How-To-Use PFS E-Forms

*** TEC Filers: Only an individual appointed to office has the option to file a paper Form PFS. All other state officers and candidates must file the PFS electronically. ***

Under new state law effective May 29, 2017, a PFS filed with the Texas Ethics Commission by an appointed officer may be filed electronically using the online filing application or on a paper Form PFS. To file a PFS using the online filing application, see File Reports Electronically: Personal Financial Statement Filing . Also see Benefits of Electronic Filing.

If you are filing a personal financial statement on paper, you may use your computer to enter information on the personal financial statement form using Adobe Reader or Acrobat, as provided below. You may not, however, submit the form electronically using this method. After entering information on the form, you must print the form to complete the signature, notary, and affidavit section.  You may then file the form with the Ethics Commission by hand-delivering  the report to the Ethics Commission offices at 201 E. 14th Street, Sam Houston Building, 10th Floor, Austin, Texas 78701, or mailing the report to the Ethics Commission at P.O. Box 12070, Austin, Texas 78711-2070.

Certain local officers may be required to file the personal financial statement with a local filing authority.  These filers DO NOT file with the Ethics Commission.

Print Out Blank Personal PFS:   If you just wish to print a blank form, this file is smaller in size and will load faster than the form you can fill out on your computer.

Computer Requirements:  To fill out the form on your computer, you need a computer with an Internet connection and Adobe Reader version 4.0 or above or Acrobat 4.0 or above.

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Using Adobe Reader 4.0 or AboveIf you use Adobe Reader 4.0 or above to fill out the form, the form is not saved on your computer!  You must print the form before closing the document or the information you enter will be lost.  If you cannot finish the form during one computer session, print the pages you have completed because the information will be lost when you close the document.

Using Acrobat 4.0 or AboveIf you use Acrobat 4.0 or above, you may save the form and the data in a form on your computer using the Save or Save As command. Note: You cannot save the data in a form using the Save or Save As command if you are using Adobe Reader. The Save A Copy command will save the form itself, but not the data entered into the form fields.

General Instructions On Entering Information In A Form Field

1. Select the hand tool [hand].

2. Position the pointer inside a form field, and click.  The I-beam pointer allows you to type text.  The arrow pointer allows you to select or deselect a check box.

3. After entering text or selecting a check box, do one of the following:

  • Press [Tab] to accept the form field change and go to the next form field.

  • Press [Shift+Tab] to accept the form field change and go to the previous form field.
  • Press [Enter] (Windows) or [Return] (Mac OS) to accept the form field change and deselect the current form field.  In a multiline text form field, [Enter] or [Return] goes to the next line in the same form field.  
  • Press [Escape] to reject the form field change and deselect the current form field.  If you are in Full Screen mode, pressing [Escape] a second time causes you to exit Full Screen mode.

Navigation. Once you have selected the hand tool and positioned the pointer inside a form field, you may use [Tab] to move to the next form field or [Shift+Tab] to move to the previous form field.  You may also use your mouse to position the pointer inside a particular form field.

Check Boxes.  Use your mouse to insert or remove a "check" in a check box or [Tab] to the box and press [Enter] to insert a "check."  Press [enter] again to "uncheck" the box.

Single and Multiline Fields.  Most fields are single-line fields and pressing [Enter] will close the field, not move you to another line within the same field.  Large form fields requiring more extensive information, such as description fields, will be multiline fields.  Pressing [Enter] will move you to the next line, use [Tab] to close the field.  Pressing [Enter] too many times could scroll your information off the page.  Make sure the information you entered is visible before you print the page.

Reset the Form.  To clear a form in a browser window select the Reset Form button or exit the Acrobat viewer without saving the file, and start again.  Clicking the Reload button or the Go Back button, or following a link in a World Wide Web browser window, does not clear a form.  (Once you clear the form you cannot get the information back--there is no "undo" for the reset form action.)  To clear a form in Acrobat, choose File and then Revert.

Saving the Form Using Acrobat 4.0 or AboveIf you use Acrobat 4.0 or above, you may save the form and the data in a form on your computer using the Save or Save As command. Note: You cannot save the data in a form using the Save or Save As command if you are using Adobe Reader. The Save A Copy command will save the form itself, but not the data entered into the form fields.

If you are using Adobe Reader, do not close Reader while you are working on a report. If you close Reader, you will lose all the information you have entered.

For assistance with the online form, please call 512-463-5800 and ask for technical support.

Last Revision: June 27, 2017
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