At Wrapbook, we pride ourselves on providing outstanding free resources to producers and their crews, but this post is for informational purposes only as of the date above. The content on our website is not intended to provide and should not be relied on for legal, accounting, or tax advice. You should consult with your own legal, accounting, or tax advisors to determine how this general information may apply to your specific circumstances.
You’ve registered your production with SAG, received a project rep, and have your talent lined up. But if you want to cast a non-union actor, then you’ll have to get the guild’s approval through a SAG-AFTRA Taft Hartley form.
Filing a Taft Hartley can be a fairly easy process for a producer to complete and a great opportunity for performers looking to get their SAG card. In this guide, we detail when and how to file a Taft Hartley for SAG along with a few exceptions to the rule.
Before diving into the ins and outs of Taft Hartleys for SAG, be sure to download the latest version.
If you’re hiring a non-union actor for a principal role, use this SAG Taft Hartley form here.
If you’re working with background talent, then you’ll need this version of the form.
A SAG-AFTRA Taft Hartley report is a document that producers file for non-union actors working on a SAG shoot.
Roughly 1-2 pages depending on your SAG contract, the form includes basic employment and production questions, along with a “Reason For Hire” section.
Either you, a signatory producer, or your casting director must be the one to file the Taft Hartley report within a set number of days from the performer’s start-work date—15 days for a standard production and 25 days for an overnight location shoot.
While the SAG Taft Hartley forms for principal and background actors vary slightly, all forms cover the same basic and production questions, along with a section where you must explain your non-union hire to SAG.
The four sections of each SAG-AFTRA Taft Hartley are:
Here, you list all of your talent’s personal information, such as date of birth, social security number, address, and email. Be sure to collect this information when onboarding your cast.
Here, you list the contact information of the SAG member signatory for your production.
Here, you provide SAG with some basic information about your shoot and the nature of the performer’s role. Information includes: your production number, shooting location, the production title, work date(s), and the contract type.
Here is where you make a case for casting said non-union performer instead of a union one. You may choose from a list of qualifying options such as “Military or other government personnel used due to governmental restrictions,” “Owner or operator of special or unique vehicle or equipment,” and, more likely, “First employment of a person who has training/experience as a professional performer.”
Once you’ve filled out a form, attach a copy of your performer’s headshot and resume and send it to your local SAG.
Above all, SAG will scrutinize the “Reason for Hire” section. While you may try to fudge your reasoning for bringing on a non-union actor, be careful—you may incur a fine. Also, don’t lie.
While it may be stressful, advocating for emerging talent you believe in is worth it. If that performer was on track to join SAG-AFTRA eventually, and you can point to their body of work or training on paper, then you’ve got a good case to champion them!
While you should file your forms as soon as possible, you have 30 days after production wraps to send in any lingering paperwork.
If you are producing under a Student Film or SAG's Short Project, Ultra Low Budget, a lower budget New Media contract, you can still cast a non-union performer, but they won’t qualify for a Taft Hartley..
When in doubt, always check with your project’s SAG representative for further questions and make sure you know what percentage of your cast must be SAG in order to meet the terms of your union agreement.
If you are familiar with the New Media contract umbrella, you’ll know that it’s an evolving category. SAG has made frequent changes to the New Media contract terms as it works to keep up with the digital frontier.
In the beginning of New Media, Taft Hartleys were allowed for many projects. But, as the definition of this category grew, SAG tightened the coffers, first closing the New Media Taft Hartley gates entirely, then evaluating on a case-by-case basis, and finally establishing the current criteria:
Begin your signatory process as soon as possible so you can speak with your assigned representative and see where you stand.
If your non-union talent has already worked on a SAG shoot, then dealing with the Taft Hartley forms for SAG-AFTRA becomes a little trickier.
Principal performers become SAG eligible after one Taft Hartley report. They can join the union after the production has been processed, or they can wait until they “must join.”
Once the performer becomes SAG eligible, the union outlines various tiers of participation that lead up to a “must join.” The gist is that after a certain amount of SAG jobs as SAG-E, the performer is required to pay a joining fee and officially join the union if they want to continue working on SAG-AFTRA projects.
This shouldn’t deter a producer from casting talent in various stages of joining. However, starting your SAG paperwork early in pre-production is a good idea so you can resolve any issues that may arise long before shooting begins.
Plus, SAG can also be helpful here, so give your rep a ring!
The minimum requirements for becoming SAG eligible vastly varies based on your performer’s contract. Background actors, for instance, only need to complete three days of background work on a SAG-AFTRA production to become SAG eligible.
Additionally, Background Taft Hartley reports for SAG must also be sent directly to the Background Department. This is why you should always have a skilled producer and/or SAG-approved entertainment payroll company on call.
Once your performers have completed their project, SAG will send them a notice of their eligibility if they’re principals. Background actors will receive a SAG voucher, which counts towards 1/3 of membership.
SAG says the Principal Taft Hartley report will take at least 6-8 weeks to be filed. However, the union will not begin this process until production has sent in all of their final SAG production paperwork.
If your performer inquires about the timeline, make sure they know when principal photography wraps. Then, production has up to 30 days to submit final paperwork. Once paperwork is in, the 6–8 week clock can begin.
Once a Taft Hartley form has been processed, SAG will mail each performer a letter indicating their eligibility for joining. However, performers can check their status online at any time here.
As long as you’re honest about your production and your performer, you should have nothing to worry about. A lot of this goes without saying, but SAG-AFTRA lists these policy terms for producers:
Whether you’re an actor trying to become SAG eligible or a producer trying to stay compliant, the Taft Hartley form plays a vital role in the world of entertainment.
As with anything in entertainment, submit early and don’t hold your breath when it comes back the day before shooting begins.
Got any lingering questions about SAG Taft Hartley forms? Reach out to our Support Team or explore our Help Center for more information.
A SAG-AFTRA Taft Hartley report is a required document that producers must submit when hiring non-union actors for a SAG-AFTRA production. It typically spans 1-2 pages, depending on the specific SAG contract.
The form gathers essential employment and production information. It also includes a critical "Reason for Hire" section, where producers must explain why a non-union performer was selected over a union actor. This report ensures compliance with union regulations and helps maintain transparency in casting decisions.
After your performers have finished their project, SAG will notify principal actors of their eligibility to join the union. Background actors, on the other hand, will receive a SAG voucher. This counts as one-third of the requirements needed for full membership. According to SAG, the processing time for the Principal Taft Hartley report is estimated to take a minimum of 6–8 weeks.