January 30, 2023
The IRS has released the 2023 W-4P form. As an IMRF retiree, you need the W-4P to establish or change tax withholding from your benefits payments.
If you already have a W-4P on file with IMRF, you do not need to submit a new form unless you want to change your tax withholding. If you do not file a new W-4P, IMRF will compute your withholding based on the information from the existing W-4P we have on file.
The quickest and easiest way to file a new W-4P is through our secure Member Access.
If you prefer to complete a paper form, a pdf of the W-4P is also available for download here.
*If you are unsure about the correct withholding amount, please consult your tax advisor.