Office of Labor-Management Standards (OLMS)

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Form T-1 Trust Annual Report

NOTE

On July 16, 2007, in AFL-CIO v. Chao, the United States District Court for the District of Columbia vacated the September 29, 2006 Final Rule implementing Form T-1, Trust Annual Report. As a result of this ruling, no Form T-1 is now required to be filed. If any further developments result in a change to the Form T-1 reporting requirement, OLMS will inform the public through the OLMS Mailing List and other means.

To download a copy of the Form T-1 software from this page, please go through the following steps in order.

• Step One - Apply for a Digital Signature
• Step Two - Download Adobe Reader version 6-8
• Step Three - Download the Electronic Forms Plug-in
• Step Four - Download the Form T-1 PDF

Labor organizations may choose to complete this form manually by typing financial data directly into the form. The software will also permit unions that keep records electronically to import financial data from their accounting programs into the electronic Form T-1. For electronic importation, the Department has provided technical specifications to assist unions in converting their financial data into a format supported by the software.

The User Guide (pdf) to the Form T-1 guides users through the process of preparing and completing the form, providing instructions and navigation tips to help users download the form, enter information directly onto the form, import data files extracted from the union's accounting system into the form, and add digital signatures.

The Form T-1 Instructions (pdf) provide specific item-by-item instructions for completing this form.

If you have difficulty navigating the software, or have questions about its functions and features, please call the Department's National Call Center for toll free assistance at: 1-866-487-2365. Or you can call the OLMS Help Desk directly at (202) 693-0423 (not a toll free number). You may also send such questions by email to olms-public@dol.gov.

Hardware and Software Requirements for Use

Form T-1 Information and FAQs

Step 1: To electronically sign and submit Form T-1, you must have purchased an electronic digital signature. This digital signature enables you to electronically sign your report so that you can submit it to OLMS. More information about digital signatures is available on the OLMS Digital Signature Page.

You can purchase an ACES (Access Certificates for Electronic Services) digital certificate through IdenTrust at: http://www.identrust.com/dol/index.html. The charge for a digital signature certificate is $70 for an individual certificate or $119 for a business certificate. Individuals required to sign Form T-1 may use either type of certificate. If you have any questions or problems with the purchasing procedure, you can contact IdenTrust's Help Desk directly at 1-888-339-8904.

If you currently have an AT&T ACES digital signature (government), you may use that signature to sign this form.

Step 2: To download a free copy of Adobe® Reader® - version 6-8 http://www.adobe.com/products/acrobat/reader_archive.html#Win

First, select the appropriate operating system and version you are using on your computer and click continue.

Then check Adobe Reader version 6-8 and click download.

Step 3: After you have downloaded and installed Adobe® Reader®, you must download and install the Electronic Forms Plug-in. The plug-in enables the data import features in the form. The same plug-in is used for both the Form LM-2 and the Form T-1 and only needs to be installed once. To do this, click on the link below. Click open and follow the instructions.

Download the Electronic Forms Plug-in

Step 4: Download the Form T-1 PDF to your computer and follow the instructions.

Filers will need the following minimum PC hardware requirements:

• Intel® Pentium III® series processor (or equivalent)
• 64MB RAM
• 60MB of available hard-disk space

The following operating systems will support the Form T-1 software:

• Microsoft® Windows 98 Second Edition
• Windows Millennium Edition
• Windows NT® 4.0 with Service Pack 6
• Windows 2000 with Service Pack 2
• Windows XP Professional
• Windows XP Home

Note: For optimum performance, OLMS recommends using an Intel Pentium IV (or equivalent) processor running at a minimum speed of 2.4 GHZ with 1 GB of memory.

You will need one of the following browsers:

• Microsoft Internet Explorer - version 5.5 or higher
• Netscape Navigator - version 4.7 or higher
• Mozilla - version 1.3 or higher

In addition, to complete Form T-1, you will need Adobe® Reader® - version 6-8.

Once you have applied digital signatures to your completed report, electronically submit it to OLMS through the Upload Form page. When you click the “Submit” button on the form, you are taken to the Upload Form page. Follow the instructions on that page to complete the electronic submission process and receive a receipt of your submission.

Last Updated: 11/02/07