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Modify MS-A, MS-W and add MS-X #6522

@PaulClark2

Description

@PaulClark2

What we’re after

The FEC now allows F99 filers to upload Schedule C-1 (Loans and Lines of Credit from Lending Institutions), copies of loan agreements, and Form 8 (Debt Settlement Plans) electronically as attachments with an electronic signature.
staging.ref_to_from_ind (FECP)

TO_FROM_IND TO_FROM_IND_DESC
A DEBT SETTLEMENT PLAN
W C-1/LOAN AGREEMENT
X LOAN FORGIVENESS

MS-X https://docquery.fec.gov/pdf/682/23020212682/23020212682.pdf
https://www.fec.gov/data/committee/C00380279/?tab=filings&cycle=2004
This does not have the correct label, but to_from_ind_desc is not populated in the data

MS-A https://docquery.fec.gov/pdf/116/10030414116/10030414116.pdf
https://www.fec.gov/data/committee/C00480335/?tab=filings
Looks like this is already populating in "other documents" with correct label

NEW MS-W C00930131 https://docquery.fec.gov/pdf/496/202603059837889496/202603059837889496.pdf
This is showing up as "Loan Agreement/Loan Forgiveness 2026" when it should be using the new to_from_ind_desc "C-1/LOAN AGREEMENT"

CL- not sure when we should be seeing all data correctly in PG.

Related ticket(s)

Action items:

  • At this time, we are not updating any F99s (MSs) filed between January 1, 2026, and when this work is deployed. If we need to make data update, @PaulClark2 will create another ticket for that at a later time. Check if it is ok that the older MS-W's are still labeled as "LOAN AGREEMENT/LOAN FORGIVENESS" this will affect if we can pull from to_from_ind_desc.
  • On the All Filings Search, please ensure that MS-As are also listed as results if a website user selects Form 8 under Filing Information>Form Type.
  • Update the forms page on fec.gov for the Form 99 (Candidates and authorized committees/Political parties and political action committees (PACs)) to include the following language: “Used by registered committees filing electronically to submit a letter, or an attachment for Schedule C-1/Loan Agreement, Loan Forgiveness, or Debt Settlement Plan:” This change should not be applied to the F99 listed under the Other filers portion of the forms page.
  • Possible Request (not part of OGC’s recommendation) – Could we add a new filter for the All Filings Search for the various F99 types? There may be a desire to be able to narrow down F99 to a specific type, such as C-1/Loan Agreements.

Completion criteria

  • New MS-As, MS-Ws and MS-Xs have the appropriate new label.
  • MS-As, MS-Ws and MS-Xs display in the appropriate locations on FEC.gov

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