Form D Reporting Requirements by State

The following table represents the fee settings configurations documented within EFD:

Schedule of State Fees (Form D)

Required: The state or jurisdiction requires the input of this value in the sales report.
Optional: The state or jurisdiction allows filers to submit this information in the sales report.
Disabled: The state or jurisdiction does not allow filers to submit this information via EFD.
Red highlight: This state or jurisdiction does not yet allow electronic filing of FORM D.

State Code First Sale Date State Offering Amt $ Total # of Investors Sold Amount $ Max Lifetime Fee
Alabama AL Required Required Required Required $300.00
Alaska AK Required Optional Optional Optional
Arizona AZ Required Optional Optional Optional
Arkansas AR Required Required Required Required $500.00
California CA Required Required Required Required
Colorado CO Optional Optional Optional Optional
Connecticut CT Optional Optional Optional Optional
Delaware DE Required Required Required Required
District of Columbia DC Required Required Required Required
Florida FL Disabled Disabled Disabled Disabled
Georgia GA Required Optional Optional Optional
Hawaii HI Required Required Required Required
Idaho ID Required Required Optional Optional
Illinois IL Optional Optional Optional Optional
Indiana IN Required Required Required Required
Iowa IA Required Required Optional Optional
Kansas KS Required Required Required Required
Kentucky KY Required Optional Optional Optional
Louisiana LA Required Disabled Required Required
Maine ME Required Optional Optional Optional
Maryland MD Required Optional Optional Optional
Massachusetts MA Required Required Optional Optional $750.00
Michigan MI Required Required Required Required $100.00
Minnesota MN Optional Required Required Required $300.00
Mississippi MS Required Required Required Required
Missouri MO Required Required Required Required
Montana MT Required Required Optional Required
Nebraska NE Required Required Required Required $200.00
Nevada NV Required Optional Optional Optional
New Hampshire NH Required Required Required Required
New Jersey NJ Required Optional Optional Optional
New Mexico NM Required Required Required Required
New York NY Required Required Required Required
North Carolina NC Optional Optional Optional Optional
North Dakota ND Required Optional Required Required
Ohio OH Required Required Required Required
Oklahoma OK Required Optional Optional Optional
Oregon OR Required Required Optional Optional
Pennsylvania PA Optional Optional Optional Optional
Puerto Rico PR Required Required Required Required
Rhode Island RI Required Required Disabled Disabled $300.00
South Carolina SC Optional Optional Optional Optional
South Dakota SD Required Optional Optional Optional
Tennessee TN Required Required Required Required
Texas TX Disabled Required Disabled Disabled $500.00
Utah UT Required Required Optional Optional
Vermont VT Required Optional Required Required
Virgin Islands VI Required Required Required Required
Virginia VA Required Required Required Required
Washington WA Required Optional Optional Optional
West Virginia WV Required Optional Optional Optional
Wisconsin WI Required Required Required Required
Wyoming WY Required Required Optional Disabled