IRS Form W-4V Voluntary Withholding Request

What Is W-4V Form?

IRS Form W-4V, Voluntary Withholding Request is a document used to ask your payer to withhold a federal income tax. It may be implemented if you receive one of the following government payments:

  • Social security benefits;
  • Social security equivalent Tier 1 railroad retirement benefits - annuities, benefits, unemployment-sickness and survivor programs for the railroad workers and their families;
  • Unemployment compensation;
  • Commodity Credit Corporation loans - loans from the agency of the Department of Agriculture given to protect, stabilize and support farm income and agricultural prices;
  • Dividends and distributions paid by Alaska Native Corporations to its shareholders;
  • Crop disaster payments under Title II of the Disaster Assistance Act of 1988 or under the Agricultural Act of 1949 - this financial assistance is paid when the loss of inventory, prevented planting, or low yields occur as a result of a natural disaster.

The latest version of the form - referred to as the IRS Voluntary Withholding Request - was released by the Internal Revenue Service (IRS) in February 2018 with all previous editions obsolete. A fillable W-4V Form is available for download below.

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W-4V
Voluntary Withholding Request
Form
(Rev. February 2018)
(For unemployment compensation and certain Federal Government and other payments.)
Department of the Treasury
Go to www.irs.gov/FormW4V for the latest information.
Internal Revenue Service
Instructions
Note. For withholding on social security benefits, give or send the
completed Form W-4V to your local Social Security Administration
Purpose of Form
office.
Line 3. If your address is outside the United States or the U.S.
If you receive any government payment shown below, you may use
possessions, enter on line 3 the city, province or state, and name of the
Form W-4V to ask the payer to withhold federal income tax.
country. Follow the country’s practice for entering the postal code.
• Unemployment compensation (including Railroad Unemployment
Don’t abbreviate the country name.
Insurance Act (RUIA) payments).
Line 4. Enter the claim or identification number you use with your payer.
• Social security benefits.
For withholding from social security benefits, the claim number is the
• Social security equivalent Tier 1 railroad retirement benefits.
social security number under which a claim is filed or benefits are paid
(for example, 123-45-6789A or 123-45-6789B6). The letter or
• Commodity Credit Corporation loans.
letter/number combination suffix that follows the claim number identifies
• Certain crop disaster payments under the Agricultural Act of 1949 or
the type of benefit (for example, a wage earner, a spouse, or a
under Title II of the Disaster Assistance Act of 1988.
widow(er)). The claim number may or may not be your own social
• Dividends and other distributions from Alaska Native Corporations
security number. If you are unsure about what number to use, contact
to its shareholders.
the Social Security Administration at 1-800-772-1213 (toll-free). For
other government payments, consult your payer for the correct claim or
Consult your payer if you’re uncertain whether your payment is
identification number format.
eligible for voluntary withholding.
Line 5. If you want federal income tax withheld from your
You aren’t required to have federal income tax withheld from these
unemployment compensation, check the box on line 5. The payer will
payments. Your request is voluntary.
withhold 10% from each payment.
Note. Payers may develop their own form for you to request federal
Line 6. If you receive any of the payments listed on line 6, check the box
income tax withholding. If a payer gives you its own form instead of
to indicate the percentage (7%, 10%, 12%, or 22%) you want withheld
Form W-4V, use that form.
from each payment.
Why Should I Request Withholding?
Line 7. See How Do I Stop Withholding? below.
You may find that having federal income tax withheld from the listed
Sign this form. Form W-4V is not considered valid unless you sign it.
payments is more convenient than making quarterly estimated tax
payments. However, if you have other income that isn’t subject to
When Will My Withholding Start?
withholding, consider making estimated tax payments. For more details,
Ask your payer exactly when income tax withholding will begin. The
see Form 1040-ES, Estimated Tax for Individuals.
federal income tax withholding you choose on this form will remain in
How Much Can I Have Withheld?
effect until you change or stop it or the payments stop.
For unemployment compensation, the payer is permitted to withhold
How Do I Change Withholding?
10% from each payment. No other percentage or amount is allowed.
If you are getting a payment other than unemployment compensation
For any other government payment listed above, you may choose to
and want to change your withholding rate, complete a new Form W-4V.
have the payer withhold federal income tax of 7%, 10%, 12%, or 22%
Give the new form to the payer.
from each payment, but no other percentage or amount.
How Do I Stop Withholding?
What Do I Need To Do?
If you want to stop withholding, complete a new Form W-4V. After
Complete lines 1 through 4; check one box on line 5, 6, or 7; sign Form
completing lines 1 through 4, check the box on line 7, and sign and date
W-4V; and give it to the payer, not to the IRS.
the form; then give the new form to the payer.
Separate here
W-4V
Voluntary Withholding Request
Form
OMB No. 1545-0074
(Rev. February 2018)
(For unemployment compensation and certain Federal Government and other payments.)
Department of the Treasury
Give this form to your payer. Do not send it to the IRS.
Internal Revenue Service
1
2 Your social security number
Your first name and middle initial
Last name
3
Home address (number and street or rural route)
City or town
State
ZIP code
4
Claim or identification number (if any) you use with your payer
5
I want federal income tax withheld from my unemployment compensation at a rate of 10% of each payment.
6
I want federal income tax withheld from (a) my social security benefits, (b) my social security equivalent Tier 1 railroad retirement benefits, (c)
my Commodity Credit Corporation loans, (d) certain crop disaster payments under the Agricultural Act of 1949 or under Title II of the Disaster
Assistance Act of 1988, or (e) dividends and other distributions from Alaska Native Corporations to its shareholders, at the rate of (check one):
7%
10%
12%
22%
7
I want you to stop withholding federal income tax from my payment(s).
Your signature
Date
W-4V
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Form
(Rev. 2-2018)
Cat. No. 22891V
W-4V
Voluntary Withholding Request
Form
(Rev. February 2018)
(For unemployment compensation and certain Federal Government and other payments.)
Department of the Treasury
Go to www.irs.gov/FormW4V for the latest information.
Internal Revenue Service
Instructions
Note. For withholding on social security benefits, give or send the
completed Form W-4V to your local Social Security Administration
Purpose of Form
office.
Line 3. If your address is outside the United States or the U.S.
If you receive any government payment shown below, you may use
possessions, enter on line 3 the city, province or state, and name of the
Form W-4V to ask the payer to withhold federal income tax.
country. Follow the country’s practice for entering the postal code.
• Unemployment compensation (including Railroad Unemployment
Don’t abbreviate the country name.
Insurance Act (RUIA) payments).
Line 4. Enter the claim or identification number you use with your payer.
• Social security benefits.
For withholding from social security benefits, the claim number is the
• Social security equivalent Tier 1 railroad retirement benefits.
social security number under which a claim is filed or benefits are paid
(for example, 123-45-6789A or 123-45-6789B6). The letter or
• Commodity Credit Corporation loans.
letter/number combination suffix that follows the claim number identifies
• Certain crop disaster payments under the Agricultural Act of 1949 or
the type of benefit (for example, a wage earner, a spouse, or a
under Title II of the Disaster Assistance Act of 1988.
widow(er)). The claim number may or may not be your own social
• Dividends and other distributions from Alaska Native Corporations
security number. If you are unsure about what number to use, contact
to its shareholders.
the Social Security Administration at 1-800-772-1213 (toll-free). For
other government payments, consult your payer for the correct claim or
Consult your payer if you’re uncertain whether your payment is
identification number format.
eligible for voluntary withholding.
Line 5. If you want federal income tax withheld from your
You aren’t required to have federal income tax withheld from these
unemployment compensation, check the box on line 5. The payer will
payments. Your request is voluntary.
withhold 10% from each payment.
Note. Payers may develop their own form for you to request federal
Line 6. If you receive any of the payments listed on line 6, check the box
income tax withholding. If a payer gives you its own form instead of
to indicate the percentage (7%, 10%, 12%, or 22%) you want withheld
Form W-4V, use that form.
from each payment.
Why Should I Request Withholding?
Line 7. See How Do I Stop Withholding? below.
You may find that having federal income tax withheld from the listed
Sign this form. Form W-4V is not considered valid unless you sign it.
payments is more convenient than making quarterly estimated tax
payments. However, if you have other income that isn’t subject to
When Will My Withholding Start?
withholding, consider making estimated tax payments. For more details,
Ask your payer exactly when income tax withholding will begin. The
see Form 1040-ES, Estimated Tax for Individuals.
federal income tax withholding you choose on this form will remain in
How Much Can I Have Withheld?
effect until you change or stop it or the payments stop.
For unemployment compensation, the payer is permitted to withhold
How Do I Change Withholding?
10% from each payment. No other percentage or amount is allowed.
If you are getting a payment other than unemployment compensation
For any other government payment listed above, you may choose to
and want to change your withholding rate, complete a new Form W-4V.
have the payer withhold federal income tax of 7%, 10%, 12%, or 22%
Give the new form to the payer.
from each payment, but no other percentage or amount.
How Do I Stop Withholding?
What Do I Need To Do?
If you want to stop withholding, complete a new Form W-4V. After
Complete lines 1 through 4; check one box on line 5, 6, or 7; sign Form
completing lines 1 through 4, check the box on line 7, and sign and date
W-4V; and give it to the payer, not to the IRS.
the form; then give the new form to the payer.
Separate here
W-4V
Voluntary Withholding Request
Form
OMB No. 1545-0074
(Rev. February 2018)
(For unemployment compensation and certain Federal Government and other payments.)
Department of the Treasury
Give this form to your payer. Do not send it to the IRS.
Internal Revenue Service
1
2 Your social security number
Your first name and middle initial
Last name
3
Home address (number and street or rural route)
City or town
State
ZIP code
4
Claim or identification number (if any) you use with your payer
5
I want federal income tax withheld from my unemployment compensation at a rate of 10% of each payment.
6
I want federal income tax withheld from (a) my social security benefits, (b) my social security equivalent Tier 1 railroad retirement benefits, (c)
my Commodity Credit Corporation loans, (d) certain crop disaster payments under the Agricultural Act of 1949 or under Title II of the Disaster
Assistance Act of 1988, or (e) dividends and other distributions from Alaska Native Corporations to its shareholders, at the rate of (check one):
7%
10%
12%
22%
7
I want you to stop withholding federal income tax from my payment(s).
Your signature
Date
W-4V
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Form
(Rev. 2-2018)
Cat. No. 22891V
2
Form W-4V (Rev. 2-2018)
Page
Privacy Act and Paperwork Reduction Act
You aren’t required to provide the information requested on a form
that is subject to the Paperwork Reduction Act unless the form displays
Notice
a valid OMB control number. Books or records relating to a form or its
instructions must be retained as long as their contents may become
We ask for the information on Form W-4V to carry out the Internal
material in the administration of any Internal Revenue law. Generally, tax
Revenue laws of the United States. You are required to provide this
returns and return information are confidential, as required by Code
information only if you wish to have federal income tax withheld from
section 6103.
certain payments for which withholding is not required by law. If you
choose to request voluntary withholding of federal income tax, you’re
The average time and expenses required to complete and file this
required by Internal Revenue Code sections 3402(p) and 6109 and their
form will vary depending on individual circumstances. For estimated
regulations to provide the information requested on this form. If you
averages, see the instructions for your income tax return.
don't provide a completed form that is signed, the payer can’t withhold
If you have suggestions for making this form simpler, we would be
federal income tax from your payment. Providing false or fraudulent
happy to hear from you. See the instructions for your income tax return.
information may subject you to penalties.
Routine uses of this information include giving it to the Department of
Justice for civil and criminal litigation, and to cities, states, the District of
Columbia, and U.S. commonwealths and possessions for use in
administering their tax laws. We may also disclose this information to
other countries under a tax treaty, to federal and state agencies to
enforce federal non-tax criminal laws, or to federal law enforcement and
intelligence agencies to combat terrorism.

Download IRS Form W-4V Voluntary Withholding Request

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How to Fill out W-4V Form?

You can ask your payer to withhold federal taxes using the W-4V Form when you first apply for benefits or compensation. However, this is not obligatory, and you can submit the form later when you decide to start withholding. The withholding you choose on this form will remain in force until the payments stop or until you change it by completing a new form.

Instructions for the IRS Voluntary Withholding Request are as follows:

  • This form is not the only document used to request tax withholding. Your payer may have their own form, and you will have to use it instead;
  • The form must be given to the payer, not to the IRS;
  • When you request withholding on social security benefits, you need to send the completed Form W-4V to your local Social Security Administration office;
  • To know when income tax withholding begins you need to ask your payer directly;
  • You can change your withholding rate or stop the process by submitting a new W-4V Form.

W-4V Form Instructions

  1. State your full name and social security number;
  2. Write down your home address;
  3. Enter your identification or claim number you use with your payer. It may be your own social security number;
  4. Indicate if you want federal income tax withheld from the unemployment compensation, and the payer will withhold 10% of each payment;
  5. If you receive other government payments, state the percentage (7%, 10%, 12%, 22%) you want to be withheld from the payments;
  6. If you want to stop withholding, check the appropriate box;
  7. Sign and date the form.

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