For Liaisons

Annual disclosure reports are submitted annually during a 4-week period set by the Board.

Filers leaving City service are also required to file an annual disclosure report, known as a termination report, covering up to the last day of service. The filer has up to 60 days after the last day of City service to file the termination report.

To access the Electronic Financial Disclosure (“EFD”) Filing Application, visit:

• efd.nycnet/coib-efd-admin (if connected to the City network, either on a City computer or by remotely accessing a City computer)
• efd.ra.nyc.gov (if not connected to the City network)

To test whether you are connected to the City network, try to access CityShare. If you have access, you are connected.

Contact the COIB Annual Disclosure Unit at (212) 437-0739 or efiling@coib.nyc.gov.

If the filer is leaving on or before the annual cutoff date set by the Board, the filer must answer “Yes” to the question “Is this Annual Disclosure Report the last report you will file because you are leaving City employment?” and enter their last day of City service, which is their last day performing work for the City (not their last day on payroll).

If the filer is leaving after the annual cutoff date set by the Board, the filer must answer “No” to that question when completing their report during the annual filing period. After the filer submits their report covering the prior calendar year, you will need to add a termination record in the Administration Application so that the filer can submit a report that will cover the current calendar year through the filer’s last day of City service.

Make sure the filer’s email address is correct and select the filer’s reason(s) for filing. Remember, a filer may meet more than one filing criteria; select all filing reasons that apply. If, after finalizing a record, you realize you need to edit that record, contact COIB at efiling@coib.nyc.gov.

All required filers must have a record in the Administration Application for the relevant reporting year. Accordingly, you must add records for assessors, uncompensated members of policymaking boards and commissions, and PAAA Filers, even though they do not file electronically.

Pursuant to Executive Order 91 (April 30, 1986) (“EO91”), certain filers are also required to report their financial interests to the New York City Department of Investigation (“DOI”).

When you add a filer record in the Administration Application, the EO91 Filer box is automatically checked for filers at mayoral agencies and unchecked for filers at non-mayoral agencies. Depending on whether the filer meets the criteria under EO91, make sure the EO91 box is checked or unchecked accordingly.

Only delete records for filers who do not meet the filing criteria. If a filer has left City service but was required to file for current calendar year, indicate that the filer is inactive and enter the filer’s inactive date.