Change Payment Options

Making changes to your payments and tax withholdings takes just a few clicks.

Payments

Select	Paid To	Start Date	Amount	Type	Request Status
	Participant	09/01/20YY	$524.00	Annuity	Complete

Federal and State Tax Withholding Options

Federal Withholding

Tax Withholding	Marital Status	Additional Pension Income	Qualifying Dependent and Credit	Other Income	Other Deduction	Additional Amount
Calculated	Married Filing Jointly or Qualifying Widow(er)	$0.00	$0.00	$12,900.00	$0.00	$0.00

State Withholding

Tax Withholding	Marital Status	Exemptions	Amount	Percent
Calculated using Marital Status and Exemptions	Head of Household	0	$0.00	0.00%

If you are a non US citizen, you must complete a W-8 form and return the original to the Benefits Service Center.

If you are a US citizen living outside the US, you must complete a W-9 form and return the original to the Benefits Service Center.

Adjustments to your tax withholding will not be processed until your form is received and approved. To return your form, you may:

Upload your completed form
Mail your completed form to:

Benefits Service Center
PO BOX 601567
DALLAS, TX 75360-1567

Enter the tax withholding elections for your selected payment. For guidance on taxation of pension payments, please review:

Federal guidelines with IRS Form W-4P

State Tax Withholding Summary

Type of Tax	Federal
Tax Withholding	Tax Withholding
Marital Status	Marital Status
Additional Pension Income	$
Qualifying Dependent and Credit	$
Other Income	$
Other Deductions	$
Additional Withholding Amount	$
Federal Tax Withholding: If your withholding elections are invalid, the Trustee will withhold Federal income tax as if you are single with no adjustments.

Type of Tax	Type of Tax
Tax Withholding	Tax Withholding
Marital Status	Marital Status
Exemptions
Amount	$
Percent	%
Complete the information only as it applies to the withholding rules of your state of legal residency. Contact your state tax office or website for help determining the number of allowances. Your election will not be considered valid if it does not apply to your state’s taxation rules. GEORGIA Residents: For lump sum payments eligible for rollover and annuity payments, state income tax will not be withheld unless you specify voluntary withholding information. Withholding allowances and marital status may be specified, plus a designated additional amount, if desired. State income tax of 26% of federal taxes will be withheld from lump sum payments not eligible for rollover.
Take note: Your state tax election must comply with your state’s rules and will be overridden if necessary.

This change will be effective with your September 1, 2014 payment.

By typing your full name and today's date, you are signing this form electronically.

Full Name Date (MM/DD/YYYY)

Payment Delivery Instructions

Delivery Method	Financial Institution Nickname	Financial Institution Details
Direct Deposit (EFT)	Bank 1	FIRST BANK Account Type: Checking ABA: ***6789 Acct: ****3215

Delivery Method	Mailing Address Nickname	Mailing Address
US Postal Service

Update your preferences for the selected payment.

Direct Deposit (EFT)

Financial Institution Nickname

Financial Institution Name

Account Type

ABA/Routing Number

Banking Account Number

US Postal Service

Address Nickname

Country:

Address Line 1:

Address Line 2:

Address Line 3:

City:

State:

Zip/Postal Code:

Beneficiaries

First and Last Name	Relationship	Percentage
Add beneficiary

First and Last Name	Relationship	Percentage
Add beneficiary

Joint

First and Last Name	Relationship	Percentage
Demo Spouse	Spouse	100.00%
Beneficiary: First Name: Last Name: Name: Date of Birth: Relationship: SSN: Percentage: % Country: Address: Address 2: Address 3: City: State/Province/Region: Zip/Postal Code: Cancel You have unsaved changes to your beneficiares. Are you sure you want to cancel?
Add beneficiary

Plan administrative services provided by Voya Retirement Insurance and Annuity Company (“VRIAC”) or Voya Institutional Plan Services, LLC (“VIPS”). Neither VRIAC nor VIPS engage in the sale or solicitation of securities. All companies are members of the Voya family of companies. VRIAC and VIPS are independent from Milliman, Inc.

Change Payment Options

Making changes to your payments and tax withholdings takes just a few clicks.

Federal Withholding

State Withholding

cancel

cancel

Primary

Primary

Joint

Cancel

cancel