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IRS Information

Refer to this list of IRS forms and tools to complete your important tax-related tasks. Before you fill out your forms or use the withholding calculator, you might want to speak with your tax advisor or the IRS if you have questions about your taxes.

W-4P

Withholding certificate for pension or annuity payments. Use this form to tell payers the correct amount of federal income tax to withhold from your payment(s). You can send this form to the DRS mailing address.

Internal Revenue Service (IRS)
800.829.1040
www.irs.gov
The IRS administers the Internal Revenue Code enacted by Congress.

W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding. Note: This form is on the IRS website. Use the search function on the IRS website to locate the form.

W-9

Request for Taxpayer Identification Number (TIN) and Certification. Note: This form is on the IRS website. Use the search function on the IRS website to locate the form.

1099-R tax forms

Like the W-2 you receive when you’re employed, retirees have their own version of income reported to the IRS. This is a tax form called a 1099-R. 1099-R forms for the preceding tax year are normally mailed and posted in your online account near the end of January. See more about the 1099-R tax form.

Federal Income Tax Withholding Calculator

This tool is provided to assist you with your federal income tax withholding. The calculations are based on information you entered, and do not reflect the full complexity of federal income tax law. Contact your tax advisor or the IRS if you have questions about your taxes.

If you’re retired, you may sign into your online retirement account, and update your withholding by using a personalized calculator.

IRS limits

Higher income public employee pensions can be affected by IRS limits.

Updating Your Address and/or Name

Retirees, inactive members, beneficiaries and legal-order payees: You can update your address from your online retirement account. Just select “Address” from the welcome screen. If you need to update your name, fill out and send in a printed form as well as a copy of documentation showing the change.

Active members: Update your name and/or address through your employer. That new information will soon appear in your online retirement account.

Direct Deposit

Set up and manage direct deposit of your benefit payments from your online retirement account. Just follow the “Direct Deposit” directions under “My Account” in the navigation menu.

(If you prefer to fill out and mail in a printed form, select this link.)

Beneficiary Designation

Members, you can update your beneficiary information from your online retirement account. Select “My Account” in the navigation menu and then “View/Edit” beside “Beneficiary.”

(If you prefer to fill out and mail in a printed form, select this link.)