Pension Plans Documents
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Pension Plans Documents
| March 2020 Summary Plan Description | Describes the benefits offered through the DGA-Producer Pension Plans. |
| Beneficiary Designation Form | This form allows you to designate a beneficiary or beneficiaries to receive your Basic and Supplemental Plan benefits, in the event of your death. |
| Benefit Application Request Form | This is the form requesting a retirement application package from the DGA-Producer Pension Plans. This is not the retirement application. |
| California State Tax Withholding Form | This form allows you to elect to have or not have California Personal Income Tax withheld from periodic or nonperiodic pension or annuity payments. You may also complete this form to claim California Personal Income Tax withholding allowances or to change or revoke a previously filed California State Tax Withholding Form. |
| Direct Deposit Form | If you would like to have your monthly pension benefit deposited directly into your bank account, please fill out this form and mail it to the Plans office. |
| Employment Recap Form | If you are retired from the Basic Pension Plan and have returned to DGA covered employment, complete this form to provide a recap of your recent employment. |
| IRS Form W-4P | If you currently receive a monthly benefit payment from the DGA-Producer Basic Pension Plan, complete this form to update your withholding elections for annuity payments. |
| IRS Form W-4R | If you currently receive a benefit payment from the DGA-Producer Supplemental Pension Plan, complete this form to update your withholding elections for annuity payments. |
| IRS Form W-7 | This is the Internal Revenue Service Application for IRS Individual Taxpayer Identification Number form. |
| IRS Form W-8BEN | This is the Internal Revenue Service Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding form. |
| Supplemental Plan Additional Distribution Request Form | This form is only for participants who have previously received or are currently receiving distributions from the Supplemental Plan and who would like to request another Supplemental Plan Distribution Application in order to request an additional distribution from the Supplemental Plan. |
| Supplemental Plan Incoming Rollover Form | This form must be submitted to the Pension Plan office if you are planning on rolling funds from a qualified plan into your Supplemental Plan account. |
| Third Party Authorization Form | This form authorizes the Pension Plans to release confidential Pension Plans information to a third party. |
