The forms listed below are now available for download in PDF format from this website.
Using the latest version of Internet Explorer, select the PDF file to open the form you need to complete. The forms can be filled in either online or printed and completed manually. Once completed, you can print (if completed online), sign, and mail the form to OLMS at the address provided within the specified form instructions.
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.
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.
Last Updated: 2-09-22