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

The changes in the tax table impact tax withholding in multiple states and could result in a change —either an increase or decrease —in the amount of your monthly net benefit payment received from the Fund. 

The AFTRA Retirement Fund encourages 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, California, Connecticut, Delaware, Georgia, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Mississippi, Nebraska, North Carolina, Oklahoma, Oregon Vermont, Virginia, and Washington DC.
   

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

 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, you can download, complete and securely submit your forms directly in the portal. For additional information, see below.

How can I submit my completed form?

By Portal:  Sign into your portal account and go to the “Forms” page 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 and submit the form securely through the portal.

By email:           Send to retirement@aftraretirement.org 

By Fax:               (212) 499-4928

By Mail:              AFTRA Retirement Fund
                           Attention: Retirement Services
                           1411 Broadway, Suite 1850
                           New York, NY 10018-3496

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 March 1^st benefit payment, you can contact Participant Services through the Portal Help Center page.   Include your name, your email address and note “tax withholding” in the form as your reason for your inquiry.