Who Must Disclose:
All Investigators must complete an annual Research-Related Financial Interest Disclosure form. Investigators include University faculty and staff who have responsibility for designing research, collecting research data, performing other substantive research activities, or reporting research. Investigator includes the project director or principal investigator and any other person, regardless of title or position, who is responsible for the design, conduct, or reporting of Research or Sponsored Programs which may include, for example, collaborators, consultants, students, non-paid volunteers and others. Research need not be funded for a person to be considered an Investigator. It is up to the PI to determine which research project personnel have responsibility for designing, collecting or reporting research and are thus required to complete an annual Research-Related Financial Interest Disclosure. Additionally, anyone engaged in any sponsored program, whether or not involving research, must complete an annual disclosure form.
When to Disclose:
The annual conflict of interest disclosure period typically begins around the beginning of the fall semester. All disclosures should be completed by August 24th each year or as soon as possible thereafter. Disclosures must also be updated during the year whenever interests change or new interests occur, this includes reimbursed or sponsored travel. Also see 
Changes to Financial Interests
What to Disclose:
When you are completing your form, you must disclose a significant financial interest if it meets the following criteria within the past twelve months:
- Financial interests of an individual and his/her spouse, domestic partner, and dependent children related to the individual's university responsibilities which total $5,000 in value or more from one entity in the preceding twelve months. This includes equity ownership, remuneration, reimbursed or sponsored travel, and/or interests or rights from intellectual property when aggregated together.
- All equity (e.g., stock, stock option, or other ownership interests) in nonpublic entities such as start-up companies or equity interest which totals $5,000 or more in public entities. NOTE: Do not report compensation or travel reimbursed or sponsored by a US federal, state, or local government agency, a US Institution of higher education, a US academic teaching hospital, a US medical center, or a research institute that is affiliated with a US Institution of higher education.
How to Disclose:
- See the Research-Related Financial Interest Disclosure Form page.
How to verify COI Completed: To verify if an Investigator has completed the COI Research-Related Financial Interest Disclosure form for the IUPUI and Columbus Campuses or for the Bloomington and Regional Campuses, please contact the respective COI Office via the 'Contact us' information to the left.
