General

• Authorization to Release Information Form - Please complete this form if the Participant wants to designate a person other than himself/herself to inquire about information regarding the Participant’s status with the Pension Plan. Please be advised that a spouse is not automatically authorized as a Third Party.
• Change of Address - It is very important that the Administrative Office has the Participant’s/Beneficiary’s updated address for Plan correspondence. If the Participant/Beneficiary recently moved, please complete this form and return it to the Administrative Office.
• EFT Authorization - Electronic Funds Transfer Authorization is ONLY for Participants/Beneficiaries in pay status. If the Participant would like to electronically deposit his/her monthly benefit from the Producer-Writers Guild of America Pension Plan to the Participant’s bank account, please complete this form and return it to the Administrative Office.
• Designation of Beneficiary Form - This Form is designed for Participants, not receiving a pension, who want to designate their beneficiary. Please complete this Form and return it to the Administrative Office if the Participant wants to update or designate his/her beneficiary.

Tax Forms Participants receiving benefits from the Pension Plan should use these forms to change their tax withholding. Participants should type in or print the information on the form, print out the form(s), sign, and mail to the Administrative Office. Unfortunately, we cannot accept any form(s) by e-mail. The form(s) must be mailed to the Administrative Office.

• EDD DE-4P - This form is designed for a California resident who is receiving a Pension or Annuity Payments. Please fill out this form and return it to the Administrative Office if the Participant is a California resident and wants to elect State tax withholding from his/her monthly benefit. Participants may also use this form if they do not want any withholding from their payments
• IRS W-8BEN - This form is designed for a non-U.S. citizen or other non-U.S. person, including a non-resident alien who is receiving Pension or Annuity payments. Please fill out this form and return it to the Administrative Office.
• IRS W-4P - This form is designed for U.S. Citizens, resident aliens (or their estates) who are receiving Pension or Annuity payments. If the Participant wishes to withhold Federal taxes from the monthly benefit, please fill out this form and return it to the Administrative Office. Participants may also use this form if they do not want any withholding from their payments.

Divorce

• Model Qualified Domestic Relations Order (Participant Not In Pay Status) - This is a model court order that can be filed in a divorce action so that an ex-spouse can receive a portion of the Participant’s benefit. This order applies if the Participant is not receiving a monthly pension benefit from the Producer-Writers Guild of America Pension Plan. Representation by an attorney is advisable.
• Model Qualified Domestic Relations Order (Participant In Pay Status) - This is a model court order that can be filed in a divorce action so that an ex-spouse can receive a portion of the Participant’s benefit. This order applies if the Participant is currently receiving a monthly pension benefit from the Producer-Writers Guild of America Pension Plan. Representation by an attorney is advisable.
• QDRO Procedures - Please refer to the QDRO Procedures, which outlines what action the Plan will take upon receipt of a draft QDRO and other items.

Terminal Illness Benefit

• Application for Terminal Illness Benefit - If a Participant qualifies for a Terminal Illness Benefit, please complete this form, along with other related forms, and return them to the Administrative Office.
• Certification by Physician (for TI Benefit) - If the Participant qualifies for a Terminal Illness Benefit, please complete this form, along with other related forms, and return them to the Administrative Office.
• Election or Rejection of Direct Rollover to an IRA or Retirement Plan (for TI Benefit) - If the Participant qualifies for a Terminal Illness Benefit, please complete this form, along with other related forms, and return them to the Administrative Office.