[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304158-105":53,"doc-detail-304158-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","understanding-the-irs-w-4p-form-complete-guide","UNDERSTANDING THE IRS W-4P FORM - Complete Guide","","Guide to completing the IRS W-4P form for periodic pension or annuity payments, including personal information entry, filing status selection, and when to complete Steps 2 through 4. Explains how withholding may be affected by marital status and Line 4c, and how to request no withholding using the section between Step 4 and Step 5. Provides practical instructions for checking monthly benefit statements after submission and updating withholding effective by the 15th.",{"@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/understanding-the-irs-w-4p-form-complete-guide/304158/",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/understanding-the-irs-w-4p-form-complete-guide/304158.png","ImageObject",442,249,{"name":88,"@type":89},"wps_ap_test_251126_0180","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Which parts of the W-4P form must be completed for most situations?","Question",{"text":108,"@type":109},"Complete Step 1 always. Complete Steps 2-4 only if they apply to you; otherwise skip to Step 5, as instructed on the form.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does marital status affect withholding on the W-4P form?",{"text":113,"@type":109},"Only complete Steps 2-4 if they apply to you. If Steps 2-4 are blank, taxes are withheld based on the marital status selected in Step 1c, and amounts entered on Line 4c are withheld in addition to other results from marital status or other entered information.",{"name":115,"@type":106,"acceptedAnswer":116},"How can I update my withholding after submitting a W-4P form?",{"text":117,"@type":109},"After submitting a new W-4P to SamCERA, review tax withholdings on your next monthly benefit statement. If withholdings are not what you intended, complete a new form for the following month, and update anytime as needed; forms received by the 15th of the month are effective that same month.","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},304158,1790136997,{"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":9,"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":4},8796095027276,"https://avatar.qwps.com/avatar/d3BzX2FwX3Rlc3RfMjUxMTI2XzAxODA=","UNDERSTANDING THE IRS W-4P FORM  \n1a Enter your first name, last name, and address.  \n1b Enter your social security number.  \n1c Select your marital status.  \nSteps 2-4  \nOnly complete steps 2-4 if they apply to you. If steps 2-4 are blank, SamCERA will withhold taxes based on your martial status in 1c.  \n*Please note that any amount you enter on Line 4c will be withheld in addition to any other taxes withheld as a result of your marital status or other information you have entered on this form.  \nTo request that no withholding be withheld from your payments, see the “No withholding” section between Step 4 and Step 5.  \nMore Information  \n• SamCERA does not provide tax advice. If you need assistance determining which withholding election is best for you, consult with a tax advisor.  \n• After submitting a new W-4P form to SamCERA, check the tax withholdings on your next monthly benefit statement to make sure it looks correct. If the withholdings are not what you intended, complete a new form for the following month.  \n• You can update your withholdings anytime, as needed. Tax withholding forms received by the 15th of the month are effective that same month.  \n• If you have questions about the W-4P form, contact the IRS: Internal Revenue Service (IRS) - (800) [829-1040 or www.irs.gov](829-1040 or www.irs.gov).  \n• The W-4P form in its entirety & complete instructions can be [found on the IRS website: www.irs.gov/FormW4P](found on the IRS website: www.irs.gov/FormW4P).  \nSubmit completed forms to SamCERA Mail: 100 Marine Parkway, Suite 125  \nRedwood City, CA 94065  \nFax: (650) 591-1488  \n\n| \u003Cbr>Form W-4P\u003Cbr>Department of the Treasury Internal Revenue Service\u003Cbr>Withholding Certificate for Periodic Pension or Annuity Payments\u003Cbr>Give Form W-4P to the payer of your pension or annuity payments.\u003Cbr>Step 1: Enter Personal Information\u003Cbr>(a) First name and middle initial Last name\u003Cbr>Address\u003Cbr>City or town, state, and ZIP code\u003Cbr>OMB No. 1545-0074\u003Cbr>2026\u003Cbr>(b) Social security number\u003Cbr>(c) Single or Married filing separately\u003Cbr>Married filing jointly or Qualifying surviving spouse\u003Cbr>Head 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.\u003Cbr>TIP: 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.\u003Cbr>Complete 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).  |  |\n| --- | --- |\n| Step 2: Income From a Job and/or Multiple Pensions/ Annuities (Including a Spouse’s Job/Pension/ Annuity) | Complete this step if you (1) have income from a job or more than one pension/annuity, or (2) are married filing jointl","cbCaijcoDpj2CAB0","https://ap.wps.com/l/cbCaijcoDpj2CAB0","pdf",145744,"English","# Understanding the IRS W-4P Form\n## Step 1: Enter Personal Information\n## Steps 2-4: When to Complete and How\n## More Information and Submission Instructions","[{\"question\":\"Which parts of the W-4P form must be completed for most situations?\",\"answer\":\"Complete Step 1 always. Complete Steps 2-4 only if they apply to you; otherwise skip to Step 5, as instructed on the form.\"},{\"question\":\"How does marital status affect withholding on the W-4P form?\",\"answer\":\"Only complete Steps 2-4 if they apply to you. If Steps 2-4 are blank, taxes are withheld based on the marital status selected in Step 1c, and amounts entered on Line 4c are withheld in addition to other results from marital status or other entered information.\"},{\"question\":\"How can I update my withholding after submitting a W-4P form?\",\"answer\":\"After submitting a new W-4P to SamCERA, review tax withholdings on your next monthly benefit statement. If withholdings are not what you intended, complete a new form for the following month, and update anytime as needed; forms received by the 15th of the month are effective that same month.\"}]","UNDERSTANDING THE IRS W-4P FORM - Complete Guide | PDF",1789810679]