Union Officer Resources

Welcome to the Amalgamated Transit Unions Local officer resources page. Click on the titles below in order to review the information provided:

ATU Training Materials

    •  401K-457-DC Retirement Plans (PDF)
    •  Conducting Local Union Elections (PDF)
    •  Grievance Handling (PDF)
    •  New Health Care Law (PDF)
    •  Officers and Executive Board Members Duties and Responsibilities (PDF)
    •  Organizing the Unorganized (PDF)
    •  Privatization (PDF)
    •  Roberts Rules (PDF)
    •  Section 13c (PDF)

Financial Secretary Resources

    •  Local Union Monthly Report (PDF)
    •  Instructions (PDF)
    •  Audit Report Form (PDF)
    •  Bank Statement Form (PDF)
    •  Salary and Expense Form (PDF)
    •  U.S. Funeral Benefit Form (PDF)
    •  Canadian Funeral Benefit Form (PDF)

Use of the forms requires the Adobe Acrobat Reader. If you do not already have the Adobe Acrobat Reader installed, it can be downloaded for free at https://get.adobe.com/reader/otherversions/

To use the fillable forms:

1. Save the fillable forms from the Int’l e-mail to your local hard drive (C:), or download them from the ATU.org website under Financial Secretary Resources section and save the fillable forms to your local hard drive (C:).
2. Open the Adobe Acrobat Reader and open the saved fillable forms (File menu > Open).
3. Input your local union’s financial information and save your work (File menu > Save As and give the forms a unique file name).
4. Once all financial information is entered and accurate, print each form, attach the appropriate signatures, and print all additional schedules (itemized Other Receipts and Other Disbursements, etc.) and finalize for mailing to the International.

Additional Resources

Local officers will be able to find various resources such as the ATU Ritual Book, Sudden Death Overtime and Broome County Transit: Keep It Public Report.

    •  ATU Ritual Book  (PDF)
    •  ATU Ritual Book  -  French  (PDF)
    •  ATU Ritual Book  -  Spanish  (PDF)
    •  Sudden Death Overtime (PDF)
    •  Broome County Transit: Keep It Public Report (PDF)
    •  Ripped from the Headlines / Canada: Bus Drivers Under Attack (PDF)
    •  Ripped from the Headlines / United States: Bus Drivers Under Attack (PDF)

Additional Links

Contract Database  -  The ATU Database is accessible to current Local Union President/Business Agents and Financial Secretary/Business Agents only. All users must create a new account at ATUResearch.org