The forms below are used to: Enroll in the TAG 401(k) plan or for plan participants needing to make changes to their contribution percentage, type of contribution, Studio/Payroll location personal info on file with Vanguard. To make changes to prior investment choices contact Vanguard directly—not with these forms.
IMPORTANT:
These forms cannot be submitted through the web site. You must save the forms as a .pdf and email them or print them out and mail, fax or hand them in at the TAG office.
All forms should be submitted to:
TAG HR/Benefits Manager
The Animation Guild
1105 N. Hollywood Way
Burbank, CA 91505-2528
Fax: 818-843-0300
401k@tag839.org
If you have questions about any of these forms, email the TAG HR/Benefits Manager Priscilla Cordova at 401k@tag839.org or contact her by phone at 818)-845-7500. To avoid confusion, mistakes, and delays, please do not submit a form until your questions about it have been answered.
Forms
Easy Enrollment Form
This simple, one-step form can be used to get started with first-time enrollment in the TAG 401(k) Plan.
View Form
Long-Format Enrollment/Change Form
This full-feature, 2-page form can be used for:
- First-time enrollment in the TAG 401(k) Plan.
- Changing the contributions percentage taken out of your paycheck (including dropping contributions to zero).
- Setting up 401(k) contributions at a new studio or payroll location.
- Changing your address or name on file with the 401(k) Plan.
Note: Do not use these forms to change how your funds are invested. To change investment funds, contact Vanguard directly at 800-523-1188 or through their website.
Full-Feature Enrollment Kit
This kit includes the Long-Format Enrollment/Change Form, Plan Highlights, information to help you choose between pre-tax (traditional) or Roth 401(k), and set up “catch-up” contributions for people over 50. It also allows you to decide how to allocate your contributions between all the available investment options.