MS Excel Format - Civil Service Commission - www.csc.gov.ph by liwenting

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									STATEMENT OF ASSETS, LIABILITIES, AND NET WORTH                                                                                v1.0

 I. ABOUT USING THIS ELECTRONIC VERSION OF THE SALN (eSALN)
 The eSALN is a Microsoft Excel version of the SALN which facilitates filling out and printing of the form. Make sure that Macros
 are enabled to run when you open the eSALN template.

 With Excel 2003, you can do this by first selecting your macro security level.
 1. On the Tools menu, point to Macro, and then click Security.
 2. On the Security Level tab, select Medium or Low. With the Medium setting, you'll be given an option to enable macros
 when you open eSALN.

 You also need to allow unsigned macros to run, the Trust all installed add-ins and templates check box must be selected on
 the Trusted Publishers tab of the Security dialog box. This option is selected by default. If it is not selected (recommended),
 Excel allows you to run only macros that have trusted digital signatures.

 1. On the Tools menu, point to Macro, and then click Security.
 2. On the Trusted Publishers tab, select the Trust all installed add-ins and templates check box.

 With Excel 2007, when the Security Warning appears that Macros have been disabled, just click Options... and select Enable
 this content.

 After changing the security settings, exit Excel first and re-open the eSALN template.

 SOME IMPORTANT TIPS:
 • Pop-up comments are situated throughout the form whenever there is a small red triangle. Simply hover your mouse on it to
 see the comment.
 • You can quickly move from one field to the next by pressing TAB.
 • For entries which can be split into two lines, e.g. Address, press Alt-Enter to create a new line.
 • Use Excel's built-in page breaking tool to insert page breaks when printing, i.e. go to where you want a page break, then on
 the Insert menu, click Page Break.

 To download the latest version of the eSALN, go to http://www.csc.gov.ph/cscweb/saln.html

 II. ABOUT THE SALN
 The SALN contains information about ownership of assets as well as one’s liabilities. Every government employee, from the
 President to every rank-and-file employee, is required by law to submit this form. The governing law is Republic Act No. 6713,
 otherwise known as the Code of Conduct and Ethical Standards for Public Officials and Employees. The law is based on the
 Constitutional provision that “A public officer or employee shall, upon assumption of office and as often thereafter as may be
 required by law, submit a declaration under oath of his assets, liabilities and net worth.”

 Liabilities and Penalties
 You may note that you are not required to attach any documents to vouch or substantiate the information disclosed. However,
 the SALN is made under oath. Falsification of information or failure to file or report information required to be reported ma y
 subject you to disciplinary/criminal action. Knowing and willful falsification of information required to be reported may also
 subject you to criminal prosecution.

 Penalties under RA 6713 may be any of the following:
 • Imprisonment = five years
 • Fine = P5,000
 • Dismissal from the service

 Assistance in Filling Out the SALN
 If you need assistance in completing the SALN form, contact the Integrated Records Management Office (IRMO) of the CSC at
 telephone numbers 931-7981, 931-7987, 932-2293, and 951-4628, or email queries to salninfo@csc.gov.ph.

 III. ABOUT THE ANNUAL DECLARATION (AD)
 The Statement of Assets, Liabilities, and Net Worth (SALN) consists of two forms:
The Statement of Assets, Liabilities, and Net Worth (SALN) consists of two forms:
1. The Baseline Declaration (BD), and
2. The Annual Declaration (AD).

Remember that the BD is to be completed only once. Once you have submitted the BD, only changes in your status need to be
reported in the next reporting periods using the AD.

Who Must File
All public officials1 and employees, whether regular or under temporary status, are required to file the SALN.

Who do not need to file
• Public officials serving in an honorary capacity, without credit or pay;
• Temporary laborers; and,
• Casual or temporary (not in the regular plantilla of agency) and contractual workers. 2

1Under  Section 2 (b) of Republic Act No. 3019, the term “public officer” includes elective and appointive officials and
employees, permanent or temporary, whether in the classified or unclassified or exempt service, receiving compensation, even
if nominal, from the government. Under Section 3 (b) of Republic Act No. 6713, the term “public officials” includes elective and
appointive officials and employees, permanent or temporary, whether in the career or non-career service, including military and
police personnel, whether or not they receive compensation, regardless of the amount.

2As implemented by Section 1.a. Rule VIII of the Rules Implementing the Code of Conduct and Ethical Standards for Public
Officials and Employees, as amended by CSC Resolution No. 06-0232 dated 1 February 2006.

When to File
The AD is due on or before April 30 of each year, where the employee has previously submitted a BD.

The first AD shall contain information starting from the day immediately following the cut-off date of an employee’s BD, up to
December 31 of the year of the BD cut-off. The subsequent ADs of an employee shall be for the period January 1 to December
31 of each succeeding year.

The AD must also be accomplished within 30 days of an employee’s separation from Government service, statements of which
must cover January 1 up to the employee’s last day in office.

Where to File
Accomplish the forms in triplicate and submit the same to your Human Resource Management Office (HRMO), Personnel
Office, or Administration Office.

Further, under CSC Resolution No. 06-0231 dated February 1, 2006, the Chief/Head of the Personnel/Administrative Division
or Unit/HRMO shall transmit all original copies of the SALNs received, on or before June 30 of every year, to the concerned
offices, as indicated in the table of SALN Repository Agencies in the manual.

Must all the forms in triplicate be originally signed?
 Since your SALN will be submitted to various repository agencies, it is best to submit the accomplished SALN forms in
triplicate originals, that is, originally signed and originally subscribed on all three originals. Be sure to retain a copy of your
SALN and have the same received as proof of your SALN submission.
                             SWORN STATEMENT OF ASSETS, LIABILITIES, AND NET WORTH
                         DISCLOSURE OF BUSINESS INTERESTS AND FINANCIAL CONNECTIONS
               AND IDENTIFICATION OF RELATIVES IN THE GOVERNMENT SERVICE (Required by R.A. No. 6713)
                                  As of                      (Annual Declaration)

A. DECLARANT'S PERSONAL INFORMATION AND EMPLOYMENT
    Joint Filing  *For Joint Filing , make 2 entries for Name, Position, Declarant's Annual Gross Salary, Name of Agency, and Office Address
* Annual Gross Salary refers to ALL amounts received by declarant from Government service
                      Last Name                                                     First Name                                                      Middle Name


                   Home Address                                                       Position                                       Declarant's Annual Gross Salary


* Annual Gross Family Income refers to income of declarant, spouse, and declarant's children below 18 years of age living in declarant's household
             Name of Agency/Office                                               Office Address                                         Annual Gross Family Income


   I am married         I am not married            I have no children below 18 years of age living in my household

Spouse Information:
      Name: N/A                                                      Position: N/A                                          Company: N/A
        Additional Children of Declarant Below 18 Years of Age Living in Household of Declarant since last SALN submission
                    Name                         Date of Birth                    Name                         Date of Birth




B. IF DECLARANT HAS NOTHING TO DECLARE
    There have been no acquisitions and no disposals of real properties pertaining to me / my spouse / my children below 18 years of age living in my household since
    my last SALN submission
    There have been no acquisitions and no disposals of vehicles pertaining to me / my spouse / my children below 18 years of age living in my household since my
    last SALN submission
    There have been no acquisitions and no disposals/liquidations of investments pertaining to me / my spouse / my children below 18 years of age living in my household
    since my last SALN submission
    There have been no acquisitions and no disposals of other personal properties to declare pertaining to me / my spouse / my children below 18 years of age living in
    my household since my last SALN submission
    There have been no incurrence of new liabilities and no retirement/reduction of existing liabilities to declare pertaining to me / my spouse / my children below 18
    years of age living in my household since my last SALN submission
    There have been no acquisitions and no terminations of business interests and financial connections to declare pertaining to me / my spouse / my children below 18
    years of age living in my household since my last SALN submission
     I don't know of any relative who joined Government or was separated therefrom since my last SALN submission



C. IF DECLARANT HAS SOMETHING TO DECLARE
Instructions for Assets, Liabilities, and Business Interests/Financial Connections : Liquidation/disposal of assets, retirement/reduction of liabilities, and termination
of business interests/financial connections must be enclosed in parenthesis (xxx) to distinguish the same from acquisitions of assets, incurrence of new liabilities, and
creation of business interests and financial connections.



D. ACQUISITIONS AND DISPOSALS OF ASSETS AND LIABILITIES
Instructions for all assets : Declare assets whether the declarant/spouse/child is the legal owner (name appearing on the instrument of title) or the beneficial owner
(property is in the name of another person but ownership pertains to declarant/spouse/child, under a trust arrangement ).

1. Acquisition/Disposals of Real Properties and/or Vehicles of Declarant/Spouse/Declarant's Children Below 18 Years
of Age Living in the Household of Declarant, regardless of amount
                                                                                                                                                 Estimated
  Kind of Real Property/                                                                            Acquisition                                                            Assessed
                                      Location of Real Property/                                                                                Fair Market
   Type of Vehicle and                                                                          (Disposal of Asset)                                                          Value
                                     Cert. No. and Place of Reg of                                                                              Value (Php)
   Plate No. Acquired
                                                Vehicle
       (Disposed)
  Kind of Real Property/
                                  Location of Real Property/
   Type of Vehicle and
                                 Cert. No. and Place of Reg of
   Plate No. Acquired                                                         Mode              Year       Cost (Market
                                            Vehicle
       (Disposed)                                                                                          Value of Asset)     (Not applicable to vehicles)




                                                                                           Total (Php)                  0                     0                      0


2. Acquisitions/Disposals/Liquidations of Investments/Other Personal Properties; Incurrence/Retirement/ Reduction of
Liabilities -- of Declarant/Spouse/Declarant's Children Below 18 Years of Age Living in the Household of Declarant


Instructions : Declare each item with a fair market value of Php 50,000 or more , even if the same was acquired at no cost or at less cost. Market value must be
determined as of the date of declaration. Items with less value may be declared in lump sum as "Others". However, if "Others" amounts to more than Php 100,000 , each
item must be listed. Mark the properties to be declared and make the corresponding entry for the Acquisition Cost/Value of Liquidated Asset.

    D.2.1. Investment                Acquisition                (Value of        D.2.1. Investment Acquired                    Acquisition           (Value of
   Acquired (Disposed)                  Cost                Liquidated Asset)             (Disposed)                              Cost           Liquidated Asset)
    Stocks                                         N/A                       N/A      Pre-need plans                                         N/A               N/A
    (equity paid)                                                                     (premiums paid)
    Bonds                                          N/A                       N/A      Time deposits                                          N/A                    N/A
    Mutual funds                                   N/A                       N/A      Money market                                           N/A                    N/A
                                                                                      placements
    Trust funds                                    N/A                       N/A      Equity in partnerships                                 N/A                    N/A
    Private insurance                              N/A                       N/A      Options                                                N/A                    N/A
    (premiums paid)
    Educational plans                              N/A                          N/A         Others                                           N/A                    N/A
    (premiums paid)
  D.2.2. Other Personal              Acquisition                (Value of               D.2.3. Liability Incurred              Outstanding          (Amount Paid)
   Property Acquired                    Cost                Liquidated Asset)                    (Paid)                      Balance/Increase
       (Disposed)
       Cash on Hand/                               N/A                          N/A         Personal loans                                   N/A                    N/A
       Bank accounts
       Receivables                                 N/A                          N/A         Bank loans                                       N/A                    N/A
       Deposits/advanced                           N/A                          N/A         Accounts payables                                N/A                    N/A
       payments on
       leases/rentals                                                                       GSIS, PAGIBIG loans                              N/A                    N/A

       Furniture, antiques                         N/A                          N/A         Mortgage payables                                N/A                    N/A
       Jewelry                                     N/A                          N/A         Surety liabilities                               N/A                    N/A
       Equity in installment                       N/A                          N/A         Guaranty liabilities                             N/A                    N/A
       purchases
       Intellectual                                N/A                          N/A         Judgment debts                                   N/A                    N/A
       properties
       Others                                      N/A                          N/A         Loans from other                                 N/A                    N/A
                                                                                            institutions
                                                                                            Others                                           N/A                    N/A


E. ACQUISITION/TERMINATION OF BUSINESS INTERESTS/FINANCIAL CONNECTIONS BY
DECLARANT/SPOUSE/DECLARANT'S CHILDREN BELOW 18 YEARS OLD LIVING IN HOUSEHOLD OF
DECLARANT
Instructions : Declare each acquired item which generates gross annual receipts of Php 50,000 or more . Items with less value may be declared in lump sum as
"Others." However, if "Others" amounts to more than Php 100,000 , each item must be listed. Termination of Business Interests or Financial Connections previously
reported, regardless of current gross annual receipts, must be reported.
  Declarant, Spouse, or                       Name of Entity                              Address                          Nature of Business                 Date of
    Child [Put Name]                                                                                                        Interest/Financial              Acquisition
                                                                                                                               Connection                  (Termination)




F. DECLARANT'S RELATIVES IN THE GOVERNMENT
Instructions : Up to the 4th civil degree of relationship, either of consanguinity or affinity, including bilas, inso, and balae.


     Name of Relative                           Relationship                      Position (Separated)                                    Office/Address




G. INCORPORATION BY REFERENCE AND STATEMENT:
         I am fully incorporating to this statement my Baseline Declaration for the year _2007_ and subsequent declarations from __N/A_ through __N/A__. I
hereby certify to the best of my knowledge and information that these SALN statements collectively are complete and true statements of my assets,
liabilities, net worth, business interests, and financial connections, including those of my spouse and my children below 18 years of age living in my
household, and the names of my relatives in the Government, as of January 0, 1900, as required by and in accordance with Republic Act No. 6713. I
further certify that no assets, liabilities, business interests, financial connections, and relatives in the Government other than those declared herein are
known to me, my spouse, and my children below 18 years of age living in my household.
      I hereby authorize the Ombudsman or his duly authorized representative to obtain and secure from all appropriate government agencies, including
the Bureau of Internal Revenue, such documents that may show such assets, liabilities, net worth, business interests, and financial connections, including
those of my spouse and my children below 18 years of age living in my household covering previous years, including the year I first assumed office in
Government.
       I further undertake to produce all supporting documents for each of the entries herein made when required.

         Declarant's Signature:                                                             Date:                             TIN:
     Community Tax Cert No:                                      Issued In:                                           Issued On:
In case of joint filing:
                                                                     Date: ___________
          Spouse 's Signature: ________________________________________                                                       TIN: ___________________________________
    Community Tax Cert. No.: _________________                   Issued In: __________________________ Issued On: ___________________________________

SUBSCRIBED AND SWORN TO before me on this _______ day of ________________________, 20_____, affiant(s) exhibiting his/her/their Community
Tax Certificate(s) as indicated above.

                                                                                                                                     (Person Administering Oath)

Notes to Sworn Statement of Assets, Liabilities, and Net Worth, Disclosure of Business Interests and Financial Connections,
and Identification of Relatives in the Government Service:
                                              SALN ANNUAL DECLARATION DETAILS
                                                            for
                                                           as of

Instructions : This AD Details worksheet will assist you in calculating the totals that you would need in the main AD form. It has four (4) main sections:
1) D.2.1. Investment Item
2) D.2.2. Other Personal Property
3) D.2.3. Liability
4) Annual Gross Family Income
Some sections have a Help button that will show/hide the associated procedure in coming up with the calculations.
If you would like to put a comment or justification for an item, write down a number at the Reference Note and write down a corresponding description
at the Notes section at the bottom of the main AD form.



D.2.1. INVESTMENT ITEM
Option to Declare: Investments (If total of all items with FMV less than Php 50,000 is Php 100,000 or less)
          Do not declare these items in the SALN at all
          Declare in lump sum as Others (Items reclassified to Others will be marked with an asterisk *)
          Declare in the respective kind of asset



D.2.2. OTHER PERSONAL PROPERTY
Option to Declare: Other Personal Properties                   (If total of all items with FMV less than Php 50,000 is Php 100,000 or less)
          Do not declare these items in the SALN at all
          Declare in lump sum as Others (Items reclassified to Others will be marked with an asterisk *)
          Declare in the respective kind of asset



D.2.3. LIABILITIES
Option to Declare: Liabilities (If total of all items with OB less than Php 50,000 is Php 100,000 or less)
          Do not declare these items in the SALN at all
          Declare in lump sum as Others (Items reclassified to Others will be marked with an asterisk *)
          Declare in the respective kind of liability



ANNUAL GROSS FAMILY INCOME
                              Income Source                                                                Type of Income                     Annual
                                                                                                                                              Income

Annual Gross Salary
   Declarant                                                                                                                                            0

Income from Real Properties and Vehicles




Income from Investment Items
    Stocks
    Bonds
    Mutual funds
    Trust funds
    Private Insurance
    Educational plans
    Pre-need plans
    Time deposits
    Money market placements
    Equity in partnerships
    Options
    Others
Income from Other Personal Properties
    Cash on hand/Bank accounts
    Receivables
    Deposits/advanced payments on leases/rentals
    Furniture/antiques
    Jewelry
    Equity in installment purchases
    Intellectual properties
    Others

Income from Liability
    Personal loans
    Bank loans
    Accounts payables
    GSIS, PAGIBIG loans
    Mortgage payables
    Surety liabilities
    Guaranty liabilities
    Judgment debts
    Loans from other institutions
    Others

Income from Business Interests and Financial Connections



Income from Other Sources




TOTAL                                                      0

								
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