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MARYLAND STATE RETIREMENT AGENCY 120 EAST BALTIMORE STREET BALTIMORE, MD 21202-6700 FEDERAL AND MARYLAND STATE TAX WITHHOLDING REQUEST RETIREMENT USE ONLY FORM 766 (Rev. 1/15) You must file one combined
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How to fill out retirement use only:

01
Start by obtaining the retirement use only form from the appropriate source, such as your employer or retirement account provider.
02
Read the instructions carefully to understand the information required and any specific guidelines for completing the form.
03
Gather all the necessary information, including your personal details, employment history, and retirement account information.
04
Fill out the form accurately and legibly, using a pen or typing if allowed.
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Submit the retirement use only form according to the specified method, such as mailing it to the designated address or submitting it online.

Who needs retirement use only:

01
Employees nearing retirement age who want to contribute funds exclusively for retirement purposes.
02
Individuals who have a designated retirement account, such as a 401(k) or an individual retirement account (IRA).
03
Employers or retirement plan administrators who need to document and manage retirement contributions and withdrawals in accordance with legal and regulatory requirements.
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Retirement use only is a designation that limits the use of certain retirement accounts to only retirement purposes.
Individuals who have retirement accounts and want to ensure that the funds are used solely for retirement purposes are required to file retirement use only.
To fill out retirement use only, individuals must submit a form or make a checkmark on a document indicating that the funds are to be used for retirement purposes only.
The purpose of retirement use only is to ensure that funds in retirement accounts are used for their intended purpose of providing income during retirement.
The information reported on retirement use only typically includes the account holder's name, account number, and a statement confirming the retirement use only designation.
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