401(k) Forms

This page is dedicated to providing the forms necessary in the administration and maintenance of TAG 401(k) accounts.  For more general information on the TAG 401(k) Plan, visit the 401(k) section on the Benefits page.

The TAG 401(k) is separate from the Defined Benefit and Individual Account Pension plans.  It is available to TAG members who have worked for at least 90 days at a signatory studio.  It is a no match plan where a member can contribute 2% to 40% per paycheck, up to the annual cap set by the IRS each year.

The forms below are for Guild members wanting to sign up for the Animation Guild 401 (k) plan or for plan participants wishing to make changes to forms previously submitted.

IMPORTANT:

These forms can not be submitted through the web site.  You can save the forms as a .pdf and email them or print them out and mail or fax the to the office indicated below or on the form.

All forms should be submitted to:

TAG 401k Plan Administrator
The Animation Guild
1105 N. Hollywood Way
Burbank, CA 91505-2528
fax: (818) 843-0300
email: 401k@tag839.org

If you have questions about any of these forms, email the TAG 401(k) Administrator 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

Quick, one-step enrollment form.

View Packet

 

Enrollment Packet

Everything you need to get started as a participant in the Animation Guild 401(k) Plan.  This packet includes the Enrollment Form, Plan Highlights, and other information to help you choose your investments.

View Packet

 

Enrollment/Change Form

Enrollment form should be used to:
1) Enlist as a new participant
2) Change the percentage of contributions taken out of your paycheck (including reducing contributions to zero)
3) Change the designated employer authorized to make 401(k) deductions

Note: Do not use this form to change how your funds are invested.  To change how your funds are invested contact Vanguard.

View Form

 

One-Sheets: Target Date Retirement Funds

Use this form to better understand the costs and underlying investments involved in the Target Date Retirement Funds available in the 401k plan.  NOTE: This form has been provided for your information.  It does not need to be submitted.

Download PDF

 

One-Sheets: Core Funds

Use this form to better understand the costs and underlying investments involved in the Core Funds available in the 401k plan.  NOTE: This form has been provided for your information.  It does not need to be submitted.

Download PDF

 

Summary Plan Description

A summary of the principle features and provisions of the Plan in plain language.

Download PDF

 

Distributions

To begin taking distributions from the TAG 401(k) plan, contact Vanguard.

 

Fee Disclosure Notice

Information regarding the fees that will be charged to your account for administration of the plan.  It is important to also review your quarterly account statement for disclosure of the dollar amount charged to your account for these services and a description of the services to which these fees relate..

Download PDF

 

Paper Statement Opt-In Notice

Letter from Vanguard explaining the switch to online-only statements and outlining the opt-in procedure to receive the 401k statements via US Post.

Download PDF

 

Investment Policy Statement

The Investment Policy Statement assists the Trustees of The Animation Guild 401(k) Plan in supervising, monitoring, and evaluating the investment alternatives of the Plan.

Download PDF

 

IMPORTANT:

These forms can not be submitted through the web site.  You can save the forms as a .pdf and email them or print them out and mail or fax the to the office indicated below or on the form.

All forms should be submitted to:

401(k) Plan Administrator
Animation Guild 401(k) Plan
1105 N. Hollywood Way
Burbank, CA 91505-2528
fax: (818) 843-0300
email: 401k@tag839.org

If you have questions about any of these forms, email the TAG 401(k) Plan Administrator 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.