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