Forms and Instructions

Initial Reporting and Disclosures

When embarking on research and/or submitting an application for funding, investigators are required to disclose whether or not they or their family have outside financial interests that are significant financial interests. In the event a significant financial interest is reported, a significant financial interest disclosure must be submitted for each occurrence of significant financial interest. 

In addition, new investigators joining the research team of an ongoing sponsored project must submit a significant financial interest report, within 30 days of their initial involvement with the project. 

Ad Hoc Disclosures 

All investigators must submit an ad hoc significant financial interest report disclosing any significant financial interests they or their family acquire (e.g., through purchase, marriage or inheritance) within 30 days of discovering or acquiring the significant financial interest. 

Annual Disclosures

All PHS-funded investigators must submit a significant financial interest report forms on an annual basis, until a final report has been submitted.