INSTRUCTIONS: ALABAMA WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PLANS (Form W-4P) Alabama public employees use a form W-4P to document their wishes regarding withholding federal income tax payments from pensions or annuities. This document can be obtained from the website of the Retirement Systems of Alabama. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 1: On the first blank line, enter your name. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 2: On the second blank line, enter your Social Security number. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 3: Check the box next to statement number 1 if you do not wish for federal income tax payments to be withheld from your pensions or annuities. If this is the case, you do not need to complete any other portion of this form. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 4: Check the box next to the statement number 2 if you wish to have federal withholding tax calculated based on your marital status and the number of exemptions claimed. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 5: On line A, check whether you are single, married or married but wish to have taxes withheld at the higher single rate. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 6: On line B, enter the total number of exemptions claimed. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 7: Check the box next to statement number 3 if you wish to have an amount greater than required by tax tables withheld. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 8: If you have checked the box next to statement 3, indicate your marital status with a check mark on line A. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 9: Indicate your total exemptions claimed on line B. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 10: If you wish to have an additional amount withheld, check the box next to statement number 4. Enter the dollar amount you wish to have withheld, indicate your marital status and enter the number of exemptions being claimed. Alabama Withholding Certificate For Pension Or Annuity Plans W-4P Step 11: Sign and date the form.