SAG-Producers Pension Plan Forms

All Pension Documents that are completed can be emailed to [email protected].


Application packet

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."


Pension Benefit Tax Withholding Election

Complete your election for federal tax withholding from your pension payments by filling out your W-4P.

California residents only - If you would like your California State Tax to differ from your W-4P, please submit DE4P (document) along with your W-4P. Otherwise, your California State Withholding election will be applied to match your W-4P elections

Direct Deposit Authorization 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.

Designation of Beneficiaries Form

Use this form to designate the beneficiaries of your SAG-Producers Pension Plan (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. 

Participant Information Form

Please update us every time you change your address, phone number and/or email. This information is shared with the SAG-AFTRA Health Plan. 


Individual forms and information materials from application packet:

Acknowledgements, Certifications and Signature of Record Form

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.

Acknowledgement of Domestic Relations Order

If your benefits are not subject to a QDRO or similar court order, please sign and submit. Read QDRO procedures. A sample QDRO is also available for your reference.

Acceptable Proof of Age Documents 

A list of documents/materials that are acceptable for proof of age.

Partial Lump Sum Pension Distribution Form

Elect or reject a direct rollover to an IRA or retirement plan.

Special Tax Notice Regarding Plan Payments

Information and rules about rollover payments.