outstanding items. For more details on the Inspection and Exam Process, click here.

Candidate Forms

COPP Candidate Forms Guide

Statement of Candidate (Statewide or State District)
Guide to Register as a Candidate

Form C-1 / Email Address Request / Instructions
Guide to File a C-1 form in the CERS database

Statement of Candidate (County, Municipal, or School)
Guide to Register as a Candidate

Form C-1A / Email Address Request / Instructions
Guide to File a C-1A iform n the CERS database

Code of Fair Campaign Practices
Form C-3 (Voluntary, not required.)
File Form C-3 electronically here.

Candidate Finance Report
Form C-5 Instructions
Form C-5 (PDF)
Form C-5 (Excel)
File Form C-5 electronically here.

Notice of Pre-Election Contributions (Required for both primary and general elections)
Form C-7 and Instructions
File Form C-7 electronically here.

Notice of Pre-Election Expenditures  (Required for both primary and general elections)
Form C-7E and Instructions
File Form C-7E electronically here

Constituent Services Reporting Form
Form C-8

Disposition of Surplus Campaign Funds Statement
Form C-118 Instructions
Form C-118

Establishing a Constituent Services Account
Form C-118C Instructions
Form C-118C

Business Disclosure Statement
Form D-1 Instructions
Form D-1

Committee Forms

COPP Committee Forms Guide

Statement of Organization
Form C-2 / Email Address Request / Instructions
File Form C-2 electronically here.

Incidental Political Committee Finance Report
Form C-4 Instructions
Form C-4
File Form C-4 electronically here.

Political Committee Finance Report
Form C-6 Instructions
Form C-6 (PDF)
Form C-6 (Excel)
File Form C-6 electronically here.

Notice of Pre-Election Contributions  (Required for both primary and general elections)
Form C-7 and Instructions
File Form C-7 electronically here.

24 Hour Notice of Pre-Election Expenditures  (Required for both primary and general elections)
Form C-7E Instructions
Form C-7E
File Form C-7E electronically here.

Campaign Complaint Forms
Please see HERE.

Lobbying (Lobbyists and Principals)

Lobbyist/Principal Reporting System

Lobbyist and Principal Forms

These fillable PDF forms can be submitted through the below links (see the "Submit" button on the last page), or mailed to the COPP's office at P.O. BOX 202401, Helena, MT 59620-2401. These forms work best with the Internet Explorer browser. Reference this Guide to Required Lobbying Forms to see sample scenarios.

Form L-1, Lobbyist License Application
Form L-2, Principal Authorization Statement
Form L-3, Principal Registration Application
Form L-5, Lobbying Financial Report
Lobbyist License Fee Waiver Request

Lobbying Complaint Forms
Please see HERE.

Ethics Forms

Business Disclosure Statement (Statewide and State District Elected Officials, Department Directors, and Candidates for Statewide or State District Office)
Form D-1
Form D-1 Instructions


Multiple Public Employment Disclosure Statement (Public Employees, Public Officers, and Legislators)
Form E-1

Frequently Asked Questions
Montana Code of Ethics and the Gift Ban
Public Employee Political Activity While at Work

Ethics Complaint Forms
Please see HERE.