INSTRUCTIONS: ALABAMA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS (Form RSA WCPAP)
To document your wishes regarding withholding federal tax deductions from monthly pensions or annuities administered by the Retirement Systems of Alabama, file the form discussed in this article. This document can be obtained from the website of the Retirement Systems of Alabama.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 1: Enter the member's name on the first blank line.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 2: Enter the member's Social Security number on the second blank line.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 3: Check the box on line 1 if you do not wish to have federal tax deductions withheld from monthly pensions or annuities. If this is the case, do not complete any other areas of this form other than signing and dating the bottom of the page.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 4: Check the box on line 2 if you wish to have federal withholding tax calculated using your marital status and the number of exemptions being claimed.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 5: Indicate your marital status with a check mark on line A.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 6: Enter the total number of exemptions being claimed on line B. If left blank, it will be assumed you meant 0.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 7: Check the box on line 3 if you wish to have an amount withheld from your monthly pension or annuity payments greater than the amount on the tax tables.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 8: Indicate your marital status with a check mark on line A.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 9: Enter the total exemptions being claimed on line B.
Alabama Withholding Certificate For Pension Or Annuity Payments RSA WCPAP Step 10: Check the box on line 4 if you want an additional amount withheld. Enter the amount, note your marital status on line A with a check mark, and enter the total exemptions being claimed on line B. Enter your signature and the date at the bottom of the page.