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Cast/Crew/Producer Deal Memo Deferred Form Template

Streamline Your Deal Memo Process for Cast and Crew

Managing multiple agreements can be overwhelming, especially when it comes to preparing deal memos for your cast and crew. This template is designed to help you swiftly create deferred deal memos that clearly outline terms, ensuring everyone is on the same page. With this tool, you can easily customize agreements, maintain professionalism, and simplify communication in your production team, leading to smoother negotiations and better organization. Experience a simplified deal memo process and start drafting your agreements today.

Project title
Production company or legal entity
Engagement category
Cast
Crew
Producer
Role or position title
Engagement start date
Engagement end date
Union or guild affiliation (select all that apply)
SAG-AFTRA
DGA
WGA
IATSE
Teamsters
Non-union
Other/Local union
Prefer not to say
Is any guaranteed pay provided during production?
Yes
No
Deferred compensation type
Flat fee payable upon trigger
Percentage of defined proceeds
Hybrid (fee + percentage)
Points participation
Producer discretion
Other
Please Specify:
Deferred amount, percentage, or formula
Deferral cap (maximum payable), if any
Trigger events for deferred payment (select all that apply)
First commercial release
First revenue receipt
Recoupment of budget
Distribution agreement executed
Financing/funding close
Revenue threshold reached
Sale of project
Producer discretion
Other
Please Specify:
Preferred payment method for deferred payout
Bank transfer (ACH/SEPA)
Wire transfer (international)
Check
PayPal
Other
Please Specify:
Screen credit entitlement
On-screen main titles
End credits
No credit
Guild-required credit
To be negotiated
Other
Please Specify:
Credit wording (if known)
Consent to use name, image, and likeness for marketing and publicity
Yes
No
List any personal equipment you will use (if any)
Will travel or lodging be provided by production?
Yes
No
Confirm services and results are work-made-for-hire and, if not, are assigned to production
Yes
No
Agree to confidentiality and non-disclosure of proprietary information
Yes
No
Confirm no conflicting obligations that would prevent full performance
Yes
No
Governing law (state or country)
Agree that disputes will be resolved by arbitration under the governing law named below
Yes
No
Participant legal name
Email address
Mobile phone
Emergency contact name and relationship
Emergency contact phone
I consent to use of electronic signatures and records
Yes
No
I am 18 years of age or older (or have guardian consent)
Yes
No
I have read and agree to the terms of this deal memo, including deferred compensation terms
Yes
No
Participant typed name (signature)
Participant signature date
Company representative name (typed)
Company signature date
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Paper art illustration featuring a deal memo template for cast crew and producer agreements

When to use this form

Use this when you hire cast, crew, or a producer and need to defer part of their pay until funding or release. It suits indie films, shorts, web series, and music videos where cash is tight but momentum matters. You will lock duties, dates, day rates, the deferred amount, and clear payout triggers (for example, upon financing close, distribution, or revenue thresholds). This prevents scope creep, late invoices, and credit disputes, and it keeps morale high. If you will shoot on private property, pair the deal with a Location release form to secure property permissions.

Must Ask Cast/Crew/Producer Deal Memo Deferred Questions

  1. What is your role, scope of services, and engagement dates?

    Clear scope and a firm schedule prevent misunderstandings about availability, overtime, and pickups. You can align call sheets and insurance with what the person actually agreed to do.

  2. What compensation is guaranteed now versus deferred, and what specific event(s) will trigger the deferred payment, amount, and deadline?

    Spelling out the split (e.g., day rate vs. deferred sum) and exact triggers (financing close, distribution, or revenue level) avoids payment disputes. Setting a payment window after the trigger (for example, within 10 business days) keeps cash flow predictable.

  3. How will your credit read, and where will it appear (main titles, end crawl, poster, trailer)?

    Credit is a key part of compensation, especially on low-budget projects. Locking wording and placement now prevents last-minute post-production conflicts.

  4. Which expenses, kit rentals, travel, and per diem are preapproved, and what is the reimbursement process and cap?

    Defining approvals, daily limits, and receipt rules protects your budget and speeds up reimbursements. It also reduces back-and-forth after wrap.

  5. Do you grant rights to record and use your performance and likeness in all media, and will you sign required releases?

    Deferred deals still need clear permission to exploit the work worldwide and in perpetuity; plan to collect a Consent of media release form. If tattoos are visible on camera, also secure a Digital tattoo release form to avoid clearance issues.

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