Transactions

Find tax information

View information for federal reporting, state reporting and withholding.

Get tax information
  • Find out how to get your 1099 form

    Follow these instructions to find and download your 1099 form.

    1. Click link and log into your online account
    2. Click 'STATEMENTS & DOCS'
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  • Get IRS Form W-4

    Complete a W-4 so your employer can withhold the correct federal income tax from your pay.

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  • Set up Federal Tax Withholding (W-4P Withholding Certificate)

    Update the amount of federal taxes you want withheld.

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  • Get IRS Form W-7

    This is an application for an IRS Individual Taxpayer Identification Number.

         Get W-7 Get W-7 Opens pdf
  • Get instructions for IRS Form W-7

    Learn how to fill out this form to get your IRS  Individual Taxpayer Identification Number.

         Get instructions Get instructions Opens pdf
  • IRS Form W-8BEN

    Individuals use this to receive a Certificate of Foreign Status of Beneficial Owner for U.S. tax withholding and reporting.

         Get W-8BEN Get W-8BEN Opens pdf
  • Get IRS Form W-8BEN-E

    Entities use this to receive a Certificate of Foreign Status of Beneficial Owner for U.S. tax withholding and reporting.

         Get W-88EN-E Get W-88EN-E Opens pdf
  • Get instructions for IRS Form W-8 BEN-E

    Instructions for completing the W-8 BEN-E information.

         Get instructions Get instructions Opens pdf
  • Get IRS Form W-9

    Request a Taxpayer Identification Number and Certification.

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  • Set up State Income Tax Withholding Election for Cash Withdrawals - Rollover Eligible

    State laws may require mandatory state income tax be withheld from cash withdrawals.

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  • Set up State Income Tax Withholding Election for Periodic Withdrawal – Non-Rollover Eligible for Income Test Drive

    State laws may require mandatory state income tax be withheld from cash withdrawals.  Use this transaction for Income Test Drive accounts.

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  • Set up State Income Tax Withholding Election for Cash Withdrawal - Non-Rollover Eligible

    State laws may require mandatory state income tax be withheld from cash withdrawals.

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  • Set up State Income Tax Withholding Election for periodic Withdrawal - Rollover Eligible

    This withholding request is mandatory for periodic withdrawals that are rollover eligible.

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  • Set up State Income Tax Withholding Election for periodic Withdrawals - Non-Rollover Eligible

    This withholding request is mandatory for periodic withdrawals that are not rollover eligible.

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  • Set up Voluntary State Income Tax Withholding Election

    This withholding request is optional. To have state income tax withheld from your payments, indicate a specific dollar amount or percentage of the taxable portion of the payment.

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  • Set up Deferred Compensation Substitute State Withholding Election

    State law requires you to complete an Income Tax Withholding Election for all distributions you receive from us. If you don't request withholding, the state tax default election will apply.

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