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Form 700 (2013)

Get a Form 700 2013 template with airSlate SignNow and complete it in a few simple clicks.

What Form 700 (2013) is

Form 700 (2013) is California’s Statement of Economic Interests form for public officials and candidates who must disclose specified financial interests under the Political Reform Act. The form uses schedules and reporting categories to identify reportable investments, business positions, income, gifts, and other interests, depending on the filer’s position and disclosure requirements. The filer must use the instructions and filing rules issued for the applicable reporting period and jurisdiction. signNow can organize a prepared document, collect signatures where accepted, and preserve an audit trail, but it does not determine what must be disclosed.

Who benefits from this workflow

Form 700 (2013) workflows are most useful when public-sector filing responsibilities, review steps, and records need clear ownership.

  • California public officials can use a controlled workflow to complete assigned disclosure schedules, review reportable interests, and sign Form 700 (2013) before delivering it through the required filing channel.
  • Compliance teams can prepare Form 700 (2013) templates for recurring filings, route each document to the responsible filer, and retain completion evidence without changing the filer’s disclosures.
  • Public-sector administrators can coordinate multiple filers through role-based access, shared templates, and audit trails while confirming each jurisdiction’s filing instructions independently.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Who uses Form 700 (2013)

Public officials

Public officials and candidates can complete assigned disclosure schedules, review entries, and sign the prepared Form 700 (2013) before following the required filing process.

Administrative teams

Administrative teams can prepare templates, route forms for review, and preserve signed copies without deciding which financial interests the filer must disclose.

Complete Form 700 (2013) online

Use this workflow to prepare, route, sign, and retain Form 700 (2013) with an organized audit record.

  • Upload the form:

    Upload the current Form 700 (2013) PDF to your signNow account.
  • Check form fields:

    Review detected fields and add any required signature, date, or disclosure fields.
  • Assign recipients:

    Assign each field to the correct filer or reviewing official.
  • Send for signing:

    Send the completed document and monitor signing status from the dashboard.

Recommended Form 700 (2013) setup

Use controlled access, signer verification, and complete audit evidence for each Form 700 (2013) workflow.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailExport certificate with completed PDF
Document retentionFollow filing agency retention rules
EncryptionTLS 1.2 or 1.3 and AES-256
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How the Form 700 (2013) audit trail works

The audit trail documents the signing event separately from the disclosure decisions recorded inside Form 700 (2013).

01

Authenticate signer:

SignNow records the signer’s authentication and access event.
02

Capture timestamp:

Each signing action receives a recorded date and time.
03

Hash document:

The completed document is associated with integrity evidence.
04

Seal record:

The final record receives tamper-evident completion evidence.
05

Log activity:

The audit trail preserves invitations, views, and actions.
06

Export evidence:

Authorized users export the audit trail with the PDF.

Signer authentication and certificates

PKI:

PKI available when required

X.509 certificates:

X.509 certificate support

Two-factor authentication:

Two-factor signer authentication

SMS OTP:

SMS OTP verification

ID verification:

Identity checks for signers

Signing evidence:

Audit trail records signing events

Find and fill out the correct form 700 1

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
*2013 AER Form 700-1 [2013-10] 20174.8 Satisfied (2209 Votes)
*2013 AER Form 700-1 [2013-10] 20134.8 Satisfied (1566 Votes)

Mobile options for Form 700 (2013)

signNow provides browser and mobile workflows for preparing Form 700 (2013), including its iOS and Android applications. Use a supported current browser with TLS 1.2 or TLS 1.3, or open the signNow app on an iPhone, iPad, or Android device.

  • Mobile apps iOS and Android apps
  • Offline mode Offline signing availability
  • Camera capture Camera document capture

Mobile signing can help a filer review assigned fields away from a desk, while camera capture can convert a paper Form 700 (2013) into a document for preparation. Confirm that the resulting copy remains legible, complete, and acceptable to the relevant filing authority before submission.

Integrations for Form 700 (2013) workflows

Connect Form 700 (2013) workflows with Salesforce, Microsoft 365, Google Drive, Box, Egnyte, NetSuite, or Procore to organize routing and records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Form 700 (2013) preparation challenges

  • Filing the wrong Form 700 (2013) version can place outdated schedules or instructions into the disclosure package.
  • Missing a required schedule can leave reportable investments, income, gifts, or business positions undisclosed.
  • Entering values without checking supporting records can create inconsistent disclosures and delay agency review.
  • Changing the signed PDF after completion can separate the submitted copy from its audit evidence.

Best practices for Form 700 (2013)

Accurate schedule selection, controlled review, and complete records reduce avoidable errors when preparing Form 700 (2013).

Confirm the applicable filing instructions

Begin with the official Form 700 (2013) instructions and identify the filer’s office, jurisdiction, filing period, and applicable schedules. Do not rely on a reused template when the filing agency has issued a revised version. Preserve the original blank form and the completed copy separately.

Reconcile every disclosure entry

Enter information exactly as reported in supporting records, including account names, business descriptions, income sources, and gift details when a schedule requires them. Keep a review copy showing how each entry was checked before routing the document for signature or submission.

Separate preparation and review

Use signNow’s field assignment and signing order to separate filer completion from internal review. Require the filer to inspect every populated schedule, then capture the final signature and completion certificate without altering the signed PDF afterward.

Archive the signed record

Export the completed Form 700 (2013), certificate of completion, and audit trail together. Store them in a restricted folder with the filing period, filer identifier, and jurisdiction in the file name, then follow the applicable public-record and agency retention rules.

Legal standing of Form 700 (2013)

For business workflows, an electronic Form 700 (2013) signature may receive legal recognition when the signer shows intent, consents, can be identified, and the record remains reproducible under ESIGN, 15 U.S.C. ch. 96, and applicable state law. Wills, court orders, and certain family-law documents remain statutory exceptions.

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Form 700 (2013) troubleshooting

These answers address field setup, signer access, electronic-signature evidence, plan capabilities, and records for Form 700 (2013).

Upload the official Form 700 (2013) PDF, then use signNow’s field detection and editor to inspect every schedule. Add missing signature, date, or initials fields manually, because automated detection does not decide which disclosures the filing authority requires.

The Business plan includes legally binding eSignatures, audit trails, templates, mobile apps, ISO 27001, and SOC 2. Business Premium adds bulk send, while Enterprise adds advanced signer authentication. Select a plan based on workflow requirements, not the form name.

signNow supports ESIGN and UETA requirements, including signer intent, consent, attribution, and record retention. Those frameworks do not decide whether a California filing authority accepts an electronically signed Form 700 (2013); confirm submission rules with the responsible agency.

Use signNow’s assigned fields and signing order to route Form 700 (2013) from preparer to filer or reviewer. If a recipient cannot open the document, verify the email address, resend the invitation, or provide an approved signing link.

Export the completed PDF and certificate of completion from signNow after signing. Preserve the audit trail with them, then follow the relevant filing authority’s retention and public-record instructions rather than applying a generic retention period.

A signNow audit trail records actions such as invitations, access, authentication, timestamps, and completion. It supports evidence of the signing event, but it cannot correct an inaccurate disclosure or replace the agency’s Form 700 (2013) filing instructions.

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