Download New York 8104 Template in PDF Open New York 8104 Editor Now

Download New York 8104 Template in PDF

The New York 8104 form is a document used by policyholders to manage dividend options and tax withholding for their life insurance policies. This form allows you to make important decisions regarding how your dividends are applied, whether to take them in cash, or to reinvest them. Understanding the 8104 form can help ensure that you are making the most informed choices about your policy and its benefits.

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Similar forms

  • IRS Form W-9: This form is used to provide your taxpayer identification number (TIN) to the IRS. Similar to the 8104 form, it requires your name and TIN for tax reporting purposes.
  • IRS Form W-4P: This document is for withholding tax on pension or annuity payments. Like the 8104 form, it allows you to choose how much tax to withhold from your payments.
  • IRS Form 1099: This form reports income other than wages, salaries, and tips. It is similar to the 8104 form in that it is used to report taxable gains to the IRS.
  • IRS Form 1040: This is the standard individual income tax return form. It requires information about your income, including any taxable gains reported on the 8104 form.
  • State Tax Withholding Form: Each state may have its own form for tax withholding, similar to the 8104 form, which allows you to specify state tax withholding preferences.
  • IRS Form 4506-T: This form allows you to request a transcript of your tax return. It relates to the 8104 form as both involve tax information reporting.
  • IRS Form 8889: This form is used for reporting Health Savings Accounts (HSAs). It is similar in that it requires reporting of tax-related information.
  • IRS Form 8606: This form is for reporting nondeductible contributions to traditional IRAs. Like the 8104 form, it involves tax implications for withdrawals.
  • IRS Form 5329: This form is used to report additional taxes on qualified plans (including IRAs). It is similar to the 8104 form regarding penalties for early withdrawals.

Guide to Filling Out New York 8104

Completing the New York 8104 form is a straightforward process that requires careful attention to detail. This form is essential for policyholders who wish to make changes to their dividend options or elect tax withholding. Follow these steps to ensure your form is filled out correctly.

  1. Begin by entering the insured information. Fill in the policy number and the name of the insured.
  2. Next, provide policy owner information. If the policy owner differs from the insured, include their name, Social Security number or Tax ID, daytime phone number, and email address.
  3. Move on to the dividend option change section. Choose the appropriate option based on whether your policy has a One Year Term Rider or not. Mark your selection clearly.
  4. If applicable, indicate your choice for the Added Value Advantage Income Tax Withholding section. Answer whether you are a U.S. citizen or resident alien.
  5. Select your preferred tax withholding option by checking the appropriate box. If you wish to specify a percentage for federal or state withholding, fill in the blanks provided.
  6. Sign and date the form in the Policyowner’s Signature section. Make sure your printed name is legible.
  7. Finally, return the completed form to New York Life at the specified address: P.O. Box 130539, Dallas, TX 75313-0539.

After submitting the form, keep an eye out for any confirmation or additional correspondence from New York Life. It’s important to ensure that your requests have been processed according to your selections.