Please update us every time you change your address, phone number and/or email. This information is shared with the SAG-AFTRA Health Plan.
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.
A checklist of all the necessary forms and materials to begin receiving your benefits.
Provide us with essential information in order to begin the retirement process, including your contact information and desired effective date of pension.
Acknowledge work restrictions for retirees who are under the age of 65.
A list of documents/materials that are acceptable for proof of age.
A list and brief descriptions of the forms of pension payment available under the Plan. For more detailed descriptions, see the Pension Summary Plan Description.
Information and rules about rollover payments.
Complete this form if you would like to elect a Five-Year Certain or Ten-Year Certain payment.
Complete this form to elect a Joint and Survivor Option.
If you are married and do not elect a 50% Joint and Survivor payment, you and your spouse must complete this form. This form must also be notarized.
Elect or reject a direct rollover to an IRA or retirement plan.
Acknowledge that you understand your pension options and the rules/restriction for your pension. This form also confirms your signature of record and the requirement to submit a signed endorsement letter.
Submit information concerning benefits that you may be entitled to receive from another defined benefit pension plan.
Complete your election for federal tax withholding from your pension payments. California residents may also elect a state tax withholding option. Should you wish to withhold taxes according to the W-4P, you must also complete this form.
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. If you have questions, contact us.