Personal and tax data change form 2026

1. Click ‘Get Form’ to open the personal and tax data change form in the editor.
2. Begin by entering your Social Security Number or Employee ID at the top of the form, followed by your first, middle, and last name.
3. In the 'Changes Requested' section, check all applicable boxes for the changes you wish to make, such as name change or tax information updates.
4. Complete only the sections relevant to your requested changes. For example, if changing your name, fill in the new first, middle, and last names.
5. If updating your tax information, ensure you attach a completed Federal W4 and/or State IT-2104 form as required.
6. Review all entered information for accuracy before signing and dating the bottom of the form.
7. Make a copy of your completed form for your records before submitting it via fax or mail to HR Connect.

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