Pension Plans Information for non-U.S. Participants
Identification Required
When it is time for you to receive your benefits from the DGA–Producer Pension Plans, you must have:
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a valid U.S. Social Security number; or
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a U.S. Individual Taxpayer Identification Number; or
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a Foreign Tax Identification Number.
You can request an Individual Taxpayer Identification Number from the Internal Revenue Service. Here are the W-7 Instructions and the W-7 form.
If you need an Individual Taxpayer Identification Number, please note the following factors when considering the best time to obtain it:
- It can take several months to receive your Individual Taxpayer Identification Number from the Internal Revenue Service.
- Beginning in 2016, the IRS will deactivate an ITIN that has not been used on at least one tax return in the past five years.
Be sure to consider this information when planning to take a benefit from the Pension Plans.
Taxation of Benefits
If you are not a United States citizen and are a resident of a foreign country, you may be able to take advantage of a tax treaty between your country of residence and the United States.
Please remember to submit a W-8BEN form to us with your benefit application.
Direct Deposit of Benefits
Most participants take advantage of the Plans’ convenient direct deposit option, which remits your pension payment directly into your bank account each month. However, the Pension Plan can only deposit funds directly to a bank that has an American Bankers Association (ABA) routing number.
If your bank does not have an ABA routing number, you can receive your pension benefits via check.
Rollovers
You can transfer funds from a qualified retirement account into your Supplemental Plan account (see the rollovers page for more information).
If you would like to transfer funds from a qualified retirement account into your Supplemental Plan account, the funds must originate from a qualified U.S. account. We cannot accept rollovers from a foreign retirement account.
Conversely, the rollovers out of your DGA–Producer Pension Plan account must be made to a U.S. account. We cannot roll over funds into a foreign account or pension plan.
Contact Us
If you have questions or need assistance with pension related matters, please do not hesitate to contact us at (323) 866-2109. Our pension representatives can provide you with the information you need.