Electronic Form LM
Contents
1. rom bling continuat a Tana ee Yu can ether manually enter data in Schedule 9 ar impart data om a specially formatted ext fle See Importing Data into Schedules 9 and 10 in this User Guide To manualy enter data Star i une 2 of Commn A Erter te ast rame eran prets te lt Tab gt hy to fn Enter the st name Continue to Columns B hough G by pressing the lt Tab gt key and Emering the required intormation Do na leave a Bank in any column For entries in Column C Status you can aiso select trom a drop down list Clk the down rron and select Contmuing Orker C New Ottis NI or Past OMe P ik ny Aner you complete Column G ana press the lt Tab gt key tne total of Columns D tnrough G for ene ine dispiays in Column HL The cursor automatically maves to Column A of the Next Continue entering information tar ali yaur union s oficers Remember to enter the names falas even it your union Gia nat pay them Myou nes to enter information for mare than seven oficers press the lt Tab gt key aner completing Line 7 The system dps te antnuation page tar Schede 3 SCHEDULE D ALL OFFICERS AND DISBURSEMENTS TO OFFICERS coninwed Enter information on the Schedule 9 continuation page for al remaining cers Use the Scio var on the rignt to mave up and down the page ta vien a2. Mavigaion buttons cick the yellon an white buttons on the schedules continuation pages and Statements A and B ta move quickly to selected areas on the Torm Labor Organization File Number Item 1 tn item 2 you must enter he amp digit te number which OLMS assigned ta your unian Once you enter the tle number In ter 1 the system automatically enters atthe top of pages 2 Eroun 12 al Item 75 Additional Information pages and aif schedule continuation pages T yoda nat know your union s te number you ean alain i Wom the flowing sources Prior reports Review your union s copies of reports submitted to OLS in priar years Mailing label Ite Form LM 2 was male to you with an address label your union s fie numbers me amp Sol number printed on te tine te abel Search the OLMS Website to ind your unions tle number Alter fest connecting to the iment you may access tne OLIS Wietske acy Nom the electroni Fonn Cie PETI 2Pam1 pen Seite a Te OLMS website displays in your browser Ga to the LMADA Reporting amp Public Disclosure section on this site and fellow instructions for Searching for a onion by alaten or organization name a reach the OLMS Website outside the electronic Form L 2 go t tp www dol gov esa olms_org htm contact te nearest OLMS eld ofc to abtain your union s tle number You can access te list Sf DLMS neid fees itn the siertronie Forn Ls By selecting LIA 2 In
3. Checking for Errors Error Summary efor signing and submitting yaur union s repart to OLMS you must check freer oF Senciencies by runing te Errar Summary and reviewing the Errar Summary results The Error Summary may take 10 ar mare minutes ta run depending on the speed af your computer To begin select Error Summary trom the Fe men FORM LM 2 LABOR ORGAI The Error Summary displays in your Browser LM Error Summary sian Organ FACTORY WORKERS Designation Name L Derigmaton Numbers 150 Diam Final Yeu Ending Date ast comet eg ezm oe eerie ar pat iii at Ene Margen Sand LMS TEM 2 peno cre amt come natin the twig edb comes min temp e ches eee tyne eile Sandton ITD Ltt eri abeha worn Fee stn ef kee ant apy ee etary econ Des eter eet eee nal nets eae arene oi a Bevo eater sug i ssi vee 2 Note The Ever Summary TS ra aa which may len you return tte Farm Liv to caret errors Kotom Your Internet browsers instructions fr printing a cony of tne Error summary you are using Netscape tne system closes the browser M you ae using Intenet Explorer cick te Yes button in the dialog box to close the Summary run the Error Summary again to check that you made all necessary corrections LM2 Error Summary Designan Name Desierto Nunen 150 ia Year Ending Date 121280 Thn reports rendy fr stnatre ad submission to he
4. Breasurer in Fem 77 cick the appropriate tie Waal in tne drog doum it a display itin itam 76 6r 77 r tne ule is not availabe in tne drop down ist double click Other A dialag box displays tegesing tne appropriate Uute Enter the appreprate Ute in ne dlalog Box an cick e The new utle pays in the form Press the lt Tab gt key A dialog box dla requesting an explanation for entry in item 75 ada infrmaton Enter your explanation in the atog Box and clk the OK button anaha teen Tohea ba ie Mek TT re Wael Ae preria aen rare Se also Adana Information Item 75 in tis User Guide Trustee Signatures The Form LM 2 for a union ia trusteeship must be signed by the president and treasurer or Conesponsing principal aie f tne unian which imposed the Irusteesnip and by the trustees tthe subordinate union The president treasurer and ustes mast obtain tal Signatures Sgn reports that yo submit led onal The electronic Form L 2 has a separate page for trustees gal signatures To display the Must agnature pager select the usten Sianatures tab athe Lap l any page tert ik on te yellow Trustee Signatures button at tne bottom of page L 1 ratini Pegs 2 Sitemeter The trustee aigital signature page displays mpleed Forms Ld are avaiable onthe OLS Wema at o n Tonisson or me ate ww gow esal oms_erg ntn Creshtot tr Boan
5. U S Department of Labor Employment Standards Administration Office of Labor Management Standards Table of Contents Stating the Electronic Form L 2 ieung Trough the Ferm Taber Organastion Fie Number Item 1 Using Pre Fi bata Camping me Form Amended Terminal ar Subsistary Reports tem 3 Iinporting Data into Schedules 9 and 10 Changing Otters Ties in Iter 76 and 77 Trustee Sianatures Enecking for Errors Error Summary Printing the Form Submitting a Paper Form Diaitar Sianatures and Submitting a Form Electronicaliy ating Hela iMmportina Data trom an Encel Spreadsheet gt U S Department of Labor Employment Standards Administration ottice of Labor Management Standards Welcome to the Electronic Form LM 2 The U S Deparment of Labor s Oce af Labor Management Standards OLMS is pleased ta Ireduce the nen electronic Form Lit 2 You can now complete your union s Form Lit quickly ana asiy using your computer and ts software Way should yau chaose to complete your union s Form LM electronical rather tnan anual on paper Tere are several advantages ta using this nen elecani versio 1 Yau ean download some Information Iram the OLMS Website and load it directly onto the a The System performs calculations tor you a you watt make mathematical errors 1 fore your ater sign te form tne system checks Tor errors and ascrepances and ows you to correct Gr explain ther reducing the weeihaad o
6. you may print the completed Form LM 2 for manual Signature and aubision By ral Clear the Error Summary message ter you complete tne electronic Form L 2 but before you print and sign it you must ea tne Errar Summary message displayed in the signature area of tems T6 and 77 by ing tne Error Summary and making any Peura correctora RER me Ge nim eoa amer our report it net be accented by OLMS W We Errar Sina mezzages ne agate ds have not been len you have cleared the Error Summary message print a full capy of the Forms L142 ncn Item 73 Alona tration pages See Pring tne Fr nis User Sign and date the form Both the president and treasurer oF corresponding principal officers of your Union muat sign the report in Itema 76 and 77 in Black ink Orga canst of fio oem are required on the paper Fact Mw OLMS stamped or mechanica signatures are nat acceptatie M amicers other than the president or treasurer sign the report see Changing Oficrs ou cannot enter and print dates ter signatures an the electronic Form LM 2 Therefore You must manuaty entar in Itema 78 and 77 the dates te reperi was sighed BY the acers when submitting a paper Torm a Forward a torm to other persons I you have e mail software instales on your computer you can send your Torm to ather persona Jer revien ar further process See Digal Sghatures and Submitting a Farm Electronically in he User Guide Mal te orig
7. System requirements You must have an Interet browser Internet Explorer or Netscape version 4 x ar above installed on your computer to complete the electric Form LM To use the pet data eature a the system you must be connected to tha Intemet For detated inlermation on Satem regurements dart he electron Farm LM 2 and select User nformaton ram the Form Insuuetions menu on the menu par inen select System Requirements Palson Form 2 nas a number ot on screen testures t nep you mave ough ne Yellow buttons cc the yenion buttons appearing an tne form to perform the action oe on the butan mova oan tam can add Ste ae an associated schedule mumbar splayed onthe Dutton a White arrows Click the white arrows to mave forward to the next page or back to a previaus page in ltem 75 Additional tormatan oy Drop down tista Complete certain items by making selections trom drop down sts Sae Compieiina the farm in tis User Gude Page tabs Move back and torth ough the pages by selecting one of tne tabs aplaya at te tap a each page Se Moving though the Farin ths User Guide papae teses naoga tm depay eee agin pernome remo Presi data Retrieve data trom your union s latest repart Med with OLS for Sutomatic entry a information in item 2 Period Covered lems 4 trough 7 union Senueaten tem a Mating Adress and Columns A and Items 25 through 37 financial intarmation
8. core number to mave ta tem 7 e Item 7 Unit Name I your union has any addtional or aitemate name by which itis owe zuch as Chicago Area Local enter the name in item 7 Mt your union is not affiliated with a national or international union ignore the drop down ist Sou complete Item amp and item 7 I appropriate Item a Atfiiation or Organization Name Enter your union s name in Item amp Names ar ariated unions may display in Irem a a yau enter your unos name Just Continue typing untl you cornet the name and pass the lt Tab Key Your unions fame te automaticaly formated in al upper case eters in tem A Because unaiited unions wil not have entries in Items 5 Designation and tem 6 Designation Number the cursor moves to Itera 7 Una Name C 89 e Item 7 Unit Name If your union has any adanional or aitemate name by which itis owe zuch as Chicago Area Local enter the name in item 7 Schedules 1 15 Completing schedules Complete Schedules 1 trough 25 betere completing te financial tems in Statements A and B Enter the required data in each column Press tne lt Tat gt key to move trom column to columa Schedules on the electronic Form L 2 have the following features Automatic calculations the system calculates the totals of amounts entered in each Sheut and iomatay waste the ast the prope kana Statements A SCHEDULE 13 arate
9. menu ba and Inen Seleding If You Need Assistance om the Table of Content Addresses and telephone numbers or OLMS feid ices are also on the OLMS Webste at http www dol gow esa olms_org htm Apetit Pe jartag Emh tin mi ied Spinola Appendix 1 Importing Data from an Excel Spreadsheet The folowing instruon tel you how to fermat data trom an Encel zpreadiheet to import inta Ehegues Sand 10 an te alettone Farm LIC you ue ire Pr Enae progam he eps yu take ibe sir t the ones belom In Excel srie out al headings and tatale 2 that a you have an your worksheet the raw dat Hi ts apart term BS sure s taer a thence fo Form DA ta erare tht the fat tobe pated wt carat report he required infarmation Aaprtin 1 Sajortag Oan teen m Tind yantan i ed ta fener ent etter Pow ty amusing tp 5 Coma dante Note Remember the some a your Wie ard were EE saved se your sytem Once you have saved your fue in a tab dei Format you need ta open the fle in a word processor ar text utr ard replace the tabs with pipe 7 aymbels Fallow the instructione below if you are uting Merano Wara as yaur word pracessor IE you use shar wora processar tne stapa may ie but Ihe procede win be simlar Open Mirah Ward Fram the Fae menu select Open Navigate ts the de and sirect ry where you have saved your text le Fram the Files of type irop dan ak select las Aperti 1 D jantag sh tie
10. tone Tato Continuation pages Continuation pages are avauate tor ali schedules you need mare space ta anart the requed infomation Cac te yelow Schedule Continuation butten at tne tp or tne seneste to move to te continuation page 7 rm onusin pages are autornatieaty taser te the appropriate eon Navigation buttons yellow and white buttans on tne schedules continuation pages and Statements A and B help you move quickiy to selected areas on the farm Ere O See me instructions below far specif information for completing Schedules 1 5 9 and 10 aed uang wo ine descriptions n certain schedules To begin entering data in Schedule 1 click the yellow Enter Data button SCHEDULE 1 LOANS RECEIVABLE Emm The Senedle 1 data entry frm displays SCHEDULE LOANS RECEWABLE DATA ENTRY FORM ame naamaan s lene narom S S r ume namaa mannna sL Complete al fas on tne data entry form far Line 1 Columns A through E bynes Dea tama ae ac en you have completed al lds cick the yon Add This Record To Schedule 2 uttan petow the data entry Torm t store you entry If you want to view Your entry in Schedule 1 eik the yato Ga To Schedule 1 punon The Internation ra the data entry form displays in Schedule 2 Continue entering information tor all ioan as required Oniy the frst three
11. Or Lane Management States OLMS State Requroments ra reper nay Ne abe to OLMS lc toil or mayb pn amd a to OLMS In tibher ae costed sual Arancia report musta me al the present ant wear or corresponding pnp oticers of your organizadon Dr Pairing matt ote br he you target to run the Error Summary and attemot to sign the report by clicking on the Sl Button the system reminds you to review te LA Error Summary to check Tor fears onthe form betore applying the dal signature a Se aes ee Printing the Form Anter you have competed the electronic Form LM 2 run the Error Summary and corrected any tore nate onthe Error Summary you can Sign and submit the report electronically See ina Signatures and Submitting a form Bectrenicatiy m tis User Guide ARernativeiy YOu can print a paper copy af the Torm have your union s president and treasurer ign i manually Sra mat e te OLMS Remember ta keep amp copy af Ihe report Tor your unian s records whether You submit yaur union s Term by malo electronically to OLMS Select nt trom the File Menu on the menu bar The Print log box displays Lom E Series St Ona ont yor COMPAD FAGEKARG TSC p Patt Fem eis C szoa Minaso ME Soo m e TS ana any item 75 addtional information pages wl print Submitting a Paper Form As an altemaive to electronic submission
12. See Using Pre ul Data in ths User Gude Initia zeros in Itema 25 74 When you fst open the slectronie Form 1 2 the aneii oma 28 tough 7a any ech Ren See Pranal tems 25 74 n Automatic calculations The electronic Form LM 2 automaticaly performs most Mathematical caieations required in Statements A and B and Schedles 1 through 15 See Financial items 25 74 in this User Guide Informed Filer features Te electronic Form LM 2 runs within Shana s Informed Filer Version 3 0 The components of Informed Fie requiret to operat the siectranie for are automaticaly loded on your computer during the iastallaton process Some features of informed Filer which may Be useful Sn completing tne Form Li include Place note You can attach notes ar comments to your Torm A note looks ike a small piece of yelow paper T place a note an your term select Place Note trom the Ea ments on the menu EN cst ise ew Celne CE cc oye EW tthe Ce Sasa ot A smail yelow note displays in the center or your frm window and can be placed nyane on te Torm aon netr a ener view or change text in the note cick in the text box at the right side oF the te The Hota dlog on pays Enter ret your message then ck e OR To delete the note click on the note This changes the box Irom yellow to blue Press You open a new Form the memorized value displays in tne same Rem or cell E e er o E Save your fe
13. data feature to retrieve data rom our union s latest repart Fled wits OLMS and automaticaly enter information nares 4 hough 7 union derieauon as well as in Item 2 Periodi Covered and em 8 Mang Ataresa See Using Pre Pal Daba in ths User Guide If you do not use ret data you must fnter your wlarsenteation formation In tem 4 through 7 as appropriate Atiistian or Organization Name Wen you move ta Item 4 aati ar Organization Name the drop down Ist ot al attiiated unions displays e Pepene AE E Mt your union is fated with a national ar intemational union you must use the displayer rop down Hata for ankries in tema 4 ands to ensure proper completion and ACUE Utam 4 atfiiation or Organization Name Select your union s afiauon name trom ne dros down ist Move tough the choles on the Ast by using the serail bar ar entering tne trst letters ot your union s alnaation To select an alton doe cick he appropriate choi Pee Banners if Your selection displays in Item amp and the cursor moves to Item 5 Note The lem arap down Int contains the commonly ured ejward inthe union ame For example engineers the ejword tor Operating Engineers Ths union waula be found nthe ts under eas Engineers Operating 1f you cannot intay na your union arlaten name uy nether alniation teymar tor Your union Item 5 Designation Name Wnen you mave to ttem 5 a drop down lst of a
14. e anlay 2 you are completing Cex ne Yes button at the attom of me display to transter the approved data to the Tapert you re completing Tana on Te uee Te pT s wT The system returns to the form whieh now displays all approved data fo item 2 Period Coverea Items amp tnrough 7 union identincation and tem amp Maling Address on page 1 f you unian Farm ist The yellow Get Pre ii Dara bution a na anger aive ate Fer a Fa en Mar elurang i page 1 al the Tarm compiea oqrat and Item 8 before moving to pape 2 Statement A of the form displays approved data in Columns A and C items 25 though Ez Antet retrieving pei data save your form Notes you want ta use the import feature Tar comaienng Schedles 9 and 10 you sheud mart your dats aner raving pret data and petore comping atar tems and chad See importing Data into Schedujes 8 and 10 in th Completing the Form exieing prt data trom OLS imparting data trom existing tes aig tent ar numbers checking banes SAna ea drop down ts Yau can retrieve your union s identincation maling and prior year financial intarmation fam OLMS via the Internet See Using Pref Data in he User Guide Importing data into Schedules 9 and 10 tompie Schule A items ard Disbursements to fhcar and Schedule 1 Disbursem
15. ents to Employees see importing Data into Schedules 9 and 10 in ths User Guide Notes you se tne pre daia and or taper data feature yu shoul complete these processes before completing het ems and senedes ist retrieve pre ll data ana save our er spat ata ra Sena nau and save nen entering numbers tor requested financial information use whale dollars oniy laine g freon a la neste lisensen a feminine EEE kranane 1 1 imal poins 2 Matar signs The electronic orm 2 automatically pertarms most mathematical alton requires in Feneis tough 15 aed Statements a and B Totais for Schedules tough 13 ae itomatieaty transferred to te appropriate ems in Statements A and B See inanda items Completing Schedules 1 15 alt neues 1 tnrougn 25 betore completing te nancial tems in Statements A and 8 Some items an the torm are answered by simply making an entry in a checkbox For example Seto 9 taraugn E7 and 22 tah 2A BY Mang an ey er hah ar i ia ain og io 3 ress the lt Tab gt key to move to the appropriate checkbox which becomes highlighted Brey key ta erter an X in tne selects box Touches he ox press ary Hey we You can alsa click in the appropriate checkbox to both select it and enter an etalon an tem 75 See Adatignal fof ei 75 te User Gude Drop down ats hen you move to an item having a drop down Ist the st automat
16. f having w fest mended report Your union s president and treasurer can sign the electronic form using easy obtainabie ital Signatures and submit it to OLMS over the Internet Alternatively You can pit a paper COPY tthe Yor have your Unens president and treasurer sign manually and mal E to OLMS We encourage you to use the electronic Forma LM 2 instead of the paper form It wil make Maing yout union Form LM quicker easier and mare accurate Starting the Electronic Form LM 2 ee ee ren See Note The tot ume tat you use ine elecvonc forms rogram a dialog box displays giving you an option to enter S egatraten number far hearing Do nat enter anything in finat box but sm cick tne Use Farm Now button The tne shane Fier appcaton an theefre no separate reslsvaton i requved Te rgitation aption des nat spay arter the est use Creating a new Form LM 2 Double click an the electronic ors icon A st of avalale Informed templates displays Select L142 Form and cick the New button er tye fot sonst archon The st page of the electronic Form LMZ displays Consult the table o contents of tnis User efor tad instructions Tor tie various features of electronic Form LM Mote to Windows XP Users If an error occurs when you ty to open a new form L 2 Ut or Ua contact your System Administrator to nay the ider levet user permissions far tne C informed rectory Right cek an the informed folder and selec
17. ian After you have mate al carecone ek tha hgerove ched box Mailing Information Serai down to view the Mating Information section or the pre fil dispiay M itis correct cik the Approve check box in the upper lett comer to have this Infermaton automaticaly entere on te repart you are completing i te information is not correct you may make corretions by dking in the aperopriate al and entering the correct intrmaion Ater yau have made al corrections ek tbe Approve check box Financial information Start of Reporting Period Scroll down to view the Financial Information section of tne pre fil display The amounts spayed are Iram your union s prior year report far the en af tne reporting period The Sous reported in itema 25 thveugh 37 in statement A Column B and D iest year Should pe reported in Columns A and C start af the reporting period for he same Rem fn he repart you are completing M itis correct cick the Approve check box in the upper lett comer to have this Infermaton automatieatiy entere on te repart you are completing ee information snot correct you may make corrections by dicking in the appropriate Meid ana entering te correct trmatian You must aiso expan n tem 7 Alona Termin mny the amounts aier rom your unions pro year report See Additional Anter you have made ali corrections click te Approve check box Note fo any rencon you da nat wih a use he pre Ti asec id at a btn e
18. icaly displays urns pa erated ae Mave though the choices an the ist by using the srl bar ar entering the trst letters of yaur Scion Make your selection by aoublecicking on the aparopriate cole FERE R R A EA ET Your selection displays in that tem and the cursor maves ta the next item At your unien is aad with a national ar intemational union and you are not using pre TU ata you must select your entries tor Nem 4 ATM Desianatian ram the op down its See Union lentes ion or Organization Name and ta 5 Amended Terminal or Subsidiary Reports Item 3 Answer Item 3 ony if te report you are completing is an amendes report a terminal raport a separate report Tor a sbsldary organization An amended report is fes to correct a report previousiy fle by your unian Amin repart is tled your union goes aut ar existence by disbanding or merging 1 A report tor a subsidiary organization is a separate Form LI4 2 reporting oniy the financial intonation fof a subsidiary organization sudh as a bulang corporation wally ed by your unian This report ed withthe union s Farm Lt Notes A separate Form Liz fora subsidy organizatan Seo ed teal put ast be ee tne It none at these condtions apply to the report you are completing leave Iten 3 blank A Ty Union Identification Items 4 7 1t you are connected to the internet you can use the pei
19. inal completed and signed Form LM 2 and any requires attachments to US Department ot Labor Employment Standards Administration 200 Conattution Avenue NW Room N5616 Washington DC 20210 Diget paana se Sieg wim Boenaatiy Digital Signatures and Submitting a Form Electronically Yur union s president and weasuer must abtain digital signatures and sign reports that you sbi electronically Information on ebtaning dita signatures and instructions for electronic Stbmisian ofthe completed Form Ls are avaiable on the OLMS Website aE tp wwe dol gov esa oims_org htm As an alternative you may print the completed Farm LM 2 and submit it by mal to OLMS See Sauitng s Pape Porm nts User Gnas Te electronic Form LM 2 has a built in feature for sending your form ta ether persons via e ai tor further processing or applying a sal signature Betare forwarding yaur farm make sure yau have saved the mast recent version and that it S aispiayas in me active windon Select Forward rom Ine Pae menu on Se menu bar The ai System ialog box displays Select your e mai program rom the drop down Tak cneasa Internet Wa SMTP Y your program sat isted 5 The send dialog bax displays Pial paana sn ie Aion Mieti Enter the e mail addresses of the persons to whet you are sending the tarm alang wth our message nthe appropriate spaces and tick the Send button Note parsans receiving you Torn
20. ine entries wil Gapiy in Schedule 1 Al additional entries wil Gsplay onthe continuation page or Seed E Te vew ne natn gape Sik We yo Scheie a contusion ne system calculates the totals for entries on the continuation page i any and displays ham in Line amp an Schedule 1 Make required entries in Line 5 I any The system les ea pays nen p Dos an ances he teal to ine aparo Tate ee Ta mot or delete data previously entered cick the yon Mody Dei Data button at The tap of senedine 1 Gag The system splays a dialog box asking you to select the desiret Schedule ine to modiy Sebede 1 Solec Ihe destas schede Ire erk unbe belon ema Hignight the appropriate ine and dick the OK button ne data entry orn tor the ine selected displays To my tne data make your changes in tne appropriate fields and click the yelow Add Thus Rec Fo Schade 1 button fe store your changes To delete the entry cick the yellow Delete This Record From Schedule button The system splays a dialog box asking Ir you are sure you want to remave tnis entry Trom Schedule Chek the Yer button to delete INe anty Schedule 5 has two continuation pages one for reparting land and ane for resorting buldings The totals tar rne land continuation page are transerred to Line 2 Columnas 8 D and E at schedule 5 The toll tor the busing continuation page are Wansferves te Line 4 Columns es enough EN SCHEDULES FED ASSETS
21. l records When you ave Etere intarmaten tar at arcera cick he yaion Return to Schedule 5 Daton The system displays schedule 9 The system has cakulated the totals for entries on the Schedule 8 ertinaation page and asplays them in Line B The totais fr Lines 1 Inrough amp e apiye in Lie a Enter Me toti aan Tor detrei 10 The tem Ea th teal amaun for dass ne 10 Met disbursements are automaticaly transferred to ttem 56 To OMcers in statement B fa ete Di EERIE Schedule 10 Disbursements to Employees Complete Schedule 10 using the same procedures described above for Schedule 9 Press the lt Tab gt key to move through columns and Ines The system automaticaly calculates and plays ne totals in Column H you need to erter information for mare than five employees the system automaticaly Azplaya the continuation page Tor Schedule 10 Anter completing entries far indvidual employees retum to Schedule 10 Ente the totais tor ail employees who received 10 000 ar tess in total disbursements in Enter the tetai amount for deductions in Line 9 The system calculates the net sist tle 18 and tants the tom 37 Ta Egy Statement ZUL 7 Eo Emanaa aumata eae atte Using two line descriptions The olowing schedules require an entry in Column A Description whieh is sufficient to Beye perce pps aby ea absentee Schedu
22. le 13 Office and Administrative Expense Schedule 14 Other Receipts There shouldbe suit space on one ine to describe me type source or purpese as ele However 1 you need awe a acne your pin alow the instructions 1 tn Column A of the first ine enter the description starting at the left margin In Column A of the second line enter the remaining description indenting at least 2 Spaces trom e lent margin SCHEDULE 15 OTHER DISBURSEMENTS Game emman ata aa T a Tors Warnings If you donot flow tne above ratructiana Tor twe lin actin yur Eo Summary wi show an rf Importing Data into Schedules 9 and 10 Toe leva Fam M2 ges you the pon o importing database estat you my Diburtements to Employees The data you are importing into Schedules or 10 must be n a pipe delimited ascii texte Tmin a tat entension Most database programs wil export data to a fen this format The lds in your data must be set up as flows where Lr carriage return ine teed where Ler carriage return ine teed Warning Do not teave any fields Blank nthe numere ners suh as salary allowance or oiner dabursement enter a zero it thare 1a no nancial data to repart In Scale 30 att canter HA there ie na ated organizaten to pot you leave any el blank you may not be abie to arta tne data imported into Schedes 9 ar 10 may De The system lint the length ot each field Do
23. li union Gestation names displays ove though the choices on the Ist by using the scroll bar or entering the frst letters of your union s designation name Ta select a name double cick the appropriate choice Your Selection displays nem 5 and the cutar moves to item 6 SUNT SERWO JONT CONFERENCE yon ONT SNC DS sa ceTeCThv agano uy FACTORY WORKERS Tne designation name for a national ar international union is National Headquarters ia item 6 Designation Number Wea you move to Item 6 a dialog box displays Informing you thar tem 6 Designation Number eludes space Tot a Core designation ie at pce a provide to a s pre oa eed che Se ESAT ia The Item 6 data entry ieia vides into 3 sections to splay a prefix tne core graton number ana ih Toe cursor Test moves to te cors ato number Enter your union s care designation number in this middle section and press the lt Tab gt Kay For example if your union s designation name and number is LU 190 enter 190 pme H tthe core numb to ada a prefix Enter tne prefix for yout union s designation number any ana press tne Tab key 18 move tote sue secon Enter e sui Wy and press the lt Tab gt key to move to Item 7 Mate The majority of atmatas unions have ony a core designation number If your union s designation number has fe prena or suma Just press the lt Tab gt key twice alter evering tne
24. men a framar o a A disiog box displays reminding yau tnat you can oniy impart inta Schade 9 or Schedule ot one time and that once you o you wil no longer be abie to g t pei data and prompts yau a indicate tnat you want te proceed with the import Cck Ihe es Button Sapia Dam te eheads Sani 18 Ie system imports the data nt the schedule If you have a large amount of data ta impart hi can take a fem minutes ee import is succesful a dialog ox displays telling you that the import process was Succes and the total numberof records imparted Cid Ine OK bution The Schedule 9 or Schedule 10 continuation page displays For Schedule the data for the frst seven records Imported display in tne sedule and Ihe remaining records play an a continuation page or Schedule 10 Ine data Tar the fist Ie records imported spisy in pe sande and te remaining records display on a eosinllan page Cet the yellow Return to Schedule or Schedule Continuation buttons at the top right te Siam the fects on the Senede ar conunuation paoe hie Review the data to make sure that the data is correct hen save your for oe Once you saye your Term you can make anges Checking for errors Arit os tke there was a problem with your ingot fr example some data is missing you an check the impart oy tar any entries trat were n l imported Because of formating es Natai IE i a gon eSuae patty you are party a targe amo
25. must have the eecrone ore dard nad Fler sales on ther computers ta view et or apply dal signatures to tne Tarm Getting Help Yau can get help in completing tne electronic Farm LM 2 trom a number of sources You can access a fuli set or the Instructions fr Form L 2 which give Rem by tem guidance er competing the form avec trom the electronic Form L 2 menu on the menu bar he instructions tor arm UM 2 display in your browser Serali down to the Table of Contents and select the appropriate topie eer You can access information on the electronic form operation directiy trom the electronic Farm LAZ Topics discussed include system requrements printer settings JORA signatures edi ston natant procedir be a i ts Hep DEE p entrain pays in your browser Select tne appropriate tople or ter in the Tate You an accese natn on Shans Informed Fler program operation ety Nom the Slo lato Farma La select ante rom he Heip menu on me meru Aso aati topes pays OMS Help Desk At you have problems using the sactronic Frm LM 2 which you are unable to solve with the iniormation in this User Gude or Ihe aave sources contact me OLMS Help Desk at 1 866 119 you have questions about completing tems on the Farm LM or other reporting questions contact the nearest OLMS Neid olee You can access tne ist of GLMS asd emces wiin tne crane Form Ls by seecting le Iastruetians Iram the Form Instructions menu on he
26. n af To check ne import iog Open Windows Explorer and go to the directory inte which you stalias the Informed pe Fogtam plea C ntormas Laok tar a he named Schedule import Jog or Schaal importo eed naa ea Open the me using any text ito such as Windows Notepad any records were not imparte trey wil be isted inthis Me Disli sal a s hekT a Fie st Yao mh Fama Heb oleic aR s zizel a For hs on Tarmatting data in an Excel sprensheat ta ser nt Scheaes 9 and F0 see Importing Data tom an Exca Sreadsneet Financial Items 25 74 Complete schedules nirst ermpete schedules 1 trough 25 betere completing te financial tems in Statements A and B Sea tai re tay wanted to he appropiate team SIENE Aa nen you st open the elecrani Form L 2 a zero 0 displays in iteme 25 tough 74 Statements A and B and in certain tes an Schedules 1 though 15 Because the instructions ar the farm require tha you complete all tems in Statements A and B and enter 0 where Appropriate you nly need to complete tne Thana Nems or corresponding schedules that equ an entry other tnan 0 Winen you move to an item with an initiat zero tree is financial data to report and the correct entry is not 0 enter the corrert arauri for the tem a presa the lt Tab gt kay Toe O amp replaced th the number you 1 Mt enere is no financial data to report and tne correct entry is 0 just p
27. n ma ied Spite Select he tant le you cresteti and cick the Open button mison ono Finmotel foc 7s dang StS From the Et menu set Replace The Find and Replace dalog ox displays In the Fin wa Beld enter t the carat sy which is lt SIR gt 6 on yaur keysoard and a lowercase This Meso Words cade for a ta Inte Replace wi lteter he pipe symbol which slated below the lt Backspace gt ey your teyooaa Gente A button The systern gly a message indating the number ot Apenin A Djang Tah tn ma ie Spates Save your fe You are nom easy te impart the data fling the ruc inthe Uter Guide fr the tarm You recompiling
28. not exceed the maximum number of characters lenarttiert rieia name di es ae ities t te f ee E el oo a ea eee ew OR Eo ona tr ares a o s For ease of retrieval give your fle a meaningtl name for example Schedules import Yours unen opened Ito ase tent ear shoul resemeie Ine flowing Warning Retrieve pre til information and save your farm before you import data into Schedule 9 or Sehedute 10 ee Using Pre i Data in this User Guide once you complete ihe import Function you wil no tonger be amie ta retrieve pre fii data Alea once you port data ita Schedule 9 or Senedule 10 you wil nat be abie to import data nto iat schedule again Therefore there was a major problem withthe import Ce the tarm without saving You a ware wah your Intormation tcnaigy team or Cal the ous Heip Desk at 1 866 319 2675 to help yau ta correct prabiems in your import data ter you nave corrected any prabiems apen your previausy saved form whi has any pret aaa you might have used Saved in 10 and Uy the nae gai Siang Dam te enadis Si 30 To import data into Schedules 9 and 10 Save your torm From the ile menu select impart Offices tor Schedule 9 ar impart Employees tor Schedule 10 A tle ba dplays Navigate to che arive and directory where your import data fle is Geatd and ghignt ine tie name in tne it Chk te Open button jas
29. or the saga informations o S x R 75 ADOTTONAL WFORMATION Gi a ap Ge oo ou may also provide altina information directiy in Item 75 by clicking the yellow Cle to Enter item 95 Information button In the Itam 75 aren af page 1 Te ten 75 Aina Intonation page displays Enter tye number ct tei to hich urn to deny adationa iteration not asocated wit any specie U2 Rem ater Acatioal information eniris do hat display or pant Meme on page 1 o te ferm A separate Item 75 page i3 created tar each tem requiring adivana ilormatin Far Jame t you made entries in tem 75 Tor two tems the repr wi cnt tmo ta aduona normal pages To view the dierent Item 75 pages in your report ciek te forward or back arrows Bintan onthe page also alow you to delete or add an additonal information page and Fetu ta page a tne Torm E Ta Cre Sea Te 7 ADDITONAL INFORMATION emmim Fanaa teen Da a ie IAT Changing Officers Titles in Items 76 and 77 Wren an officer ather tan the president ar treasurer signs tne completed Form L 2 you must provide the ile ot tne ole ameer and explain why te pretident or Veasurer a not Sign the repare Aner completing al other tems on the Torm cick on the ttie In Item 76 or Item 77 The fee hignngnied an a drop down list pays E OTHER Eesen FREUEN 4 an fee other tnan tne president wil sign the report in Hem 76 or other tan the
30. ress the lt Tab gt Notes orice Sgning tne por are personally responsible festa Peo pant tnet ne itamen sty appear were appropriate onthe signed reporta Compete al appteable ines in Schedules 1 thraugh 15 Do sat eave any ofthe tems 25 trough 74 Biani The electronic Form L2 automaticaly performs mast mathematical caleuiations requires in Schedules 1 through 15 and Statements a and B Totals for Schedules 1 tvough 15 are Stomaicall transfere to e appropriate hems in Statements A and B SCHEDULE 13 z OFFICE amp ADMINISTRATIVE EXPENSE EET ar S T FREE EEN pata entry fstas The nelas tor tne ancia items you must complete nave blue 1 Calculated fields The fats that are automatically calculated are display oniy fields Sea geo analy oves tne cated ve by ety ste a Additional Information Item 75 Ter pres in certain te on te lero Fem L42 may eure aa inematon In system Notification ner you make an entry that requires additional information tne system wil automatically display a dalag box explaining whet atonal formation E needed Select Item 75 from the Goto menu onthe menu bar to display the Item 75 page Your explanation s enteres on a separate Item 75 Adon nation page ih aa splays your union s name and ile number the ending date af the period covered bythe ego and the tem number f
31. structions Wom the Star cna menu on the menu Bar and en sling i You Need Assistance om You can alsa go to the OLMS Website see above instructions or the addresses and telephone tagnoto Using Pr Fill Data Yau can save time and ensure the accuracy af your union s identicaton mailing and priar Year financial information entered on Form L 2 by retrieving the pei data aim your Union latest repart led wih OLMS You must irat be connected to the Internet to acces and eee your union s pel informan item 1 enter your vio fe number and press tne lt Tab gt key Note IF you e nat know your unvan s fie number see Labar organization Fae Number ttem Lin tis User Guide lek he yetow Get Pret Datar button om Lengo he system displays a ilog be reminding you that you must be connected othe Cek ne ok button Taya plays og vox asking you to enter tne naca year the report you are Enter the ical year in a digit format for example 2000 and click tne OK button The three types of pei information on tie with OLIS display ruck Identification Information Review the Identincation information section athe pe display itis corrent cick the Approve check box inthe upper lett comer ta have this information automaticly entered on the report ou are completing aah amo Meid and entering te correct nrmat
32. t Properties cick on tne Security tab and Slow e user to have ful contra to the Folder Clk the Advanced butten and make Sire that the user i selected and beth permission aptions at the boltar ofthe sereen are I you continue to have problems contact the Help Desk at 1 866 310 2675 Save your fier a ye complete your Form IM 2 remember to save your fe fonen when you select Save ar save As Iram the le en tne system adas me extension itn ta your he name Opening an existing Form LM 2 Dubie an te electronic forms ican ta start the program Ist af availabe Informed templates display Chek the Cancer button Select Open trom the Fie menu onthe menu tar A tle bak alaplas Navigate to che drive and directory where your saved fe is cated and Figg me fe name the st Chek the Open butten arr tte Atematvly you can select youre trom a list ot recentiy used forms From tne File manu select cent Data Documents The names of recently used Wes casplay Chek the appropriate fle same A Look at the Electronic Form LM 2 hen you start the electronic Form LM 2 the form splays on the screen ready fer data entry Because the eiectroric Form La looks almost identical othe paper fr users who have epi te paper rn tne past wi be fair wen tbe arrangement a es on he F n
33. t As you complete your Form LM 2 remember Jo save your te oren When you select Save ar Save As rm he men 1e syster ade the entension to Moving Through the Form Moving from item to item Te mave the cursor tam tern to item r ta separate lds wahin an tem or schedule press he arab key Tia i the preferred method for moving through tne form Aer you entar data in a acre press vne lt Tab gt kay The data automaticly Simormovestothe o s Begina eth nt name To retum to a previous Rem press the lt ShiN gt and lt Tab gt keys at the same time Moving to pages statements schedules and continuation pages a lt Tab gt kay Anter you complete the last item on a page statement or schedule press ihe Tans key to move to the frst tem on the next page statemen ar schedule Haver ae you conse Jtem 24 0n page 2 seine bage abo Gola mena Woter Compete Sorese 1 tough Ts belare comping tems 25 through vain Statements A and B Seheaue totals Statements A and See Schedles X15 nthe User Guide Page tabs Move back and torth tough the pags statements or schedules by Taedia one of he tabs displayed a the top a each page ee Tee rue Fae 2 Stamey staenet Soudut Schedin 23 4 Goto menu Select the desired page or schedule trom the Gote menu on the menu el EEN Ts MEA ver ren eee mem irae mese ora ten Pores eet Shue perei pere
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