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Pima Arizona Form W-4V: What You Should Know

Form W-4V to request a waiver of California income tax. Application for Certification of Qualifications for Certain Individuals, Trusts, or Estates, Form W-4S (Pima County), filed with the tax department by the following individuals, to certify a person qualifies to become a qualified joint and survivor annuity trust and may be appointed as an estate trustee, executor of an estate, or administrator of a trust, and shall be signed by the individual. This form is made on behalf of the individual and will apply only to benefits provided pursuant to federal trust regulations. Tax-Sheltered Assets — Application for Certification, Form W-4S.5 (Pima County), filed with the tax department by the following entities to certify certain assets, not constituting assets subject to federal taxation, are not taxable under any federal trust law, and are subject to a state tax shelter. As used in these instructions, “tax-exempt” means exempt solely from federal taxation. Totally Qualified Retirement Plans — Application for Certification, Form W-4S.6 (Pima County), filed with the tax department by the following entities, to certify the total assets, net of income and expenses, and the total investments, including any diversified investment products and/or securities, to be offered or sold and made or entered into, and held for investment, by the following persons, and to certify all investment of such assets will be made in securities and will be limited to certain specified type of investments, investments which are specifically designated by the plan representative as a qualified investment in the most recent 1095 information return filed with the state of Arizona. The investment and withdrawal amounts contained in this tax-exempt form shall not exceed the actual amount of the assets provided if any.

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