Animation Guild 401(k) Plan Forms

The following forms are in Adobe Acrobat PDF format and require the free Adobe Acrobat Reader booklet.

IMPORTANT: These forms cannot be submitted electronically.
They must be printed out and sent to the office indicated below or on the form.

Forms marked * should be submitted to:
Animation Guild 401(k) Plan
att: Marta Strohl-Rowand
4729 Lankershim Boulevard
North Hollywood, CA 91602-1864
fax (818) 506-4805 All other forms should be submitted to:
MassMutual
1295 State St. -- N405
Springfield, MA 01111

If you have questions about any of these forms, contact Marta Strohl-Rowand. To avoid confusion and delays, please do not submit a form until your questions about it have been answered.

Benefits Booklet (50 pages, 2.5 mB)

Everything you need to get started as a participant in the Animation Guild 401(k) Plan. This booklet includes the Enrollment Form, Beneficiary Form and Rollover Form (see below), and all of the investment fund reports.

Investment fund reports

Individual reports are available for each of MassMutual's investment fund options. Included in the Benefits Booklet (above).

Enrollment Form * (2 pages)

To be used to:

Enlist as a new participant;

Change the percentage of contributions taken out of your paycheck (including reducing contributions to zero); or

Change the designated employer authorized to make 401(k) deductions.

NOTE: MassMutual will charge you a fee to use this form to change your investments. To avoid this fee, make your investment changes on the MassMutual website or by using the toll-free number (see the Quick Info Card below.) This form is included in the Benefits Booklet (above).

Beneficiary Form * (1 page)

Must be completed by all new Plan participants before contributions can be accepted. This form can also be used to change beneficiary designations (for example, in case of marriage, divorce, death of a beneficiary or birth of a child.) This form is included in the Benefits Booklet (above).

Rollover Form (2 pages)

To be used to transfer funds INTO the Animation Guild 401(k) Plan from a tax-deferred account (such as another 401k Plan). To transfer funds out of the Animation Guild 401(k) Plan, use the Distribution Form (below). This form is included in the Benefits Booklet (above).

Distribution Form ("Benefit Election") (2 pages)

To be used to transfer funds OUT OF the Animation Guild 401(k) Plan, either as a rollover from the TAG Plan into another 401(k) Plan or tax-deferred account, or as a cash distribution. To transfer funds into the Animation Guild 401(k) Plan, use the Rollover Form (above).

Notice Of Death / Benefit Claim (2 pages)

To be filed on behalf of the beneficiary(ies) in the event of the death of a Plan participant.

Information for 401(k) Loan Participants

If you initiate a loan against your 401(k) Plan account after June 12, 2005, MassMutual will require that payments be automatically deducted from your bank account. For loans initiated before May 16, 2005, MassMutual will provide new coupons after June 12.

Participants with outstanding loans as of May 16, 2005 should have received a letter from MassMutual, along with an Authorization Agreement for Participant Loan Debit to complete and return if you wish to convert your payment system from coupons to automatic bank account debit.

Quick Info Card (2 pages)

A brief guide to the options of the 1 (800) 74-FLASH^SM toll-free number, to be used to check your account status and change your investment percentages. This can also be done online at http://www.massmutual.com/retire. (Use of the toll-free number or website to access individual account information requires a PIN number.)