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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your full name, Social Security number, and home address in the designated fields. Ensure accuracy as this information is crucial for processing.
- In the section regarding withholding preferences, select whether you want income tax withheld from your pension or annuity payments. Check the appropriate box for either exemption or specific allowances.
- If opting for withholding based on allowances, specify the number of allowances you are claiming and indicate your marital status. Use the accompanying worksheets if needed to determine these figures.
- For additional withholding amounts, enter any extra dollar amount you wish to be withheld from each payment in the provided field.
- Finally, sign and date the form at the bottom before submitting it to ensure it is valid.
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