At retirement, you should have already completed
forms instructing MercedCERA how to withhold taxes from
your monthly benefit payment. As a benefit recipient, you have
several options regarding your withholding for Federal and State
of California taxes. You may select an amount based on the tax
tables and your tax filing status (i.e., single or
married). You may also elect to have nothing withheld.
Non-Residents
If you are a non-resident of California, state taxes should not
be withheld. You can change your tax withholding at any time by
completing and submitting the Stae of California DE 4P form.
These must be received by MercedCERA each month before the
monthly payroll processing begins (generally before the 18th of
the month) for a change to be processed in time for that month’s
retirement payroll.
