u.s. department of labor u.s. department of labor office of labor-management standards (olms)...
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U.S. Department of LaborU.S. Department of LaborOffice of Labor-Management Standards
(OLMS)
Electronic FormsWelcome to the Electronic Form LM-4
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Introduction
Investigator P. Marlowe
U.S. Department of Labor - OLMS
1234 Every St, Suite 211
Anytown, US 48226
Telephone (123)456-6780
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The OLMS Mission
Administer the LMRDA
• Ensuring union democracy
• Safeguarding union assets
• Financial recordkeeping and reporting
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Types of Reports
• LM-4: Receipts less than $10,000
• LM-3: Receipts $10,000 to $249,999
• LM-2:
– Receipts $250,000 or more
– Unions in trusteeship
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Labor Organization Reports
• Required by LMRDA Title II
• Public disclosure:
– On the Internet at http://www.union-reports.dol.gov
• Deadlines:
– 90 days after fiscal year ends
– 30 days after termination
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Electronic Form LM-4
• Easier to enter information
• Download some information from OLMSWebsite:
– Item 2
– Items 4 - 7
– Item 8
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Electronic Form LM-4
• Error checking features help:
– Identify discrepancies.
– Permit correction of errors.
– Reduce the likelihood of having to file an amended report.
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Electronic Form LM-4
• Electronic signatures (See http://www.olms.dol.gov)
• Submit form via the Internet
• Can still print and file report
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Electronic Form LM-4
• File more quickly.
• File more easily.
• File more accurately.
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Using the Electronic Form LM-4
• Double-click the OLMS Electronic Filer icon on your desktop.
• To access the User Guide, double-click the icon on your desktop.
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A Look at the Electronic Form
Looks almost identical to paper form
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A Look at the Electronic Form
• Click yellow buttons to perform the displayed action.
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A Look at the Electronic Form
• Select from drop-down lists to complete certain items.
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A Look at the Electronic Form
• Page tabs: select a “tab” to move back and forth through the form.
• Press the <tab> key to move from item to item.
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A Look at the Electronic Form
• Pop-up boxes automatically display when necessary to help you enter data for certain items, warn of potential errors, or request additional information.
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A Look at the Electronic FormA Look at the Electronic Form
Pre-fill data
• Can be retrieved from your union’s latest reportfor automatic entry of certain data.
• Must be connected to the Internet.
• Click the yellow “Get Pre-fill Data” button.
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A Look at the Electronic Form
Items 2, 4 - 7.
Item 8.
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A Look at the Electronic Form
Automatic Error Summary
• Before signing and submitting your form, you must check it for errors.
• The Error Summary identifies errors in your report and tells you where they are.
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A Look at the Electronic Form
• Each error is identified and listed individually.
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A Look at the Electronic Form
• Shows when report is ready for signature and submission.
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Layout of Reports
Page 1:
• Identification information:
– Your union
– Period covered
• Additional information
• Signatures of responsible officers
Other Pages:
• Information items:
– “Yes” or “No”
• Financial details
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LM-4 Identification Items
• Item 1 - File Number: enter your union’s six-digit File Number.
• Item 2 - Period Covered: use pre-fill feature or enter the period covered by the report - cannot be more than one year.
• Item 3: check the appropriate box if the form is “Amended” or “Terminal.”
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LM-4 Identification Items
• If pre-printed label information is correct, leave Items 4 - 8 blank. Use pre-fill feature to obtain information from prior year report.
• If any label information is incorrect, complete Items 4 - 8.
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LM-4 Informational Items
Answer each of the questions in Items 9 - 12 with a “Yes” or “No” answer. If the answer is “Yes,” provide additional information in Item 19 as required by the instructions.
The electronic form provides a pop-up box to enter this information.
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LM-4 Informational Items
Enter the correct information directly into the box and the form displays the information in Item 19.
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LM-4 Financial Items
• Item 14: enter the total value of your union’s assets at the end of the reporting period -- including cash, bank accounts, and equipment.
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LM-4 Financial Items
• Item 15: enter the total liabilities of your union at the end of the reporting period, including loans and unpaid bills.
• Item 16: enter the total receipts for your union during the reporting period, including dues, fees, and interest.
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LM-4 Financial Items
• Item 17: enter the total disbursements by your union during the reporting period, including per capita, net payments to officers and payments for office supplies.
• Item 18: enter the total payments to officers and employees during the reporting period, including gross salaries, lost time, and expenses.
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Item 19 - Additional Information
• Item 19 - Additional Information: enter any additional information as required by the report. Include the item number and the additional information for the item number.
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Items 20 and 21 - Signatures
• Items 20 and 21: both the President and Treasurer or corresponding principal officers must sign the report.
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Run the Error Summary
Automatic Error Summary
• Before signing and submitting your form, you must check it for errors.
• The Error Summary identifies errors in your form and tells you where they are.
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Run the Error Summary
• Each error is identified and listed individually.
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Run the Error Summary
• Each error is identified and listed individually.
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Run the Error Summary
• Shows when report is ready for signature and submission
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Run the Error Summary
• Correct each error listed.
• Run the Error Summary again and confirm that the report is ready for signing and submitting to OLMS.
• File your report with OLMS.
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File your Report With OLMS
• Obtain an electronic signature and file the form electronically.
or
• Print your report and sign and mail the report.
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Completing & Filing Preprinted Forms
If you do not use the electronic Form LM-4:
• File one original copy with OLMS.
• Do not file photocopies.
• Type or print your entries with black ink.
• Use CAPITAL letters.
• Enter only one letter or number per box.
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Completing & Filing Preprinted Forms
• Type or print inside the boxes.
• Leave blank boxes between words or numbers.
• Enter whole dollar amounts only. Do not enter cents or “.00.”
• Enter a single zero in boxes for financial items when you have nothing to report.
• Use an “X” to mark “Yes” or “No” items. Do not use check marks or any marks other than an “X.”
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Where to File Paper Reports
U.S. Department of LaborEmployment Standards AdministrationOffice of Labor-Management StandardsRoom N-5616200 Constitution Avenue, NWWashington, DC 20210
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Contact
U.S. Department of Labor - OLMS1234 Every St, Suite 211Anytown, US 48226Telephone (123)456-6780
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Getting Help
Using the ElectronicForm:
• User Guide
• DOL Help Line:1-866-487-2365
Completing Form LM-4:
• Form instructions
• OLMS field offices
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Contact OLMS
Online at:http://www.olms.dol.gov
The Department of Labor Call Center at: 1-866-4-USA-DOL