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Full story: Each year, the federal and state tax withholding tables are adjusted, and these adjustments are generally reflected in future benefit payments.

The changes in the tax table may impact tax withholding in several states and may result in a change (increase or decrease) to the monthly net benefit payment received from the Fund. 

We encourage participants to contact their tax or legal advisor to determine individual income tax withholding requirements.  If you reside in a state that has mandatory withholdings and you have chosen not to withhold state taxes from your monthly benefit, you will be responsible for paying the mandatory taxes directly to that state.

Updating your withholdings – Participants can update their federal and state withholding elections at any time, using the tax forms available on this website  or in the portal and following instructions in the respective forms.

• State tax withholding is MANDATORY when there is federal tax election for the following states: Arkansas, Connecticut, Delaware, Iowa, Kansas, Maine, Maryland, Massachusetts, Mississippi, Nebraska, North Carolina, Oklahoma, Vermont, Virginia, and Washington DC.
   
• State tax withholding is MANDATORY when there is federal tax election for the following states:  California, Connecticut, Georgia, Michigan, and Oregon.

The following is a list of states where monthly pension annuities are impacted by the adjusted tax-withholding table:

• Arkansas
• Georgia
• Idaho
• Kansas
• Michigan
• Ohio
• Utah

If you would like to make a change to your current federal and state withholding elections, visit the Fund’s website at aftraretirement.org and  select the state or federal tax withholding form from the Retirement Forms page.  If you are a registered portal user, sign in to the portal and follow the instructions at the top of the State Tax Withholding form. Save a copy of your completed form to your trusted device and upload the form securely to the portal.

How can I submit my completed form?

By Portal:  See above information

By email, send to retirement@aftraretirement.org 

By Fax: (212) 499-4928

By Mail:  AFTRA Retirement Fund
               Attention: Retirement Services
               261 Madison Avenue, 7th Floor
               New York, NY 10016-2309

For specific information on the revised tax tables affecting your state, consult with your tax advisor or refer to your state’s Department of Taxation website.

To request a tax form to be mailed to you and for questions about your Sept. 1 benefit payments, you can contact Participant Services through the Portal Help Center. In your message, include “tax withholding” within the body of your email and the best telephone number and email to reach you.