Electronic Form LM
Contents
1. Select the text file you created and click the Open button Your document should look something like this Microsoft Word LM3_ Item24_txt a File Edit View Insert Format Tools Table Window Help me a 42arl eavio gt S FEARH BAT Plain Text Courier Mew 10 pr ule a o Bo go Enyder Faul Fresident C 6000 zzl Polosky Stella wice President L O Reilly Kay Financial Secretary F Hirsch Willian Financial Secretary Abr ah am Robert Recording Secretary Linsey Martin Trustee C DO From the Edit menu select Replace The Find and Replace dialog box displays In the Find what field enter t the carat symbol which is lt Shift gt 6 on your keyboard and a lowercase t This is Microsoft Word s code for a tab e Inthe Replace with field enter the pipe symbol which is located below the lt Backspace gt key on your keyboard 91 Importing Data from an Excel Spreadsheet e Click the Replace All button The system displays a message indicating the number of replacements made Find and Replace IO Save your file You are now ready to import the data following the instructions in the User Guide for the form you are completing 522. FACTOR TUNOREERS Return to Page 1 127312000 56 ADDITIONAL INFORMATION continued Ly eS abat Taeg Certified Puba Accountant Johnstown PA Other Item 56 entries You may also provide additional information directly in Item 56 by clicking the yellow Click to Enter Item 56 Information button in the Item 56 area of page 1 SF ADOMORAL PP Tro Click to Enter O Rem 66 Information The Item 56 Additional Information page displays Enter the number of the item to which the information relates in the Item Number column Enter 56 in the Item Number column to identify additional information not associated with any specific LM 3 item Note Additional information entries do not display or print in Item 56 on page 1 of the form A separate Item 56 page is created for each item requiring additional information For example if you made entries in Item 56 for two items the report will contain two Item 56 Additional Information pages To view other Item 56 pages in your report click the forward or back arrows Buttons on the page also allow you to delete or add an additional information page and return to page 1 of the form 34 Additional Information Item 56 reese AP 3 456 Return To Page 7 n Tie peia r CET Pe Seren contnned f Click arrows to view other Item 56 pages 35 Changing Officers Titles in Items 57 and 58 Changing Officers Titles in Items 57 and 5
3. If you have e mail software installed on your computer you can send your form to other persons for review or further processing See Digital Signatures and Submitting a Form Electronically in this User Guide e Mail the form 43 Submitting a Paper Form Mail the original completed and signed Form LM 3 and any required attachments to U S Department of Labor Employment Standards Administration Office of Labor Management Standards 200 Constitution Avenue NW Room N 5616 Washington DC 20210 44 Digital Signatures and Submitting a Form Electronically Digital Signatures and Submitting a Form Electronically Your union s president and treasurer must obtain digital signatures and sign reports that you Submit electronically Information on obtaining digital signatures and instructions for electronic Submission of the completed Form LM 3 are available on the OLMS Website at http www dol gov esa olms_ org htm As an alternative you may print the completed Form LM 3 and submit it by mail to OLMS See Submitting a Paper Form in this User Guide Forwarding a form The electronic Form LM 3 has a built in feature for sending your form to other persons via e mail for review further processing or digital signature Before forwarding your form make sure you have saved the most recent version and that it is displayed in the active window Select Forward from the File menu on the menu bar File Edit Cel Goto View W
4. New Document Ctrl h Open Ctrl U Close Ctrl Save Ltrl s Save As The Mail System dialog box displays Select your e mail program from the drop down list Choose Internet Mail SMTP if your program is not listed Hail System x Microsoft Exchange MAPI gt Microsoft Exchange MAF Eudora Pro MAFI Group ise MAFI MAFI compliant Microsoft Mail MAPI Microsoft Outlook MAF Internet Mail SMTP Send using The Send dialog box displays 45 Digital Signatures and Submitting a Form Electronically Ce Cancel Ber zl Subject JLM3_423456 1frm Settings Message Body Send As Send Informed data ifr Current Record k More gt gt Enter the e mail addresses of the persons to whom you are sending the form along with your message in the appropriate spaces and click the Send button Note Persons receiving your form must have the electronic Form LM 3 and Informed Filler installed on their computers to view edit or apply digital signatures to the form 46 Getting Help Getting Help You can get help in completing the electronic Form LM 3 from a number of sources Form instructions You can access a full set of the Instructions for Form LM 3 which give item by item guidance for completing the form directly from the electronic Form LM 3 Start the electronic Form LM 3 and select LM 3 Instructions from the Form Instructions menu on the menu
5. e It s easy to enter information on the form e You can download some information from the OLMS Website and load it directly onto the form e The system performs calculations for you so you won t make mathematical errors e Before your officers sign the form the system checks for errors and discrepancies and allows you to correct or explain them reducing the likelihood of having to file an amended report Your union s president and treasurer can sign the electronic form using easily obtainable digital Signatures and submit it to OLMS over the Internet Alternatively you can print a paper copy of the form have your union s president and treasurer sign it manually and mail it to OLMS We encourage you to use the electronic Form LM 3 instead of the paper form It will make filing your union s Form LM 3 quicker easier and more accurate Starting the Electronic Form LM 3 Starting the Electronic Form LM 3 The installation process for the electronic Forms LM 2 LM 3 and LM 4 places an icon for Starting the program on your desktop Note The first time that you use the electronic forms program a dialog box displays giving you an option to enter a registration number for licensing Do not enter anything in that box but simply click the Use Form Now button The form templates have been fully licensed by OLMS for use in the Shana Filler application and therefore no separate registration is required The registration option
6. Import ltem 24 Error Summary Sigri Submit ta Aj es Fage Setup E xit Ltrl C The Print dialog box displays 41 Printing the Form Printer Name OMPAG PAGEMARC 1 Properties Status Default printer Ready Type COMPAQ PAGEMARG 15 3 x Wher LPT Comment Print to file Print range Copies f All 35 pages Number of copies 1 T C Pages from to 25 Selection quee B Print Options Print Current Record Begin alane posi cos Note The print range in the dialog box displays 35 pages the maximum number of pages allowed for the form When you print the Form LM 3 with all 35 pages selected only the 4 page form any continuation pages for Item 24 All Officers and Disbursements to Officers and any Item 56 Additional Information pages will print Click the OK button to print the form If you have a problem printing the form consult User Information from the electronic Form LM 3 Select User Information from the Form Instructions menu on the menu bar then select Printer Settings Mindo Foro lnstructons Help tl ltem 24 LM 3 Instructions Ctrl User Information Submitting a Paper Form Submitting a Paper Form As an alternative to electronic submission you may print the completed Form LM 3 for manual Signature and submission by mail e Clear the Error Summary message After you complete the electronic Form LM 3 but before you print and sign it you
7. bar 4 The Instructions for Form LM 3 display in your browser Scroll down to the Table of Contents and select the appropriate topic or item User information You can access information on the electronic form operation directly from the electronic Form LM 3 Topics discussed include system requirements printer settings digital signatures electronic submission navigation import procedures pre fill data and OLMS Help Desk information Start the electronic Form LM 3 and select User Information from the Form Instructions menu on the menu bar Mindo Foro lnstructons Help L tem 24 LM 3 Instructions Ctrl User Information User Information displays in your browser Select the appropriate topic or item in the Table of Contents Informed Filler You can access information on Shana s Informed Filler program operation directly from the electronic Form LM 3 Start the electronic Form LM 3 and select Contents from the Help menu on the menu bar 47 Getting Help Form Instructions Continuation lte MEA O Contacting Shana Template Help LM 3 LABO Register ISE BY LABOR ORGANIZ About Informed Filler a i a E i A list of available topics displays OLMS Help Desk If you have problems using the electronic Form LM 3 which you are unable to solve with the information in this User Guide or the above sources contact the OLMS Help Desk at 1 866 319 2675 OLMS field offices If you h
8. item or cell When you open a new form the memorized value displays in the same item or cell TO memorize a value select the value in the item or cell Select Memorize from the Cell menu on the menu bar Edit Page Cell Goto View Window F m 24 To remove the memorized value from the item or cell memorize a blank value Save your file As you complete your Form LM 3 remember to save your file often When you select Save or Save As from the File menu the system adds the extension ifm to your file name Moving Through the Form Moving Through the Form Moving from item to item To move the cursor from item to item or to separate fields within an item press the lt Tab gt key This is the preferred method for moving through the form By using the lt Tab gt key you are assured of moving to the next sequential item or field on the form After you enter data in a particular item press the lt Tab gt key The data is automatically formatted and the cursor moves to the next item 2 PERICO COVERED 1 a AMENDED Fihi bana Day fied report check here MO EAR ib TERMAL Four ogani iia 000 Ol berina report see Section X ian io SUBSIDIARY F this ba mp Through 000 pour uni n as defined in Sert After you enter data in the l ou ne first name field and press 3 MAILING ADDRESS the lt Tab gt key the first wal First Hame name is formatted and the cursor moves to
9. j Cala E TETA OS LT E VA A LT A AE System requirements You must have an Internet browser Internet Explorer or Netscape version 4 x or above installed on your computer to complete the electronic Form LM 3 To use the pre fill data feature of the system you must be connected to the Internet For detailed information on system requirements start the electronic Form LM 3 and select User Information from the Form Instructions menu on the menu bar then select System Requirements On screen features The electronic Form LM 3 has a number of on screen features to help you move through the form and enter information A Look at the Electronic Form LM 3 e Yellow buttons Click the yellow buttons appearing on the form to perform the action displayed on the button move to an item or location add or delete pages or obtain further information about the electronic Form LM 3 Jad bs erect Click ta Enter Set Pre fill Data Eror Summary nieretion eae eee ere tem 24 Import Information ltem24 Delete Page Return to Paged Add Page e White arrows Click the white arrows to move forward to the next page or back to a previous page in Item 56 Additional Information FILENUMBER 4 2 3 45 6 e Drop down lists Complete certain items by making selections from drop down lists See Completing the Form in this User Guide e Page tabs Move back and forth through the pages by selecting one of the tabs display
10. list Click the Open button 29 Importing Data into Item 24 Import Item 24 Data EES Look in E 3 Floppy A EX lteme d_imprrt bt Files of type Officer Data 5 Ext Cancel A dialog box displays reminding you that you can only import into Item 24 one time and that once you do you will no longer be able to get pre fill data and prompts you to indicate that you want to proceed with the import Click the Yes button Informed Filler E Tou can only import into kem 24 once After the data is imported the impor menu option will be disabled Also the import process can take up to 10 minutes for large numbers e g 2000 of entries Do pon want to proceed Yeg Mo The system imports the data into Item 24 If you have a large amount of data to import this can take a few minutes If the import is successful a dialog box displays telling you that the import process was successful and the total number of records imported Click the OK button Informed Filler E G The import process was successful 4 total of 6 records were imported l The Item 24 continuation page displays The data for the first seven records imported display in Item 24 on page 3 and the remaining records display on a continuation page 30 Importing Data into Item 24 FACTORY WORKERS a eS Soir DATE OF PERCO COMEN 24 ALL OFFICERS AHD DISBURSEMENTS TO OFFICERS confinued Gross Salary Ali cer before izes
11. lo 1 aea E ie r a a e 7 RC AD z Y rea IS Hae mes E a e 2 T B HALKO AQUOMHEZE Firat Haar LL IAM Las Pa r na HIRSCH E C Bate Hiid ara a Fo i T aay FACTORY WOR KERS att 5 BESGA STROM fice Coca o H DES GLa UMS 2 b a E y E F G F E E H T LU aT JOHNSTOWN ZIP Coda hd ee ae HE 15 Using Pre Fill Data Reminder After returning to page 1 of the form complete Item 3 if appropriate and Item 9 before moving to page 2 Page 4 of the form displays approved data for Statement A Columns A and C Items 25 through 36 Slat of Mapeiire Paice End of Hipo Paris LE BLITES Stat of Repecrirey Pari End of Hippali Pert ei Loh El 0 a2 Aocounis Paya ble 25 Loans Rieoetwa ble 33 Loans Papable zT US Treasury Securities Ii Mongages Payable STATEMENT ASSETS AND LIABILITI 2 rra mers 26 Cher Latics A Ferd foots 26 TOTAL LABILINES 20 Other Apot a aT MET ASSETS E Ooo044 2 241 TOTAL ASSETS c 71 das fect TE After retrieving pre fill data save your form Note If you want to use the import feature for completing Item 24 you should import your data after retrieving pre fill data and before completing other items See Importing Data into Item 24 in this User Guide 16 Completing the Form Completing the Form There are several ways to enter information on the electronic Form LM 3 retrieving pre fill data from OLMS importing data from existing files using text or nu
12. the name in Item 7 23 Financial Items 24 55 Financial Items 24 55 Initial zeros in Items 24 55 When you first open the electronic Form LM 3 a zero 0 displays in Item 24 Lines 10 and 11 page 3 and in Items 25 through 55 page 4 Because the instructions for the form require that you complete each of these items and enter 0 where appropriate you only need to complete the financial items that require an entry other than 0 When you move to an tem with an initial zero e lf there is financial data to report and the correct entry is not 0 enter the correct amount for the item and press the lt Tab gt key The 0 is replaced with the number you enter e f there is no financial data to report and the correct entry is 0 just press the lt Tab gt key to move to the next item The 0 remains AMONT 39 Fer Capta TAS ester deontecccieotceddanenteaciesasecntoneecs A Fees Fines Assesment amp Work Fermis Note Officers signing the report are personally responsible for its accuracy Therefore it is important that the information entered in each item is correct and that zeros only appear where appropriate on the signed reports Do not leave any of the Items 24 through 55 blank Automatic calculations The electronic Form LM 3 automatically performs all mathematical calculations required in Item 24 and Statements A and B e Data entry fields The fields for the financial items you must comple
13. 1 Net disbursements are automatically transferred to Item 45 To Officers on page 4 26 Financial Items 24 55 CASH DISBURSEMENTS AMOUNT 2 Importing Data into Item 24 Importing Data into Item 24 The electronic Form LM 3 gives you the option of importing a database file that you may already have into Item 24 All Officers and Disbursements to Officers The data you are importing into Item 24 must be in a pipe delimited ascii text file with a txt extension Most database programs will export data to a file in this format The fields in your data must be set up as follows LastName FirstName Title Status GrossSalary Allowances cr 1f where cr lf carriage return line feed Warning Do not leave any fields blank In the numeric fields such as salary or allowances enter a zero if there is no financial data to report If you leave any field blank you may not be able to import or the data imported into Item 24 may be incorrect The system limits the length of each field Do not exceed the maximum number of characters listed below for Item 24 fields RISA ame PO rd Last Name 16 First Name 10 Title 19 Status 1 Gross Salary Allowances and Other Disbursements 6 For ease of retrieval give your file a meaningful name for example ltem24_import txt Your file when opened in an ascii text editor should resemble the following Snyder Paul President C 6000 321 cr 1f Polosky Stella Vice Presi
14. 8 When an officer other than the president or treasurer signs the completed Form LM 3 you must provide the title of the other officer and explain why the president or treasurer did not Sign the report After completing all other items on the form click on the title in Item 57 or Item 58 The title is highlighted and a drop down list displays le penaiis of la brat al of the information submitted in ts epai including the information contared inceledge and betel fue comect and complete Sec Section Y on penalties in the reirctons Run Error Summary to Clear AENA Report for Signature iF other title See Weirton Telephone Number FINANCIAL SECRE TARY al OTHER PRESIDENT SECRE TAR Y TREASURER TREASURER Ej If an officer other than the president will sign the report in Item 57 or other than the treasurer in Item 58 click the appropriate title if available in the drop down list to display it in Item 57 or 58 If the title is not available in the drop down list double click Other A dialog box displays requesting the appropriate title Enter the appropriate title in the dialog box and click the OK button Informed Filler x You have selected OTHER Please enter the appropriate title up to 2U characters below cont The new title displays in the form FIMArMEaL SECRETARY if offer le see nstrucbana Press the lt Tab gt key A dialog box displays requesting an explanation for ent
15. Electronic LM 3 User Guide Electronic LM 3 User Guide U S Department of Labor Employment Standards Administration Office of Labor Management Standards Table of Contents Table of Contents Introduction Starting the Electronic Form LM 3 A Look at the Electronic Form LM 3 Moving Through the Form Labor Organization File Number Item 1 Using Pre Fill Data Completing the Form Amended Terminal or Subsidiary Reports Item 3 Union Identification Items 4 7 Financial Items 24 55 Importing Data into Item 24 Additional Information Item 56 Changing Officers Titles in Items 57 and 58 Checking for Errors Error Summary Printing the Form Submitting a Paper Form Digital Signatures and Submitting a Form Electronically Getting Help Appendix 1 Importing Data from an Excel Spreadsheet O UN FP 10 12 17 20 21 24 28 33 36 38 41 43 45 47 49 Introduction U S Department of Labor Employment Standards Administration Office of Labor Management Standards Welcome to the Electronic Form LM 3 The U S Department of Labor s Office of Labor Management Standards OLMS is pleased to introduce the new electronic Form LM 3 You can now complete your union s Form LM 3 quickly and easily using your computer and this software Why should you choose to complete your union s Form LM 3 electronically rather than manually on paper There are several advantages to using this new electronic version
16. Informed Filler Version 3 0 The components of Informed Filler required to operate the electronic form are automatically loaded on your computer during the installation process Some features of Informed Filler which may be useful in completing the Form LM 3 include e Place note You can attach notes or comments to your form A note looks like a small piece of yellow paper To place a note on your form select Place Note from the Edit menu on the menu bar mele Cell Goto View Y leat Unda Ete tat Bite Epy Etne Paste etre Select All Ctrl 8 Spelling Signatures Preferences A Look at the Electronic Form LM 3 A small yellow note displays in the center of your form window and can be placed anywhere on the form raton of a defined senefits for property in POP SAE cc recowerable under your org fidelity bond for a loss cause any officer or employee of saa nization ing the reporting period a nization hawe any chan titution and bylaws ot procedures leted in the iret fe constitution amd Ovia practices Omced ares ale To enter view or change text in the note click in the text box at the right side of the note The Note dialog box displays Enter or edit your message then click the OK button To delete the note click on the note This changes the box from yellow to blue Press the Delete key e Cell memorize This command memorizes the current entry in an
17. ab gt key the total of Columns D and E for the line displays in Column F The cursor automatically moves to Column A of the next line 25 Financial Items 24 55 ross Salary Allowances before taxes and and Other other deductions Dis burse mente D El Continue entering information for all your union s officers Remember to enter the names of all officers even if your union did not pay them If you need to enter information for more than seven officers click the yellow Item 24 Continue button to display a continuation page 2 Totak from additional pages Fary tem 24 Continue Enter information on the Item 24 continuation page for all remaining officers Use the scroll bar on the right to move up and down the page to view all records When you have entered information for all officers click the yellow Return to Item 24 button Gross Salary Allowances before taxes and and Other other deductions De burs ements Dy El The system displays Item 24 on page 3 The system has calculated the totals for entries on the Item 24 continuation page and displays them in Line 8 The totals for Lines 1 through 8 are displayed in Line 9 Enter the total amount for deductions in Line 10 The system calculates the net disbursements displayed in Line 11 Enter the total amount for deductions in Line 10 The Total from Line 44 ir Met disbursements automatically calculated and displayed in Line 1
18. ame A If the information is not correct you may make corrections by clicking in the appropriate field and entering the correct information After you have made all corrections click the Approve check box Mailing Information Scroll down to view the Mailing Information section of the pre fill display If it is correct click the Approve check box in the upper left corner to have this information automatically entered on the report you are completing S FirstName w ILLIA M Last Name HIRSCH P O Box Number and Steet 269 EVYERGREEN ST City JOHNSTON a State and Zip Code PA 15900 a If the information is not correct you may make corrections by clicking in the appropriate field and entering the correct information After you have made all corrections click the Approve check box Financial Information Start of Reporting Period Scroll down to view the Financial Information section of the pre fill display The amounts displayed are from your union s prior year report for the end of the reporting period The amounts reported in Items 25 through 36 in Statement A Columns B and D last year Should be reported in Columns A and C start of the reporting period for the same items on the report you are completing If it is correct click the Approve check box in the upper left corner to have this information automatically entered on the report you are completing Using Pre Fill Data Financial Information Start of Reporting P
19. and and Clear other deductions Disbursemuns Click the yellow Return to Item 24 button at the top right of the continuation page to view the first seven records Click the yellow ltem 24 Continue button at the bottom left of Item 24 to return to the Item 24 continuation page to view the remaining records Review the data to make sure that it is correct then save the form Note Once you save the form you can make changes in the fields in Item 24 Checking for errors If it looks like there was a problem with your import for example some data is missing you can check the import log for any entries that were not imported because of formatting errors Note It is a good idea to check the import log as a matter of course particularly if you are importing a large amount of data To check the import log Open Windows Explorer and go to the directory into which you installed the Informed program typically C informed Look for a file named Item24_import log E ltem4 import lo 1EB LOG File Open the file using any text editor such as Windows Notepad If any records were not imported they will be listed in this file El ltem 4_ import log WordPad File Edt View Insert Format Help Hee Sal al ele o BI 5 Linsey Martin Trustee c 200 If all the records were imported correctly this file will be blank 31 Importing Data into Item 24 File Edt View Insert Format Help Heel SIC A Esl El F
20. ate You must correct the following errors or deficiencies before subreission of this report to the Office of Labor MManagernent Standards OLMIS ITEM 2 penod covered must be completed In adcition the following errors or deficiencies should be corrected before subrrussion of thus report to OLMIS to lessen the hkelibood that your won will be required to file an arnended report at a later date ITEM 14 audit or review of books was answered yes However a statement of whether the audit or review was performed by an outside accountant or parent body auditoritepresentatrve was not provided im tem 56 additional information IF the audit was conducted by an outside accountant the name of the accountant or accounting firm must also be provided m Item 36 Note The Error Summary lists the LM 3 items which may need correction or an explanation in Item 56 Additional Information You can print the summary to use as a reference when you return to the Form LM 3 to correct errors Follow your Internet browser s instructions for printing a copy of the Error Summary To return to the Form LM 3 click the Continue button at the bottom of the Error Summary screen If you are using Netscape the system closes the browser If you are using Internet Explorer click the Yes button in the dialog box to close the browser After you have corrected or resolved the errors or deficiencies listed on your Error Summary run the Error Summary again
21. ave questions about completing items on the Form LM 3 or other reporting questions contact the nearest OLMS field office You can access the list of OLMS field offices within the electronic Form LM 3 by selecting LM 3 Instructions from the Form Instructions menu on the menu bar and then selecting If You Need Assistance from the Table of Contents Addresses and telephone numbers of OLMS field offices are also on the OLMS Website at http www dol gov esa olms_org htm 48 Appendix Importing Data from an Excel Spreadsheet Appendix 1 Importing Data from an Excel Spreadsheet The following instructions tell you how to format data from an Excel spreadsheet to import into Item 24 on the electronic Form LM 3 If you use a different soreadsheet program the steps you take will be similar to the ones below In Excel strip out all headings and totals so that all you have on your worksheet is the raw data in the appropriate format Be sure to refer to the Instructions for Form LM 3 to ensure that the data to be imported will accurately report the required information From the File menu select Save As Microsoft Excel LM3_ltem24 xls E File Edit View Insert Format Tools Data Window Help o D ue wn EEE y Close a 0 _ Gee Save crs D E F G Save 45 C p000 32 Save as HTML C 200 0 Save Workspace P 450 U y 2550 p272 Page Setup C 1000 Ll E Print Area C 00 0 E Prin
22. both permission options at the bottom of the screen are checked If you continue to have problems contact the Help Desk at 1 866 319 2675 Save your file As you complete your Form LM 3 remember to save your file often When you select Save or Save As from the File menu the system adds the extension ifm to your file name Opening an existing Form LM 3 Double click on the electronic forms icon to start the program A list of available Informed templates displays Click the Cancel button Description LM 2 Form l LM 3 Form l LM 4 Form Add Other Template Lancel k Select Open from the File menu on the menu bar MES Edt Well Metabase eb MER New Document Ctr Oper Chri U A file box displays Navigate to the drive and directory where your saved file is located and highlight the file name in the list Click the Open button Starting the Electronic Form LM 3 Informed data ifrm Alternatively you can select your file from a list of recently used forms From the File menu select Recent Data Documents The names of recently used files display Click the appropriate file name Recent Data Documents A Look at the Electronic Form LM 3 A Look at the Electronic Form LM 3 When you start the electronic Form LM 3 the form displays on the screen ready for data entry Because the electronic Form LM 3 looks almost identical to the paper form users who have com
23. by making an entry in either the Yes or No checkbox Lunto the Reog tng Period Oh rou Chyanizatir Yes Ho 10 Have a subsidiany organization as defined in Section A ofthe SEU ee oococonncnnnccnnnnonccononoconononannos _ xl 11 Create or participate in the admiretration of a trust or other fund or organization as defined in the instuctiore which provides benefits for members or their beneficiaries eo ceceeeceeecsee eeen LJ Ll H litical acti itte e PAL ci AAA O El Press the lt Tab gt key to move to the appropriate checkbox which becomes highlighted Press any key to enter an X in the selected box To uncheck the box press any key while in the selected box You can also click in the appropriate checkbox to both select it and enter an X Depending on your answer to certain items you may be prompted to provide additional information in Item 56 See Additional Information Item 56 in this User Guide Drop down lists When you move to an item having a drop down list the list automatically displays Completing the Form ACTORS amp ARTISTES AFL CIO AERONAUTICAL Es MINERS M4T AFL CIO AGRICULTURE EMPLOYEES IND AIR LINE EMPLOYEES ASH ALFA AIR LINE PILOTS ASN AFL CIO AIR TRAFFIC CONTROLLERS AFL AIF TRAFFIC SPECIALISTS UNION Move through the choices on the list by using the scroll bar or entering the first letters of your selection Make your selection by double clicking on the appro
24. ct your union s affiliation name from the drop down list Move through the choices on the list by using the scroll bar or entering the first letters of your union s affiliation To select an affiliation double click the appropriate choice Your selection displays in Item 4 and the cursor moves to Item 5 ACTORS amp ARTISTES AFL CIO a AERONAUTICAL EXSMINERS MAT AFL CIO AGRICULTURE EMPLOYEES IND AIR LINE EMPLOYEES ASH ALFA 4 AIR LINE PILOTS ASN AFL CIO AIR TRAFFIC CONTROLLERS AFL AR TRAFFIC SPECIALISTS UNION AR TRAFFIC SPECIALISTS UNION jae AIRCRAFT MECHANICS ASN IND ALUMINUM BRICK GLASS WERS amp ASBESTOS WORKERS AFL CIO ATLANTIC INDEPENDENT UNION AUTO WORKERS AFL CIO BAKERY amp TOBACKS WKRS AFL CI BARBERS STATE ASNIND_____ y 21 Union Identification Information Items 4 7 Note The Item 4 drop down list contains the commonly used names or short titles of all union affiliations in the OLMS database The first name in the short title is based on the keyword in the union s name For example Engineers is the keyword for Operating Engineers This union would be found in the list under e as Engineers Operating If you cannot initially find your union affiliation name try another affiliation keyword for your union e Item 5 Designation Name When you move to Item 5 a drop down list of all union designation names displays Move through the choices on the list by usi
25. dent C 200 0 cr 1f O Reilly Kay Financial Secretary P 450 0 cr 1f Hirsch William Financial SecretaryIN 2550 622 cr 1f Abraham Robert Recording Secretary Cc 1000 0 cr 1f Linsey Martin Trustee C 200 0 cr 1f 28 Importing Data into Item 24 Warning Enter pre fill information and save your form before you import data into Item 24 See Using Pre Fill Data in this User Guide Once you complete the import function you will no longer be able to retrieve pre fill data Also once you import data into Item 24 you will not be able to import data into that item again Therefore if there was a major problem with the import close the form without saving it You can work with your information technology team or call the OLMS Help Desk at 1 866 319 2675 to help you to correct problems in your import data After you have corrected any problems open your previously saved form which has any pre fill data you might have used saved in it and try the import again To import data into Item 24 Save your form From the File menu select Import Item 24 a File Edt Cell Goto View Window Form o New Document Ctrl liens GEL 2 Eset Ltrl Ll Open Close Cirle i Save Ctrl 5 Save S Forward Ctrl F Error Summary Sign Saco WA ES Page Setup Print Ltrl P E sil Cti A file box displays Navigate to the drive and directory where your import data file is located and highlight the file name in the
26. does not display after the first use Creating a new Form LM 3 Double click on the electronic forms icon A list of available Informed templates displays Select LM 3 Form and click the New button Hew Data Document Select from the templates below to create a new empty data document from an available template form ed Click Add Other Template to add another template to the templates folder Local Templates P LM 2 Form l LM 3 Form E LM 4 Form Description File name Lei aF orm itp Template ID LaF orm Revision AC 4 01 Author OLMS Organization Department of Labor Form Le 3 Labor Organization Annual Report template For use only by labor organizations with less than 200 000 in total annual receipts Add Other Template Cancel The first page of the electronic Form LM 3 displays Consult the table of contents of this User Guide for detailed instructions for the various features of electronic Form LM 3 software Starting the Electronic Form LM 3 Note to Windows XP Users If an error occurs when you try to open a new form LM 2 LM 3 or LM 4 contact your System Administrator to modify the folder level user permissions for the C Informed directory Right click on the Informed folder and select Properties Click on the Security tab and allow the user to have full control to the Folder Click the Advanced button and make sure that the user is selected and
27. ed at the top of each page See Moving Through the Form in this User Guide e Pop up boxes Dialog boxes will automatically display during the course of completing the form to help you enter data for certain items warn you of potential errors or request additional information where required Informed Filler E ltem 2 You have entered an invalid report pernod Period Covered cannot include a future time period A Look at the Electronic Form LM 3 Informed Filler Fez to ltem 14 enter below for inclusion in ltem 56 whether the audit was performed by an outside accountant or a parent body representative and additional information required by Item 14 e Pre fill data Retrieve data from your union s latest report filed with OLMS for automatic entry of information in Item 2 Period Covered Items 4 through 7 union identification Item 8 Mailing Address and Columns A and C Items 25 through 36 financial information See Using Pre Fill Data in this User Guide e Initial zeros in Items 24 55 When you first open the electronic Form LM 3 the financial items 24 through 55 display 0 in each item See Financial Items 24 55 in this User Guide e Automatic calculations The electronic Form LM 3 automatically performs all mathematical calculations required in Item 24 and Statements A and B See Financial Items 24 55 in this User Guide Informed Filler features The electronic Form LM 3 runs within Shana s
28. eriod z5 A Ca hi 2205 Accounts Paaie TE Loans Rahab 22 0 Loans Payable 27 08 LUE Treasury Securities 24 AC Mortgages Payable 28 4 ireesiments O 24 00 Other Liabilities 25 8 Fiod Assels 0 26 00 Total Labios 2016 Other ASHA l 211 14 Total Aseets 70084 9 f If the information is not correct you may make corrections by clicking in the appropriate field and entering the correct information You must also explain in Item 56 Additional Information why the amounts differ from your union s prior year report See Additional Information Item 56 in this User Guide After you have made all corrections click the Approve check box Note If for any reason you do not wish to use the pre fill data click the No button at the bottom of the pre fill display to return to the form No data will be transferred to the Form LM 3 you are completing Click the Yes button at the bottom of the display to transfer the approved data to the report you are completing Would you like to use the pre fill data displayed above TES Oo The system returns to the form which now displays all approved data for Item 2 Period Covered Items 4 through 7 union identification and Item 8 Mailing Address on page 1 of your union s Form LM 3 The yellow Get Pre fill Data button is no longer active For CHa he ony L FLE HUHHH 1 PERO OEREO b ie es ee rri Cori AA PERO APOT DE ME WO DA rear 1 423 456 coo ot
29. he core number to add a prefix Enter the prefix for your union s designation number if any and press the lt Tab gt key to move to the suffix section Enter the suffix if any and press the lt Tab gt key to move to Item 7 Note The majority of affiliated unions have only a core designation number If your union s designation number has no prefix or suffix just press the lt Tab gt key twice after entering the core number to move to Item 7 e Item 7 Unit Name If your union has any additional or alternate name by which it is known such as Chicago Area Local enter the name in Item 7 Unaffiliated unions If your union is not affiliated with a national or international union ignore the drop down list and complete Item 4 and Item 7 if appropriate e Item 4 Affiliation or Organization Name Enter your union s name in Item 4 Names of affiliated unions may display in Item 4 as you enter your union s name Just continue typing until you complete the name and press the lt Tab gt key Your union s name is automatically formatted in all upper case letters in Item 4 4 AFFILIATION OR ORGANIZATION HAME ABC MANUFACTURING EMPLOYEES Because unaffiliated unions will not have entries in Items 5 Designation and Item 6 Designation Number the cursor moves to Item 7 Unit Name if any e Item 7 Unit Name If your union has any additional or alternate name by which it is known such as Chicago Area Local enter
30. mbers checking boxes selecting from drop down lists Pre fill data You can retrieve your union s identification mailing and prior year financial information from OLMS via the Internet See Using Pre Fill Data in this User Guide Importing data into Item 24 You can import data from your computer records using a specially formatted text file to complete Item 24 All Officers and Disbursements to Officers See Importing Data into Item 24 in this User Guide Note If you use the pre fill data and or import data features you should complete these processes before completing other items First retrieve pre fill data and save your form Next import data into Item 24 and save your form Entering financial information When entering numbers for requested financial information use whole dollars only AMOUNT 5 Fer Capta AX aaa Fees Fines Assessments amp Work Permit Interest amp Dividends Sale of Investments e Fixed Asset ooo Other Receipts PoR PP TOTAL RECEIPTS Completing the Form DO NOT ENTER cents decimal points commas dollar signs Automatic calculations The electronic Form LM 3 automatically performs all mathematical calculations required in Item 24 and Statements A and B See Financial Items 24 55 in this User Guide Checkboxes Some items on the form are answered by simply making an entry in a checkbox For example complete Items 9 through 18 and Item 21
31. must clear the Error Summary message displayed in the signature area of Items 57 and 58 by running the Error Summary and making any required corrections le aji a ra Gary reel ofi ct ie ee ee Lie cara under Ge app paraa cf e Poi ol dl e iiocratica mirti in thr las art 1 narrar a API O de rr lA oY F E IC CH E oS E LN EA and ball ic A ond arg ew Sica ca pera i ite mica PARES DENT FERACIAL SOC ROARS Run Error a Clear Re port for EA 7E Note Your report will not be accepted by OLMS if the Error Summary messages in the signature blocks have not been cleared e Print the form When you have cleared the Error Summary message print a full copy of the Form LM 3 including Item 56 Additional Information pages See Printing the Form in this User Guide e Sign and date the form Both the president and treasurer or corresponding principal officers of your union must sign the report in Items 57 and 58 in black ink Original signatures of two officers are required on the paper Form LM 3 filed with OLMS stamped or mechanical signatures are not acceptable If officers other than the president or treasurer sign the report see Changing Officers Titles in Items 57 and 58 in this User Guide You cannot enter and print dates for signatures on the electronic Form LM 3 Therefore you must manually enter in Items 57 and 58 the dates the report was signed by the officers when submitting a paper form e Forward a form to other persons
32. ng the scroll bar or entering the first letters of your union s designation name To select a name double click the appropriate choice Your selection displays in Item 5 and the cursor moves to Item 6 JOINT BOARD JE JOINT CONFERENCE JCONF JOINT COUNCIL LC JOINT PROTECTIVE BOARD ea LULAL BRANCH ILE The designation name for a national or international union is National Headquarters NHQ e Item 6 Designation Number When you move to Item 6 a dialog box displays informing you that Item 6 Designation Number includes space for a core designation number and that space is also provided to add a prefix or a suffix if needed Click the OK button Informed Filler E ltem 6 Designation Number includes space for a core designation number Space i also provided to add a prefix or a suffis if needed 22 Union Identification Information Items 4 7 The Item 6 data entry field is divided into 3 sections to display a prefix the core designation number and a suffix The cursor first moves to the core designation number section 6 DESIGNATION HUMBER Enter your union s core designation number in this middle section and press the lt Tab gt key For example if your union s designation name and number is LU 277 enter 277 5 DESIGNATION Local Lodges sfc 6 DESIGNATION NUMBER LLJ 277 The number displays in the middle section and the cursor moves to the section in front of t
33. or hints on formatting data in an Excel spreadsheet to insert into Item 24 see Importing Data from an Excel Spreadsheet 32 Additional Information Item 56 Additional Information Item 56 Your entries in certain items on the electronic Form LM 3 may require additional information in Item 56 System Notification After you make an entry that requires additional information the system will automatically notify you by displaying a dialog box explaining what additional information is needed Informed Filler E F rez to kem 14 enter below for inclusion in ltem 56 whether the audit was performed by an outside accountant or a parent body representative and additional information required by ltem 14 Enter your explanation in the dialog box and click the OK button Informed Filler FE Fes to ltem 14 enter below for inclusion in ltem 56 whether the audit was performed by an outside accountant or a parent body representative and additional information required by ltem 14 Herbert Zwieg Certified Public Accountant Johnstown Pa om _ Click the Item 56 tab at the top to display the Item 56 page Your explanation is entered on a separate Item 56 Additional Information page which also displays your union s name and file number the ending date of the period covered by the report and the item number for the additional information 33 Additional Information Item 56 ORGARLZATIDA HAME PREH 423 356
34. ormation Error Summary Information Each ofthe undersigned duty authoreed officers of ihe above labor organization deolwes under the applicable penalties of law that al of the infomation submithed in fis report including the informa in any acoormpaning documents has been esamined by fhe signatory and te to ihe Gest of the undersgnods inowcdge and belel fue coment and compile Eee Section V1 on penalties in the re Run Error Summary to Clear did Run Error Summary to Clea Report for Signature yaad Report for HANAH S ze see structions Telephone Number Teleahone Number Form LW 3 Revised 2000 To run the Error Summary from this reminder box click the Error Summary button 40 Printing the Form Printing the Form After you have completed the electronic Form LM 3 run the Error Summary and corrected any errors noted on the Error Summary you can sign and submit the report electronically See Digital Signatures and Submitting a Form Electronically in this User Guide Alternatively you can print a paper copy of the form have your union s president and treasurer sign it manually and mail it to OLMS Remember to keep a copy of the report for your union s records whether you submit your union s form by mail or electronically to OLMS Select Print from the File Menu on the menu bar WES Edit Cell Goto View 4 New Document Ctrl h Open Ctrl 0l Close Ctrl Save Ltrl s Save AS Forward Ctrl F
35. pleted the paper form in the past will be familiar with the arrangement of items on the electronic form oot tote aes FORM LM 3 LABOR ORGANIZATION ANNUAL REPORT Often et Yagi wre att Ermi Orca ci Lebe r y A Taah kihe no FOR USE BY LAST ORCARLEA TOMAS PATH LESS THe 1300 090 IH TOTAL AARUAL MHECEFTE Coin 14 20 3000 Th rar meres ue PL EE ii AE Pis M Coma ory hc in Sam ral parc ra of EA pee rd E 23 15 120 or 44 READ THE FEIRO TONS CAMEFULL BEFOSE PREPS PO THE REPORT For CH hee Oink L FLE HUME E jn A sr edie rr CTE rr DHE ET ME E T ae E LH EARL POR E CA E A E TT A immira pepe e Scion A of ihe raci n ond check bere Tae oe SUS Hi a epee fe te etic RE 40 on ae Data H7 FEN unica q eid ini aia N of Hen recon HE hE A AUKO SOUNE Las Pia ee Po P C Bitte Bid aed Mr Pb it thy Martbai ara Era 5 DESIDIA TEA Lot Coca ac A CEST HUME 3 An po sur ay paar Lis bd kipi ll E oe rey eed ee a pr Sree cu i fad SE rics C rii AOL BPO TOs la A ua Click to Enter a Rem 56 Information Geen el bd adri day gach officers of ihe oboe bor par dara Leda e apta paraa clira Fail dl of e riera bn in bis repari cing e ication 20 AE le a cani de currar ba Ge rra by Ss ral ed i te E El of dra reads dl Ll cu 0 od ar See ica A con para e e ratio i 57 sian Run Error Suramaryto Clear oo Run Error Suramaryto Clear emi Re port for Signature bY coli JU Report for Signature Talar VD e a ii
36. priate choice AR TRAFFIC SPECIALISTS UNION jx AIRCRAFT MECHANICS ASN IND y ALUMINUM BRICK GLASS WRAS 4 ASBESTOS WORKERS AFL CIO ATLANTIC INDEPENDENT UNION AUTO WORKERS hon LIU BAKERY E TOBACKS WEARS AFL CI BARBERS STATE ASN IND Your selection displays in that item and the cursor moves to the next item 4 AFFILIATION OR ORGANIZATION NAME AUTO WORKERS AFL CIO If your union is affiliated with a national or international union and you are not using pre fill data you must select your entries for Item 4 Affiliation or Organization Name and Item 5 Designation from the drop down lists See Union Identification Items 4 7 in this User Guide Amended Terminal or Subsidiary Reports Item 3 Amended Terminal or Subsidiary Reports Item 3 Answer Item 3 only if the report you are completing is an amended report a terminal report or a separate report for a subsidiary organization e An amended report is filed to correct a report previously filed by your union e Aterminal report is filed if your union goes out of existence by disbanding or merging into another union e A report for a subsidiary organization is a separate Form LM 3 reporting only the financial information for a subsidiary organization such as a building corporation wholly owned by your union This report is filed with the union s Form LM 3 Note A separate Form LM 3 for a subsidiary organization cannot be filed electronically but mus
37. ry in Item 56 Additional Information Enter your explanation in the dialog box and click the OK button 36 Changing Officers Titles in Items 57 and 58 Informed Filler ltem 58 You must explain in ltem 56 why the organization s treasurer did nat sign the report Please provide those details below for inclusion in ltem 56 The title of Local 41 principal financial officer is financial secretary See also Additional Information Item 56 in this User Guide 37 Checking for Errors Error Summary Checking for Errors Error Summary Before signing and submitting your union s report to OLMS you must check it for errors or deficiencies by running the Error Summary and reviewing the Error Summary results To begin select Error Summary from the File menu Cell Goto View Window Formlrstructons Help New Document Ctrl ltem 24 Continuation ltem 56 Ctrl 0l Open Close Ctra Save Ctrl S Save ds FORM LM 3 LABOR ORGAN Forward Ctrl F y under FL 86 257 as amended Failure to como may resul i Import ltem 24 READ THE INSTRUCTIONS CAREFULLY 1 FILE HUMBER 2 PERIOO COVERED 5 l 423 3456 ton submit As Page Setup Print Ltrl P Exit Ctrl L The Error Summary displays in your browser Checking for Errors Error Summary LM_ 3 Error Summary Affiliation Organization FACTORY WORKERS Designation Name LU Designation Number 277 Unit Name File Number Ad Fiscal Year Ending D
38. sted pre fill data tor the fiscal wear 2000 Please review the information provided below from the pre fill data and click the A pprove check box of each information section to be used Note You may make any necessary changes at this time A A ll Dipprove Identification Information gt O 423 456 04 of 2000 To iz 31 2000 4 AMiationeganizaion FACTORY WORKERS 5 Designation LU E Desmpnalion Number l 7 Unit Name Mailing Information B First Name WILLS Lasi Hame HIRS CH FO Box Number and Street 269 EVERGREEN T City JOHNST O h Stale and Zip Code PA 19900 y approve Financial Information Start of Reporting Period O 25 4 Cash 32 00 Accounts Payable 25 4 Loans Peceable 22 00 Loara Payable ZTA LS Treasury Securities 24 00 Mortgages Payable 28 4 Iimeesiments 1500 26 00 Other Liabilities 29 14 Fiad Assels 475 0 26 00 Total Labios 30 14 Other Assets 5 O BAA Total Assets 0085 Would you like to Use the pre till data displayed above Identification Information Review the Identification Information section of the pre fill display If it is correct click the Approve check box in the upper left corner to have this information automatically entered on the report you are completing 13 Using Pre Fill Data 1 File Number 435456 2 Period C overed 07 07 2000 From m 12 31 2000 4 Atiliatiow Organization FACTORY WORKERS 5 Design ation LIJ 6 Designation Number 002r of Unit
39. t Preview E Print Ctrl P In the Save as type drop down list select Text tab delimited 49 Importing Data from an Excel Spreadsheet Ttem24_xls WSs 2 Frees ok Taal Mata Mieden ale Save As Ft x g le E a Cancel i Options Save in S101 TT a File name Lras_ttemza Save as type Text Tab delimited h Microsoft Excel Workbook Text Tab delimited Microsoft Excel 5 0 95 Workbook Microsoft Excel 97 amp 5 0 95 Workbook Click the Save button Note Remember the name of your file and where it is saved on your system Once you have saved your file in a tab delimited format you need to open the file in a word processor or text editor and replace the tabs with pipe symbols Follow the instructions below if you are using Microsoft Word as your word processor If you use another word processor the steps may differ but the procedure will be similar Open Microsoft Word From the File menu select Open Navigate to the drive and directory where you have saved your text file From the Files of type drop down list select All Files 50 Importing Data from an Excel Spreadsheet MUA txt 1 KB Tex 10 24 2001 5 40 PM Cancel Advanced Find Files that match these search criteria File name Text or property Find Mow Files of type fall Files Last modified Jany time Mew Search 1 File s Found
40. t be printed signed manually and mailed to OLMS If none of these conditions apply to the report you are completing leave Item 3 blank 2 3 AMENDEO Mihis ts an amended report pormecting a pres ousiy Med report heck here ib TERMINAL your organtzation ceased to exist and this de Es terminal report se Section Xl of She instructions and check herr io SUBSIOWRY I this a report dor a subsidiary organization of pour union a defined in Section X of the instructions check here 20 Union Identification Information Items 4 7 If you are connected to the Internet you can use the pre fill data feature to retrieve data from your union s latest report filed with OLMS and automatically enter information in Items 4 through 7 union identification as well as in Item 2 Period Covered and Item 8 Mailing Address See Using Pre Fill Data in this User Guide If you do not use pre fill data you must enter your union s identification information in Items 4 through 7 as appropriate Union Identification Items 4 7 Affiliation or Organization Name When you move to Item 4 Affiliation or Organization Name the drop down list of all affiliated unions displays Affiliated unions If your union is affiliated with a national or international union you must use the displayed drop down lists for entries in Items 4 and 5 to ensure proper completion and accuracy e Item 4 Affiliation or Organization Name Sele
41. te have blue borders e Calculated fields The fields that are automatically calculated are display only fields You cannot change or manually override the calculated value by directly entering a different value Calculated fields have black borders When you enter a number for a financial item and press the lt Tab gt key the associated calculated field displays the new value For example when you enter a number in Item 41 Interest amp Dividends the system automatically calculates and displays a new number in Item 44 Total Receipts 24 Financial Items 24 55 New amount entered in Item 41 updates total in Item 44 Other Receipts oo es ce cece ener TOTAL RECEIPTS Completing Item 24 You can either manually enter data in Item 24 All Officers and Disbursements to Officers or import data from a specially formatted text file See Importing Data into Item 24 in this User Guide TO manually enter data Start in Line 1 of Column A Enter the last name of the officer and press the lt Tab gt key to move to the first name field Enter the first name Continue to Columns B through E by pressing the lt Tab gt key and entering the required information Do not leave a blank in any column For entries in Column C Status you can also select from a drop down list Click the down arrow and select Continuing Officer C New Officer N or Past Officer P After you complete Column E and press the lt T
42. the beginning of the last name field To return to a previous item press the lt Shift gt and lt Tab gt keys at the same time Moving from page to page e lt Tab gt key After you complete the last item on a page press the lt Tab gt key to move to the first item on the next page e Page tabs Move back and forth through the pages by selecting one of the six tabs displayed at the top of each page e Goto menu Select the desired page from the Goto menu on the menu bar Informed Filler LM3_ 423456 ifm Jel File Edit Cell FERRY view window Page 1 Page 2 P LM 3 Page 1 LM 3 Page 2 LM 3 Page 3 as LM 3 Page 4 USI Emplomeri ltem KE Cc of 5 15 OLMS Website Labor Organization File Number Item 1 In Item 1 you must enter the 6 digit file number which OLMS assigned to your union Once you enter the file number in Item 1 the system automatically enters it at the top of pages 2 through 4 the Item 24 continuation page and all Item 56 Additional Information pages If you do not know your union s file number you can obtain it from the following sources Prior reports Review your union s copies of reports submitted to OLMS in prior years Mailing label If the Form LM 3 was mailed to you with an address label your union s file number is the 6 Labor Organization File Number Item 1 digit number printed on the first line of the label OLMS Website Search the OLMS Website to find
43. to check that you made all necessary corrections 39 Checking for Errors Error Summary LM 3 Error Summary Affiliation Organization FACTORY WORKERS Designation Name LU Designation Number 277 Unit Name File Number 42345 Fiscal Year Ending Date 12 31 2000 The report is ready for signature and submission to the Office of Labor Management Standard OLAS signature Requirements The report may be submitted to OLMS electronically or it may be printed and mailed to OLMS In either case the completed annual financial report must be signed by both the president and treasurer or corresponding principal officers of your organization for submission to OLMOS Digital signatures must he used to sign the form if the report is to he electronically submitted to OLMIS Contact the OLMS Help Desk at 1 866 319 2675 if you have any questions regarding obtaining and using digital signatures If you forget to run the Error Summary and attempt to sign the report by clicking on the Sign button the system reminds you to review the LM 3 Error Summary to check for errors on the form before applying the digital signature FACTORY WORKERS a z Py 5 DESIGNATIC Informed Filler Es LIJ 7 UNT HANE Aa You must check for errors on the form prior to applying the digital l 1 signature Please click Error Summary below to review the LM 3 Error SUMMA 9 Are your argar No provid 56 ADOT HOLA col Click to Enter tem 56 Inf
44. y retrieving the pre fill data from your union s latest report filed with OLMS You must first be connected to the Internet to access and retrieve your union s pre fill information In Item 1 enter your union s file number and press the lt Tab gt key 1 FILE HUMBER 423456 Gat Prefil Data Note If you do not know your union s file number see Labor Organization File Number Item 1 in this User Guide Click the yellow Get Pre fill Data button 1 FILE HUMBER 423 456 Get Pre fill Pata Hs The system displays a dialog box reminding you that you must be connected to the Internet Informed Filler Pac You must be connected to the Internet for this Function to work IF you are connected click OR IF you are not connected click Cancel then connect to the Internet and begin again an K Click the OK button The system displays a dialog box asking you to enter the fiscal year of the report you are completing Enter the fiscal year in a 4 digit format for example 2000 and click the OK button Using Pre Fill Data Informed Filler E3 The pre fill includes information for Items 4 8 and if available trom the prior year report financial data to pre till the start of reporting penod tems in Statement A Enter in a 4 digit format the fiscal year of the report beng prepared 20010 Cancel The three types of pre fill information on file with OLMS display You have reque
45. your union s file number After first connecting to the Internet you may access the OLMS Website directly from the electronic Form LM 3 WILLIAM HIRSCH FACTORY WORKERS 269 EVERGREEN st JOHNSTOWN PA 152900 lze 2000 Select OLMS Website from the Goto menu on the menu bar Edit Cell EEN view window Form Instr Continuati LM 3 Page 2 LM 3 Page 3 LM 3 Page 4 Empire ltem 56 M LM O oe of Lab Vel OLMS Website awl 96 257 as am The OLMS Website displays in your browser Go to the LMRDA Reporting amp Public Disclosure section on this site and follow instructions for searching for a union by affiliation or organization name Labor Organization File Number Item 1 To reach the OLMS Website outside the electronic Form LM 3 go to http www dol gov esa olms_ org htm OLMS field offices Contact the nearest OLMS field office to obtain your union s file number You can access the list of OLMS field offices within the electronic Form LM 3 by selecting LM 3 Instructions from the Form Instructions menu on the menu bar and then selecting If You Need Assistance from the Table of Contents You can also go to the OLMS Website see above instructions for the addresses and telephone numbers of OLMS field offices Using Pre Fill Data Using Pre Fill Data You can save time and ensure the accuracy of your union s identification mailing and prior year financial information entered on Form LM 3 b
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