Get Nonresident Withholding Waiver Request

Filing the Nonresident Withholding Waiver Request form is a crucial step for individuals and businesses seeking a waiver on withholding payments for California source income to nonresident payees. This guide will provide you with clear, step-by-step instructions to ensure a smooth online completion of the form.

Follow the steps to successfully complete your waiver request online.

1. Click ‘Get Form’ button to obtain the Nonresident Withholding Waiver Request form and open it in your editor.
2. In Part I, fill in the withholding agent information. Select the appropriate checkbox to indicate your taxpayer identification number (TIN) type and provide the corresponding number, including your business name, phone number, and address.
3. In Part II, complete the requester information. Similar to Part I, choose the appropriate TIN type and number, and provide the requester’s name and address.
4. Proceed to Part III and check the box for the type of income subject to withholding. Select only one type from options provided, such as payment to independent contractors or trust distributions.
5. In Part IV, enter details for each payee. Check the TIN box type, provide the number, and complete the necessary information including address. If there are additional payees, ensure to attach further pages with the required details.
6. Indicate the reason for the waiver request by checking the appropriate letter code from the provided options. If selecting Reason E, ensure to attach the additional information as needed.
7. Finally, sign the form, providing the requester's name, title, and date of signing. After ensuring all sections are correctly filled, save your changes, and proceed to download, print, or share the completed form as necessary.

Submit your Nonresident Withholding Waiver Request form online today to facilitate the processing of your waiver.