The Basics Name of PAC or Company:
Name of contact person:
Title of contact person:
Mailing address:
E-mail address:
Phone number:
Fax number:
If you currently use PAC software and/or a PAC outsource, please provide the name of the product or vendor.
Receipts How many of the sponsoring organization's employees or members contribute to the PAC
Via personal check? Please complete the payroll deduction program chart. What is your payroll frequency or how often are you paid?
How often would you like to update the employee/member information?
Monthly If you want to keep track of your historical records of receipts, how many years of contributor data would you want PASS to maintain in its system?
Disbursements Approximately how many checks will your PAC write to federal candidates and committees?
Approximately how many checks will your PAC write to non-federal (state or local) candidates and committees?
If you would like to have PASS process corporate contributions, approximately how many checks will the sponsoring organization (apart from its PACs) write to non-federal (state or local) candidates and committees or ballot initiatives?
Do you want PASS to take care of writing PAC checks?
Yes If your organization is active or intends to be active in non-federal campaigns, including ballot issues, please check the appropriate boxes on the list of jurisdictions below.
Please note that a state PAC is defined as having a separate bank account used for contributions in the state(s).
Pre-Check Write Review There are a number of issues related to disbursements with which PASS can be of assistance. For example, is the intended contribution within federal—or, if applicable, state/local— contribution limits? Will the contribution trigger a special report? Some state laws prohibit contributions during a legislative session or within days of an election. Some require that a PAC be registered before a contribution can be made to a state or local candidate. Is all of the information provided that will be necessary for reporting purposes? Are you designating each contribution to the correct election?
Do you want PASS to provide a compliance review for your political contributions before the checks are issued?
Yes Banking PASS can handle as many of your banking responsibilities as you like. PASS will reconcile your PAC bank account on a monthly basis.
How many PAC bank accounts are there?
Do you want PASS to make all bank deposits?
Yes Reporting PASS prepares Federal Election Commission (FEC) reports as well as PAC/organization filings required at the state and local levels.
Do you want PASS to prepare all FEC reports?
Yes Do you want PASS to prepare non-federal (state and local) reports?
Yes Do you want PASS to prepare all reports required to be filed by the corporation?
Yes PAC Reward Programs PASS can help to administer your PAC reward programs. If you are interested in obtaining a cost estimate for those services, please fill out the applicable information below.
Would you like PASS to administer your organization’s charitable match program?
Yes What is the frequency of your match payout to the charities?
How many participants are currently in your program?
Would you want PASS to write the charity checks or review the charities for 501(c)(3) status and compliance with your organization’s program only?
Do you want contributions to the PAC, confirmations, and/or thank you notes to contributors processed by PASS?
Yes Do you want PASS to mail PAC gifts to participants?
Yes Federal Lobby Reporting Services PASS can provide Federal Lobby Reporting services for your organization. If you are interested in obtaining a cost estimate for those services, please fill out the applicable information below.
Would you like PASS to prepare your organization’s LD-203 report?
Yes Would you like PASS to prepare individual LD-203 reports?
Yes Would you like PASS to prepare individual LD-2 reports?
Yes Would you like PASS to create the .XML file of PAC contributions for your organization’s LD-2 report?
Yes Would you like PASS to prepare your organizations LD-1 report?
Yes
