Find and complete the digital forms you need to manage taxes and withholding from your pension payments.



Please note: Depending on when you submit your form(s), it may take 1—2 pay cycles for any changes to take effect. 

 

U.S. federal tax withholding

Complete, sign, and submit this form to have the correct amount of federal tax withheld from your payments.

 

State tax withholding

Choose your state, then complete, sign, and submit its W-4 form to specify how much state income tax to withhold from your payments.

(Note that these states don’t levy taxes on income and/or earned wages: Alaska, Florida, Hawaii, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming.)

 

Additional forms

Representatives (including Spanish speakers and multilingual translators) are available Monday – Friday, 8 a.m. – 6 p.m. ET.

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