You may make tax changes online by using the link below to log into your online retirement account on the ERSRI Member Portal or by downloading the following two forms and returning them to ERSRI. Forms may be submitted by mail or by fax to (401) 462-7691.
IRS Form W-4P is required for any member making a change or initiating retirement after 1/1/2023. You may find the 2024 Tax Calculator Workbook below helpful in completing the W-4P.
Existing payees who received benefit payments prior to December 31, 2022 are not required to submit IRS Form W-4P. Your original withholding election will remain in effect until you file a new IRS Form W-4P or Rhode Island State Tax Withholding Certificate with ERSRI.
ERSRI staff cannot advise you on how to fill out tax forms. If you have questions about the amount of tax that should be withheld from your benefit payments or how you should fill out the IRS Form W-4P, please consult a qualified tax advisor.