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Office of Labor-Management Standards

Office of Labor-Management Standards (OLMS)

Overview: OLMS Electronic Forms System

Electronic Forms System (EFS) is the Office of Labor-Management Standards’ (OLMS) new web-based reporting system for filing annual LM-2, LM-3 and LM-4 reports. To use EFS, a union will select a representative to register with EFS online and obtain a unique Private Identification Number (PIN) for that union. The union representative will then distribute this PIN to any individuals who will need access to prepare, review, or sign the LM Forms. This will safeguard access to the union’s forms and data. 

Unions will need to obtain a new PIN every year to maintain authorized access to union files. Further, if an active PIN becomes compromised, OLMS can cancel that PIN and issue a new one.

Each user, including union officials responsible for signing the form, will need to register for an EFS individual user account and password to gain access to the system. Individual users need to register only once: after they have an account established in the system, users can log in with the union PIN and union LM file number to access the LM reports. Preparers such as accountants who have registered for an individual user account will be able to access multiple union forms with their user accounts, provided they have the correct union PIN for each union. Because the system is web-based, the form can be easily accessed by multiple individuals in different locations, making preparing and digitally signing the form much simpler. The form can be prepared over a period of time and saved in draft before submission. The system performs a series of validation checks to help the filer ensure all data is completed.

To sign the report, an officer will be required to attest to the data on the report and use his or her name and password as the verification mechanism. Once signed, the completed report can be electronically submitted to OLMS.

In smaller unions one person may end up serving as the union representative who registers the union with EFS and the preparer, as well as a signing officer.  Each officer who must sign the form will need to register for and establish an individual user account.

The system is currently in development and is scheduled for release this Fall. OLMS is developing instructional and training materials and will make these available before the release of EFS.

 


Last Updated: 09/15/10