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Changing Tax Withholding

If you would like to make a change to your tax withholding amount, please do one of the following:

  • Download the appropriate form (W-4P or W-4) as appropriate form the IRS at www.irs.gov, complete it and mail it or fax it to us at:

Pacific Life Insurance Company – Retirement Solutions Division
Retirement Annuities
777 Research Drive
Lincoln, NE 68521

Phone: (800) 800-9534
FAX: (402) 479-0102

  • Call Pacific Life Customer Service at (800) 800-9534.


Information on Tax Withholding Forms

W-4P Tax Withholding Form

  • Used by recipients of qualified pension and annuity payments to tell payors the amount of Federal Income Tax to withhold from their payments.
  • If you receive a 1099-R, use the W4-P to change your withholding election.
  • Withholding can be in accordance with marital filing status and number of allowances, or a flat dollar amount.

 

W-4 Tax Withholding Form

  • Used by recipients of certain non-qualified pension and deferred compensation payments to tell payors the amount of Federal Income Tax to withhold from their payments.
  • If you receive a W-2, use the W-4 to change your withholding election.
  • Withholding can be in accordance with marital filing status and number of allowances, or a flat dollar amount.

If you have questions regarding the tax obligations on your annuity benefit, please contact your tax advisor.

Duplicate Tax Statement

Pacific Life is responsible for annual tax reporting to the Internal Revenue Service. Each year we issue a variety of year-end tax statements to those individuals who received payments from us. These statements are used to calculate and report your income and tax liability for the year.

If you need a duplicate tax statement, please call Pacific Life Customer Service at (800) 800-9534.