EFS Tutorial LM-21

EFSTutorial_LM-21_2019.pptx

Labor Organization and Auxiliary Reports

EFS Tutorial LM-21

OMB: 1245-0003

⚠️ Notice: This form may be outdated. More recent filings and information on OMB 1245-0003 can be found here:

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Guide to
Using EFS Preparing Form LM-21

ELECTRONIC FORMS SYSTEM (EFS)

DISCLAIMER

ELECTRONIC FORMS SYSTEM (EFS)
FORM LM-21

Accessing the System

System Requirements and Settings

Accessing the System

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

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.

Accessing the Form LM-21 Form

Accessing the Form LM-21

Log into EFS using your user ID and password, and select Sign In.

Select Report Type

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

then Next.

Form LM-21 Filing

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

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/LM-21 Filer.” If you have previously filed a Form LM-21, select “Locate An Existing LM-20/LM-21 Filer” Tab.

Start a New LM-21 – Registering the Organization

Fill in the organization name and address to register the organization. Then select “Register the organization”.

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.

Start a New LM-21

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

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.

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.

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.

LM-21 Access Key – How To Share Forms

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.

Navigating the Form LM-21 in EFS

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.

Entering Data into the Form LM-21 in EFS

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.

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.

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.

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.

Printing the Form LM-21

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.

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.

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”.

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.)

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.

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.

Confirmation page

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.

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