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Financial Issues for Local and State Union Officers:
Employment Forms
Form I-9
On Nov. 7, 2007 the U.S. Citizenship and Immigration Service revised the I-9 Form [PDF], the Employment Eligibility Verification Form. This revised form dated 6/05/07 is the only form that is accepted for employment verification. For information about the changes, please see the USCIS Update and Q&A [PDF]. For further information, you may review the Handbook for Employers [PDF].
I-9 forms must be completed by all newly hired employees, including staff, elected officers, trustees, advocates, and shop stewards, if they are on the union payroll and/or receive payment of expenses. The I-9 Form is required by the U.S. Department of Justice to verify employment eligibility, and must be completed even if employment is temporary or part time.
W-4 Forms
Employers use W-4 forms [PDF] to collect the information they need to calculate payroll withholdings for their employees. Unions should ask their employees to complete W-4 forms every year.
ABOUT THE SECRETARY-TREASURER'S DEPARTMENT
Terry R. Stapleton
Secretary-Treasurer
202-842-4215
202-842-8530
The Secretary-Treasurer acts as the union's chief financial officer and serves local unions, state affiliates, officers, and members in many ways.
The Secretary-Treasurer seeks to increase union revenue by encouraging non-members to join, and is responsible for the collection and proper disbursement of union funds. The Secretary-Treasurer's Department offers in-depth training to local and state union officers who have financial responsibilities for their organizations.
