401(k) Forms

Use this form for to defer pre-tax compensation to the Equity-League 401(k) Trust Fund.

401(k) Deferral Form

1) An actor/stage manager employed under any one of these contracts may use this form to defer pre-tax compensation to the Equity League 401(k) Trust Fund.

2) The actor/stage manager must fill out the form.

3) The employer and the actor/stage manager must sign the form. The salary deferral should go into effect as soon as applicable.

4) The participant and the employer must retain copies of the form after it is filled out and signed. A third copy of the Deferred Salary Agreement must be filed with the Fund Office.

Attn: Equity-League Accounts Receivable Department

165 W 46 St, Suite 812

New York, NY 10036.

Fax Number: (212) 398-2826

401(k) Beneficiary Designation/Change Form

1) Use this form in order to designate or change a beneficiary for your 401(k) Plan.

2) Fill out the form. Please note that if you are married and have not elected your spouse as your primary beneficiary your spouse will have to provide consent and the form must be notarized.

3) Sign and date the form.

4) Please mail the completed form to:

Attn: Equity –League 401(k) Trust Fund Attention:

Benefit Services Department

165 W 46 St, Suite 812

New York, NY 10036.

Fax Number: (212) 869-1824

Use this form in order to rollover fund from another retirement plan into the Equity-League 401(k) Plan.

401(k) Rollover Form

1) Use this form in order to rollover funds from another qualified retirement plan into the Equity-League 401(k) Plan. If you do not have an active 401(k) account balance with Equity-League, you will still be able to roll over funds from another qualified plan, as long as you are currently working under an active Actors’ Equity contract.

2) Fill out the form and attach the check for the amount of the rollover contribution. The check must be made payable to JHTC, and it needs to include your name and the last 4 digits of your Social Security Number

3) Sign on the line labeled “Participant” and fill in the date.

4) Please mail the completed form along with your rollover contribution to:

Equity-League 401K Trust Fund

Attn: Benefit Services Department

165 W 46 St., Suite 812

New York, NY 10036-2582

Fax Number: (212) 869-1824