Political Vetting through Campaign Registry
  • 10 Aug 2023
  • 5 Minutes to read
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Political Vetting through Campaign Registry

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Article summary

TCR Political Vetting process

Step 1Step 2Step 3
Form Submission through the platformPIN ConfirmationVetting Outcome
We will gather all the information required for the verification and will submit it to TCR along with the Brand informationThe Candidate or committee receives (Via email or regular mail) a PIN, which can be verified by clicking on the link provided in the letter or by taking a picture of the QR code with a smartphoneAegis Mobile proceeds to finalize the vet, in case of a failed vet an appeal process can be initiated

Step 1: Form Submission through the platform

After selecting the "Apply For Aegis Political Vetting" option on the 527 Organizations section at the Brand registration page proceed to complete the form with accurate and verifiable information.

Accuracy of the information

ID numbers must match exactly. Submitted information needs to match information registered with the electoral authority. EINs need to match the name or submitted name (unless it’s a “Sole Proprietor”). Contact First Name and Contact Last Name must match an authorized name in the political registration (can’t be the aggregator or SMS vendor’s contact name, for example). The address also needs to be a valid address that is deliverable by the USPS

Required Information

The table below shows the required fields and a brief description of the expected information and format.

FieldDescription
Requestor First NameFirst name of the person from the committee who initiated the verification request. Exactly as filed with election authority
Requestor Last NameLast name of the person from the committee who initiated the verification request. Exactly as filed with election authority
LocaleSelect one option: Federal, State, Local or Tribal
Fec Committee Type CodeRequired if Federal - Refer to the committee codes table below for accepted values - Communication cost, Delegate committee, Electioneering communication, House, or Independent expenditor (person o group)
Committee IdFree text field. Required for Federal and any other locale that issues a committee/campaign ID - if not issued enter "00000"
Candidate TypeFree text field. Required for campaigns. If committee is not candidate-specific, enter "PAC"
State Local Candidate TypeFree text field. Required for Stare, Local, and Tribal -- if Federal, enter "Federal"
Local Committee State (select a value)If Federal Congress, enter the state to be represented; if President, enter"US". Refer 'FEC Jurisdictions' table below
Local Committee MunicipalityFree text field. If Federal Congress, enter district to be represented; if President, enter "US"
Tribal LocationFree text field. If non-tribal, enter "US"
Filing UrlShould be a valid URL format. Election authority website URL where the filling information can be found
Filing Record Url InstructionsFree text field. Additional instructions to aid in locating the filing record
Filing EmailFree text field. Exactly as filed with election authority. If not supplied, PIN cannot be sent via email
Election DateDate string in the format yyyy-mm-dd. Must be in the future
Pin PreferenceSelect one option: Email ($64), Regular USPS ($64), or Express Mail ($95)
* If PIN preference is Email: the filing email address submitted must exactly match the email address contained in the political registration with the electoral authority. It also CANNOT be a “generic” email domain (like google, yahoo, hotmail, etc.) even if it matches. If the email address doesn’t meet the requirements for email transmission, we will send via USPS first class mail.

* If PIN preference is Express: in addition to address matching between submitted and official filing, the address must be a physical deliverable address. Express delivery is not available for PO boxes, commercial mail receiving agencies (e.g., Mailboxes Etc, UPS Store, Postal Annex) or general delivery addresses.

* If PIN preference is Express or address is invalid for express delivery, the PIN will be delivered via USPS first class mail and the express delivery surcharge will NOT be charged.

Step 2: PIN Confirmation

If everything in the form matches up, the vetting process will proceed and a PIN (valid for 30 days) will be sent to the requestor. The authorized person for the candidate or committee will receive a letter with a PIN and instructions for PIN verification.

Receiving and confirming the PIN:

Verification will be complete only upon verification of the PIN by the authorized person for the candidate or committee. The SMS vendor cannot complete the PIN verification process.

Regardless of the method of delivery, the representative of the campaign or committee will receive a PIN letter similar to the one displayed below. Complete instructions for use are provided in the letter.
image.png

In addition to the PIN code or QR code in the letter, the recipient will also need to provide the TCR Brand ID, for added security. The Brand ID can be found at the Manage Brands page under the TCR ID column (see picture below)
image.png

The recipient will either use the QR code or visit the web URL provided in the PIN letter, enter the PIN code, enter the Brand ID, and click Submit. Verification should be immediate, and the Aegis system will automatically update the verification record to Complete status and send the result to TCR.

Step 3: Verification Outcome

Once they verify their PIN, the verification will be complete and the record will go into verified status and the system will send you an email with your TCR score and a link to start registering campaigns for your brand.
If anything in the above form doesn’t match up, AEGIS will fail the record and provide reason codes.

What to do in case of a failed vet?

The submitter will need to review and provide updated information through a new submission. If they believe all the information is already correct, they can submit an appeal by sending an email to appeals@aegismobile.com explaining why they think their submission is correct and matching.
● If it is an EIN matching issue, for example, they can supply an official copy of their IRS EIN letter.
● If we determine that the data provided with additional explanation meets the acceptance criteria we will waive the charge for the failed verification and proceed with PIN verification.
● If a data revision is required, however, we will charge the failure fee ($20) and they will be required to resubmit with corrected data.


Please contact us if you have any questions.