Substitute W-4P Tax Withholding Certificate for Pension or Annuity Payments

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Summary

If you want to change federal or state income tax withholding, you must submit this form to ETF.

Visit our online Income Tax Withholding Calculator, a free tool to help calculate the impact of your income tax withholding on the annuity payments you receive.

To complete the form electronically, be sure to first download the form, complete using Acrobat Reader, and save. Note: ETF is unable to assist with Adobe Acrobat Reader technical or compatibility issues. If you need assistance, please visit Adobe’s help site at https://helpx.adobe.com/support/reader.html.

Once you click on the "Submit your completed application securely here" link below, you will be taken to the Box website, which is a secure and confidential way to send your information to ETF. You don’t need an account with Box to submit forms with this link. Basic contact information is required in case the form is not readable.

After you submit, you'll see "Success! Your file has been submitted."

It will take a few days to be imaged into your records, at which point ETF staff will be able to view your document. If you have any questions, please contact ETF at 1-877-533-5020.

Submit your completed application securely here.