Guide
What each choice in your production means, what the agreements do, and the questions filmmakers ask us most.
The choices you make at intake
Production title, as it appears as the Project in the agreements.
Use the title you are actually shooting under, even if it is a working title. It identifies the project in every agreement, so keep it identical across all of them. If the title changes later, edit the production and the affected documents are prepared again.
LLC, corporation, individual, or CFA-sponsored project.
Who is contracting: a company you formed, or you personally. If you formed an LLC for the film, choose LLC — the company signs, not you, and that separation is most of the reason to have formed it. If you have not formed anything, choose individual; you are then personally the party to every agreement. A fiscally sponsored project still contracts under its own entity or the filmmaker's own name — CFA is never a party to your agreements.
Legal name of the producing entity, as a party to the agreement.
The exact registered name, including the LLC or Inc. Not the trading name, not an abbreviation. A mismatch between the name on the agreement and the name on the bank account or the state registration is the kind of detail that gets argued about later.
Address of the producing entity, used for notices.
Where formal notices should be sent by post. Use an address that will still reach you after the shoot wraps — a registered office or a home address, not a location office you hold for three weeks.
Person signing for the producing entity.
Whoever has authority to bind the company — usually a producer or a managing member. If you are contracting as an individual, this is you.
That person's title.
Producer, Managing Member, Owner. It records the capacity they sign in, which is what makes the signature bind the company rather than the person.
Address for notices to the production.
This is printed in the agreements, so use an address the production will keep reading after wrap. A personal address you actually check beats a project address that stops being monitored.
Full name of the governing state, derived server-side from the project's two-letter governing_state.
The state whose law is used to read the agreement, and whose courts hear a dispute about it. Every governing-law, venue and arbitration clause in the packet follows this one choice. Most productions pick the state they shoot in, because that is where the people, the locations and any dispute will be. See the guide for what actually differs between states.
Date the agreement is entered into. Always delivered blank.
Left blank on purpose. An agreement is dated when it is signed, and we cannot know that date. Write it in by hand at signing, and use the date the last person signs. Do not date it earlier than that — backdating a signed contract creates a problem you do not want.
What changes from state to state
Governing law and venue
The governing-law clause decides which state's law is used to read the agreement and, with the venue clause, where a dispute is heard. Courts generally honour the choice, but a state will not apply another state's law to sidestep its own protective employment or wage rules.
Most productions choose the state they are shooting in: that is where the people, the locations and any dispute will be, and it avoids arguing about which law applies before you argue about anything else. Choosing a state with no connection to the production is the choice most likely to be challenged.
Performers under 18
A minor can generally disaffirm a contract, which is exactly the problem for a film that needs a durable release. Some states let a court approve a minor's employment contract so it can no longer be disaffirmed, and some require a share of earnings to be held in a blocked trust account.
If you are filming anyone under 18, the adult performer agreement in this packet is not the right document and a parent's signature alone may not make it stick. Ask a lawyer in your state before the shoot day.
SAG-AFTRA, Coogan Law full text · Law Offices of Adam J. Beshara, which states have Coogan laws
Crew as employees or contractors
Whether a crew member is an employee or an independent contractor is set by state law, not by what the agreement calls them. California's ABC test treats a worker as an employee unless all three conditions are met, and production crew rarely meet them — the work is squarely within a production company's usual course of business.
Calling someone a contractor in a deal memo does not make them one. In California in particular, assume crew are employees and budget for payroll unless you have taken advice. The crew agreement in this packet is written as an employment deal memo for that reason.
California Labor & Workforce Development Agency, AB5 guidance · Media Services, AB5-style laws and production states
When a written contract is required by law
Two states now require a written contract with a freelancer above a dollar threshold, with penalties for not having one. New York's Freelance Isn't Free Act added Article 44-A to the General Business Law on 28 August 2024. California's Freelance Worker Protection Act covers professional services of $250 or more.
Using the agreements in this packet puts you on the right side of these laws for the people they cover. Keep the signed copies: the obligation is to have the contract, and to be able to show it.
New York State Department of Labor, Freelance Isn't Free Act · Nixon Peabody, New York and California freelance worker protections
Using someone's name, face or voice
The right to control commercial use of a person's name, image and voice is state law and differs sharply. Roughly eighteen states have a statute — including California, Florida, Illinois, Indiana, Nevada, New York, Ohio, Tennessee, Texas and Washington — and around eleven recognise it at common law. New York has no common-law right and a narrow statute covering name, portrait, picture and voice. Some states protect it after death: California for 70 years, Indiana for 100.
This is why the personal release and the crowd notice exist. Get a signed release from anyone recognisable whose appearance matters to the film, and post the crowd notice where you are filming the public.
CLIR, Appendix B: state statutes concerning rights of publicity · Right of Publicity, statutes and interactive map
The same in every state
Who owns the work
A film is one of the nine categories of work that can be a "work made for hire" when it is specially ordered or commissioned — but only if the parties expressly agree in a written instrument signed by them. Without that signed writing, a contributor who is not an employee keeps their copyright, whatever anyone assumed.
It is the reason the crew, vendor and acquired-materials agreements exist at all. An oral deal and a paid invoice do not transfer copyright in a contribution to a film.
Drones
Flying a drone for a production is a commercial operation, so the pilot needs an FAA Part 107 Remote Pilot Certificate. Standard Part 107 operations are limited to aircraft under 55 lb, below 400 ft above ground level, within visual line of sight, in daylight or civil twilight with anti-collision lighting. The certificate is current for 24 months.
A drone agreement does not make an uncertificated pilot legal, and your production insurance may not cover a flight that broke the rules.
Non-competes
The FTC's nationwide ban on non-competes never took effect — a court stopped its enforcement in August 2024, the Commission abandoned the rule in September 2025, and it was removed from the Code of Federal Regulations in February 2026. Enforceability is back to being a question of state law, and only California and Minnesota ban them outright.
Nothing in the Core Packet asks anyone to sign a non-compete. If you are handed one on someone else's paper, whether it binds depends on the state.
FTC, Noncompete Rule · Katz Banks Kumin, noncompete status by state, March 2026
Questions we get asked
Before you buy
Is this legal advice?
No. These are standardized agreements prepared with your production's details filled in. CFA Institute does not represent you, does not review your production, and cannot tell you whether a particular agreement is right for your situation. If your production has real money, real risk, or anything unusual in it, have a lawyer in your state read the packet.
Do I actually need paperwork on a small short?
The two places it bites are ownership and distribution. A contributor who is not an employee keeps copyright in what they made unless they signed a written work-made-for-hire agreement — an invoice and a bank transfer do not do it. And any festival, sales agent or platform that takes the film will ask for signed releases and chain-of-title documents before they take it. Paperwork is cheaper before the shoot than after.
How fast do I get the documents?
Prepared and delivered within 1–2 business days. You will get an email with a link to your dashboard when they are ready. Adding a cast or crew member later is free and unlimited, and those documents follow on the same footing.
Choosing your options
Which state should I choose as the governing state?
Most productions choose the state they are shooting in. That is where the people, the locations and any dispute will be, and it avoids an argument about which law applies before you get to the argument you actually have. Courts generally honour a governing-law clause, but a state will not apply another state's law to sidestep its own wage and employment protections — so choosing a state with no connection to your production buys less than it looks like it does. If you are shooting in several states, pick the one where the most shooting days are.
Should my LLC be the party, or me personally?
If you formed a company for the film, the company should be the party — that separation is most of the reason to have formed it. If you have not formed anything, you are personally the party to every agreement, which means personally on the hook under them. Either is workable for a short. Use the exact registered name either way: a mismatch between the name on the agreement and the name on the bank account is the kind of detail that gets argued about later.
Why is the effective date blank?
Because an agreement is dated when it is signed, and we cannot know that date. Write it in by hand at signing and use the date the last person signs. Do not date it earlier than the day it was actually signed.
What do the square brackets like [day/week] mean?
They are a choice the attorney left for you: strike the one that does not apply before signing, or write the right word in. They appear where a term genuinely depends on your deal — a day rate versus a weekly rate, days versus months of equipment rental.
Cast and crew
Can I just call my crew independent contractors?
Not by writing it in the agreement. Whether someone is an employee or a contractor is set by state law and by what actually happens on set. California applies an ABC test under AB5, and production crew rarely pass it — camera, grip, electric and production staff are doing work squarely within a production company's usual course of business. That is why the crew agreement in this packet is written as an employment deal memo. Getting this wrong is a wage-and-hour problem, not a paperwork problem.
California Labor & Workforce Development Agency, employment status
Am I required to have a written contract with a freelancer?
In two states, yes, above a dollar threshold. New York's Freelance Isn't Free Act added Article 44-A to the General Business Law in August 2024. California's Freelance Worker Protection Act covers professional services of $250 or more, counted across your contracts with that person over 120 days. Both carry penalties for not having the written contract. Using this packet and keeping the signed copies puts you on the right side of them.
New York State Department of Labor, Freelance Isn't Free Act · Nixon Peabody, New York and California freelance worker protections
One of my performers is under 18. Can I use the performer agreement?
No. The performer agreement in this packet is written for adults, and a parent's signature alone may not make a minor's agreement stick — minors can generally disaffirm contracts. Some states let a court approve a minor's employment contract so it cannot be disaffirmed (California, New York and Florida among them), and several require a share of earnings to go into a blocked trust account (California, New York, Illinois, Louisiana and New Mexico among them). Take advice in your state before the shoot day. A minor agreement and parental consent are planned as an add-on kit.
What is the crowd notice for, and where does it go?
It is the sign you post at the edge of a public area you are filming, telling people that being in the area means they may appear in the film. It is not a substitute for a signed personal release from anyone recognisable who actually matters to a scene. Post it where people enter, before they enter — a notice nobody could have read does no work.
Do I need a release from someone who is just walking past?
Usually not for genuinely incidental background, which is what the crowd notice covers. You do want a signed personal release from anyone recognisable whose appearance matters — a featured extra, a passer-by you direct, anyone the camera lingers on. The right to control commercial use of a person's name, image and voice is state law and differs sharply: around eighteen states have a statute and around eleven recognise it at common law, and New York's is narrow and statutory only.
CLIR, Appendix B: state statutes concerning rights of publicity
Locations and property
Who has to sign the location agreement?
Someone with authority to let you shoot there — the owner, or a manager who can bind the owner. A tenant usually cannot grant it alone, and a signature from someone who did not have the authority is the way a location agreement stops protecting you. If you are not sure, ask who owns the building and get them on the paper.
Which location agreement do I use — fee or no fee, deposit or no deposit?
Match the document to the deal. If you are paying for the location, use a fee version; if the owner is letting you shoot for nothing, use a no-fee version, which recites the consideration differently rather than leaving a blank dollar figure in a signed contract. Use a deposit version only if you are actually leaving a security deposit — those versions set out when it comes back.
Does a location agreement cover the permit?
No. A location agreement is between you and whoever controls the property. Permits, street closures, parking and police or fire requirements come from the city or county film office and are separate. So is insurance: most location owners will ask for a certificate naming them, and this service does not provide insurance.
Do I need anything extra to fly a drone?
Yes. Filming with a drone for a production is a commercial operation, so the pilot needs an FAA Part 107 Remote Pilot Certificate. Standard Part 107 flying is limited to aircraft under 55 lb, below 400 feet above ground level, within visual line of sight, in daylight or civil twilight with anti-collision lighting. A drone services agreement does not make an uncertificated pilot legal, and your insurance may not cover a flight that broke the rules. A drone kit is planned as an add-on.
Ownership and credit
Does paying someone mean I own what they made?
No. For a contributor who is not your employee, a contribution to a film is a work made for hire only if the parties expressly agree so in a written instrument signed by them. Without that signed writing the contributor keeps their copyright, however much you paid. This is the single most common gap in a first film's paperwork, and it surfaces years later when someone wants to license the film.
Should I promise a credit in writing?
Only the credit you can actually deliver. Credit obligations survive the shoot and are enforceable, and they bind whoever finishes the film — including a distributor who was not in the room when you promised it. Write the credit exactly as it should read on screen, and do not promise placement or size you do not control.
Can I use a song if I bought it or the artist said yes over text?
No. Recorded music normally needs two separate permissions: one for the recording itself and one for the underlying composition, and they are often owned by different people. Buying a copy licenses you to listen to it. A text message from one of several rights holders does not clear either right. Music licences are planned as an add-on kit; until then, commission original score or use properly licensed library music and keep the licence.
After delivery
Do you handle signatures?
No, by design. CFA does not route, witness or store signed documents. You download the PDFs and get them signed yourself, however you normally do it. That also means we never hold your signed contracts, which is the point.
What if I need to change something after delivery?
Adding a cast member, crew member, location or vendor is free and unlimited for as long as your access runs, and their documents are prepared and delivered the same way. Changing production-level details — the entity, the signatory, the governing state, the title, the dates — goes through a revision round: the first is free, and further rounds are $25 each. Only the documents affected are prepared again; the rest keep the version you already have.
How long do I have access to my documents?
Twelve months from purchase. We email you 30 days and 7 days before that runs out. Renewing before expiry is $35 for another year. After expiry the project is archived — your files are kept, not deleted, and reactivating is $70, which starts a fresh twelve months. Download and keep your own copies anyway: they are your contracts.