Between April – May 2025, participants will receive their 2024 Pension Summary of Earnings. The summaries include all reportable earnings received by the SAG-Producers Pension Plan during 2024 for work performed under a SAG-AFTRA contract along with earned pension credits and vesting status. To view your summary, log in to your Benefits Manager and go to Pension -> Statements & Documents -> Summary of Earnings.

The IRS requires pension plans to send participants, dependents and beneficiaries who received pension benefits in 2024 a form called 1099-R or a 1042-S. It is used to report the distribution of retirement benefits which includes your SAG Producers Pension Plan, annuities or other retirement plans. In addition, we are required to send notices of tax changes to participants who have a pension that may be impacted. Keep the 1099-R or 1042-S form with any change notifications and include them as you prepare your taxes this year. No other action is required.

Update: January 2, 2025

Canadian Union of Postal Workers (CUPW) have returned to work and services returned to normal. All February monthly SAG Pension benefit checks will be sent out via standard post.

(December 16, 2024)

Due to the ongoing Canadian Postal Service strike, any pensioner residing in Canada that was receiving a physical check through standard USPS delivery will temporarily have their check mailed through FedEx to ensure timely receipt. To expedite or update your delivery preferences, we encourage you to complete a Direct Deposit Authorization Form.

In early April 2024, participants will receive their 2023 Pension Summary of Earnings. The summaries include all reportable earnings received by the SAG-Producers Pension Plan during 2023 for work performed under a Screen Actors Guild contract along with earned pension credits and vesting status. To view your summary, log in to your Benefits Manager and go to Annual Statements, Summary of Earnings.

When was the last time you have updated your Pension Beneficiary?

Has your Beneficiary changed, have they moved or need to update their contact information?

Please fill out the Designation of Beneficiary Form and send it to [email protected].

Make sure to keep the Pension Plan up to date.

Log into your Benefits Manager and update any changes you might have with your contact information and or address.

The IRS requires pension plans to send participants, dependents and beneficiaries who received pension benefits in 2023 a form called 1099-R or a 1042-S. It is used to report the distribution of retirement benefits which includes your SAG Producers Pension Plan, annuities or other retirement plans. In addition, we are required to send notices of tax changes to participants who have a pension that may be impacted. Keep the 1099-R or 1042-S form with any change notifications and include them as you prepare your taxes this year. No other action is required.

The IRS requires pension plans to send participants, dependents and beneficiaries who received pension benefits in 2022 a form called 1099-R or a 1042-S. It is used to report the distribution of retirement benefits which includes your SAG Producers Pension Plan, annuities or other retirement plans. In addition, we are required to send notices of tax changes to participants who have a pension that may be impacted. Keep the 1099-R or 1042-S form with any change notifications and include them as you prepare your taxes this year. No other action is required.

The IRS has updated the form that is used to determine Pension tax withholdings. If you would like to update your W-4P with the SAG-Producers Pension Plan, please fill out the form and email it back to us at [email protected] or submit through our secure messaging center on your Benefits Manager by logging in above. You are not required to send in a updated W-4P if you do not want any changes to your withholding.