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 Inquiriesbrochure.

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. 

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 
 2019 Dec. 31, 2024
 2020 Dec. 31, 2025
 2021 Dec. 31, 2026
 2022 Dec. 31, 2027
 2023 Dec. 31, 2028
 2024 Dec. 31, 2029

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: Operations Department 
261 Madison Avenue, 7th Floor
New York, NY 10016-2309

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

  • 2023 Earnings Statements Issued

    May 15, 2024, 11:58 AM by sh
    Summary: Performers are encouraged to review and verify the accuracy of information on their Earnings Statement upon receiving the statement in the mail. Review your earnings information online via the participant portal.
    Full story
  • The first pension payment of the New Year will arrive by direct deposit on Jan. 2, 2024

    Dec 22, 2023, 12:07 PM by sh
    Summary: The AFTRA Retirement Fund will be distributing the first benefit payment of the 2024 calendar year on Jan. 1, 2024, to ensure that the payment is applied toward your 2024 earnings. However, because of the New Year’s holiday, payments will be posted by the financial institution on Jan. 2, 2024.
    Full story