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The forms listed below are now available for download in PDF format from this
website.
Before using the forms, download a free copy of Adobe Reader version 6.x
or Higher from www.adobe.com
You can prepare a report using these forms in two ways:
Complete the form electronically: Copy the PDF file to a
folder on your hard drive. To do this, right click on the link for the form
you are filling out from the list of form links below. Click on "Save Target
As..." and then select a location to store the PDF file. To use the downloaded
form, first start the Adobe Reader 6.x or Higher program on your computer.
Open the form by selecting "Open" from the Adobe Reader "File" menu, and navigating
to the location where you saved the PDF form and selecting it. Complete the
form online, print it, sign it, and mail it to OLMS.
OR
Complete the form manually: Copy the PDF file to a folder
on your hard drive. To do this, right click on the link for the form you are
filling out from the list of form links below. Click on "Save Target As..."
and then select a location to store the PDF file. To use the downloaded form,
first start the Adobe Reader 6.x or Higher program on your computer. Open
the form by selecting "Open" from the Adobe Reader "File" menu, and navigating
to the location where you saved the PDF form and selecting it. You can then
print the form, prepare it manually, sign it, and mail it to OLMS.
Please Note: If you attempt to use the form by simply double-clicking
on the file name on your computer and you have an earlier version of Adobe
Reader installed on your system, the form will open in the earlier version
of Adobe Reader, and will not function properly. You must use Adobe Reader
version 6.x or Higher when working with any of these PDF reports.
General instructions for using the forms with Adobe Acrobat Reader, Version
6.x or Higher are available from the links below. We recommend that you read
these instructions and print them for future reference before completing any
of the forms.
Using OLMS forms with Adobe Acrobat Reader, Version 6.x or Higher (PDF) (HTML)
Form LM-1 Labor Organization Information Report
The LMRDA and the CSRA regulations require that every covered union adopt a
constitution and bylaws and file two copies with OLMS, along with a Labor Organization
Information Report, Form LM-1, providing certain information about the structure,
practices, and procedures of the union.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-10 Employer Report
Employers must file annual reports to disclose certain specified financial
dealings with their employees, unions, union agents, and labor relations consultants.
Form LM-15 Trusteeship Report
Initial Reports: Within 30 days after imposing a trusteeship over
a subordinate union, the parent union must file an initial Trusteeship Report,
Form LM-15, to disclose the reasons for the trusteeship, when it was established,
the financial condition of the trusteed union at the time the trusteeship was
established, and other required information.
Semiannual Reports: Within 30 days after the end of each 6-month period
for the duration of the trusteeship, the parent union must file a semiannual
report, on Form LM-15, explaining its reasons for continuing the trusteeship.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-15A Report on Selection of Delegates and Officers
Report on Selection of Delegates and Officers: Form LM-15A must be filed with
a semiannual or terminal trusteeship report if, during the period covered by
the report, there was any:
- convention or other policy-determining body to which the subordinate union
sent delegates or would have sent delegates if not in trusteeship; or
- election of officers of the union which imposed the trusteeship over the
subordinate union.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-16 Terminal Trusteeship Report
Within 90 days after the termination of the trusteeship, or the loss of identity
as a reporting organization by the trusteed union, the parent union must file
a Terminal Trusteeship Report, Form LM-16.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-20 Agreement and Activities Report (Consultant)
Every person, including a labor relations consultant, who enters into an arrangement
with an employer under which he or she undertakes activities where an object
thereof is, directly or indirectly, to:
- persuade employees about exercising their rights to organize and bargain
collectively, or
- obtain information about the activities of employees or a union in connection
with a labor dispute involving the employer (except information solely for
administrative, arbitral, or court proceedings)
must file an Agreement and Activities Report, Form LM-20.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-21 Receipts and Disbursements Report (Consultant)
Every person required to file a Form LM-20 also must file an annual Receipts
and Disbursements Report, Form LM-21, if any payments were made or received
during the fiscal year as a result of arrangements of the kind requiring the
Form LM-20.
- Blank Form (PDF)
- Instructions (PDF)
Form LM-30 Labor Organization Officer and Employee Report
Union officers or employees (except employees performing exclusively clerical
or custodial services) must file a Labor Organization Officer and Employee Report,
Form LM-30, if they or their spouses or minor children have certain interests
or dealings related to an employer whose employees their union represents or
is actively seeking to represent.
Note: The Office of Labor-Management Standards will publish in the spring 2009 Semi-Annual Regulatory Agenda notice of an intended rulemaking to revise the Form LM-30 (Labor Organization Officer and Employee Report). The rulemaking is intended to review questions of policy and law surrounding these reporting requirements. The rulemaking will focus on the changes resulting from a 2007 regulatory revision of the Form and instructions. This revision dramatically altered the old Form LM-30 and instructions, which had not substantially changed in over 40 years. Despite the promulgation of the new Form LM-30, fundamental questions regarding the scope and extent of the reporting obligations are unanswered, and litigation challenging some aspects of the form remains pending. Yet, by March 31, 2009, reports for calendar year 2008 must be filed. In light of this uncertainty, the pending regulatory action, the pending litigation and the rapidly approaching filing deadline, OLMS has determined that it would not be a good use of resources to bring enforcement actions based upon a failure to use a specific form to comply with the statutory obligation to report certain financial information. Accordingly, OLMS will refrain from initiating enforcement actions against union officers and union employees based solely on the failure to file the report required by section 202 of the Labor-Management and Reporting Disclosure Act (LMRDA), 29 U.S.C. § 432, using the 2007 form, as long as individuals meet their statutorily-required filing obligation in some manner. OLMS will accept either the old Form LM-30 or the new one for purposes of this non-enforcement policy.
Old Form LM-30 Information
New Form LM-30 Information
Form S-1 Surety Company Annual Report
Every surety company which issues any bond required by the LMRDA or the Employee
Retirement Income Security Act of 1974 (ERISA) must file the Surety Company
Annual Report, Form S-1, with OLMS regarding its bond experience under each
act.
- Blank Form (PDF)
- Instructions (PDF)
For information on downloading Form LM-2, LM-3, or LM-4 go to the Which
Form Do I Use page.
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Last Updated: 03/18/09
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