Complete and return the following five documents from your packet: 1) Theatrical Information Sheet 2) Theatrical Distribution Checklist 3) SAG-AFTRA Agreement for Independent Producers of Theatrical motion Pictures 4) SAG-AFTRA-Producers Pension Plan Adherence Letter 5) Television/Theatrical Production Checklist
Also complete and submit documentation that indicates who is employing the performers:
Corporation – Provide your Articles of Incorporation and completed Corporation Resolution. Click to download. Limited Liability Corporations (LLC) – Provide your Articles of Organization, LLC Operating Agreement and completed LLC Resolution. Click to download. Partnership or Joint Venture – Provide your Fictitious Business Name Statement (if applicable) and Partnership Agreement (if applicable).
NOTE: It’s very important that the information you provide in this step is consistent with the information previously submitted.
Send your SAG-AFTRA Business Representative the following three required production documents:
1) Complete Pre-Production Cast List 2) A copy of the shooting script 3) Day Out of Days
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) • All assignment agreements 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.
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.
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.
During production, you will need to complete and submit SAG-AFTRA Performer Contracts and Production Time Report Forms (Exhibit G) to your SAG-AFTRA Representative.
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.