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ATTENTION DCRB RETIREES: If you have a Wells Fargo account and you did not receive your July or August annuity, please contact Wells Fargo to verify your account information, and then contact DCRB Member Services.

Understanding the New W-4P Form

In 2023 the Internal Revenue Service (IRS) revised its pensions and annuity withholding certificate, Form W-4P, to reflect new withholding rules. In this brief video, the District of Columbia Retirement Board provides an overview of the new IRS W-4P withholding form, including an explanation of what has changed from the previous version and instructions for completing and submitting it. The purpose of the W-4P is for payers to withhold the correct amount of federal income tax from periodic pensions and annuities.