Nomination Contestant's Statement of Surplus / Amended Campaign Return (EC 20051) – Instructions

When to use this form

The financial agent for a nomination contestant must submit this form to Elections Canada within seven days of disposing of the campaign surplus. This form notifies Elections Canada of the surplus disposal, and can also be used to report any amendments to be made to the original campaign return and to report financial transactions that have occurred since the date the return was submitted.

The campaign surplus must be disposed of within 60 days of receiving a notice of estimated surplus from Elections Canada. This notice is based on the cash balance reported in the contestant's original return, including any adjustments made to the reported surplus.

If the financial agent does not receive a notice but the campaign has a surplus, the surplus must be disposed of within 60 days after sending in the campaign return.

Tips for completing this form

Part 1

ED code, Electoral district:

For a list of electoral district codes and names, refer to Annex I for a list of federal electoral districts for the 2013 Representation Order (338 electoral districts) or Annex II for a list of federal electoral districts for the 2023 representation orders (343 electoral districts).

Campaign surplus reported in EC 20171:

Enter the surplus amount that was reported in Box D3 of Part 5 of the campaign return, or if Elections Canada provided a notice of estimated surplus, the surplus amount reported in that notice.

Cash inflows not previously reported:

Report all funds that were received and deposited in the campaign bank account that were not previously reported.

Cash outflows not previously reported:

Report all payments that were made from the campaign bank account that were not previously reported.

Disposal of Surplus:

Indicate the political entity the surplus was transferred to, the amount disposed, and the date of the disposal. If the surplus is nil, check the $0 surplus box.

Declaration:

The declaration attesting to the completeness and accuracy of the statement must be signed and dated by the financial agent. The financial agent must be the agent in Elections Canada's registry at the time of signing.

Part 2a

List all monetary and non-monetary contributions received by the campaign that were not previously reported.

For contributors whose total monetary and non-monetary contributions are greater than $200, the full name and address must be recorded.

For contributions from contributors whose total monetary and non-monetary contributions are $200 or less, on the last page used for Part 2a, record the grand total of monetary and non-monetary contributions, along with the total number of contributors.

For anonymous contributions of $20 or less, on the last page used for Part 2a, record the grand total of monetary and non-monetary contributions, along with the total approximate number of anonymous contributors.

For anonymous contributions from a general solicitation at a meeting or fundraising event:

Supporting documentation would include a description of the function at which the contributions were collected, the date of the function, the approximate number of people at the function and the total amount of anonymous contributions accepted.

Part 2b

Report loans, if any, that were received that were not previously recorded. Provide a separate Part 2b for each loan.

Loan details:

If there is more than one loan to the campaign, enter a loan number to identify the loan.

For overdrafts, enter the maximum amount overdrawn.

If a line of credit is used, the treatment will differ depending on whether the funds were deposited into the campaign bank account or used to pay suppliers directly:

If the funds from the line of credit were transferred into the campaign bank account, the sum of all transfers will be reported as a line of credit.
If campaign expenses were paid directly to the supplier from the line of credit, the maximum amount drawn from the line of credit will be reported as an overdraft.

Variable interest rate:

If the interest rate is variable, enter the variable rate. For example, if a variable interest rate is 2% above prime, enter "+2."

Balance of loan as of December 31:

Enter the outstanding balance at December 31 of each year. For example, if the campaign borrowed money in October 2017 for a nomination contest that occurred in the fall of 2018, you would report the balance of the loan as of December 2017 and December 2018.

Part 2c

Report all contributions returned to contributors or remitted to the Chief Electoral Officer (CEO) that have not been previously reported. For non-monetary contributions that were used, the commercial value of the contributed property or service must be remitted to the CEO, payable to the Receiver General for Canada.

Part 2d

Report all transfers received by the campaign that have not been previously reported. For a list of electoral district codes and names, refer to Annex I for a list of federal electoral districts for the 2013 Representation Order (338 electoral districts) or Annex II for a list of federal electoral districts for the 2023 representation orders (343 electoral districts).

Part 2e

Report all other cash inflows received by the campaign that have not been previously reported.

Part 3

List all of the nomination campaign expenses and other outflows that have not been previously reported. For each expense amount, record the amount that was paid from the campaign bank account or was contributed by an individual or transferred from the registered party, a registered association or the contestant's own election campaign, or a combination thereof. For a complete list of applicable expense types, expense categories and expense subcategories, refer to Annex III in the printable pdf version.

Expenses where the individual amounts are immaterial:

For expenses where the individual amounts are immaterial, it is not necessary to record each expense separately. If the total amount of the expenses is $200 or less, enter the name of the individual as the supplier and enter "Various" as the name of the original supplier, and select the appropriate expense type and expense category and subcategory. For example, if a volunteer submits various receipts for miscellaneous expenses to be reimbursed, a single entry can be entered for these expenses.

Required Documents

All documents needed to substantiate the transactions reported in the Statement of Surplus and the amendment to the Nomination Contestant's Campaign Return (EC 20051) must be submitted with this return, including the final bank statement, proof of bank account closure, and proof of disposition of the surplus funds.

Resources and support

For more information, please refer to the Political Financing Handbook for Nomination Contestants and Financial Agents (EC 20182).

If you are not sure how to complete this form or you have any questions, call the Political Entities Support Network at 1-800-486-6563.

Where to send the form

This form, and any supporting documentation, can be sent by email (in PDF format), courier, mail or fax.

Email

political.financing@elections.ca

Mail

Elections Canada
30 Victoria Street
Gatineau Quebec K1A 0M6

Fax

Political Financing
1-888-523-9333 (toll-free)