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Get the free Election and withholding certificate - New York Life Investment ...

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E L E C T I O N A N D W I T H H O L D IN G C E R T I F I C A T E New York Life Investments* Mail to: P.O. Box 427, Parsimony, NJ 07054-0427 or Fax to: 973-394-4605 Please Complete Either A) or B):
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An election and withholding certificate is a document that is used to elect to have withholding tax on income from U.S. sources.
Non-resident aliens or foreign entities who receive income from U.S. sources are required to file an election and withholding certificate.
To fill out an election and withholding certificate, you need to provide your personal information, such as name, address, and taxpayer identification number, and specify your election and withholding preferences.
The purpose of an election and withholding certificate is to inform the IRS about your election to have withholding tax on income from U.S. sources.
The election and withholding certificate requires you to report your personal information, taxpayer identification number, income from U.S. sources, and your election and withholding preferences.
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