Re-Designating a Disbursement to Another Election: How to Correctly Update Contribution Designations

Metadata: Created November 2024, Product: PAC Classic

Introduction

Learn how to re-designate a disbursement to another election in PAC Classic to correct contribution designations. This guide provides step-by-step instructions on updating disbursements within PAC Classic, following FEC guidelines for contribution redesignations.

Step-by-Step Guide

1. As always, Please Consult FEC Guidelines:
   • here you can refer to FEC guidelines on contribution redesignation rules: FEC Guidelines on Redesignating Contributions.
2. Edit Disbursement for Unreported Contributions:
   • If the contribution has not been reported to the FEC or state entity, and you have authorization from the receiving committee to change the designation:
     • Navigate to the Transactions Tab.
     • Search for the transaction in question.
     • Edit the transaction details.
     • Select the correct election from the dropdown menu.
     • Click Submit to save changes.
3. Use Re-Designation Function for Reported Contributions:
   • If the contribution has already been reported to the FEC or state entity:
     • Navigate to the Transactions Tab.
     • Search for the transaction in question.
     • Click on the Transaction ID or Tran. Account Name to access the transaction profile.
       
       
     • Click on the Re-designate option in the Toolbar.
       
       
     • In the Add Re-Designation screen:
       • Select the correct election in the election field for the Re-Designation.
       • Complete the Memo Description for the Previously Reported Transaction, indicating the original filed report.
         
         
       • Click Submit to save the changes.
4. Review Scheduled Filing:
   • On the next scheduled filing for the FEC Report, the system will create two memo-only transactions:
     • One for the original transaction reported incorrectly.
     • The second for the new transaction allocating the funds to the correct election.

FAQs

Q1. What should I do if I accidentally report a contribution to the wrong election?

A1. Follow the steps outlined in the guide to either edit the disbursement or use the re-designation function based on whether the contribution has been reported or not.

Q2. Can I make changes to contributions without authorization from the receiving committee?

A2. No, it is essential to obtain authorization before making any changes to reported contributions.

Troubleshooting

• Issue: Incorrect filing or reporting of re-designated contributions to the FEC.
  • Solution: Follow FEC guidelines and ensure accurate reporting of contribution redesignations in Quorum.