All Pension Documents that are completed can be emailed to [email protected].
Contains informational materials and the necessary forms to begin receiving your benefits. Please return your completed materials at least two months before your desired pension effective date. Information on "How to Apply for Benefits."
Complete your election for federal tax withholding from your pension payments by filling out your W-4P.
California residents only – If you would like to have state taxes deducted from your monthly benefit, please complete the DE4P (document), otherwise your CA state tax withholding will be default to No Withholding.
Optional: If you have elected a partial lump sum and wish to be taxed above the required 20% tax rate please fill out the W-4R.
Sign up for direct deposit to receive your pension payments automatically to your checking account. Should you choose to have direct deposit and do not have a bank account, the Plan can create a debit card for you through Skylight Financial.
Use this form to designate the beneficiaries of your SAG-Producers Pension Plan benefits in the event of your death. You may choose anyone to be your beneficiary, and you may change your designation at any time. This is a confidential legal document, which the participant or legal guardian of the participant must sign.
Please update us every time you change your address, phone number and/or email. This information is shared with the SAG-AFTRA Health Plan.
If your benefit is subject to a Qualified Domestic Relations Order (QDRO) or similar court order, please follow these procedures when submitting to the Pension Plan. A sample QDRO is also available for your reference.
A list of documents/materials that are acceptable for proof of age.
Information and rules about rollover payments.
The Summary Plan Description (SPD) booklet explains the details and the specific benefits of your Pension Plan in effect as of December 2019. To evaluate circumstances that occurred before December 2019, the provisions of the Plan in effect at that time must be applied, which may be different from today. The Summary Plan Description (SPD) is updated every 3 years.