States Participating in EFD

The following table lists the states and U.S. territories that participate in EFD and indicates if filing through EFD is required.

States will continuously be made available as their configurations are finalized. Please check with EFD Support for more information.

Schedule of State Fees (Form D)

Schedule of State Fees (FORM NF - UIT)

State UFT Acceptance Matrix

Participating State Franchise Fee Matrix

Participating State Mutual Fund Fee Matrix

Required:
The state or jurisdiction requires this form to be submitted electronically using EFD (this system).
Available:
This state accepts both Electronic and Paper Filings. Once you submit offerings Electronically, it is HIGHLY recommended that you continue to manage your filing notices for this offering using the EFD system.
Not Available in EFD:
The state or jurisdiction does not allow filers to submit this information via EFD. Contact the state regulator for options they may provide.
State Form D Form NF-UIT UFT Form NF-Mutual Fund Franchise
Alabama Available Available Available In Progress --
Alaska Required Available Available Available --
Arizona Available Not Available in EFD Not Available in EFD In Progress --
Arkansas Available Available Not Available in EFD In Progress --
California Available Available Not Available in EFD In Progress Available
Colorado Required Available Available In Progress --
Connecticut Available Available Not Available in EFD In Progress --
Delaware Required Available Available In Progress --
District of Columbia Available Available Available In Progress --
Florida -- -- Available -- --
Georgia Available Available Available Required --
Hawaii Available Available Not Available in EFD In Progress In Progress
Idaho Available Available Available In Progress --
Illinois Available Available Available In Progress Available
Indiana Required Available Available In Progress In Progress
Iowa Required Required Available In Progress --
Kansas Required Available Available In Progress --
Kentucky Available Available Available In Progress --
Louisiana Available Available Not Available in EFD Available --
Maine Available Not Available in EFD Not Available in EFD In Progress --
Maryland Available Available Available In Progress Available
Massachusetts Available Available Not Available in EFD Available --
Michigan Required Required Available In Progress In Progress
Minnesota Available Available Not Available in EFD In Progress In Progress
Mississippi Required Available Available In Progress --
Missouri Available Available Available In Progress --
Montana Required Available Available Available --
Nebraska Available Available Available In Progress Available
Nevada Available Available Not Available in EFD In Progress --
New Hampshire Available Available Available In Progress --
New Jersey Required Available Available Available --
New Mexico Required Available Available In Progress --
New York Required Available Not Available in EFD In Progress Available
North Carolina Available Not Available in EFD Not Available in EFD In Progress --
North Dakota Required Required Required Required Required
Ohio Available Available Not Available in EFD In Progress --
Oklahoma Available Available Available In Progress --
Oregon Available Available Available In Progress --
Pennsylvania Available Available Available In Progress --
Puerto Rico Available Available Available In Progress --
Rhode Island Available Available Available Required Available
South Carolina Required Available Available In Progress --
South Dakota Available Available Available In Progress Available
Tennessee Available Available Not Available in EFD Available --
Texas Required Available Available In Progress --
Utah Required Available Not Available in EFD In Progress --
Vermont Required Available Available Available --
Virgin Islands Available Available Available In Progress --
Virginia Available Available Available Available Available
Washington Required Not Available in EFD Available In Progress In Progress
West Virginia Available Available Available In Progress --
Wisconsin Available Available Available In Progress In Progress
Wyoming Available -- Available In Progress --