To ask your employer to withhold an additional amount each pay period, complete lines 3, 4, and 5 on Form IT-2104, as applicable. Tax Withholding Forms and Instructions.Federal Withholding Certificate (W-4). To claim exempt status, you must meet certain conditions and submit a new Form W-4 and a notarized, unaltered Withholding Certificate Affirmation each year. Every employee must complete two withholding forms: For federal taxes: the W-4 Employee's Withholding Certificate form filed with the Internal Revenue Service. The employee must send the Form W4 and statement directly to the IRS office designated on the lockin letter. Use this form to change how much Federal income tax is withheld from your monthly pension check. Step 1: Employee's Withholding Certificate. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes.