I. VOLUNTARY TAX WITHHOLDING STATES
State Income Tax Withholding Election Notice for Qualified Pension and Annuity Payments
Instructions: Find your state of residence and complete the form as directed. If your payments are initiating and you do not want state income tax withheld, please do not return this form. If you make an election, you must sign and complete the Personal Information section.
** If you are currently receiving payments and want to discontinue state withholding, please check here.
I. VOLUNTARY TAX WITHHOLDING STATES
Residents of Alabama, Colorado, Connecticut, Indiana, Missouri, Montana, New Jersey, New Mexico (must be at least $10.00),
Illinois, Mississippi, New York (must be at least $5.00),
Louisiana, North Dakota, Pennsylvania, Rhode Island, West Virginia, Wisconsin (no minimum withholding)
If you want state income tax withheld from your pension or annuity payment, and you reside in one of the states listed above, please indicate a
flat amount $
or whole percent
%.
Arizona residents: If you are receiving a non-periodic payment, or a distribution from an IRA or SEP, state income tax withholding is not
applicable. If you are receiving periodic pension or annuity payments and you want state income taxes withheld, please select one of the following:
.8% 1.3% 1.8% 2.7% 3.6% 4.2% 5.1% of the taxable amount of the distribution.
Additional Amount (if any) $
Idaho, Minnesota, and Utah residents: If you want state income tax withheld, complete the following:
Marital Status (check one): Single
Married
Married, but withhold at higher Single rate
Number of Exemptions
Additional Amount (if any) $
Kentucky and South Carolina residents: If you want state income tax withheld, select one of the following two options:
1. Number of exemptions you are claiming
and additional amount you want withheld per payment (if any) $
OR
2. Flat amount $
or whole percent
% to withhold from each payment.
Ohio residents: If you want state income tax withheld, select one of the following two options:
1. I want state income tax withheld, based on the following number of exemptions
OR
2. I want state tax withheld in the following flat amount $
or whole percent
periodic payment, withholding must be at least 3.5% of the distribution.)
%. (If you are receiving a non-
II. NO TAX WITHHOLDING STATES
If you reside in one of the following states, do not return this form. State income tax withholding is not permitted. Alaska, Florida, Hawaii, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming
III. PERSONAL INFORMATION ? Must be Completed
First Name:
MI:
Last Name:
Street Address:
City: Signature:
State:
Social Security Number:
Benefit Type: Participant SSN: Zip Code:
Date:
Southwest Administrative Office, 225 South Lake Ave, Suite 1200, Pasadena, CA 91101.3000 (866) 648-6878 Northern California Administrative Office, 1000 Marina Boulevard, Suite 400 Brisbane, CA 94005-1841 (800)-845-4162 Northwest Area Administrative Office, 2323 Eastlake Ave. East, Seattle WA 98102-3393 (800)-531-1489 Portland Administrative Office, 700 NE Multnomah , Suite 870, Portland, OR 97232 (800)-845-9040
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