CHECKLIST: THINGS FOR YOU TO DO

If you move

Keep the Plan Office informed of any change in your mailing address to ensure you receive our communications. Our address, phone numbers and Web site are on page 38 in the printed document You may change your address by filing a new Performer Information Form or a Change of Address Card.

The Pension Plan and the Screen Actors Guild are two separate entities. You must notify both of these entities separately of any change of address.

If your marital status changes

Inform the Plan Office. See the sections on the Husband-and-Wife Pension and other options affected by your marital status. If you are getting a divorce, your former spouse may be entitled to receive a portion of your pension payments. Under federal law, the Trustees must comply with any order issued by the state divorce court that is a Qualified Domestic Relations Order (QDRO). If you or your attorney have any questions or would like assistance before the QDRO is finalized, please contact the Plan Office.

If you are thinking about retirement

Get the information you need and file your application in plenty of time. You will need copies of certain documents such as your birth certificate and marriage certificate. The Plan Office can tell you what you need.

Check your options

There may be special rules in connection with the various forms of pension payment provided by the Plan. If in doubt, communicate with the Plan Office.

Keep your records

The accuracy and completeness of the records of your work is an important factor in determining eligibility. You can protect yourself by checking the work records you receive. Try to keep pay vouchers, payroll check stubs and other evidence of employment you may receive until you are sure you have been credited for that work. You can periodically request the Social Security Administration to provide you with a detailed wage statement which shows by year of employment the name of your employers and your earnings as noted in their records. This record is very useful for the Plan Office in verifying your Pension Credits.

Designate a beneficiary

For the protection of the person or persons you want to receive the Plan’s Death Benefits, be sure that you have made your designated beneficiary known to the Plan Office. If your beneficiary should die before you, or for any other reason you want to change your choice, you should promptly inform the Plan Office.

Save this booklet

Put it in a safe place. If you lose your copy you may ask the Plan Office for another. It is also available on the Plans’ Web site: www.sagph.org.

Additional questions? Ask the Plan Office or visit the Plan’s Web site.

You should contact the Plan Office about any questions you have on the Plan and your rights and benefits under it. You can also check on your Pension Credit and get an estimate of your monthly pension. Remember, only information in writing, signed on behalf of the Board of Trustees can be considered official.

You can also obtain information regarding the Pension Plan as well as download Pension Plan forms on the Plan’s Web site: www.sagph.org.