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.
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.
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:
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:
must file an Agreement and Activities Report, Form LM-20.
How to file Form LM-20: You can complete and submit the Form LM-20 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-20 form.
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-21.
How to file Form LM-21: You can complete and submit the Form LM-21 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-21 form.
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.
- File Using the Electronic Forms System
- Non-Fillable, Non-Interactive version (PDF)
- Instructions for 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.
Last Updated: 9-11-19