The UPP working collection

Production forms & templates.

A clearer start, a better handoff. Original UPP forms, checklists, and worksheets for casting teams, talent, and the people who keep productions moving.

24 fillable PDFs · 7 protected Excel worksheets · Free, no sign-up

Find your next working document.

Choose a template, make it yours, and put it to work.

24 templates ready to use

Fill, save, and share.

Complete the PDF fields, save a copy, and reopen it to check your entries. Use a desktop PDF reader if your browser does not save fields correctly. Use the Excel worksheets for calculations; PDF totals require manual calculation and review.

Keep the right context.

Use the project, date, owner, and reference fields to make handoffs easier to follow. Store sensitive records in your approved secure system.

Know what needs review.

Deal memos, releases, and consent forms need qualified local legal review before use. Confirm employment, tax, union, and local requirements for your production. Collection 1.3 · November 8, 2026.

UPP wording, branding, and layout are protected; fill the designated fields and use a referenced attachment for additional terms or space. PDF permissions and Excel protection deter routine editing but cannot prevent every copying tool. Read our content use permissions.

From the union

Official union forms & agreements

Find the right paperwork for the next step. Browse 43 forms for screen productions, touring, and live events, with direct official links and a note on when each is used. Filter by type of work, union, or production stage.

Sources reviewed November 8, 2026. Sample and older-edition notes appear with the relevant forms. Confirm your agreement and the required version with the union before completing paperwork.

43 official forms in 9 collections

Casting, engagement, and production records for theatrical projects. Some forms also cover television; use the version assigned to your agreement.

SAG-AFTRA marks several documents as samples. Ask your business representative for the version to complete and submit.

Full official collection for Theatrical production — opens SAG-AFTRA's website in a new tab

These documents remain on the issuing union's or benefit fund's website. They are separate from the original UPP downloads above.

Touring and live-event contract guidance

Some contract packets and touring credentials come directly from the union. These official guides explain where to start and who supplies the paperwork.

Actors’ Equity Association

U.S. theatrical touring agreements

When to use: When planning an Equity tour and establishing which agreement and contract packet apply to its actors and stage managers.

This overview is public; agreement documents linked in Equity's member portal require an Equity login. Producers can request the current packet from Equity. The overview still lists a September 2026 expiry, so confirm the terms now in force.

Official guidance : U.S. theatrical touring agreements — opens in a new tab

Actors’ Equity Association

Corporate performances and live events

When to use: When engaging Equity actors or stage managers for trade shows, product launches, conventions, or other promotional live performances.

This overview is public; its rulebook link opens Equity's member portal and requires an Equity login. Producers can request paperwork from the regional office. The overview lists an older agreement period, so confirm the terms now in force.

Official guidance : Corporate performances and live events — opens in a new tab

IATSE

Pink Contracts, passports, and road cards

When to use: Before a touring crew member starts work, to confirm the production's Pink Contract, tier, and required touring credentials.

The Stagecraft Department supplies the contract and issues passports at the employer's request. Obtain any required road card through the member's local. This link opens official guidance.

Official guidance : Pink Contracts, passports, and road cards — opens in a new tab