Special Information Box

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How to Complete the Form

• Below are points of clarification relating to each item of the SEI.  The points below are for illustrative purposes and should not be considered as an exhaustive list of examples.  If you have questions, please contact the ODAA at (309) 438-3383.

  Please answer N/A to any inapplicable questions.

  SEI Question #1

  Items typically listed as a business entity include:

  • Any single block of stock worth $5,000 or more in one company.  Please list only the name of the stock, not the dollar amount.
  • Real estate other than your personal residence. (list address only)
  • Rental property. (list address only)
  • Undeveloped land or farm land.  (describe property and county located)
  • Mutual funds where the fund is not a retirement account.

  Items that are NOT considered as a business entity and should NOT be listed include:

  • Personal savings accounts
  • CD’s
  • Tax exempt bonds
  • Retirement accounts
  • Bank accounts

  Items typically listed as the corresponding instrument of ownership include:

  • partner
  • sole owner
  • stock holder/share holder
  • trustee
  • joint-ownership by spouse or family member

  SEI Question #2

  Types of professions that would typically be listed include:

  • attorneys
  • physicians
  • accountants
  • bankers
  • engineers
  • architects
  • dentists
  • psychologists

  SEI Question #3

  The most common answer relates to the existence of a consulting or contracting service to each entity from which incomes exceeds $5,000.

  SEI Question #4

  Capital gains are gains before taxes or re-investment and include:

  • sale of land or other real property (list address – not amount)
  • sale of single blocks of stock (list name – not amount)
  • do not list sale of personal property (cars, boats, furniture)
  • do not list capital losses

  SEI Question #5

  List the identity of any compensated lobbyist with whom you maintain a close economic relationship.

  SEI Question #6

  List the name of any business entity in which you have an ownership interest that grosses over $1,200 per year in income.

  SEI Question #7

  List any government employment, other than your University employment, in which you are paid from or controlled by State of Illinois tax dollars.  For example:

  • Public School Board (if paid)
  • Zoning Board (if paid)
  • County Board (if paid)
  • Park Board (if paid)
  • National Guard
  • Another state agency, community college, or university.
  • Consulting contract

  SEI Question #8

  List any gift received where the value was great than $500.  Please note you need not list the amount, only the giver.

  • Personal gifts be it an item, tickets, membership, or cash.
  • Inheritance from an estate.
• Main page - Who, what, where and when information for SOEI
• http://www.cyberdriveillinois.com/publications/pdf_publications/ipub2618.pdf  (SOEI Article)
• SOEI Form  http://www.cyberdriveillinois.com/publications/pdf_publications/i1881.pdf
• FAQs regarding SOE