Haw. Code R. § 21-3-3 - Financial interests

(a) As provided by section 84-17(f), HRS, financial interests to be disclosed include, but are not limited to:

(1) Rental income;

(2) Stocks, exchange traded funds, and other similar financial instruments, which shall be individually disclosed as ownership interests in a business, provided that filers need not disclose the contents of mutual finds if the fund itself has been disclosed; and

(3) Trust assets that would be reportable by the filer if held outside a trust, provided that specific trust assets need not be reported if they arc held within a blind trust or similarly outside the filer's control or knowledge.

(b) Filers need not disclose ownership of or income from the following:

(1) Money market funds, savings and checking accounts, and certificates of deposit;

(2) Tax defined retirement accounts such as the State's deferred compensation plan, Individual Retirement Accounts, and 401k plans;

(3) Tax defined qualified tuition plans such as 529 college savings plans;

(4) Tax deferred health savings accounts; and

(5) Social Security or other government benefits.

(c) Filers need not disclosure consumer credit card debt or automobile lease agreements.

Notes

Haw. Code R. § 21-3-3

[Eff 11/28/2020] (Auth: HRS § 84-31(a)(5)) (Imp: HRS §§ 84-14, 84-17, 84-31)