Earnings inquiries

 
You should review each annual Earnings Statement you receive carefully to confirm that it reflects all of the AFTRA-covered work you performed during the previous calendar year. If you believe that there are any discrepancies in the employer-reported earnings and contributions listed on your statement, or if you did not receive an Earnings Statement but think you had covered employment during the year, notify the AFTRA Retirement Fund by reporting an earnings discrepancy and submitting the required documentation as outlined in the Policies for Covered Earnings inquiries brochure.

Five-year limitation for reporting earnings discrepancies

The AFTRA Retirement Fund’s Board of Trustees has adopted and implemented a policy, detailed in the current Policies for Covered Earnings inquiries brochure, which limits the time you are allowed to report historical earnings discrepancies. Effective Jan. 1, 2014, there is a five-year limit from the end of the calendar year in which earnings were, or should have been, credited for reporting an earnings discrepancy. Effective Jan. 1, 2016, the AFTRA Retirement Fund cannot research earnings discrepancies for periods prior to Jan. 1, 2012.

(Please note that the 5-year limitation policy does not affect your ability to request a full historical record of all earnings reported on your behalf.)

Calendar year covered earnings credited   Earnings inquiry deadline date 
 2012  Dec. 31, 2017
 2013  Dec. 31, 2018
 2014  Dec. 31, 2019
 2015  Dec. 31, 2020
 2016  Dec. 31, 2021


Steps for initiating an earnings discrepancy

Refer to the Policies for Covered Earnings inquiries brochure for complete details about the process for reporting an earnings discrepancy, which is summarized below:

  1. Review your annual earnings statements.
  2. Report any potential discrepancies or missing earnings by completing an Earnings Discrepancy Form
  3. Return the completed form, along with the required documentation as outlined in the brochure, as indicated below:

AFTRA Retirement Fund
Attention: Contribution Services 
261 Madison Avenue, 8th Floor
New York, NY 10016-2312

Fax: (212) 499-4973
E-mail: earnings@aftraretirement.org

Please keep in mind that in the event of a discrepancy between the information reported to the AFTRA Retirement Fund by a contributing employer and the credit to which you believe you are entitled, it will be your responsibility to report the discrepancy to the AFTRA Retirement Fund and to substantiate your receipt of the covered earnings in question. You must prove that your related work was:

  • performed by you for a contributing employer; and
  • covered by a collective bargaining agreement for which contributions were required to be made to the AFTRA Retirement Plan.

It is important that you retain comprehensive records of your covered employment (such as pay stubs, W-2s, copies of checks, royalty statements and any other documentary evidence related to your AFTRA-covered employment you can provide) that may support your claims in the event you discover an earnings discrepancy.
 
Need assistance or historical earnings information?
Call the AFTRA Retirement Fund at (800) 562-4690 for assistance with reviewing your earnings and contributions, to request your earnings history or to discuss any missing or incomplete information.
 
Annual Earnings Statements
Participant Toolkit main page

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