Labor Organization Annual Financial Reports
Final Rule

The links below contain all documents included in the above titled Final Rule.

Note: On January 22, 2004, the United States District Court for the District of Columbia issued an order upholding the rule implementing the revised Form LM-2 and the new Form T-1. The court found the rule to be a valid exercise of the Secretary's statutory authority, reasonable, and adequately explained, but enjoined it from becoming effective until July 1, 2004, or 90 days after the Department of Labor makes a fully tested version of the reporting software available, whichever is later. Therefore, unions with $200,000 or more in annual receipts may use the old Form LM-2 to file their financial reports for fiscal years beginning on any date between January 1 and June 30, 2004.

On March 26, 2004, fully tested versions of the software for the revised LM-2 and new Form T-1, user guides, and electronic instructions were made available for downloading from the Web site of the Department's Office of Labor-Management Standards (OLMS) at olms.dol.gov. Therefore, unions with $250,000 or more in annual receipts are required to electronically file the revised Form LM-2 and the new Form T-1, for their fiscal years beginning on or after July 1, 2004.

Decision in AFL-CIO v. Chao

Department of Labor Press Release

• Final Rule Preamble (PDF)   (HTML)
• Facsimile of revised Form LM-2 (PDF)
• Instructions for paper format revised Form LM-2 (PDF)
• Facsimile of new Form T-1 (PDF)
• Instructions for paper format new Form T-1 (PDF)

Last Updated: 07/19/04

• CAP


• I-CAP

• Which Form Do I Use?


• Form T-1



• Form LM-2



• Form LM-3 (Adobe Reader Version)



• Form LM-4 (Adobe Reader Version)



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