How do I amend online or electronically filed campaign disclosure statement Form 461, 496, or 497 using Cal-Online?

  1. Log on to "Cal-Online" (The Cal-Online logon screen can also be reached by clicking on "Filing Using Cal-Online" under "Political Reform" on the Home Page.
  2. Select "Reporting" option.
  3. Highlight the Form number that needs to be amended.
  4. Move highlighted button from "File A New Filing" to "Amend An Existing Filing."
  5. Click on button in lower right labeled "Continue Filing." This will take you to a rectangular box labeled "Submitted Filings" that contains a listing of all previous filed electronic statements. Using the downward pointed triangle at the lower right corner of the box scroll down to view all filings. Select the filing you wish to amend by clicking on the button "EDIT" next to the filing description. (Note: Clicking on "VIEW" instead of "EDIT" will allow you to view a copy of a previous filed document without amending such document. You can also print while viewing.) By clicking the "EDIT" button at the appropriate filing you will launch your amendment.
  6. Using the pull down menu at the top of the screen labeled "Section" find the sections of the form that need to be amended, key in the changed information, and save.
  7. If you are amending Form 461, be sure to amend the summary page if the cash totals have changed per your amendment.
  8. Using the pull down menu go to the "Reason for Amendment" section. Fill this out completely indicating what form and filing period you are amending as well as the reason for the amendment. Then save this screen and press the "Continue Filing" button.
  9. Now complete and save the Verification section, and then press the "Continue Filing" button. (However, if you are filling out Forms 496 or 497, there will be no verification section to complete. Go to the next step below, instead.)
  10. After previewing the completed amendment form and making any required changes, you can make your final submittal by pressing the "Submit Filing to California Secretary of State" button.
  11. After successful submittal, print out a copy for your own records.
  12. Log off from the application by clicking twice the tab in the upper right hand corner marked "END SESSION." This will return you to the password screen.