Department of Labor Forms

The Labor-Management Reporting and Disclosure Act (LMRDA) [PDF] requires labor organizations to report certain financial transactions and administrative practices to the U.S. Department of Labor, and sets standards regarding the election of union officers.

The APWU and its local and state affiliates are governed by the LMRDA. Elected officers — especially those with responsibility for union finances or elections — should obtain a copy of the law and familiarize themselves with its requirements.

Form LM-2

Every labor organization subject to the LMRDA must file a financial report each year with the U.S. Labor Department's Office of Labor-Management Standards (OLMS). Unions with total annual receipts of $250,000 or more must file the Form LM-2. The LM-2 must be filed electonically, at www.dol.gov/esa/regs/compliance/olms/lm2rev.htm.

(01/11/07) Note: You may be aware that Adobe Systems Inc. has released version 8 of the Adobe® Reader® that is used to download and view the Electronic Form LM-2. The DOL Electronic Forms Plug-in has been tested with Adobe Reader 8, and it does not work. The DOL has also confirmed that they have no current plans to revise their LM-2 software. This means that you must not upgrade Adobe Reader to version 8 on any machine that you will use for the Form LM-2. Adobe Reader versions 6 and 7 continue to work perfectly well with the LM-2 and should be retained until further notice.

Form LM-3

Every labor organization subject to the LMRDA must file a financial report each year with OLMS. Unions with total annual receipts of less than $200,000 and more than $10,000 must file the Form LM-3 for their fiscal years beginning before July 1, 2004. Labor organizations with total annual receipts of less than $250,000 and more than $10,000 must file the Form LM-3.

Form LM-4

Every labor organization subject to the LMRDA must file a financial report each year with OLMS. Unions with total annual receipts of less than $10,000 must file the Form LM-4.

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