Get Federal Tax Withholding Election Substitute Form W-4p For ... - Tiaa-cref - Tiaa-cref

Completing the Federal Tax Withholding Election Substitute Form W-4p is essential for managing your federal tax withholding on periodic withdrawals. This guide provides step-by-step instructions to ensure you accurately fill out each section of the form.

Follow the steps to complete your Federal Tax Withholding Election Substitute Form W-4p.

1. Press the ‘Get Form’ button to access the form and open it in your document editor.
2. Provide your personal information in the first section. Fill in your first name, middle initial, last name, and suffix. Also, include your Social Security Number or Taxpayer Identification Number. Be sure to indicate the contract number relevant to your tax election.
3. In the next section, enter your TIAA Number, CREF Number, Plan Number, Sub Plan Number, and Plan Name to link your tax election to the correct contracts.
4. For the withholding election, select your marital status and indicate the total number of withholding allowances. If you wish to specify an additional amount to be withheld, indicate this in the appropriate field.
5. For those receiving a Transfer Payout Annuity or Interest Payment Retirement Option, specify any percentage greater than the mandatory 20% rate to be withheld from payments, if applicable.
6. Finally, sign and date the form where indicated. Your signature confirms that the form will take effect with your next payment and that you understand you can revoke this election at any time.
7. Once completed, you can save your changes, download or print the form, and then submit it as directed, either via fax or standard mail, or upload it online.

Complete your documents online today to ensure your federal tax withholding is set correctly.