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37.6. Completing the Form 460 Schedule B, Part 2 (Loan Guarantors)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule B - Part 2 in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the Form 460. The Schedule B Part 2 information begins on page 20.

 

 

Adding A Guarantor

Add a Loan Guarantor to Schedule B by taking the following steps:

a. Find and edit the loan transaction that is being guaranteed.
b. In the transaction record, click Linking.
c. Select Loan Guarantor.
d. Enter the name of the guarantor in the Name field of the Loan Guarantor sub-section, then click Add.

See below for a screenshot of these steps.

Section 1: Full Name, Street Address and Zip Code of Guarantor

The name of the guarantor is entered in the Name field of the Loan Guarantor sub-section (see step d above). The guarantor's name and address pull to the report as they are entered in the guarantor's record. See below for a screenshot.

Section 2: Contributor Code

The contributor code is selected based on the record type of the guarantor selected (i.e., "Individual," "Organization," or "Committee") and the type of committee, if applicable.

Section 3: If an Individual, Enter Occupation and Employer

When the guarantor is an individual, the guarantor's occupation and employer pull based on the information entered in the selected guarantor's record. See below for a screenshot.

Section 4: Loan

Summary information of the loan being guaranteed populates here. For more information on entering the loan transaction, see Completing the Form 460 Schedule B, Part 1 (Loans Received).

Section 5: Amount Guaranteed This Period

The amount entered in the Amount field of the loan transaction displays in this column. For more information on entering the loan transaction, see Completing the Form 460 Schedule B, Part 1 (Loans Received).

Section 6: Cumulative to Date

This field gives the total of all contributions and loans from the lender since the aggregation start date as the Calendar Year total. It also gives the total of all contributions and loans from the lender since the aggregation start date broken down by designated election as Per Election totals. For more information on entering the loan transaction, see Completing the Form 460 Schedule B, Part 1 (Loans Received).

Section 7: Balance Outstanding to Date

This column displays the original amount of the loan, less any loan payments made or forgiveness received. For more information on entering the loan transaction, see Completing the Form 460 Schedule B, Part 1 (Loans Received).