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It guides completion through steps covering other income and multiple pensions/annuities, optional use of an IRS estimator for accurate withholding, and selection of deductions and credits. The form includes conditions for claiming dependent and other credits, election options for withholding or no withholding, and a required signature date. It also contains general IRS guidance and notice references.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-w-4p-withholding-certificate-for-periodic-pension-or-annuity-payments/304162/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-w-4p-withholding-certificate-for-periodic-pension-or-annuity-payments/304162.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver Hayes","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who should submit Form W-4P and to whom is it given?","Question",{"text":108,"@type":109},"Provide Form W-4P to the payer of your pension or annuity payments. The payer uses it to determine withholding for your payments.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When should you complete Steps 2–4 on Form W-4P?",{"text":113,"@type":109},"Complete Steps 2–4 only if they apply to you; otherwise, skip to Step 5. The form references additional guidance on each step and when to use the estimator.",{"name":115,"@type":106,"acceptedAnswer":116},"What do you do if you want no federal income tax withheld?",{"text":117,"@type":109},"Use the election option shown on the form requesting no withholding be withheld from your payments, and follow the referenced instructions about choosing not to have income tax withheld.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304162,1790405162,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},687207020761,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","PRINT FORM  \nForm W-4P  \nDepartment of the Treasury Internal Revenue Service  \nWithholding Certificate for Periodic Pension or Annuity Payments  \nGive Form W-4P to the payer of your pension or annuity payments.  \nStep 1: Enter Personal Information  \n(a) First name and middle initial Last name  \nAddress  \nCity or town, state, and ZIP code  \nOMB No. 1545-0074  \n2026  \n(b) Social security number  \nLast 4 ONLY  \nOhio DC Account \\#  \n(c) Single or Married filing separately  \nMarried filing jointly or Qualifying surviving spouse  \nHead of household (Check only if you’re unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.) Caution: To claim certain credits or deductions on your tax return, you (and/or your spouse if married filing jointly) are required to have a social security number valid for employment. See page 2 for more information.  \nTIP: Consider [using the estimator at](using the estimator at www.irs.gov/W4App to determine the most accurate withholding for)[ www.irs.gov/W4App](using the estimator at www.irs.gov/W4App to determine the most accurate withholding for)[ to determine the most accurate withholding for](using the estimator at www.irs.gov/W4App to determine the most accurate withholding for) the rest of the year if you: are completing this form after the beginning of the year; expect to receive your payments only part of the year; or have changes during the year in your marital status, number of pensions/jobs for you (and/or your spouse if married filing jointly), dependents, other income (not from jobs or pension/annuity payments), deductions, or credits. Have your most recent payment statements/pay stubs from this year available when using the estimator. At the beginning of next year, use the estimator again to recheck your withholding.  \nComplete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See pages 2 and 3 for more information on each step, when to [use the estimator at](use the estimator at www.irs.gov/W4App)[ www.irs.gov/W4App](use the estimator at www.irs.gov/W4App), and how to elect to have no federal income tax withheld (if permitted).   \nStep 2: Income From a Job and/or Multiple Pensions/ Annuities (Including a Spouse’s Job/Pension/ Annuity)  \nComplete this step if you (1) have income from a job or more than one pension/annuity, or (2) are married filing jointly and your spouse receives income from a job or a pension/annuity. See page 2 for examples on how to complete Step 2.  \nDo only one of the following.  \n(a) [Use the estimator at](Use the estimator at www.irs.gov/W4App for)[ www.irs.gov/W4App](Use the estimator at www.irs.gov/W4App for)[ for](Use the estimator at www.irs.gov/W4App for) the most accurate withholding for this step (and Steps 3–4). If you or your spouse have self-employment income, use this option; or  \n(b) Complete the items below.  \n(i) If you (and/or your spouse) have one or more jobs, then enter the total taxable annual pay from all jobs, plus any income entered on Form W-4, Step 4(a), for the jobs, minus  \nthe deductions entered on Form W-4, Step 4(b), for the jobs. Otherwise, enter “-0-” . .  $ (ii) If you (and/or your spouse) have any other pensions/annuities that pay less annually  \nthan this pension/annuity, then enter the total annual taxable payments from all lower  \npaying pensions/annuities. Otherwise, enter “-0-” . . . . . . . . . . . . .  $   \n(iii) Add the amounts from items (i) and (ii) and enter the total here . . . . . . . .  $  TIP: To be accurate, submit a new Form W-4P for all other pensions/annuities if you haven’t updated your withholding since 2021 or this is a new pension/annuity that pays less than the other(s) . Submit a new Form W-4 for your job(s) if you have not updated your withholding since 2019.  \nComplete Steps 3–4(b) on this form only if (b)(i) is blank and this pension/annuity pays the most annually. Otherwise, do not complete Steps 3–4(b) on this form.  \n\n| Step 3: Claim\u003Cbr>Depe","cbCaig0fpiw37llI","https://ap.wps.com/l/cbCaig0fpiw37llI","pdf",109574,"English","# Step 1: Enter Personal Information\n## Step 2: Income From a Job and/or Multiple Pensions/Annuities\n## Step 3: Claim Dependent and Other Credits\n## Step 4: Other Adjustments\n# Step 5: Sign Here","[{\"question\":\"Who should submit Form W-4P and to whom is it given?\",\"answer\":\"Provide Form W-4P to the payer of your pension or annuity payments. The payer uses it to determine withholding for your payments.\"},{\"question\":\"When should you complete Steps 2–4 on Form W-4P?\",\"answer\":\"Complete Steps 2–4 only if they apply to you; otherwise, skip to Step 5. The form references additional guidance on each step and when to use the estimator.\"},{\"question\":\"What do you do if you want no federal income tax withheld?\",\"answer\":\"Use the election option shown on the form requesting no withholding be withheld from your payments, and follow the referenced instructions about choosing not to have income tax withheld.\"}]","Form W-4P - Withholding Certificate for Periodic Pension or Annuity Payments | PDF",1789810687]