Information on W-4 and W-5 Forms

IRS requires you to update your w-4 if your filing status, exemption allowances or exempt status has changed since your last filing. For your convenience, links are included below.

Changes Received by the 10^th of each month will be effective for that month.

Your Social Security number will print on the November and December earnings records for your review. Contact us immediately if there is an error in the spelling of your name, incorrect address, or social security number.

Form W-4

• IRS regulations require employers to remind their employees by December 1^st to file an amended Form W-4 if their filing status, exemption allowances, or exempt status has changed since their last filing of a W-4.
• Employees claiming exempt must complete a new W-4 by February 15^th of the new year in order to keep their exempt status ongoing.
• http://www.irs.gov/pub/irs-pdf/fw4.pdf

Form W-5

• Employees who have filed Form W-5 for advanced earned income credit payments will have that certificate expire December 31^st
• Please contact payroll immediately if your name and social security number do not match your social security card. The IRS will fine the District up to $50 per occurrence for incorrect W-2 information. This is critical as the Social Security Administration (SSA) uses the W-2 information to post social security wages to a worker’s social security earnings record. If these two items do not match, the employee’s monies can not be posted to their account.

It is recommended that every 2 to 5 years, workers request a statement of Social Security Earnings from SSA. Following is a link to request a statement of your Social Security Earnings: http://www.ssa.gov/mystatement/