Local 40 401k Enrollment Form

1
Eligibility to participate in this 401k plan is limited to covered employees working under the the Motion Picture Basic Agreement with the AMPTP & the IBEW Local 40 Inside Agreement. If you are not a member of IBEW Local 40, please contact the Union Office for more information on how to participate in this 401k Plan.

You will be filling out information related to your 401k and will need certain information to proceed. Be sure to have the following:

Your Name, Contact information, SSN and Employer Info.

The full name and DOB for any beneficiaries.

Your employer and Coast Benefits will be notified and provided the information on this form.

If you need a copy of this form or have any other questions, please contact the Union office by calling (818)762-4239 or emailing unionhall@ibew40.org.
2
Enter Your Name* This field is required.
First Name
Last Name
3
Enter Your Phone Number* This field is required.
Please enter a valid phone number.
4
Enter Your Email address* This field is required.
example@example.com
5
Are you a member of Local 40* This field is required.
YESNO
6
Enter your SSN* This field is required.
7
Enter your Date of Birth* This field is required.
Date
Month
Day
Year
8
Your Mailing Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
9
Which Collective Bargaining Agreement you are currently working under* This field is required.
Inside Agreement (NECA)Motion Picture Basic Agreement
10
Select the NECA Contractor you are working for* This field is required.
Please Select
Please Select
A-C Electric Company
Accurate Energy Services, Inc
Advanced Cable Solutions, Inc.
Alder Electric, Inc.
Baker Electric & Renewables, LLC
BEI Construction, Inc.
Bombard Electric LLC
Building Electronic Controls, Inc.
Carol Electric Company, Inc.
Comet Electric, Inc.
Communication Technology Services
Complete Electrical Services Inc.
CSI Electrical Contractors, Inc.
Cupertino Electric
DAB Innovations, LLC
DSE Electric Inc.
Dynalectric Company (San Diego)
ELDRIDGE ELECTRIC & SON
Example Electric Services
GECTWO, Inc
HMT Renewable Energy, Inc.
HSI Electrical Contractors
International Line Builders Inc.
J. E. Snyder Electric, Inc.
Kami Test Account
KDC, Inc. (An Emcor Company)
M.B. Herzog Electric, Inc.
Morrow-Meadows Corporation
O'Bryant Electric
Pacific Data Electric, Inc.
Polaris Electric Co., Inc.
Professional Telecommunications Services, Inc
R & R Electric
R Orange, Inc
Radonich Corp. dba Cal Coast Telecom
Reliable Monitoring Services dba RMS Life Safety
Riselo Engineering Solutions, Inc.
SASCO Payroll
Streamline System Design/ dba Streamline Integration
Sunbelt Electrical Company, Inc. dba Sunbelt Electric
SuperHighway Communications Inc.
Taft Electric Company
Touchstone Engineering Corporation
TSJ Electrical & Communications, Inc.
Unison Electric
WALKER TELECOMM INC.
11
Are you working for a studio lot facility or on a production?* This field is required.
Studio Lot FacilityProduction
12
Select the Studio Lot you are working at* This field is required.
Please Select
Please Select
Disney
Fox Studio Lot
Paramount
Radford Studio Center
Sunset Bronson
Sony
Warner Brothers
Universal
Other
13
Select the Payroll Company used on the production you are currently working on* This field is required.
Please Select
Please Select
Cast & Crew
Entertainment Partners
Media Services
Extreme Reach
Wrapbook
Greenslate
Other
14
List the name of the production you are working on* This field is required.
15
What was your hire date* This field is required.
Date
Month
Day
Year
16
Select if you are looking to start, stop, or amend your 401k contributions* This field is required.
Start 401k Contributions
Stop 401k Deductions
Change Previous 401k Contributions
Update Beneficiaries
17
Pre-Tax 401k vs After-Tax Roth Contributions

Next, you will select how much to contribute to your 401k. Roth and Traditional employee deferrals share the same annual IRS contribution limit. If you choose to split your contributions to pre-tax and after tax Roth, your total annual contributions cannot exceed the annual IRS limits.

For 2026, the limit is $24,500, subject to future cost-of-living adjustments. Members age 50 or older are eligible for catch-up contributions of an additional $8,000 per year, subject to future adjustments. Catch-up contributions are required to be made as post-tax Roth contributions.

Your election will remain in effect until changed in writing and processed by payroll.

Traditional Pre-Tax 401k contributions are deducted before income taxes are withheld. After tax Roth 401k contributions are deducted after income taxes are withheld. Click here to view the Roth vs 401k Calculator
18
Select your withholding as either a dollar amount per hour worked or a percentage of weekly earnings to be withheld* This field is required.
Dollar Amount Per Hour
Percentage of Weekly Earnings
19
Select the dollar$ amount per hour to be withheld BEFORE taxes for your Traditional 401k * This field is required.NOTE: Traditional Pre-Tax 401k contributions are deducted before income taxes are withheld. After-tax Roth 401k contributions are deducted after income taxes are withheld. Click here to view the Roth vs 401k Calculator
Please Select
Please Select
NONE
$1.00/hr
$2.00/hr
$3.00/hr
$4.00/hr
$5.00/hr
$6.00/hr
$7.00/hr
$8.00/hr
$9.00/hr
$10.00/hr
$11.00/hr
$12.00/hr
$13.00/hr
$14.00/hr
$15.00/hr
20
Select the dollar $ amount per hour to be withheld AFTER taxes for your Roth 401k* This field is required. NOTE: Traditional Pre-Tax 401k contributions are deducted before income taxes are withheld. After-tax Roth 401k contributions are deducted after income taxes are withheld. Click here to view the Roth vs 401k Calculator
Please Select
Please Select
NONE
$1.00/hr
$2.00/hr
$3.00/hr
$4.00/hr
$5.00/hr
$6.00/hr
$7.00/hr
$8.00/hr
$9.00/hr
$10.00/hr
$11.00/hr
$12.00/hr
$13.00/hr
$14.00/hr
$15.00/hr
21
Calculation
22
Is the following your correct contribution amount?* This field is required.Pre-Tax 401k: ${selectThe20} per hour |After Tax Roth 401k: ${selectThe} per hour Total 401k with holding: ${calculation} per hour worked EXAMPLE: If you choose to split your contributions to pre-tax and after-tax Roth, your total annual contributions cannot exceed the annual IRS limits.
YESNO, I want to Change it.
23
Select the percentage % of earnings per week to be withheld BEFORE taxes for your Traditional 401k* This field is required.NOTE: Traditional Pre-Tax 401k contributions are deducted before income taxes are withheld. After-tax Roth 401k contributions are deducted after income taxes are withheld. Click here to view the Roth vs 401k Calculator
Please Select
Please Select
NONE
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
16%
17%
18%
19%
24
Select the percentage % of earnings per week to be withheld AFTER taxes for your ROTH 401k* This field is required.NOTE: Traditional Pre-Tax 401k contributions are deducted before income taxes are withheld. After-tax Roth 401k contributions are deducted after income taxes are withheld. Click here to view the Roth vs 401k Calculator
Please Select
Please Select
NONE
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
16%
17%
18%
19%
25
Calculation
26
Is the following your correct contribution amount?* This field is required.Pre-Tax 401k: {selectThe21}% of weekly earnings |After Tax Roth 401k: {ofYour69}% of weekly earnings Total 401k with holding: {calculation83}% of weekly earnings EXAMPLE: If you choose to split your contributions to pre-tax and after tax Roth, your total annual contributions cannot exceed the annual IRS limits.
YESNO, I want to Change it.
27
Do you need to add/update beneficiaries?
YESNO
28
MARITAL STATUS* This field is required.IMPORTANT NOTICE REGARDING DESIGNATION OF BENEFICIARY Federal law requires that if you are married, your spouse is automatically designated as the primary beneficiary of your 401k, regardless of any previous designation. If you would like to designate a beneficiary other than your spouse, you must complete a notarized form with your spouse’s written consent to that designation. If married, and you will be designating someone other than your spouse, you will need this form notarized and submitted separately to Coast Benefits. Click here to download pdf form for notary. You can contact the Union office by calling (818)762-4239 or emailing unionhall@ibew40.org should you need assistance.
MarriedSingle
29
Primary Beneficiary's Name
First Name
Last Name
30
Primary Beneficiary's relationship to you
31
Primary Beneficiary's Date of Birth
Date
Month
Day
Year
32
Would you like to add a contingent beneficiary?A contingent beneficiary is a secondary beneficiary should your primary beneficiary be unable to claim your benefits
YESNO
33
Contingent Beneficiary's Name
First Name
Last Name
34
Contingent Beneficiary's relationship to you
35
Contingent Beneficiary's Date of Birth
Date
Month
Day
Year
36
Would you like to add a second contingent beneficiary?
YESNO
37
Contingent Beneficiary #2's Name
First Name
Last Name
38
Contingent Beneficiary #2's relationship to you
39
Contingent Beneficiary #2's Date of Birth
Date
Month
Day
Year
40
Terms and ConditionsI hereby authorize payroll deduction of plan contributions in accordance with the level I have indicated in this form. I understand this constitutes a “cash or deferred” arrangement under section 401(k) of the IRC and that my contributions are subject to the withdrawal restrictions of the plan. I acknowledge that this form includes sensitive personal information, including my Social Security Number, and I authorize the Plan Administrator, Union Office, employer/payroll office, and investment provider to use and share this information only as necessary to administer my 401(k) election and beneficiary designation. I hereby designate the following individual or individuals as my beneficiary or beneficiaries under the IBEW Local 40-NECA 401(k) Plan, and I hereby revoke any beneficiary designations previously made by me. I acknowledge that my voluntary contributions to the Plan cannot be reciprocated to another IBEW Pension Fund and that I will become a Participant of this Plan, and I will be responsible for directing the investment of my voluntary contributions within the investment options available under the Plan. I acknowledge that my contributions will be invested in my individual account in the manner currently on file with TransAmerica. I acknowledge that this wage reduction shall be applied each pay period until a written direction for change is given received. I acknowledge the election will be effective as soon as received and processed by my employer’s payroll office/department. I acknowledge that eligibility to participate in this 401(k) plan is limited to covered employees working under the IBEW Local 40 Basic Agreement with the AMPTP & the Inside Construction Agreement with NECA.
41
Signature
42
Eligibility to participate in this 401(k) plan is limited to covered employees working under the IBEW Local 40 Inside Agreement & the Motion Picture Basic Agreement with the AMPTP.

If you are not a member of IBEW Local 40, please first contact the Union Office for more information on how to participate in this 401(k) Plan by calling (818)762-4239 or emailing unionhall@ibew40.org.
Should be Empty: