Electronic Forms LM-2, LM-3, LM-4

You can complete the Labor Organization Annual Report, Form LM-2, LM-3, or LM-4, quickly and easily using your computer and the electronic forms software developed by the U.S. Department of Labor’s Office of Labor-Management Standards (OLMS).

Please note:
After January 7, 2005, you will not be able to download prefill information for this version of Form LM-2 or for Form LM-3 and LM-4. The ability to prefill information for the LM-3 and the LM-4 will be restored at the beginning of April 2005; however, you will no longer be able to download prefill information for this version of Form LM-2. The revised Form LM-2 can be downloaded with prefill information here.

For reports for fiscal years beginning before July 1, 2004, the simplified annual report Form LM-3 may only be used by unions with total annual receipts of less than $200,000, if not in trusteeship. For fiscal years beginning July 1, 2004 or later, Form LM-3 may be used by unions with less than $250,000 in total annual receipts, if not in trusteeship.

This Form LM-2 may only be used for fiscal years beginning before July 1, 2004. For fiscal years beginning on July 1, 2004 or later, LM-2 filers must use the electronic Form LM-2 located here.

You can download the current version of the OLMS Electronic Forms and any plug-ins or updates to insure you have the most complete Electronic Forms Software from the OLMS Download Page.

Why should I use the electronic forms?
How can I obtain electronic forms software?
How can I get assistance in using the electronic forms software?

Why should I use the electronic forms?

• It’s easy to enter information on the form.
• You can download some information from reports previously filed by your union directly onto the form.
• If you are filing Form LM-2 or LM-3, you can import electronic officer and employee information directly onto the forms.
• The electronic forms software performs calculations for you, so you won’t make mathematical errors.
• The system checks for errors and discrepancies and allows you to correct or explain them, reducing the likelihood of having to file an amended report.

How can I obtain electronic forms software?

You can download the latest version of the OLMS Electronic Forms and any plug-ins or updates to insure you have the most complete Electronic Forms Software from the OLMS Download Page.

If you are unable to download the Electronic Forms Package you may obtain the software on a CD by calling 1-202-693-0123 or the nearest OLMS field office.

Please note that for fiscal years beginning July 1, 2004 or later, the Revised Form LM-2 must be filed by every labor organization with $250,000 or more in total annual receipts.

How can I get assistance in using the electronic forms software?

The DOL Help Line staff provides assistance with any questions or difficulties you may have using the software and can be reached by calling (toll-free): 1-866-487-2365.

Last Updated: 01/25/05

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