[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304634-105":53,"doc-detail-304634-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","income-tax-withholding-preference-certificate-instructions","Income Tax Withholding Preference Certificate - Instructions","","Instructions for completing an Income Tax Withholding Preference Certificate, including how to specify federal and California state income tax withholding based on benefit payment type, payment timing, residency, and recipient status. Elections take effect within one to two pay periods and remain active until changed. Guidance covers calculating correct withholding using IRS Form W-4P and EDD Form DE 4P, consequences of insufficient tax, and detailed steps for completing Sections 1–3.2.2.1.",{"@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/income-tax-withholding-preference-certificate-instructions/304634/",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/income-tax-withholding-preference-certificate-instructions/304634.png","ImageObject",442,249,{"name":88,"@type":89},"Patrick","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-29","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When do withholding preference elections take effect, and how long do they last?","Question",{"text":108,"@type":109},"Elections take effect within one to two pay periods after CalSTRS receives the form. If valid, they remain in effect until you change or cancel them.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does CalSTRS determine California state tax withholding if no election is made?",{"text":113,"@type":109},"In the absence of an election or other documentation, CalSTRS applies state tax withholding based on the address on record.",{"name":115,"@type":106,"acceptedAnswer":116},"What should you use to calculate federal and California state withholding amounts?",{"text":117,"@type":109},"For federal withholding, use IRS Form W-4P (with its worksheet and instructions). For California state withholding, use EDD Form DE 4P.","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},304634,1790392937,{"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":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},549758146520,"https://ap-avatar.wpscdn.com/avatar/80002397d8c0411e94?_k=1775819394049821470","# Income Tax Withholding Preference Certificate Instructions  \n\nRead these instructions before completing this form.Print or type in dark ink. Initial all corrections. Youalso can elect your tax withholding preferencesonline using your myCalSTRS account atmyCalSTRS.com .  \nUse this form to indicate your federal and state incometax withholding from your benefit payments. The methodand rate of withholding depends on whether the paymentis monthly , a lump sum or an eligible rollover distribution;whether the payment is delivered outside the U.S. , or itscommonwealths and possessions; and whether therecipient is a nonresident alien individual, a nonresidentalien beneficiary or a foreign estate.  \nThe elections you make will take effect within one to twopay periods after we receive your form. If valid, yourincome tax withholding preferences will remain in effectuntil you change or cancel them. Because your taxsituation may change from year to year, you may want toreview your withholdings elections each year.Calculating your withholding: To calculate the properamount of tax withholding, use IRS Form W-4P(which has a worksheet and instructions) at irs.gov foryour federal withholding, and EDD Form DE 4P atedd.ca.gov for your state withholding.  \nUnder federal law, California cannot tax your benefitpayment if you reside outside California. If you do notlive in California but think you may be liable forCalifornia state income tax, you may requestCalSTRS to withhold state income tax. In absence ofany additional documentation, CalSTRS will use theaddress we have on record to determine your statetax withholding.  \nChoosing not to have income tax withheld: You canchoose not to have federal income tax withheld fromyour payments that are not eligible for rollover.NOTE: There are penalties for not paying enoughfederal and state tax during the year, either throughwithholding or estimated tax payments. See IRSPublication 505, Tax Withholding and Estimated Tax,at irs.gov. It explains your estimated tax requirementsand describes penalties in detail. You may be able toavoid quarterly estimated tax payments by havingenough tax withheld from your benefit payment. Visitthe Franchise Tax Board’s website at ftb.ca.gov to  \nlearn more.  \n## SECTION 1: YOUR INFORMATION\n\nEnter your full name, Client ID or Social Securitynumber, mailing address and telephone number. Youcan find your Client ID on your payment statementand Retirement Progress Report. For an estate, enterthe estate’s employer identification number instead ofthe Social Security number.  \n## SECTION 2: PAYMENT TYPES\n\nCheck a box to indicate the type of payments you wantyour withholding preferences applied to. Complete aseparate form for each type of payment you receive fromCalSTRS. See your benefits application or warrant foraccount information.  \n## SECTION 3: TAX WITHHOLDING FOR LIFETIMEBENEFIT OR ANNUITY OF 10 YEARS\n\nIf you are receiving a lifetime monthly benefit or an  \nannuity of 10 years, indicate your federal and state taxwithholding preferences. If you do not complete thissection, we must withhold federal income tax from yourmonthly benefit payments as single with no adjustments.We must withhold state income tax as married claimingthree withholding allowances (unless you are anonresident of California, in which case we will notwithhold state tax) .  \n## SECTION 3.1 CALIFORNIA STATE INCOME TAXWITHHOLDING\n\nIf you want California state income tax withheld,indicate the number of withholding allowances andyour marital status by checking the appropriate box,and specify an additional flat dollar amount, if any.Use the EDD Form DE-4P to calculate state taxwithholding. You may designate a dollar amount towithhold instead of claiming withholding allowances.California does not tax the CalSTRS benefits ofnonresidents. To learn more about Californiaresidency, see Franchise Tax Board Publication 1031,Guidelines for Determining Resident Status, atftb.ca.gov .  \nIf you do not want any state income tax w","cbCaijmfcsmLbvjS","https://ap.wps.com/l/cbCaijmfcsmLbvjS","pdf",441924,6,"English","# Income Tax Withholding Preference Certificate Instructions\n## Section 1: Your Information\n## Section 2: Payment Types\n## Section 3: Tax Withholding for Lifetime Benefit or Annuity of 10 Years\n## Section 3.1 California State Income Tax Withholding\n## Section 3.2 Federal Income Tax Withholding\n## Section 3.2.2.1 Income From Your or a Spouse’s Job, Other Pensions or Annuities","[{\"question\":\"When do withholding preference elections take effect, and how long do they last?\",\"answer\":\"Elections take effect within one to two pay periods after CalSTRS receives the form. If valid, they remain in effect until you change or cancel them.\"},{\"question\":\"How does CalSTRS determine California state tax withholding if no election is made?\",\"answer\":\"In the absence of an election or other documentation, CalSTRS applies state tax withholding based on the address on record.\"},{\"question\":\"What should you use to calculate federal and California state withholding amounts?\",\"answer\":\"For federal withholding, use IRS Form W-4P (with its worksheet and instructions). For California state withholding, use EDD Form DE 4P.\"}]","Income Tax Withholding Preference Certificate - Instructions | PDF",1789815587]