General Tax Forms

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Form Name
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IRS Form W-4
For your employer to withhold tax from your pay.
N/AGet Form
IRS Form W-7
Application for IRS individual identification number.
N/AGet Form
IRS Form W-8 BEN
Tax reporting and withholding for non-U.S. citizens and residents.
N/A Get Form
IRS Form W-9
Certify that your Social Security number is correct.
N/AGet Form
State Income Tax Withholding
  • Cash Withdrawals
N/A Get Form
  • Periodic Withdrawals
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Special Tax Notice Regarding Plan Payments
Required notification of option to roll over cash withdrawals.
N/A Get Form
Relative Value Disclosure Illustration
Before taking a withdrawal from a plan sponsored by a private employer, you should be aware of your alternative options for receiving income. The charts provide examples.
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Federal Tax Withholding (W-4P Withholding Certificate)
Elect your federal tax withholding for withdrawals.
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Federal Tax Withholding (W-4P Withholding Certificate) TIAA-CREF Version
Elect your federal tax withholding for withdrawals. Form includes helpful tips.
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