Office of Labor-Management Standards (OLMS)
Forms All Others
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. [As noted below, this option is not available for the Revised (2011) Form LM-30.]
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.
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.
Employers must file annual reports to disclose certain specified financial dealings with their employees, unions, union agents, and labor relations consultants.
- Blank Form (PDF)
- Instructions (PDF)
- Form LM-10 Frequently Asked Questions
- *Filing Form LM-10: An Overview of Reporting By Employers PowerPoint Presentation (PowerPoint Show format 1.87 MB)
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.
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)
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.
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.
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.
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.
- Electronic Web Based version
- Non-Fillable, Non-Interactive version (PDF)
- Instructions for Form LM-30 (PDF)
- Fact Sheet: Filing Form LM-30 (PDF)
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.
Other Available Downloads
For information on downloading Form LM-2, LM-3, or LM-4 go to the Which Form Do I Use page.
*If you are unable to view PowerPoint presentations, download a free viewer from Microsoft, here.
Last Updated: 1-9-13