Forms — All Others

Notice: Advisory on Union Officer Elections and Public Disclosure Reporting in Areas Affected by COVID-19 and Natural Disasters

The forms listed below are now available for download in PDF format from this website.

Using the latest version of Internet Explorer, select the PDF file to open the form you need to complete.  The forms can be filled in either online or printed and completed manually. Once completed, you can print (if completed online), sign, and mail the form to OLMS at the address provided within the specified form instructions.

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.

How to file Form LM-10:  You can complete and submit the Form LM-10 electronically using OLMS’ Electronic Forms System (EFS) or print a copy and complete it manually.  Using EFS is the easiest and fastest method of submitting the LM-10 form. 

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. 

How to file Form LM-20:  You must complete and submit the Form LM-20 electronically using OLMS’ Electronic Forms System (EFS).

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. 

How to file Form LM-21:  You can complete and submit the Form LM-21 electronically using OLMS’ Electronic Forms System (EFS) or print a copy and complete it manually.  Using EFS is the easiest and fastest method of submitting the LM-21 form.

Form LM-30 Labor Organization Officer and Employee Report

Labor organization officers or employees (other than exclusively clerical or custodial employees) who have directly or indirectly held any legal or equitable interest in, received any payments from, or engaged in any transactions or arrangements with certain employers or businesses must file a report with OLMS.  This report is submitted on a Form LM-30 and is required to make public any actual or likely conflict between the personal financial interests of union officers or employees and their obligations to the union and its members.

How to file Form LM-30:  You can complete and submit the Form LM-30 electronically using OLMS’ Electronic Forms System (EFS) or print a copy and complete it manually.  Using EFS is the easiest and fastest method of submitting the LM-30 form.

Note:  If you are filing for a fiscal year that begins before January 1, 2012, please contact OLMS at (202) 693-0123 or send an email to OLMS-Public@dol.gov.

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)

Other Available Downloads

For information on downloading Form LM-2, LM-3, or LM-4 go to the Which Form Do I Use page.

 

 

Last Updated: 9-09-20