As to annuity contracts already in Payout status, why do I need to complete the tax withholding election form W4-P?
The IRS requires TIAA-CREF obtain the signed Federal Tax Withholding Election form W-4P before completing the process. Generally, upon receipt of notice that the QDRO has been issued by the court, payments will be put on hold, and the process to divide them implemented. After implementation the benefits will be released for receipt by the first of the month unless otherwise specified.
Related Questions
- Why must I complete a Change of Status Request (HRM-3) for extra service, since this form does not reference a box for extra service? In what box should I place the information pertaining to the extra service?
- HOW DO I CHANGE MY W4 (FEDERAL), IT2104 (STATE, CITY) TAX STATUS OR WITHHOLDING STATUS?
- Do I complete Form W-4 for my YourEncore tax withholding?
