Employee Details Update

Use this form to provide updated contact information and tax withholding instructions.

Your responses to these questions will be used to complete the relevant tax forms and update your contact information with FVUMC automatically, and a copy of what you submit with sensitive data redacted will be emailed to the address you provide.

Step 1 of 3

Information About You

Full Legal Name

First

Middle

Last

Phone Number

Personal Email Address

Provide a personal email address that FVUMC may use to communicate with you. This is the email address that will be used for sending paystubs each month.

County of Residence

Provide the County where you live (i.e. Wake, Durham, Harnett).

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Date of Birth

Provide your date of birth (MM/DD/YYYY)

Social Security Number

Provide your Social Security Number (XXX-XX-XXXX)

Do you hold a Clergy position that is not subject to tax withholding?

Yes, I hold a Clergy position that is not subject to tax withholding
No, I do not hold a Clergy position.

Federal Taxes (Form W-4)

What filing status would you like to select for your federal income taxes?

Single or Married filing separately
Married filing jointly or Qualifying surviving spouse
Head of household

This is your response to Step 1(c) on IRS Form W-4.

TIP: Consider using the estimator at www.irs.gov/W4App to determine the most accurate withholding for the rest of the year if: you are completing this form after the beginning of the year; expect to work only part of the year; or have changes during the year in your marital status, number of jobs for you (and/or your spouse if married filing jointly), dependents, other income (not from jobs), deductions, or credits. Have your most recent pay stub(s) from this year available when using the estimator. At the beginning of next year, use the estimator again to recheck your withholding. Please Note: If you use the estimator at www.irs.gov/W4App, you can produce a version of the completed W4 which will show you where to insert the results. Use the W4 that the webpage generates to answer the questions in Steps 2 through 4.Complete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 of the IRS Form W-4 for more information on each step, who can claim exemption from withholding, and when to use the estimator at www.irs.gov/W4App.

Step 2: Multiple Jobs or Spouse WorksComplete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 of the IRS Form W-4 for more information on each step, who can claim exemption from withholding, and when to use the estimator at www.irs.gov/W4App. Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works. The correct amount of withholding depends on income earned from all of these jobs.Do only one of the following. (a) Use the estimator at www.irs.gov/W4App for the most accurate withholding for this step (and Steps 3–4). If you or your spouse have self-employment income, use this option; or(b) Use the Multiple Jobs Worksheet on page 3 and enter the result in Step 4(c) below; or(c) If there are only two jobs total, you may check this box. Do the same on Form W-4 for the other job. This option is generally more accurate than (b) if pay at the lower paying job is more than half of the pay at the higher paying job. Otherwise, (b) is more accurate.

Select Option 2(c)

Select Option 2(c)

Complete Steps 3–4(b) on Form W-4 for only ONE of these jobs. Leave those steps blank for the other jobs. (Your withholding will be most accurate if you complete Steps 3–4(b) on the Form W-4 for the highest paying job.)

Step 3: Claim Dependent and Other CreditsComplete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 of the IRS Form W-4 for more information on each step, who can claim exemption from withholding, and when to use the estimator at www.irs.gov/W4App.If your total income will be $200,000 or less ($400,000 or less if married filing jointly):

Multiply the number of qualifying children under age 17 by $2,000

Multiply the number of other dependents by $500

Add the amounts above for qualifying children and other dependents. You may add to this the amount of any other credits. Enter the total here.

This is your response to Step 3 on IRS Form W-4

Step 4 (optional): Other AdjustmentsComplete Steps 2–4 ONLY if they apply to you; otherwise, skip to Step 5. See page 2 of the IRS Form W-4 for more information on each step, who can claim exemption from withholding, and when to use the estimator at www.irs.gov/W4App.(a) Other income (not from jobs). If you want tax withheld for other income you expect this year that won’t have withholding, enter the amount of other income here. This may include interest, dividends, and retirement income.

(a) Other income (not from jobs)

This is your response to Step 4(a) on IRS Form W-4.

(b) Deductions. If you expect to claim deductions other than the standard deduction and want to reduce your withholding, use the Deductions Worksheet on page 3 and enter the result here.

(b) Deductions

This is your response to Step 4(b) on IRS Form W-4.

This is your response to Step 4(c) on IRS Form W-4.

number to of

Step 5: Sign HereUnder penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

Signature for IRS Form W4

Clear Signature

This form is not valid unless you sign it.

State Taxes (Form NC-4)

Use this online form to complete your NCDOR Form NC-4. To assist you with completing this online form, you may download a complete copy of the NCDOR Form NC-4 with instructions and worksheets by Clicking Here. PURPOSE - Complete Form NC-4 so your employer can withhold the correct amount of State income tax from your wages. If you do not submit Form NC-4 to your employer, your employer must withhold as if your filing status is “Single” with no allowances. FORM NC-4 NRA - If you are a nonresident alien, you must use Form NC-4 NRA. In general, a nonresident alien is an alien (not a U.S. citizen) who has not passed the green card test or the substantial presence test. (For more information on the green card test and the substantial presence test, see Publication 519, U.S. Tax Guide for Aliens.) If you are a non-resident alien, please see the Executive Director of Operations to complete a NCDOR Form NC-4 NRA instead of a Form NC-4. FORM NC-4 BASIC INSTRUCTIONS - Complete the NC-4 Allowance Worksheet. The worksheet will help you determine your withholding allowances based on federal and N.C. adjustments to income including the N.C. child deduction amount, N.C. itemized deductions, and N.C. tax credits. However, you may claim fewer allowances than you are entitled to if you wish to increase the amount of State income tax withheld during the tax year. If your withholding allowances decrease, you must file a new NC-4 with your employer within 10 days after the change occurs. Exception: When an individual ceases to be “Head of Household” after maintaining the household for the major portion of the year, a new NC-4 is not required until the first day of the first pay period that ends on or after January 1 of the following calendar year. TWO OR MORE JOBS - If you have more than one job, determine the total number of allowances you are entitled to claim on all jobs using one Form NC-4 Allowance Worksheet. Your withholding will usually be most accurate when all allowances are claimed on the NC-4 filed for the higher paying job and zero allowances are claimed for the other. You should also refer to the “Multiple Jobs Table” to determine any additional amount to be withheld on Form NC-4, Line 2 (See page 4). NONWAGE INCOME - If you receive nonwage income, such as interest or dividends, you may be required to make estimated income tax payments using Form NC-40, Individual Estimated Income Tax, to avoid owing interest on the underpayment of estimated income tax. Form NC-40 is available on the Department’s website at ncdor.gov. HEAD OF HOUSEHOLD - Generally, you may claim “Head of Household” filing status if you are unmarried or considered unmarried on the last day of the year, paid more than half of the cost of keeping up a home for the year, and had a qualifying person live with you in the home for more than half the year. SURVIVING SPOUSE - Generally, you may claim “Surviving Spouse” filing status only if your spouse died in either of the two preceding tax years and you meet the following requirements: 1. Your home is maintained as the main household of a child or stepchild whom you can claim as a dependent; and 2. You were entitled to file a joint return with your spouse in the year of your spouse’s death. MARRIED TAXPAYERS - For married taxpayers, both spouses must agree as to whether they will complete the NC-4 Allowance Worksheet based on the filing status, “Married Filing Jointly” or “Married Filing Separately.” • Married taxpayers who complete the worksheet based on the filing status, “Married Filing Jointly” should consider the sum of both spouses’ income, federal and N.C. adjustments to income, and N.C. tax credits to determine the number of allowances. • Married taxpayers who complete the worksheet based on the filing status, “Married Filing Separately” should consider only his or her portion of income, federal and N.C. adjustments to income, and N.C. tax credits to determine the number of allowances.

Filing Status. What filing status would you like to select for your state income taxes?

Single or Married filing separately
Head of household
Married filing jointly or Surviving spouse

This is your response to "Filing Status" on NCDOR Form NC-4

Total number of allowances you are claiming(Enter zero (0), or the number of allowances from Page 2, Line 17 of the NC-4 Allowance Worksheet.)

Total number of allowances

This is your response to Question 1 on NCDOR Form NC-4. Use whole numbers only.

Additional amount, if any, you want withheld from each pay period

Additional Amount, if any, you want withheld from each pay period

Enter dollars only. Do not include cents.

Under penalties of perjury, I declare that this certificate, to the best of my knowledge and belief, is true, correct, and complete.

Signature for NCDOR Form NC-4