Simplify Your Union's Annual Financial Reporting with Paperform

If your labor union needs to file a DOL LM-2 Labor Organization Annual Report, you know the process can be time-consuming and detail-intensive. The U.S. Department of Labor requires unions with $250,000 or more in annual receipts to complete this comprehensive disclosure, covering everything from officer compensation to asset holdings and member information.

This LM-2 form template streamlines the entire data collection process, helping union administrators, treasurers, and compliance officers gather accurate financial and organizational information in one centralized location. Instead of wrestling with spreadsheets, paper forms, or disjointed systems, you can collect all necessary data through a professional, branded online form that guides respondents through each required section.

Built for Union Administrators and Compliance Teams

Designed specifically for labor organizations, union business managers, and legal compliance officers, this template covers the core sections of the LM-2 report including organizational identification, officer and employee information, receipts and disbursements, assets and liabilities, accounts receivable and payable, and additional disclosure requirements. The structured format ensures you capture all required details while maintaining accuracy and consistency.

Paperform's conditional logic helps tailor the form experience based on your union's specific situation—showing or hiding sections as needed based on previous responses. This ensures respondents only see relevant questions, making the process less overwhelming and reducing errors.

Automate Your Compliance Workflow

Once submission data is collected, you can use Stepper to automate what happens next. Route submissions to your accounting team for review, trigger follow-up tasks for missing documentation, sync data to your financial management system, or automatically generate summary reports for your executive board. This turns a manual, error-prone process into a streamlined workflow that saves hours of administrative time.

For unions that need to collect signatures from officers certifying the accuracy of reported information, Papersign integrates seamlessly to convert your form submission into an eSignature-ready document, maintaining a complete audit trail for your compliance records.

Secure, Compliant and Professional

With SOC 2 Type II compliance, data residency controls, and robust security features, Paperform gives labor organizations the peace of mind that sensitive financial and member information is protected. You can embed this form on your union's website, share it via secure link, or restrict access with password protection.

Whether you're a small local union or a large international organization, this template provides a modern, efficient foundation for meeting your annual DOL reporting obligations while maintaining the professionalism your members expect.