Production Center Redesign

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Financial Assurances Docs
Pre Production Docs
Production Docs
Post Production Docs
LOW BUDGET
Step 1

The Low Budget Agreement applies to those films with a total budget of less than $2,500,000.

Click the NEXT button for a signatory tutorial.

 

Casting Incentives

SAG-AFTRA offers two casting incentives to Modified Low Budget filmmakers that may increase the total production cost maximum.

  • Diversity-in-Casting Incentive
  • Background Performer Incentive
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PRE-PRODUCTION
Step 2

The following are the steps you must take prior to your first day of travel, rehearsal or principal photography, whichever comes first (we recommend giving yourself at least three weeks).

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PRE-PRODUCTION
Step 3

The following are the steps you must take prior to your first day of travel, rehearsal or principal photography, whichever comes first (we recommend giving yourself at least three weeks).

 

Email the completed form to signyourpicture@sagaftra.org.

 

A SAG-AFTRA Business Representative will contact you within a few days and send you a packet of information and documents.

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PRE-PRODUCTION
Step 3

Required Documents

 

Complete and return the following documents from your packet:
1)    Company Authorization Letter form
2)    Theatrical Information Sheet
3)    Theatrical Distribution Checklist
4)    SAG-AFTRA Agreement for Independent Producers of Theatrical Motion Pictures
5)    Low Budget Agreement
6)    SAG-AFTRA-Producers Pension and Health Adherence Letters
7)    Television/Theatrical Production Checklist

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Pre-Production Cast List
Step 5

Required Documents (cont.)
Also complete and submit documentation that indicates who is employing the actors:

 

Corporation – Provide your Articles of Incorporation and completed Corporation Resolution.
Limited Liability Corporations (LLC) – Provide your Articles of Organization, LLC Operating Agreement and completed LLC Resolution.
Partnership or Joint Venture – Provide your Fictitious Business Name Statement (if applicable) and Partnership Agreement (if applicable).

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PRE-PRODUCTION
Step 6

Send your SAG-AFTRA Business Representative the following four required production documents:

 

1)    Complete Pre-Production Cast List; if you intend to use the Diversity-in-Casting Incentive, use the Pre-Production Cast List Diversity form.
2)    A copy of the shooting script
3)    Day Out of Days
4)    Line Item Budget

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PRE-PRODUCTION
Step 7

We also need to review any agreements you have that affect the ownership of the film and its story.  These are called Chain of Title documents.  Chain of Title documents usually include, but are not limited to, the following:
•    A copy of Form PA or ECO (relating to the screenplay) and proof of its registration with the US Copyright Office (USCO)
•    Agreements for all assignments relating to the film and the underlying rights, including proof of filing each with USCO (For example, certificate(s) of authorship, “work made for hire” agreements, and copyright assignments); and
•    Copies of all distribution, license, and/or sales agency agreements pertaining to the right to distribute the Picture in all media and territories worldwide.

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PRE-PRODUCTION
Step 8

Once we’ve received and reviewed all of the applicable documents, your SAG-AFTRA Business Representative will contact you and let you know what financial assurances are needed. Financial assurances usually include, but are not limited to, the following:
1)    Security Deposit (in the form of a cashier’s check or wire transfer) and related Security Deposit Letter and W-9 form.
2)    Security Agreement
3)    Assumption Agreement(s)
4)    Intercreditor Agreement(s), if applicable
5)    And all other financial assurances that may be required, including, but not limited to, a Collection Agreement, Guaranty Agreement, and/or a Residuals Reserve and corresponding Custody Agreement.

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PRE-PRODUCTION
Step 9

When all of these requirements are fulfilled, your
SAG-AFTRA Business Representative will give your production “clearance,” allowing you to verify with the Union that the Performers and Background Actors you’ve hired for your project are in good standing and can work.  This is referred to as the Cast clearance process.

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PRODUCTION
Step 10

Required Documents

 

During production, complete and submit the following to your SAG-AFTRA Business Representative:
1)    Delivery of each week’s payroll checks to the Union: Itemized checks made payable to each performer must be delivered to your Business Representative no later than the Thursday following each payroll week.
2)    Delivery of each week’s total Pension and Health contributions: In addition to the payroll checks, you must deliver a check made payable to the SAG-AFTRA-Producers Pension Plan in the amount of the total Pension and Health contributions for the previous week’s payroll, accompanied by a completed Pension and Health Plans Theatrical Weekly Report of Contributions

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PRODUCTION
Step 11

Required Documents (cont’d)

 

3)    SAG-AFTRA Performer Contracts for Low Budget Theatrical Motion Pictures
4)    Complete a Production Time Report Form (Exhibit G) for each day of production. 

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Working With Non-SAG-AFTRA Members
Step 12

If you are hiring a principal performer or background actor who is not yet a SAG-AFTRA member, you should submit the applicable Taft-Hartley Report to your Business Representative, along with a head shot and resume.

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POST-PRODUCTION
Step 13

After production, complete and submit the following to your SAG-AFTRA Business Representative:

 

1)    Final Cast List
2)    Casting Data Report Forms
3)    Detailed Final Cost Report

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And that’s it!
Step 14

If you have any questions throughout the process, please contact your SAG-AFTRA Business Representative.

 

Thank you for working with SAG-AFTRA.

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Form for identifying the authorized signer of a company signing SAG-AFTRA documents.
Fillable PDF
Financial Assurance
Form by which a distributor assumes the residuals obligations for territories it has acquired.
Sample PDF
Financial Assurance
Disclosure of filing fees that are withdrawn from full budget Theatrical security deposits.
Sample PDF
Financial Assurance
Security agreement for pictures where the signatory does not own the copyright.
Sample PDF
Financial Assurance
Security agreement for pictures where the signatory does own the copyright.
Sample PDF
Financial Assurance
Completed by the signatory company and details the purpose of the security deposit and how it will be used.
Sample PDF
Financial Assurance
Information provided to producers working with animals by the American Humane Association.
Informational / Guide PDF
Pre-production form
Sign in sheet for auditions.
Sample PDF
Pre-production form
Informational / Guide PDF
Pre-production form
This form asks for information on potential distribution of the film as well as financial assurance issues.
Fillable PDF
Pre-production form
SAG offers a Diversity-in-Casting Incentive to Low Budget filmmakers that may increase the total production cost maximum.
Informational / Guide PDF
Pre-production form
Fillable PDF
Pre-production form
Informational / Guide PDF
Pre-production form
This form is submitted to SAG-AFTRA Membership Department to confirm the membership status of performers.
Fillable PDF
Pre-production form
This is a list of performers engaged on a production that is submitted during the pre-production signatory process.
Sample PDF
Pre-production form
This is a list of performers intended to be cast in a low budget or modified low budget production eligible for the Diversity in Casting Incentive.
Sample PDF
Pre-production form
Step-by-step signatory instructions for low budget film productions.
Informational / Guide PDF
Pre-production form
This is a checklist of certain procedures and provisions that the company needs to follow. It requires the signature of the company and return to SAG-AFTRA.
Sample PDF
Pre-production form
Fillable PDF
Pre-production form
Industry Safety Bulletin
Informational / Guide PDF
Pre-production form
Industry Safety Bulletin
Informational / Guide PDF
Pre-production form
Industry Safety Bulletin
Informational / Guide PDF
Pre-production form
Map of Los Angeles Studio Zone.
Informational / Guide PDF
Pre-production form
IRS form that is needed when SAG-AFTRA takes a security deposit from the producer and the producer requests that the deposit be placed in an interest bearing account.
Fillable PDF
Pre-production form
Letter explaining need for Accident Report Form. This must be filled out whenever a performer is injured on set.
Fillable PDF
Production form
This is the shooting schedule, including locations, for a production.
Sample PDF
Production form
This is the employment contract that the producer and each day player must sign for SAG-AFTRA-signatory low budget theatrical productions.
Sample PDF
Production form
This is the employment contract that the producer and each day stunt player must sign for SAG-AFTRA-signatory theatrical productions.
Sample PDF
Production form
This is the time sheet where performers hours are logged and the performers signs at the end of each time.
Sample PDF
Production form
Notice from SAG-Producers Pension & Health Plan regarding contributions from an individual producer employing themselves.
Informational / Guide PDF
Production form
Completed by the producer and submitted with performer and background actor contributions to SAG- Producers Pension & Health.
Fillable PDF
Production form
Sample PDF
Production form
This is the employment contract that the producer and each weekly player must sign for SAG-signatory modified low budget productions.
Sample PDF
Production form
This is the employment contract that the producer and each weekly player must sign for SAG-signatory modified low budget productions.
Sample PDF
Production form
This is the employment contract that the producer and each weekly stunt performer must sign for SAG-signatory theatrical productions.
Sample PDF
Production form
Used only by Low Budget or Modified Low Budget producers utilizing the Diversity in Casting Incentive.
Fillable PDF
Post-production form
This form must be completed for each motion picture and each episode of each series produced.
Fillable PDF
Post-production form
Must be completed for each film and each series episode when Stunt Performers and/or Coordinators are used.
Fillable PDF
Post-production form
This form must be completed for each motion picture and each episode of each series produced.
Sample PDF
Post-production form
Notice to producer to submit Music Cue Sheet to SAG-AFTRA.
Informational / Guide PDF
Post-production form
This form must be completed for each motion picture and each episode of each series produced.
Fillable PDF
Post-production form