December 21, 2004
Pre-Fill Information for Labor Organization Annual Financial Reports
When you use the software for completing the Labor Organization Annual Report, Form LM-2, LM-3, or LM-4, you can quickly and easily obtain pre-fill information from the OLMS Web site. This pre-fill information includes the identifying information in Items 1 through 8 and the start of reporting period assets and liabilities information on Forms LM-2 and LM-3 taken from your organization's previous year report on file with OLMS. To pre-fill your Form LM-2, LM-3, or LM-4, open the OLMS Electronic Forms software, enter your union-s file number, and click on the -Get pre-fill information- button at the top of page 1.
The purpose of this mailing is to inform you of a change in service concerning downloading pre-fill information for the current version of Form LM-2 (2000), Form LM-3, and Form LM-4. As you may know, the current version of Form LM-2 (2000) is an appropriate form to use for reports covering fiscal years beginning before July 1, 2004. The revised version of Form LM-2 (2003) must be used for fiscal years beginning on or after July 1, 2004. The Forms LM-3 and LM-4 have not been changed, and can be used for any fiscal year.
After January 7, 2005, you will no longer be able to download pre-fill information for the current version of Form LM-2 (2000). In addition, you will be temporarily unable to download pre-fill information for Forms LM-3 and LM-4. This results from OLMS changing the contractor hosting the public disclosure Web site. Your ability to pre-fill information for the LM-3 and the LM-4 will be restored at the beginning of April 2005. At that time the forms will be available in Adobe PDF which will replace the current Informed Filler software. However, you will no longer be able to download pre-fill information for the current version of Form LM-2 (2000).
Please note that this service interruption relates only to pre-filling the forms. You will continue to be able to use the software without pre-filling data during this time.
Also, please note that this service interruption does not apply to the revised Form LM-2 (2003), which you will be able to download and pre-fill without interruption. You can download the revised Form LM-2 (2003) with pre-fill information from this page.
OLMS encourages unions that have a fiscal year ending date of December 31, 2004, to download the appropriate form and pre-fill information by January 7, 2005. If you do not do so, you will not be able to obtain pre-fill information for the current Form LM-2 (2000) subsequently. Once downloaded and pre-filled, the form can then be completed and submitted by the due date of March 31, 2005.
As a reminder, union officers who submit their LM report to OLMS over the Internet must use a digital signature to electronically sign the report. For information on the procedures and cost of obtaining a digital signature, go to the OLMS Web site. Electronic filing is mandatory for Form LM-2 reports covering fiscal years beginning on or after July 1, 2004. It is optional for other reports.
If you have any questions, please contact 202-693-0123 or call toll-free 1-866-4-USA-DOL (1-866-487-2365).
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Last Updated: 12/22/04