Template Sample

Withholding for Periodic Pension or Annuity Payments: W-4P

In the United States, recipients of pensions, annuities, etc., payments use the W-4P to inform payers of the amount of federal income tax to withhold from those payments.

In addition to the template sample, our Customer Success experts created a complimentary Rapid Implementation Video showing you how to use a similar template and start sending live W-4Ps today. 


 Click the link below to download the sample template.