State W-4 Form

State Tax Withholding Form

Tax Year 2025

Step 1 of 4

Personal Information

First Name

Last Name

Social Security Number (Last 4 digits only)

Employee ID (if applicable)

Home Address

City

State

ZIP Code

Filing Status

Your filing status for state tax purposes may be different from your federal filing status. Please select the option that best describes your situation for state tax purposes.

Single or Married/RDP Filing Separately Select if you're unmarried, divorced, or legally separated

Married/RDP Filing Jointly Select if you're married and filing a joint tax return

Head of Household Select if you're unmarried and pay more than half the costs of keeping up a home

Number of Dependents

Withholding Allowances

The more allowances you claim, the less tax will be withheld from your paycheck. If you claim too many allowances, you may owe additional taxes when filing your return.

State Withholding Allowances

Enter the number of allowances you are claiming. This is used to calculate your state income tax withholding.

Exemption Credits

In some states, you can claim exemption credits for yourself, your spouse, and your dependents, which directly impacts your tax withholding.

I claim exemption from withholding

By checking this box, you certify that you meet the requirements to be exempt from state income tax withholding. This may require you to meet certain income thresholds or other conditions.

Additional Withholding Options

Additional State Withholding (Optional)

Enter any additional amount you want withheld from each paycheck for state income tax.

Special Withholding Rate (if applicable)

Some states allow for a flat percentage withholding rate instead of using allowances.

Additional Comments or Instructions

I certify that all information provided is true and correct

Electronic Signature

Date

Form Submitted Successfully!

Your state tax withholding form has been submitted. A copy has been sent to your employer's payroll department.

Digital Federal Tax Form w-4

Federal Tax Withholding (Form W-4)

Complete this form to ensure the correct federal income tax is withheld from your paycheck.

Step 1: Personal Information

Full Name

Social Security Number

Address

Filing Status

Single or Married filing separately

Married filing jointly (or Qualifying widow(er))

Head of household

Step 2: Multiple Jobs or Spouse Works

Complete this step if you have more than one job or are married filing jointly and your spouse also works.

Check this box if you have multiple jobs or your spouse works.

This option is generally more accurate if both jobs have similar pay. Otherwise, using the IRS estimator is recommended.

Step 3: Claim Dependent and Other Credits

Multiply the number of qualifying children under age 17 by $2,000. Multiply the number of other dependents by $500. Add the amounts.

Qualifying children under age 17:

Other dependents:

Total Credits: $0.00

Step 4 (optional): Other Adjustments

Enter any additional amounts for other income, deductions, or extra withholding.

4(a) Other income (not from jobs)

4(b) Deductions

4(c) Extra withholding

Step 5: Sign Here

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

Employee’s signature (Type Full Name)

Date

Employers Only

Employer’s name and address

First date of employment

Employer identification number (EIN)

401 (K) Form

401(k) PLAN ENROLLMENT FORM

SAMPLE FORM

INSTRUCTIONS:

Please complete all sections of this form to enroll in the company’s 401(k) plan.
Required fields are marked with an asterisk (*).
Submit the completed form to Human Resources.

SECTION 1: PERSONAL INFORMATION

Last Name

First Name

Middle Initial

Social Security Number

Date of Birth

Date of Hire

Email Address

Phone Number

SECTION 2: CONTRIBUTION ELECTIONS

I authorize my employer to withhold the following amount from my eligible compensation and deposit it into my 401(k) account:

I elect to contribute to the 401(k) plan as indicated below:

Pre-Tax Contribution (% of pay)

Roth Contribution (% of pay)

Pre-Tax Contribution ($ per pay period)

Roth Contribution ($ per pay period)

Note: Your employer matches 100% of your contributions up to 5% of your eligible compensation.

I decline to contribute to the 401(k) plan at this time.

SECTION 3: INVESTMENT ELECTIONS

Please indicate how you would like your contributions invested:

Investor Profile (A) PRO Account – Perfect401(k)’s Managed Target-Risk Portfolio

Select ONE ‘PRO Account’ from the three options below and then proceed to Step 3.

Conservative Portfolio

Moderate Portfolio

Aggressive Portfolio

Investor Profile (B) Customized Core Funds Portfolio

Enter a percentage next to each desired fund; contributions will be invested accordingly. Selection must equal 100%.

(DFREX) DFA Real Estate Sec Portfolio Fund

(VFAIX) Vanguard Financials Index Fund

(SWISX) Schwab International Index Fund

(OGMIX) Oppenheimer Gold & Precious Minerals

(SWPPX) Schwab S&P 500 Index Fund

(VHCIX) Vanguard Healthcare Index Fund

(SWRSX) Schwab Treasury Inflation-Protected Bond Index

(VIMAX) Vanguard Mid-Cap Index Fund

(SWSSX) Schwab Small-Cap Index Fund

(VITAX) Vanguard Info Tech Index Fund

(SWTSX) Schwab Total Stock Market Index Fund

(VMIAX) Vanguard Materials Index Fund

(TILVX) TIAA-CREF Large-Cap Value Index Fund

(VSCSX) Vanguard Short-Term Bond Index Fund

(TILIX) TIAA-CREF Large-Cap Growth Index Fund

(VTWSX) Vanguard Total World Stock Index Fund

(VBIAX) Vanguard Balanced Index Fund

(VWEAX) Vanguard High-Yield Corp Bond Fund

(VEMAX) Vanguard Emerging Markets Stock Index Fund

(WFBIX) Blackrock US Total Bond Index Fund

(SBS) Schwab Bank Savings Acct (Money Mkt Equiv)

TOTAL:

Total allocation must equal 100%.

SECTION 4: BENEFICIARY DESIGNATION

Please designate the beneficiary(ies) who will receive your 401(k) plan benefits in the event of your death:

Primary Beneficiary

Full Name

Relationship

Social Security Number

Percentage

Contingent Beneficiary

Full Name

Relationship

Social Security Number

Percentage

SECTION 5: AUTHORIZATION

By signing below, I acknowledge the following:

I authorize my employer to deduct the specified contribution amount from my compensation.
I have received and read the Summary Plan Description.
I understand that my election will remain in effect until I submit a new form to change or terminate it.
I understand the investment options available to me and have made my selections accordingly.

I acknowledge that I have read and understand the above statements.

Employee Signature

Date

* Required fields

Form Submitted Successfully

Your 401(k) enrollment form has been submitted. A confirmation has been sent to your email.

401(k) PLAN ENROLLMENT FORM

SAMPLE FORM

INSTRUCTIONS:

Please complete all sections of this form to enroll in the company’s 401(k) plan.
Required fields are marked with an asterisk (*).
Submit the completed form to Human Resources.

SECTION 1: PERSONAL INFORMATION

Last Name

First Name

Middle Initial

Social Security Number

Date of Birth

Date of Hire

Email Address

Phone Number

SECTION 2: CONTRIBUTION ELECTIONS

I authorize my employer to withhold the following amount from my eligible compensation and deposit it into my 401(k) account:

I elect to contribute to the 401(k) plan as indicated below:

Pre-Tax Contribution (% of pay)

Roth Contribution (% of pay)

Pre-Tax Contribution ($ per pay period)

Roth Contribution ($ per pay period)

Note: Your employer matches 100% of your contributions up to 5% of your eligible compensation.

I decline to contribute to the 401(k) plan at this time.

SECTION 3: INVESTMENT ELECTIONS

Please indicate how you would like your contributions invested:

Investor Profile (A) PRO Account – Perfect401(k)’s Managed Target-Risk Portfolio

Select ONE ‘PRO Account’ from the three options below and then proceed to Step 3.

Conservative Portfolio

Moderate Portfolio

Aggressive Portfolio

Investor Profile (B) Customized Core Funds Portfolio

Enter a percentage next to each desired fund; contributions will be invested accordingly. Selection must equal 100%.

(DFREX) DFA Real Estate Sec Portfolio Fund

(VFAIX) Vanguard Financials Index Fund

(SWISX) Schwab International Index Fund

(OGMIX) Oppenheimer Gold & Precious Minerals

(SWPPX) Schwab S&P 500 Index Fund

(VHCIX) Vanguard Healthcare Index Fund

(SWRSX) Schwab Treasury Inflation-Protected Bond Index

(VIMAX) Vanguard Mid-Cap Index Fund

(SWSSX) Schwab Small-Cap Index Fund

(VITAX) Vanguard Info Tech Index Fund

(SWTSX) Schwab Total Stock Market Index Fund

(VMIAX) Vanguard Materials Index Fund

(TILVX) TIAA-CREF Large-Cap Value Index Fund

(VSCSX) Vanguard Short-Term Bond Index Fund

(TILIX) TIAA-CREF Large-Cap Growth Index Fund

(VTWSX) Vanguard Total World Stock Index Fund

(VBIAX) Vanguard Balanced Index Fund

(VWEAX) Vanguard High-Yield Corp Bond Fund

(VEMAX) Vanguard Emerging Markets Stock Index Fund

(WFBIX) Blackrock US Total Bond Index Fund

(SBS) Schwab Bank Savings Acct (Money Mkt Equiv)

TOTAL:

Total allocation must equal 100%.

SECTION 4: BENEFICIARY DESIGNATION

Please designate the beneficiary(ies) who will receive your 401(k) plan benefits in the event of your death:

Primary Beneficiary

Full Name

Relationship

Social Security Number

Percentage

Contingent Beneficiary

Full Name

Relationship

Social Security Number

Percentage

SECTION 5: AUTHORIZATION

By signing below, I acknowledge the following:

I authorize my employer to deduct the specified contribution amount from my compensation.
I have received and read the Summary Plan Description.
I understand that my election will remain in effect until I submit a new form to change or terminate it.
I understand the investment options available to me and have made my selections accordingly.

I acknowledge that I have read and understand the above statements.

Employee Signature

Date

* Required fields

Form Submitted Successfully

Your 401(k) enrollment form has been submitted. A confirmation has been sent to your email.

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mohammedmajeed

SaaS software

mohammedmajeed August 7, 2025

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401 K Form

CONTACTS

USA Employee Federal and State Tax W-4 forms and 401 (K) form

State Tax Withholding Form

Personal Information

Filing Status

Withholding Allowances

Additional Withholding Options

Form Submitted Successfully!

Federal Tax Withholding (Form W-4)

Step 1: Personal Information

Step 2: Multiple Jobs or Spouse Works

Step 3: Claim Dependent and Other Credits

Step 4 (optional): Other Adjustments

Step 5: Sign Here

Employers Only

401 (K) Form

401(k) PLAN ENROLLMENT FORM

SECTION 1: PERSONAL INFORMATION

SECTION 2: CONTRIBUTION ELECTIONS

SECTION 3: INVESTMENT ELECTIONS

SECTION 4: BENEFICIARY DESIGNATION

Primary Beneficiary

Contingent Beneficiary

SECTION 5: AUTHORIZATION

Form Submitted Successfully

401(k) PLAN ENROLLMENT FORM

SECTION 1: PERSONAL INFORMATION

SECTION 2: CONTRIBUTION ELECTIONS

SECTION 3: INVESTMENT ELECTIONS

SECTION 4: BENEFICIARY DESIGNATION

Primary Beneficiary

Contingent Beneficiary

SECTION 5: AUTHORIZATION

Form Submitted Successfully

mohammedmajeed

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