Office of Labor-Management Standards (OLMS) http://www.dol.gov/olms/

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ELECTRONIC
FORMS SYSTEM
(EFS)
Guide to
Using EFS Preparing
Form LM-21

DISCLAIMER
Please note the Form LM-20 must be filed prior to completing
the Form LM-21.
You will not be able to complete the Form LM-21 until the
Form LM- 20 been submitted.
You can download a complete set of Form LM-20 instructions
from the OLMS website.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

ELECTRONIC FORMS SYSTEM (EFS)
FORM LM-21
EFS is a web-based system for completing and filing forms
required under the Labor-Management Reporting and Disclosure
Act (LMRDA), including the Form LM-21 Receipts and
Disbursements Report.
This tutorial demonstrates basic features and functionality of the
EFS Form LM-21. It does not contain instructions for what
information should be provided on your report. Please consult the
Form LM-21 instructions if you have questions about what
information should be entered on the report.
You can download a complete set of Form LM-21 instructions from
the OLMS website.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing the System
Navigate to the OLMS Website and select OLMS LM
REPORTS & CBAs, then from the drop down menu, select
the “File Forms LM-2/3/4/20/21/30” link.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

System Requirements and Settings
To access and use EFS, OLMS recommends that you use
one of the following browsers:
 Microsoft Internet Explorer – Version 11.0 or higher
 Google Chrome – Version 7.0 or higher
 Mozilla Firefox
Screen Resolution:
For optimal viewing, set your screen resolution to 1280 x
1024 or greater. It is recommended that, at a minimum, you
set your screen resolution to 1152 x 864 to avoid horizontal
scrolling.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing the System
From the EFS Introduction page, select on the “Access the
OLMS EFS” link.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing the System


To access the Form LM-21 in EFS, you must first register with EFS
and obtain a user ID and password.



If you already have an EFS user ID and password, you do not need
to register again.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing the Form LM-21 Form
Once you have a user ID and password, select the EFS for LM-20,
LM-21 and LM-30 link on the left side of the page.

Select the link
to access the LM-21

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing the Form LM-21
Log into EFS using your user ID and password, and select Sign In.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Select Report Type
You must select the type of report you are filing. Select “LM-20/21”,
then Next.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Form LM-21 Filing
In order to complete a Form LM-21, a Form LM-20 must have
already been submitted.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Start A New Form LM-21
From the top menu, you can begin a new form, find a form in progress or view a
form already submitted. To begin a new form, select “Register A New LM-20/LM21 Filer.” If you have previously filed a Form LM-21, select “Locate An Existing
LM-20/LM-21 Filer” Tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Start a New LM-21 – Registering the
Organization
Fill in the organization name and address to register the organization.
Then select “Register the organization”.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Start a New LM-21


Once registered, you will be provided with the File Number and
Access Key.



A LM-20 form must be filed prior to completing and filing a LM-21
form. If a LM-20 form has not already been completed, the
“Start New LM-21” tab will be grayed out, requiring you to complete
a LM-20 form first.

123456

12345

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Start a New LM-21
Now that your registration is complete, select “Start New LM-21.”

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Locating an Existing LM form
Select “Locate An Existing LM-20/LM-21 Filer” and enter either the
file number, filer’s name or organization name to search for an
existing filer.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

LM-21 Forms In Progress
If you have previously started a LM-21 form, after logging in, the Forms in
Progress will appear. Select the box next to the file number and the
available forms will appear. Select the form and continue completing or
editing the Form LM-21.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Form LM-21 – Submitted Forms


If you need to amend a LM-21 form report that you previously submitted
through EFS, select the “Submitted Forms” tab to view and retrieve it. You
may then amend your report and submit it.



If you need to amend a LM-21 form report that you originally submitted by
mail, you may use EFS to file your amended report.



However, you will have to start a new report and re-enter information on the
form, since reports that were previously filed manually may not be viewed and
retrieved in EFS.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

LM-21 Access Key – How To Share
Forms
 The Access Key is a private key that gives filers the ability to allow others to
help prepare the Form LM-21 report. A filer can log into the EFS system
using his or her own user ID and password, and can use the filer’s Access
Key to link to the filer and view and edit reports. If forgotten, the Access
Key can always be retrieved by selecting the Access Key tab.
 A filer should only share this Access Key with individuals who are
authorized to have access to the form. At no time should filers share their
user name and password with anyone else. Every user of EFS should have
his or her own user ID and password.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Resetting the Access Key
A filer may need to change the Access Key to prevent unauthorized
access to reports. To reset the Access Key, select the Generate New
Access Key button under the Access Key tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Navigating the Form LM-21 in EFS

Navigate forward and backward
through the form by using the
navigation arrows, or jump
directly to a section by clicking
on the page title on the left
navigation pane.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Accessing Form LM-21 Instructions in
EFS
While working on the Form LM-21 in EFS, you can select the “Form
Instructions” button to view the complete LM-21 Form Instructions in a
new window.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Entering Data into the Form LM-21 in
EFS
 Enter data in all fields. Fields that are “grayed out” may not be edited.
 It is important to save your work often by selecting the Save tab. The
form automatically saves your work when moving between pages. If
you do not save your work, you risk losing unsaved data.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Statement of Receipts
For Item 5.a. either enter or search for the name of the employer. If
searching, type part of the name of the employer and select search.
Select the box next to the Employer name. Select “Add Selected
Employer”. If the exact Employer is not listed, select “Employer Not
Found” and manually complete Item 5.a. If additional employer(s) need to
be added, select the “Additional Employer” tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Statement B – Statement of Receipts


Item 5.b: Enter the agreement termination date for any employer
listed in Item 5.a.
 Item 5.c: Enter the amount of the receipts from any employer listed
in Item 5.a. that are related to labor relations advice or services
during the fiscal year. If any receipt was not in the form of cash,
indicate the type of payment and list its cash value.

www.olms.dol.gov
Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Entering Data into the Form LM-21 –
Statement of Disbursements
Complete Items 7a., 7b., 7c., 9, 10, 11,12, and 13. Enter the name,
salary, expenses, as well as the other disbursement amounts, if
applicable. Select the Save and Calculate tab and EFS will calculate the
totals for column (d), item 8 and item 14. If more officers or employees
are required, select the “Additional Officers & Employees” tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Statement D – Schedule of
Disbursements for Reportable Activity
Complete the schedule of disbursements only for those disbursements
to persons other than officers and employees of the reporting
organization. If multiple activities are to be reported, select the
“Additional Reportable Activities” tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Printing the Form LM-21
You can print a copy of the Form LM-21 for review by selecting the Print button
on the menu bar. A printable PDF copy of the report will then pop up.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Form LM-21 Validation
The Form Validation process ensures that the form contains all required
data. You must select the “Validate” button on the menu bar to perform an
error check on the entire form. The validation summary page shows the list
of any errors that must be corrected before you are able to sign and submit
the Form LM-21 report. You may select the error to make corrections.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Form LM-21 Validation
If the form passes validation, you will receive a message
indicating that All Page Validations are passed. Select “OK” to
begin the signature process.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Signing the LM-21 Form
Once all of the validation items have been corrected, the form is ready to
be signed. The signature block will turn red for signature. Select “OK” and
click in the red box indicating “Click Here to Sign” .

.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Signing the Form
When the signature box appears, you must re-enter your password to sign the form.
Select “Sign”. (If the officers title needs to be updated, select the box with President,
delete the title replacing it with the correct title. Then you must save, revalidate and
resign the form.)

By signing this form via password, you are legally attesting that you are the person
identified by name in the signature block. It is considered forgery to digitally sign a form
as someone else.
Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Signing the Form
Once the report has been signed, if any changes are made to any fields on the form,
the signature will be removed and the form must be validated and signed again.
You should print a copy of the form for your records. Select the “Print” tab to save
the form.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Printing and/or Saving the Form
In order to print and/or save the form for your records, select the
“Download” tab to save and/or print your form.
There is NOT an option to print once the form has been submitted.
After you have saved and/or printed your form, select the “Submit” tab.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Confirmation page
You can print this message for your records by using the
print option on your browser.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/

Getting Help
If you experience difficulty using EFS, please contact OLMS Form Technical
Support toll-free at:
1-866-401-1109
This PowerPoint presentation and other information regarding EFS can be
found on our OLMS website

If you have additional questions or comments, please contact OLMS E-mail
OLMS at [email protected] or contact your local OLMS District Office.

Office of Labor-Management Standards (OLMS)
https://www.dol.gov/olms/